Cheap resource companies producing real things, that’s what James Cooper and Greg Canavan discuss in this latest edition of Mining Memo.
James Cooper’s Mining Memo
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
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
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
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
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.
