5 hard truths you don’t want to hear about your investment strategy (and why you absolutely want to)

(but if you listened, it would boost your portfolio) I've been investing for 16 years now. When you start things can be... interesting. If you're a relative newbie, and not getting results, hear me out: #1 The market is not against you. You're not getting returns because your strategy is sh*t 😳 #2 You second-guess … Continue reading 5 hard truths you don’t want to hear about your investment strategy (and why you absolutely want to)

Copper porphyries explained to help you add the metal to your portfolio (for mining investors) [Twitter thread unrolled]

Copper is crucial for decarbonisation, yet we've been underinvesting for over a decade. To be copper-ready we must step up. Here's the skinny on porphyry deposits to help you take advantage of this lifetime opportunity. Today I'll cover some copper porphyry basics including: • characteristics • location • grades • tonnage • must & nice … Continue reading Copper porphyries explained to help you add the metal to your portfolio (for mining investors) [Twitter thread unrolled]

These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply (for mining investors) [Twitter thread unrolled]

There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply (for mining investors) [Twitter thread unrolled]

Deposit types explained (and why it matters to mining investors) [Twitter thread unrolled]

Here's your 'Mineral deposit types 101' (plus why you, as an investor, should care): Let's define mineral deposit: A body of rock that hosts a 'HIGH concentration'* of valuable minerals that may be extracted at a profit, given current technology and reasonable metal prices. *aka grade, is a moving target. We'll get back to that … Continue reading Deposit types explained (and why it matters to mining investors) [Twitter thread unrolled]

Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs [Twitter thread unrolled]

Given recent developments, I feel fitting to bring back this piece by Benchmark Mineral Intelligence in response to Goldman Sachs. Minor edits for brevity. Lithium oversupply? Not likely. Why? 1) The industry cannot rely on China feedstock meeting the market Goldman sees the most “significant” new lithium supply coming from China. Despite progress, Chinese hard rock resources are … Continue reading Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs [Twitter thread unrolled]

This ‘Drilling 101’ for mining investors will help you evaluate exploration results [Twitter thread unrolled]

Drilling is the most significant exploration method in mining. But all drilling is not created equal. Here's your quick guide to drilling, to help you understand reports and news releases: Let's start with definitions. Drilling is simultaneously a geological and a geochemical exploration tool, where rock is recovered from beneath the surface for examination and … Continue reading This ‘Drilling 101’ for mining investors will help you evaluate exploration results [Twitter thread unrolled]

This lifestyle companies’ checklist for mining investors will help you avoid explorers not ‘in it for the right reasons’ [Twitter thread unrolled]

Are you holding a 'lifestyle company' in your junior explorers' stock portfolio? Or considering one that might be? 5 questions to find out FAST, and reduce your risk: As a small cap investor, you do research on stocks in hopes of finding gems before they blow up. Recognizing risks as early on as possible is … Continue reading This lifestyle companies’ checklist for mining investors will help you avoid explorers not ‘in it for the right reasons’ [Twitter thread unrolled]

These 5 reasons to invest in lithium stocks are all you need to know to add the metal to your portfolio [Twitter thread unrolled]

The energy transition is upon us, whether you like it or not. So... here are 5 reasons you SHOULD consider investing in lithium, today and for the long term: 1) To start, rising quantities of batteries are desperately needed to push electrification forward. Electric vehicles require efficient and lightweight power storage (aka batteries) that can … Continue reading These 5 reasons to invest in lithium stocks are all you need to know to add the metal to your portfolio [Twitter thread unrolled]

This ‘Economic Studies 101’ will guide your stock selection for mining investors [Twitter thread unrolled]

Knowing the difference between the variety of economic studies used in mining and metals is crucial to any investor. Here's my 'Economic Studies 101', to help you predict how these could impact your investments: Let's get classification out of the way. There are 4 buckets: -Scoping, preliminary economic assessment or PEA -Preliminary feasibility or Pre-feasibility … Continue reading This ‘Economic Studies 101’ will guide your stock selection for mining investors [Twitter thread unrolled]

‘Resources vs Reserves 101’ – an easy guide to help mining investors interpret news releases and reports [Twitter thread unrolled]

Understanding the difference between mineral resources & reserves is key to investing in mining and metals. Here's your 'Resources vs Reserves 101' to help you interpret news releases and reports: Let's get some definitions in first. Both are basically estimates of the grade and tonnage of economically interesting mineralisation existing in a deposit. While tonnage … Continue reading ‘Resources vs Reserves 101’ – an easy guide to help mining investors interpret news releases and reports [Twitter thread unrolled]