collections – Mining Investing Toolkit

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

Posted on March 17, 2024April 26, 2025 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)

All you need when investing in copper, graphite and more. Ready, set, go!

Posted on February 25, 2024July 4, 2025 by The Toolkit

Investing in mining and metals is a long-term passion of mine. Over the last 18 months, I posted several 101s and bull cases for most metals and minerals in our criteria to help others get started. Here are the best:

10 Awesome (and Cheap) Tools Every Mining Investor Needs

Posted on November 26, 2023December 18, 2024 by The Toolkit

(updated Dec 2024) 1. Research aid: Airtable An easy-to-use relational database to gather relevant data and then dive deeper into it to derive powerful insights. I'm obsessed with Airtable - use it every single day. $20/mo and up, free tier Try it out 2. Tax reporting: Sharesight Such a brilliant product. Keep your portfolio organised, … Continue reading 10 Awesome (and Cheap) Tools Every Mining Investor Needs

Best books for every mining investor

Posted on October 22, 2023January 26, 2024 by The Toolkit

(including my all-time favourite) On geology Earth: Portrait of a Planet This book is a manual for geology students, but investors seeking a more in-depth view of mining jargon can certainly benefit. The graphics are stunning and clearly articulate the concepts. ✍️ Stephen Marshak → https://amzn.to/3LaLKkk Mining Economics Explained This book will take you through … Continue reading Best books for every mining investor

The 10 best podcasts for mining and energy transition investors

Posted on July 30, 2023June 22, 2024 by The Toolkit

Here are 10 Podcasts you need to listen to, as a mining and metals or energy transition investor: (the best of all by the end) 10. Commodities Focus Experts from @SPGCIMetals and more in detail discussion regarding commodities (energy very often discussed). 2/mo https://podcasts.apple.com/us/podcast/commodities-focus/id1166317889 9. Palisades Radio @PalisadesRadio is a mixture of junior company execs … Continue reading The 10 best podcasts for mining and energy transition investors

10 concepts every mining investor needs to master

Posted on July 2, 2023October 23, 2024 by The Toolkit

If you enjoy my content on socials and are seeking more – great news! Now, you can get some exclusive resources: NEW EBOOK! Mining Investor Toolkit This toolkit is ideal for you if you are seeking to invest more confidently in the mining sector and supercharge your research process. A 74-page PDF exclusive compilation from … Continue reading 10 concepts every mining investor needs to master

5 cornerstone concepts for every mining investor

Posted on January 7, 2023January 26, 2024 by The Toolkit

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