As markets Detach from Reality, Focus on Stocks Producing Real Things
Cheap resource companies producing real things, that’s what James Cooper and Greg Canavan discuss in this latest edition of Mining Memo.
As markets Detach from Reality, Focus on Stocks Producing Real Things
As markets Detach from Reality, Focus on Stocks Producing Real Things
Cheap resource companies producing real things, that’s what James Cooper detailed at his recent presentation at the Noosa Mining Conference last month.
The Backdoor Entry: Why Majors Buy 10% Stakes Years Before 100% Takeovers
The Backdoor Entry: Why Majors Buy 10% Stakes Years Before 100% Takeovers
When mining majors take strategic stakes in juniors, it signals serious interest. Learn why these small bites precede billion-dollar takeover deals.
The Geologist’s Guide to Spotting Tomorrow’s Takeover Targets in Mining
The Geologist’s Guide to Spotting Tomorrow’s Takeover Targets in Mining
Mining majors buy rocks, not companies. Learn how deposit size determines which junior miners become tomorrow’s billion-dollar takeover targets.
Why Smart Money Could Shift to Buyouts in 2026
Why Smart Money Could Shift to Buyouts in 2026
James Cooper believes rising commodity prices this year could spark mining M&A activity in 2026. This is a rare window of time into the speculative phase of the commodity cycle.
M&A Cycle Alert: Why Market Weakness Could Be Your Opportunity
M&A Cycle Alert: Why Market Weakness Could Be Your Opportunity
James Cooper outlines the opportunity for junior mining stocks if commodity prices continue to rise in 2026. Much of it hangs on the miners’ need to source more reserves.
Commodity Cycle: Ticking Towards Acquisition Time
Commodity Cycle: Ticking Towards Acquisition Time
James Cooper details the last-minute bid from BHP to acquire Anglo. And what it reveals about the commodity cycle as we head into 2026.]
Flight to Safety: Junior Mining Stocks
Flight to Safety: Junior Mining Stocks
Geologist, James Cooper, outlines the case for small-cap miners, describing them as a contrarian play with potentially stronger long-term prospects over index-hugging blue chips.
Geology for Investors: Is Going Deep Worth It?
Geology for Investors: Is Going Deep Worth It?
In James Cooper’s final edition about ‘geology for investors, ’ he reveals whether deep exploration hits are worth your time.
Commodities: Have We Reached the Peak in this Cycle?
Commodities: Have We Reached the Peak in this Cycle?
As AI capitulates, so are resource stocks. Former geologist James Cooper reveals what this could mean for the future of commodity markets.
