5 fundamental reasons to add copper to your mining & metals portfolio [Twitter thread unrolled]

Copper pricing has weakened due to expected falling demand. But in the long term, we need the metal 😎 Here are my 5 favourite reasons to add copper to your portfolio: 1) Rising demand for EVs and decarbonisation fuels the need for metals used in electrification, including: • lithium • copper • nickel • cobalt … Continue reading 5 fundamental reasons to add copper to your mining & metals portfolio [Twitter thread unrolled]

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Copper porphyries explained to help you add the metal to your portfolio (for mining investors) [Twitter thread unrolled]

Copper is crucial for decarbonisation, yet we've been underinvesting for over a decade. To be copper-ready we must step up. Here's the skinny on porphyry deposits to help you take advantage of this lifetime opportunity. Today I'll cover some copper porphyry basics including: • characteristics • location • grades • tonnage • must & nice … Continue reading Copper porphyries explained to help you add the metal to your portfolio (for mining investors) [Twitter thread unrolled]

These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply (for mining investors) [Twitter thread unrolled]

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 (for mining investors) [Twitter thread unrolled]

Deposit types explained (and why it matters to mining investors) [Twitter thread unrolled]

Here's your 'Mineral deposit types 101' (plus why you, as an investor, should care): Let's define mineral deposit: A body of rock that hosts a 'HIGH concentration'* of valuable minerals that may be extracted at a profit, given current technology and reasonable metal prices. *aka grade, is a moving target. We'll get back to that … Continue reading Deposit types explained (and why it matters to mining investors) [Twitter thread unrolled]

The copper conundrum… is it really an issue?

Indeed, it is. We're in for a rude awakening. The average rate of discovery for copper deposits has fallen dramatically in the last decade. The problem? We'll need many more deposits to respond to demand… 📊 S&P Global Market Intelligence Why is that? Copper has been fundamental to electrification so far due to its many … Continue reading The copper conundrum… is it really an issue?

Make your portfolio stronger with this strategy | The Weekly by Synergy

The world is brimming with metals and minerals. Companies in virtually all countries seek, explore, and mine these commodities (or specialty chemicals/products) we use in today’s civilisation. Investors and corporates allocating capital, routinely take advantage of information asymmetries to discover and invest in undervalued opportunities every year, and many can be located outside of the … Continue reading Make your portfolio stronger with this strategy | The Weekly by Synergy

These are the trends you will see among junior miners in 2021 | The Weekly by Synergy

We think that this current bull market could last until sometime mid-2021, although signs already exist that a less buoyant -while still positive- variant could stay among us for up to 18 months. To take advantage of the momentum while making the best of travel restrictions, many listed companies holding projects in a country different … Continue reading These are the trends you will see among junior miners in 2021 | The Weekly by Synergy

It’s always been you, copper… Demand and supply battling it out | The Weekly by Synergy

This week’s commentary will be centered on one of our favourite commodities: copper. Last Friday, copper broke the USD 4 barrier for the first time since 2011, and today remains charging ahead in a move that has been widely anticipated by long-term supporters of the red metal. Copper is widely used in industry since the … Continue reading It’s always been you, copper… Demand and supply battling it out | The Weekly by Synergy

Should you have natural resources in your stock portfolio? Like, really??

Well, if you've read any of my previous posts or follow me in any of my socials, you may already have assumed what I am about to say. But bear with me... I have my reasons! Yes, I do believe you need natural resources. Shocker! Where do I start? There are certainly many reasons but I … Continue reading Should you have natural resources in your stock portfolio? Like, really??

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!