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James Cooper’s Mining Memo

AI: The Greatest Marketing Campaign of this Century

The Pandemic was followed by a surge in investments towards renewables. That went bust, and AI took over. So, will AI follow the same fate?

By James Cooper, Wednesday, 27 August 2025

China News Flow: Same, Same…But Different

Water: The Ultimate Scarcity Resource

Earlier in the month, I detailed China’s Mega Dam project, which is set to become the world’s largest hydropower project. But I didn’t cover the potential conflict this is set to create.

By James Cooper, Monday, 25 August 2025

Forget Trump, Australia Needs a ‘Teddy’ Roosevelt

Tariffs, electric cars, US ownership of the Panama Canal, and a US President vying for a third term… The headlines from 120 years ago in America are eerily similar to today!

By James Cooper, Friday, 22 August 2025

iron ore investment

Iron Ore Juniors: Another Contrarian Idea

Surging interest in critical minerals and gold puts iron ore stocks at the back of the mind for investors. But there are opportunities. Read on to find out what you should focus on.

By James Cooper, Wednesday, 20 August 2025

Where to Invest When Rates Start to Rise — Open Banking is Finally Here

Banking Profits on Contrarian Ideas

Hidden gems in the resource market are abundant and ready to be unlocked by contrarian investors. But warning: this is not a market for investors who prefer to follow news headlines and trendy stock ideas!

By James Cooper, Monday, 18 August 2025

Frontier Locations: Know What You’re Getting Into

Frontier locations: weighing up the risk versus reward. Have a firm understanding of what you’re getting into.

By James Cooper, Friday, 15 August 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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