JP Morgan just did something remarkable. No, I’m not talking about First Republic Bank. They released a note on copper with crucial insights on what's coming ahead for investors. Here are your key takeaways: Refined copper demand: • Forecasted to grow by a CAGR of 2.5% over the next decade (vs 2%). • Over 32MMT … Continue reading JP Morgan’s views on copper for investors [Twitter thread unrolled]
Mining investors know that grade is crucial, yet not simple. Because what's high for copper porphyry may be low for vein systems and so on. Hence, here is your primer on grades by metal and deposit type. (I promise you'll want to bookmark this) First, types of deposits* can be classified as: • Hydrothermal: Porphyry, … Continue reading Grade 101 for mining investors [Twitter thread unrolled]
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]
We live in a mineral-intensive world, yet many investors are on the fence about the sector. If that's you, here are 5 reasons why you NEED exposure to mining and metals. Yes, I'm a convert, and copper 'runs through my veins' after 5 generations, but I strongly believe every investor should have metals in some … Continue reading 5 reasons to invest in mining & metals and future-proof your portfolio [Twitter thread unrolled]
It was a brilliant sunny day. Dad and I drove from Mendoza to San Juan super early. Troy (ASX listed) had organised buses to take us up to the project so we parked at the designated meeting point and got on one of the buses. After a short ride we arrived at the mine's camp … Continue reading TBT: Inauguration of the Casposo gold mine ⛰⛏ in San Juan, Argentina in 2011
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 5 things you absolutely need to know before investing in gold companies
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??
So the world is going crazy about lithium and it all sort of started back in 2015, when the price tripled (I wrote about it before). Unless you live under a rock you are very aware of this. Most projections strongly suggest that this trend will continue because the fundamentals behind these estimations are very … Continue reading 5 things you need to know before investing in lithium stocks
I went to an event a couple of weeks ago - yeah, another one, I go to many!- and had a strange experience. I was talking to an acquaintance who was asking lots of questions about Argentina. I am always happy to respond, and I share as much as I can. But the way this … Continue reading Yes, I am bullish on Argentina… and not afraid to say it!
After almost five years of living in Australia, I've finally made it to Perth. I've been sort of avoiding the city (it's a long story... and I need to protect the not-so-innocent so I won't say more!) but here I am, and now if it's the right time. So far it looks to me as … Continue reading It’s a miracle… I’m in Perth!
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