Stocks likely to move on these recently announced news and activity
These Metals Will Soar in 2025 📝
Plus: - Sentiment on socials - Market update and outlook - Opportunities in mining stocks
Which is the best of these mining stocks? Copper and uranium | IMARC 2024
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
This week’s gem hunt ft. $SFR $NGEX $AGMR
Stocks likely to move on these recently announced news and activity
What Trump Means for Mining in the US 📝
Plus sentiment on socials, market update and opportunities in mining stocks.
BHP and RIO are betting BIG on copper (and they have good reasons!)
BHP & Rio Tinto are the world's largest mining companies. $237 billion in market value*, combined. As leaders, their outlook is a crucial signal for investors. Here's what they see ahead for copper: BHP views long-term fundamentals as favourable. Commodity demand to be supported by: population/economic growth energy transition data centres (AI) substitution/thrifting However, commodity … Continue reading BHP and RIO are betting BIG on copper (and they have good reasons!)
This will be THE catalyser for metal demand (even bigger than EVs) 📝
Plus investment flows, recycling and related news.
This week’s gem hunt ft. $QTWO $PMET $CXB
Stocks likely to move on these recently announced news and activity
Tesla vs BHP and the top 50 miners: size does matter 📝
Plus sentiment on socials, market update and opportunities within mining stocks.
Geopolitics creates risks but also BIG opportunities 📝
Let's see what you (may have) missed last month.
The biggest challenge for metals and the energy transition 📝
Challenges ahead plus where investors can find opportunities through it all.
Hear from 4 emerging ASX-listed juniors | Webinar, Mines and Money 5@5
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
This copper chart predicts exploration budgets for 2025 📝
What a month! Let's see what you (may have) missed.
AMA: get your burning questions answered
We get questions all the time, via comments and DMs. While we can't reply directly to most, we'll share some insights in this new Q&A series. Answers are part of the blog's subscriber content.
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, China and the supply conundrum
For investors and the whole copper supply chain, there are a myriad of challenges ahead. Wood Mackenzie published an insightful report. Here are the most salient points: • Copper Demand Growth: WM estimates that demand for copper will grow by 75% to 56 million tonnes (Mt) by 2050, highlighting the crucial role of copper in … Continue reading Copper, China and the supply conundrum
Gold and the hidden perk of investing in the world’s largest gold miners
Gold hit a new all-time high in July. Newmont, Agnico and Barrick are the world's largest gold miners. Together represent over $120b in market value. Here's what they expect ahead (and the extra perk of holding gold producers): Gold production globally in 2023 was over 3,000t. China, Australia and Russia were top 3. Over the … Continue reading Gold and the hidden perk of investing in the world’s largest gold miners
Copper: THIS is only the beginning 📝
What a month! Let's see what you (may have) missed.
Gold, volatility and a silver lining for metals 📝
What a month! Let's see what you (may have) missed.
Morgan Stanley and their STRONG opinion on #copper and gold
Morgan Stanley released a research note a while ago. It comes packed with a revised price and supply estimate for copper, plus insights on gold and stocks. You'll find plenty of *nuggets* within, investor: Given the massive disruptions we've seen in copper supply, they now expect: shortfall of 0.7mt (~2.6% of demand) higher deficit conditions … Continue reading Morgan Stanley and their STRONG opinion on #copper and gold
Mining Investing Toolkit 