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Commodities

As markets Detach from Reality, Focus on Stocks Producing Real Things

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By James Cooper, Wednesday, 10 December 2025

Cheap resource companies producing real things, that’s what James Cooper and Greg Canavan discuss in this latest edition of Mining Memo.

Part One…

Over the next two weeks, I’ll be doing something a little different…

I’m sharing a recording of a live webinar held for my Mining: Phase One members with our value-focused investment specialist, Greg Canavan.

I think this is especially timely, given that there’s a lot of overlap between resource markets and investors focused on long-term value opportunities, like Greg.

Over the coming days, we’ll be sharing our unique insights and expertise. Greg will focus on the fundamental value aspect, and I will focus on the industry perspective.

I think you’ll find this valuable and insightful.

We’ll discuss markets, why a focus on commodities makes sense for long-term investors, plus specific strategies for targeting resource companies.

Click below to view Part One of our latest insights on the resource markets.

YouTube player

Keep a look out for Part Two in the coming days.

Regards,

James Cooper,
Mining: Phase One and Diggers and Drillers

All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

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James Cooper

James Cooper has been a working geologist in mines across Australia, Canada, and Africa since the early 2000s. He’s led the operations of tiny explorers through to huge producer outfits. He’s seen booms and busts firsthand and he also understands the cyclical nature of individual commodities. For example, James was right there when Barrick Gold launched an enormous $7.5 billion takeover bid for Equinox. That was the peak of the last cycle.

With his background as a geo and finance professional, he brings a unique insight and experience to Fat Tail Investment Research. He writes the broader resource-focused investing letter Diggers and Drillers and the ultra-speculative explorer-focused trading service Mining: Phase One.

James’s Premium Subscriptions

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

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