What we can expect this week
Gold seems to be everyone’s favourite 📝
Our faves
From new names to our highest confidence players
Gold miners soar on Trump’s reciprocal tariffs announcement
Here's what's moving in the markets today
Shares of copper miners up, as copper prices extend gains to a 5-month peak
Here's what's moving in the markets today
Here’s exactly where gold is going in 2025… buckle up!
Gold had a cracking 2024. It reached an all-time high just below $2,780 in October, closing the year just above $2,600. Analysts expected it to end the year around the $2,700 mark. It almost did. Beyond that horizon…
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!)
Tesla vs BHP and the top 50 miners: size does matter 📝
Plus sentiment on socials, market update and opportunities within mining stocks.
Copper: THIS is only the beginning 📝
What a month! Let's see what you (may have) missed.
The copper party is on! 📝
What a month! Let's see what you (may have) missed.
In mining and metals, grade is king. Right? 📝
We're here to talk about grades and why they matter to mining investors.
Copper bulls are moving… 📝
What a month! Let's see what you (may have) missed.
Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)
Freeport McMoran is the largest copper producer in the US and worth ~$54 billion. Yet it flies under the radar. You may have just seen them in the news (due to CFO Kathleen Quirk being appointed as new CEO), so... Here's an overview plus their outlook for the commodity: Freeport produced more copper than BHP … Continue reading Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)
Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)
When it comes to copper and the future, the challenges ahead for investors are quite clear to me. This a topic I've spent years working on (a big portion with my father, a copper porphyry expert involved in the Escondida discovery) hence very dear to me, both personally and professionally. So I've thought A LOT … Continue reading Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)
Glencore’s copper 2040 outlook is DARING
Glencore is the 3rd largest mining company and valued at $70 billion. They are betting BIG on growth. Given their 2040 outlook, particularly for copper, hard to fault their investment strategy. Here's what they see ahead and what we can all learn: In their base case, $GLEN views copper production falling -36% by 2040 (from … Continue reading Glencore’s copper 2040 outlook is DARING
BHP and RIO see the copper future (and they are showing us)
BHP and Rio Tinto are the world's largest miners. Together represent ~$250b in market value. Recently, they shared outlooks at the Bank of America Global Metals, Mining & Steel Conference in Barcelona. Here are your key takeaways, investor: BHP views long-term fundamentals to be favourable. Global commodity demand to be supported by: - population growth- … Continue reading BHP and RIO see the copper future (and they are showing us)
Mining Investing Toolkit 