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James Cooper

Thorium: Unpacking the Hidden Opportunity

By James Cooper, Wednesday, 22 October 2025

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.

“Too Far, Too Fast”: BP’s Green Energy Retreat and What It Means for Oil

By James Cooper, Monday, 20 October 2025

BP admits going “too far, too fast” on green energy, pivoting back to oil as petrochemical demand keeps fossil fuels relevant. Read on to find out more about this investment opportunity.

Oil and Gas: The Warren Buffett Trade (Part II)

By James Cooper, Friday, 17 October 2025

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.

Contrarian’s Revenge: How Dead Sectors Come Back to Life – Part II

By James Cooper, Wednesday, 15 October 2025

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?

By James Cooper, Monday, 13 October 2025

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

By James Cooper, Friday, 10 October 2025

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

By James Cooper, Wednesday, 08 October 2025

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

By James Cooper, Monday, 06 October 2025

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’

By James Cooper, Friday, 03 October 2025

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

By James Cooper, Wednesday, 01 October 2025

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.

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Investment ideas from the edge of the bell curve.

Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.

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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.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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