In James Cooper’s ongoing series about ‘geology for investors, ’ he details why grades aren’t the only factor in exploration success.
About James Cooper
More from James Cooper
The Big Dig Returns
Decades of underinvestment mirror past commodity booms. As geopolitical tensions and supply constraints intensify, Australia’s next “Big Dig” supercycle emerges—echoing the 1970s and China’s 2000s infrastructure surge.
Why That ‘Screaming Gold Hit’ Probably Won’t Make You Rich
Geologist James Cooper continues his special series on ‘geology for investors,’ focusing on ‘The Big Three.’ What every mining investor must know about Grade, Depth, and Width.
James Cooper is the editor for
Diggers and Drillers
A monthly newsletter that recommends small-to-mid-cap ASX-listed resource stocks primed to benefit from an anticipated resurgence in Aussie mining.
Mining: Phase One
Mining: Phase One is different from everything else we do here at Fat Tail Investment Research.
It’s only designed for a very small group of aggressive — but prudent — individuals who are looking for trade ideas in the most speculative end of the resources sector…exploration companies in the first stage of the mining stock lifecycle — ‘phase one’.
These kinds of stocks are near impossible to value because they generally have no existing resources and no revenues. As such, traditional forms of analysis are usually obsolete in this area.
To get an edge, you need to understand the rocks. As an experienced geologist, this is Editor James Cooper’s wheelhouse. His career spans 15 years working for some of the biggest and smallest resource companies in Australia and Africa.
His aim is to help you trade the next cyclical bull market in commodities using his personally developed system for investing in highly speculative, phase one miners.
