These 5 concepts, crucial for any mining & metals investor, took me years to learn and master. I'll teach them to you in 15 minutes: 1/6 Once a mining company reports a resource, things shift. Basically, it all becomes more 'real'. Work and investment bump up certainty. And resources are great! But reserves are better... … Continue reading 5 cornerstone concepts for every mining investor [Twitter thread unrolled]
Investing in stocks is a journey that starts with knowing yourself. It continues with evergreen curiosity. Both benefit your portfolio. Here are 10 simple tactics that will make you a better investor: Figure out what you believe in. • Learn voraciously about those sectors/industries/stocks.• Read/listen/watch as much info as you can, given your schedule & … Continue reading These 10 simple tactics will make you a better investor, guaranteed [Twitter thread unrolled]
Twitter has just announced that it will shut down its Revue newsletter platform. As a result, for now, this newsletter will be paused. "Hey hey! It's Sunday so let’s grab a cup of coffee* and dig in. All mines have a finite life, also called life of mine -LOM-. This implies the industry is always … Continue reading Define your ideal investment horizon by mastering the mining lifecycle | Paola Rojas’ Blog – Issue #3
1/ Here we go again. $GS and $CS announced bearish views on lithium. Stocks in the sector plummeted. I spent hours reading news and reports to give you a well-rounded summary of what investors and experts say. (and my thoughts at the end) Buckle up: 2/ What happened: • Goldman Sachs forecasted lithium supply to … Continue reading Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be [Twitter thread unrolled]
Hey hey! It's Sunday so let’s grab a cup of coffee* and dig in. Value is in the eye of the beholder. Kind of.Economic studies are how we put a value on both reserves and resources. From the rough strokes we get from a scoping study, to PEAs and beyond, clarity improves and certainty rises. … Continue reading Let’s understand the value of these deposits, shall we? | Paola Rojas’ Blog – Issue #2
Copper pricing has weakened due to expected falling demand. But in the long term, we need the metal 😎 Here are my 5 favourite reasons to add copper to your portfolio: 1) Rising demand for EVs and decarbonisation fuels the need for metals used in electrification, including: • lithium • copper • nickel • cobalt … Continue reading 5 fundamental reasons to add copper to your mining & metals portfolio [Twitter thread unrolled]
Subscribe to read it on the day Hey hey! It's Sunday so let’s grab a cup of coffee* and dig in. It's been an interesting few weeks in the markets.From Goldman Sachs and Credit Suisse sharing bearish views on lithium (meanwhile GS is piling on developers like Lithium Americas, again! If you missed it, I … Continue reading 5 cornerstone concepts for every mining investor | Paola Rojas’ Blog – Issue #1
We live in a mineral-intensive world, yet many investors are on the fence about the sector. If that's you, here are 5 reasons why you NEED exposure to mining and metals. Yes, I'm a convert, and copper 'runs through my veins' after 5 generations, but I strongly believe every investor should have metals in some … Continue reading 5 reasons to invest in mining & metals and future-proof your portfolio [Twitter thread unrolled]
Lithium is the core of the batteries we use daily. All critical metals will continue expanding as the energy transition speeds up. Here's your “Lithium Investing 101” to help you venture into this growing theme. Before you buy a single share of a lithium-focused company, these 5 concepts will set the stage for you. These … Continue reading Lithium investing 101 to help you venture into this growing theme (whether you already invest in mining or not) [Twitter thread unrolled]
Lithium is widely found on earth, but to date, the market is still learning to grow and many challenges lie ahead. Rising prices Lithium and other battery metals and minerals are the bottleneck we must solve for the energy transition to go global. Before gigafactories existed, the raw materials in batteries represented only 40% of … Continue reading Lithium ‘charges on’… but these 4 challenges lie ahead for the battery metal
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