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James Cooper’s Mining Memo

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.

By James Cooper, Friday, 21 November 2025

commodies on the ASX

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.

By James Cooper, Wednesday, 19 November 2025

Why ‘One-Hit Wonder’ Explorers Will Burn Your Money: The Repeatability Test

In James Cooper’s ongoing series about ‘geology for investors, ’ he details why grades aren’t the only factor in exploration success.

By James Cooper, Monday, 17 November 2025

ASX SYR - Syrah Resources Shares

The Big Dig Returns

Decades of underinvestment mirror past commodity booms. As geopolitical tensions and supply constraints intensify, Australia’s next “Big Dig” supercycle emerges—echoing the 1970s and China’s 2000s infrastructure surge.

By James Cooper, Friday, 14 November 2025

Why That ‘Screaming Gold Hit’ Probably Won’t Make You Rich

Geologist James Cooper continues his special series on ‘geology for investors,’ focusing on ‘The Big Three.’ What every mining investor must know about Grade, Depth, and Width.

By James Cooper, Monday, 10 November 2025

Iron Ore Market Australia - Iron Ore Mining Boom

Geology for Investors: A Focus on the BIG THREE, Grade, Depth, and Width

Geologist James Cooper continues his special series on ‘geology for investors,’ focusing on ‘The Big Three.’ What every mining investor must know about Grade, Depth, and Width.

By James Cooper, Friday, 07 November 2025

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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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