Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)

Posted on by The Toolkit

It's been a CRAZY few months for commodities. We've seen copper above $4 and lithium falling much lower than expected, uranium soaring and nickel plummetting. I spent more time dissecting projections from mining companies to banks to gain insights into what's ahead (not an easy job!) and posted some of these analyses. You all seem … Continue reading Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)

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

My personal PDAC 2017’s Report – and it is a good one

Posted on by The Toolkit

As I sat in my seat onboard my Delta fight bound to LAX and then YYZ -yes I am a fan of airport codes- I suddenly realised that it was my 10th time attending PDAC in Toronto. Wow! The fist time I went there was in 2005; it feels like a lifetime ago. I used to go every … Continue reading My personal PDAC 2017’s Report – and it is a good one

Argentinean conundrum. Part 2: Yes, it is time to go back!

Posted on by The Toolkit

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!