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 [Twitter thread unrolled]
Mining is a multi-year endeavour. At times, decades can go by. Understanding the process may help define your holding timeframe. Here is the mining life cycle in a thread: Think of phases as links in a chain. You need all working in harmony: • Exploration • Consultations, permitting and finance • Construction • Mining • … Continue reading This breakdown of the mining life cycle will solve your holding period question mark (for investors) [Twitter thread unrolled]
David Lowell is one of the most successful explorers globally. He has found multiple world-class deposits, including Escondida, in northern Chile, which has been producing copper since the 80s. This is a priceless window into his story. PS: My dad and his brother, Nelson, were part of David’s discovery team at Escondida. About the author: … Continue reading Follow the thread with ‘Intrepid Explorer: The Autobiography of the World’s Best Mine Finder’ by J. David Lowell
Given I am not a geologist who works with and invests in mining companies I've always been interested to learn more about it. My dad was a copper porphyry expert who managed Argentina for BHP so have been around them my whole life (and was lucky enough to learn a lot from him! for instance … Continue reading Become a better mining investor with ‘Mineral Exploration and Mining Essentials Short Course’
Investing in mining & metals? Then this book is a must. Mining Exploration and Mining Essentials by Rob Stevens An overview of the industry, common jargon and how to interpret crucial concepts. Sections on basic geology concepts, typical business practices, and how to interpret news releases make its focus solid yet practical. You'll find it … Continue reading Mining Exploration and Mining Essentials by Rob Stevens
Understanding the difference between mineral resources & reserves is key to investing in mining and metals. Here's your 'Resources vs Reserves 101' to help you interpret news releases and reports: Let's get some definitions in first. Both are basically estimates of the grade and tonnage of economically interesting mineralisation existing in a deposit. While tonnage … Continue reading ‘Resources vs Reserves 101’ – an easy guide to help mining investors interpret news releases and reports [Twitter thread unrolled]
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