Let's see what you (may have) missed last month.
Geopolitics creates risks but also BIG opportunities 📝
Let's see what you (may have) missed last month.
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Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
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
Processing is key to investing in miners. After all, a bulky resource is not money in the bank (yet!).
Gold is soaring due to geopolitics chaos and overall uncertainty. Precious metals -and gold in particular- are considered a flight to quality move for investors. Given the pain is not over... Here's your “Gold Investing 101” to help you get started:
What a month! Let's see what you (may have) missed.
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
Earlier this month I attended the RIU conference in Sydney. Here are my insights from what I saw and the conversations I had: Over 50% of exhibitors were focused on gold, which is rarely shocking for Australia. Aussies love gold and the country is the second largest producer globally, after all. Now in terms of … Continue reading Is the Australian mining sector changing FOR GOOD? Here’s my take
What a month! Let's see what you (may have) missed.
Australia released this week the much anticipated 'Critical Minerals Strategy 2023–2030'. If successful, this could make Australia a global superpower in the space and foster investment in mining, energy and tech. Here are your key points: The main goal is to produce more minerals (and we are blessed!) while embedding Australia in supply chains for: … Continue reading Australia Wants to Capture MORE Value from Its Mineral Production
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
Subscribe for tools and educational materials for mining investors, such as grades per deposit cheat sheets, research sources and more.
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
Hey hey! We recently took part in this event and the conversation was excellent. Thought you’d find it interesting. Access the full video below. Enjoy!
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
In that spirit, a sensible approach could include allocations in the following:
From a rocky beginning at the start of the year to an impressive comeback, gold has really made history this year.
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
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