As tech giants prepare to unlock their AI vaults, the real opportunity isn’t where you think.
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Graphite Sharpens Up and a Tech Stock Rebounds
Today Callum and Murray discussed the next strategic metal to blast off after US government intervention. They discuss two opportunities in the sector and also analyse an advanced technology stock on the ASX that looks to have turned the corner.
There’s More to the Copper Story than Tariffs: Here’s Why
In today’s Mining Memo, James Cooper digs further into the copper price story… Why are some markets moving while others remain still?
How to play the commodity cycle
If you’re keen to explore merger and acquisition opportunities, I suggest focusing on one commodity, in particular. It just seems the highest probability thematic currently.
The little-known link between silver and gold stocks
Silver just broke out to a 13-year high. Many now want to invest in silver stocks. But there are few to choose from. Here’s a better way…
Half a billion in cash to buy the bottom
One thing about commodity producers is that, when prices are high, it can give them enormous free cash flow.
That gives them firepower to buy into other companies and projects if their existing operation doesn’t need or deserve more investment.
Clearly, the team at MGX think there is more potential in gold than iron ore over the longer term.
