Is the Australian mining sector changing FOR GOOD? Here’s my take

Posted on by The Toolkit

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

Lithium is finally mainstream (I have proof!)

Posted on by The Toolkit

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

Posted on by The Toolkit

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

Posted on by The Toolkit

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

The puzzle of investing in gold stocks: 5 things you must know before jumping in

Posted on by The Toolkit

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!

Posted on by The Toolkit

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!