Contrarian’s Revenge: How Dead Sectors Come Back to Life – Part II
When markets stumble, value comes calling…That’s why James Cooper is profiling the traditional energy market, perhaps one of the last vestiges of values in global markets.
Rare Earths: End of the Line?
Rare Earths: End of the Line?
As rare earths stocks enter the stratosphere, is now the time to look at the fundamentals and perhaps take some profits?
Contrarian’s Revenge: How Dead Sectors Come Back to Life
Contrarian’s Revenge: How Dead Sectors Come Back to Life
Discover the investment sweet spot where unloved value stocks transform into momentum plays. Learn why contrarian positioning during market droughts can lead to triple-digit gains when sentiment finally shifts your way.
Aging Infrastructure, Rising Risks: The Real Copper Crisis
Aging Infrastructure, Rising Risks: The Real Copper Crisis
From Indonesia’s Grasberg mudslide to Chile’s El Teniente collapse, 2025 has witnessed unprecedented copper mine disasters. Aging infrastructure and deeper operations are creating a supply crisis that will only worsen.
Pinch Point: China’s Latest Moves in Africa
Pinch Point: China’s Latest Moves in Africa
Trump invites obscure African leaders to the White House. China rebuilds eastern railways. The prize? Africa’s vast copper wealth. Read on to find out why this matters.
Iron Ore: Australia’s Golden Goose Gets ‘Clucky’
Iron Ore: Australia’s Golden Goose Gets ‘Clucky’
Iron ore exports to China have been the golden goose that’s laid a fortune for Australia’s economy over the last two decades. But fortune comes with a price… For Australia, that means little independence.
Oil and Gas: The Warren Buffett Trade
Oil and Gas: The Warren Buffett Trade
It’s no secret that Buffett is wary about the lofty valuations in today’s global markets. Selling large slabs in companies like Bank of America. Yet, Buffett is still buying some small pockets of the market: Oil.
Uranium: Just Three Countries Absorbing 80% of Global Supply
Uranium: Just Three Countries Absorbing 80% of Global Supply
In today’s edition of Mining Memo, James Cooper revisits the uranium opportunity, summarising it in one sentence: just three countries absorbing 80% of global supply. This promises to be a tight market.
Part I: Unpacking the Hidden Opportunity in Thorium
Part I: Unpacking the Hidden Opportunity in Thorium
According to some sources, Australia holds the world’s largest thorium resource, but for the moment, it holds no commercial value. But if China revolutionises energy generation, that could change!
Extreme Dependence: Europe’s Thirst for US Gas is Coming
Extreme Dependence: Europe’s Thirst for US Gas is Coming
In a major win for Trump, Europe is fast-tracking its pivot away from Russian gas. Read on to find out which stocks will benefit the most.
