Direct from our research, these 3 stocks are on the move due to recent news and activity
From a gold producer with BIG ambitions to a lithium surprise 📝
Plus what we are watching across commodities and stocks.
To ‘gold or not to gold’, that is the question 📝
Here's what we expect to see this week across markets and commodities
This week’s gem hunt ft. $DES $PM $AZM
Direct from our research, these 3 stocks are likely to move on recent news and activity
Gold seems to be everyone’s favourite 📝
What we can expect this week
This week’s gem hunt ft. $BRX $ATX $OLA
Stocks likely to move on these recently announced news and activity
This week’s gem hunt ft. $NGEX $ARA
Stocks likely to move on these recently announced news and activity
This copper explorer is ready to *rock* and roll: NGEx Minerals 📝
For this analysis, we'll look at 9 tightly related concepts, analysing a recent news release. A brief background is provided as well as a preliminary opinion.
Copper: THIS is only the beginning 📝
What a month! Let's see what you (may have) missed.
Is the Australian mining sector changing FOR GOOD? Here’s my take
Earlier this month I attended the RIU conference in Sydney. Here are my insights from what I saw and the conversations I had: Over 50% of exhibitors were focused on gold, which is rarely shocking for Australia. Aussies love gold and the country is the second largest producer globally, after all. Now in terms of … Continue reading Is the Australian mining sector changing FOR GOOD? Here’s my take
Turns out investing in copper is not a sprint but a marathon 📝
Due to their massive scale, copper deposits are some of the most difficult to finance and build.
Lithium is finally mainstream (I have proof!)
It was bound to happen. Lithium has elbowed its way into mainstream investing. You don't believe me? I looked into the holdings* of ~50 of the largest banks, hedge funds and asset managers. Here are the most widely held lithium stocks: 7. Standard Lithium $SLI 'By leveraging the existing infrastructure and operational expertise of the … Continue reading Lithium is finally mainstream (I have proof!)
These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply
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
TBT: Inauguration of the Casposo gold mine ⛰⛏ in San Juan, Argentina in 2011
It was a brilliant sunny day. Dad and I drove from Mendoza to San Juan super early. Troy (ASX listed) had organised buses to take us up to the project so we parked at the designated meeting point and got on one of the buses. After a short ride we arrived at the mine's camp … Continue reading TBT: Inauguration of the Casposo gold mine ⛰⛏ in San Juan, Argentina in 2011
Malbec and a little taste of home is all it takes to warm the heart of an expat
Welcome to another of my random musings...
The puzzle of investing in gold stocks: 5 things you must know before jumping in
Investing in natural resources can be rewarding but it does have its challenges. There are lots of technical terms to understand, resources are sometimes located in risky & distant jurisdictions and from 100 exploration projects, less than 1 will become a mine. Yes, tough odds, but if you happen to buy into a company when … Continue reading The puzzle of investing in gold stocks: 5 things you must know before jumping in
Yes, I am bullish on Argentina… and not afraid to say it!
I went to an event a couple of weeks ago - yeah, another one, I go to many!- and had a strange experience. I was talking to an acquaintance who was asking lots of questions about Argentina. I am always happy to respond, and I share as much as I can. But the way this … Continue reading Yes, I am bullish on Argentina… and not afraid to say it!
Lithium, advice from an Australian ambassador and the Venezuelan situation at LADU 2017
I attended the Latin America Down Under (LADU) conference last month, held in Perth (did you know it was my first time there? Find out!). Although still a small conference, it was a good opportunity to catch up with those interested in strengthening the relationship between Australia and Latin America. I consider myself a passionate fan … Continue reading Lithium, advice from an Australian ambassador and the Venezuelan situation at LADU 2017
Argentinean conundrum. Part 2: Yes, it is time to go back!
A little over a year ago, I wrote about why I thought it was time for investors to return to Argentina; I shared what was happening after Mauricio Macri took office and what was to be expected, in my opinion. Shortly after, I was also one of the experts interviewed by The Northern Miner, a … Continue reading Argentinean conundrum. Part 2: Yes, it is time to go back!
The Argentinean conundrum: Is it time to go back?
It’s been only 70 days since Mauricio Macri took office, Argentina’s 53rd president, and already the mining industry can celebrate pro-business policies being put forward boldly and without hesitation, as promised during his campaign. The currency controls were lifted swiftly –as I always said they would, but frankly I never thought it would take so … Continue reading The Argentinean conundrum: Is it time to go back?
Mining Investing Toolkit 