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James Cooper’s Mining Memo

Uranium energy

Weaponising Energy: The Next Phase of Trade Oppression

James Cooper revisits the opportunity in uranium; according to James, it’s an opportunity that goes beyond its speculative connection with AI-buildouts.

By James Cooper, Monday, 23 February 2026

Battery Metals header

HPA: The Commodity that No One Understood

The obscure, ultra-refined mineral quietly powering semiconductors, EV batteries, defence technology, and LEDs — and largely ignored by mainstream investors.

By James Cooper, Friday, 20 February 2026

Big Tech Pivots to Minerals

James Cooper explains how America’s scramble for mineral independence is creating lucrative opportunities in junior mining stocks.

By James Cooper, Wednesday, 18 February 2026

Weaponising Energy: What Happens When Buyers Lose Their Leverage

Europe and China are abandoning energy diversification for single-supplier dependence, creating unprecedented vulnerabilities that could reshape global economics and geopolitics.

By James Cooper, Monday, 16 February 2026

Bank Stocks Surge: But Danger Lies Ahead

CBA’s extreme volatility and Big Tech’s wild swings suggest distribution is underway. Time to shift capital toward emerging resource sectors.

By James Cooper, Friday, 13 February 2026

AU rate rises

Another Strategy for Your Investment Toolkit

Charts aren’t just for traders—they help long-term investors time entries and avoid costly mistakes even when the fundamentals look strong.

By James Cooper, Wednesday, 11 February 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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