Here's what you can expect to see this week across markets and commodities
When it comes to copper, should we walk before we run? 📝
Time to go all in on nuclear 📝
Here's what you can expect to see this week across markets
Gold, volatility and a silver lining for metals 📝
What a month! Let's see what you (may have) missed.
Questions to ask when analysing mining M&A
Whenever a company I'm looking into or hold is involved in a potential deal, these are the questions I ask myself:
You Want Mineral Reserves but You’re Better Off Investing in Resources and Here’s Why 📝
Of course, it all ends up coming down to how much risk you're willing to take. I get it. It's not for everybody. But it's doable.
Automakers are chasing metals and minerals (like you’ve never seen before)
The top 60 automakers are worth ~$2.1T. The top 15, led by $TSLA, account for 79%. As the sector races to secure supply of lithium and other metals, EV-related investments skyrocketed. The leaders are putting serious $ at play. Here's your recap of deals and the rationale behind them: Unsurprisingly, the top 15 pack is … Continue reading Automakers are chasing metals and minerals (like you’ve never seen before)
Albemarle wants more Australian lithium but the price tag will be hefty
Record-breaking. Well, almost. Last week the #lithium space woke up to $ALB Albemarle’s massive $3.7 billion bid for $LTR Liontown being rejected. Let's dissect: While it may not move the needle on a sector-wide scale, it would have been the largest lithium #acquisition on record, as per S&P Global’s data. But management decided the offer … Continue reading Albemarle wants more Australian lithium but the price tag will be hefty
These 9 mining project platforms will help you find the ideal acquisition, partner, or buyers (for investors, vendors and mining corporates)
How to identify acquisition opportunities? Mining projects often change hands between exploration and production. This is due to the industry's long life cycle and market swings. Here's a list of platforms that help companies, investors and vendors complete transactions: 🎯 Mines Online Investors can browse for free, while vendors pay a 5% success fee or a … Continue reading These 9 mining project platforms will help you find the ideal acquisition, partner, or buyers (for investors, vendors and mining corporates)
Mining Investing Toolkit 