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James Cooper’s Mining Memo

Green energy agenda

“Too Far, Too Fast”: BP’s Green Energy Retreat and What It Means for Oil

BP admits going “too far, too fast” on green energy, pivoting back to oil as petrochemical demand keeps fossil fuels relevant. Read on to find out more about this investment opportunity.

By James Cooper, Monday, 20 October 2025

Warren Buffet Investing in Barrick Gold

Oil and Gas: The Warren Buffett Trade (Part II)

It’s no secret that Buffett is wary about the lofty valuations in today’s global markets. Selling large slabs in companies like Bank of America. Yet, Buffett is still buying some small pockets of the market: Oil.

By James Cooper, Friday, 17 October 2025

Contrarian’s Revenge: How Dead Sectors Come Back to Life – Part II

When markets stumble, value comes calling…That’s why James Cooper is profiling the traditional energy market, perhaps one of the last vestiges of values in global markets.

By James Cooper, Wednesday, 15 October 2025

Australia's Superpower - Investing in Mining and Rare Earths

Rare Earths: End of the Line?

As rare earths stocks enter the stratosphere, is now the time to look at the fundamentals and perhaps take some profits?

By James Cooper, Monday, 13 October 2025

ASX Resource Stocks Up

Contrarian’s Revenge: How Dead Sectors Come Back to Life

Discover the investment sweet spot where unloved value stocks transform into momentum plays. Learn why contrarian positioning during market droughts can lead to triple-digit gains when sentiment finally shifts your way.

By James Cooper, Friday, 10 October 2025

Aging Infrastructure, Rising Risks: The Real Copper Crisis

From Indonesia’s Grasberg mudslide to Chile’s El Teniente collapse, 2025 has witnessed unprecedented copper mine disasters. Aging infrastructure and deeper operations are creating a supply crisis that will only worsen.

By James Cooper, Wednesday, 08 October 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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