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James Cooper’s Mining Memo

Commodities Supercycle 2021 - Clues of a Commodity Market Boom

The Quality Filter: How to Find Resource Stocks Built for Turbulent Markets

Rising commodity prices sound like good news — but they can mask serious cracks in the companies beneath them.

By James Cooper, Friday, 08 May 2026

Gold’s Line in the Sand Offers a Solid Long-Term Entry

Gold’s wildest year on record delivered panic, war, and a 20% crash — but the real story is just beginning.

By James Cooper, Wednesday, 06 May 2026

Cash Rates

Behind the Scenes of Our Biggest Wins in 2026

While markets bleed, we’re cashing in. Here’s how deep geological knowledge is uncovering wins nobody else sees coming.

By James Cooper, Monday, 04 May 2026

ASX IGO

Indonesia Killed the Nickel Market. Now It’s Pulling the Strings

Indonesia flooded the nickel market, crushed its rivals, and closed its mines. Now it’s tightening supply to reap the rewards.

By James Cooper, Friday, 01 May 2026

Nickel: The Oil Trade of 2025

Is it a good strategy to focus on out-of-favour and undervalued commodities? We look at some past and present examples to get an understanding.

By James Cooper, Wednesday, 29 April 2026

Why mining stocks love a sovereign debt crisis

When politicians begin to worry about the national debt, they are about to admit economic growth matters most. And that means handing out investment opportunities to resources investors.

By Nick Hubble, Monday, 27 April 2026

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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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