Member topics

MODULES AND SECTIONS

• START HERE

  • Welcome for new members
  • Why a toolkit? My journey* (open access)
• Dashboard

  • Sentiment tracker and watchlist with weekly gem hunt, top movers, quick takes and deep dives on stocks
  • Charts
  • Glossary
  • Documents
  • Member requests
• MODULE 1: Foundation

  • Full mining life cycle: from exploration to reclamation*
  • Resources vs Reserves 101*
  • Deposit types*
  • Deposit sizes (tonnage)*
  • Grades 101, per type of deposit*
  • Mine size (tonnage) by deposit type
  • Mining tenements explained*
  • M&A, JVs and agreements*
  • Financing mineral exploration and development
  • Mineral commodities
  • Commodities, cycles and timing the market
  • Jurisdictions: Mining is a global endeavour
  • ESG, social licence and communities
• MODULE 2: the mining lifecycle

  • Main deposit types in detail:
    • Copper porphyries*
    • IOCG deposits
    • Gold deposits*
    • Rare earths deposits*
    • Lithium deposits*
  • Exploration methods:
    • Geological and geochemical 101*
    • Geophysics 101*
    • Drilling 101*
  • Economic Studies 101*
  • Outputs from economic studies*
  • Mining methods 101*
    • Open pit
    • Underground
  • Mineral processing:
    • Processing basics*
    • Gold*
    • Base metals*
• MODULE 3: Due diligence tools AND RESOURCES

  • Techniques/Processes:
    • Red flags in mining investments*
    • Lifestyle company checklist and more*
    • How to start due diligence on a mining company*
    • How to analyse drill results in news releases and reports*
    • Buy triggers*
    • How to complete site visits
    • How to review mining projects (for non-geos)
    • Signals and catalysts
    • Deal closing probability
    • How to score an opportunity (both for assets and companies)
    • Valuation of mining projects and companies
  • List of research sources and investor tools* including:
    • Grade per commodity/deposit type cheat sheets
    • Unit conversion for grades
    • Critical minerals lists comparing US, Australia, Canada and EU
    • Common minerals per commodity
  • Due diligence concepts & vocabulary*
  • FAQ with community questions and answers*
  • Reporting standards
  • Recommended books, podcasts and software
  • All newsletter issues (1 or 2/month)
• PDF AND OTHER DOCUMENTS

  Links to all these documents can be found in your dashboard.

  • Mining Investing Guide
  • Energy Transition Investing Quick Guide
  • Commodity Investing Guide
  • Why invest in Australia (report)
  • Why invest in Latin America (report)
  • Excel tool to evaluate lifestyle companies

Listed sections, w/links: content is already available to members.
Listed sections, but no link: upcoming (members-only). Updated monthly.
*Sections available in the Mining Investing Guide (PDF eBook).

MODULES AND SECTIONS

• Start here (open access)

  Note: the course includes audio lessons, PDFs and quizzes

• MODULE 1: Introduction to Energy Transition Investing

  1. Welcome
  2. Understanding the Energy Transition: Key Concepts, Drivers, and Challenges
  3. Why Energy Transition Investing Matters:  Opportunities for investors
• MODULE 2: Investing Basics and the Energy Transition

  1. Asset Classes
  2. Risk and Return in Thematic Investing
  3. Portfolio Diversification: Strategies for Minimizing Risk
  4. Investment Research: Tools and Techniques for Evaluating Opportunities
• Module 3: Building Blocks for an Energy Transition Portfolio

  1. Mining & Metals: The Chase for Materials
  2. Automakers and Battery Tech: Cutting Back Emissions
  3. Renewables: Generating Energy by Leveraging Tech
  4. Infrastructure:  Moving Energy Where Needed
  5. Nuclear: Low Carbon, High Density Energy Fueled by Uranium
  6. Thematic ETFs: An All-in-One Solution
• Module 4: Energy Transition Investment Strategies

  1. Clean Energy & Tech
  2. Clean Transportation
  3. Grid & Energy Storage
• Module 5: Crafting Your Energy Transition Investment Thesis

  1. Values vs Experience Matrix
  2. Risk Management: Strategies for Mitigating Investment Risks
  3. Putting it all together: A Repeatable Process
• Module 6: Additional Resources & Tools

  1. Staying Informed
  2. Investor Tools: Investor Toolkit, Blog, etc