Paola Rojas

I reckon these miners will transform the copper market (and give top majors a wild run for their money)

I reckon these miners will transform the copper market

(and give top majors a wild run for their money)

Believe it or not, I’m betting on these metals Plus what we are watching this week, across commodities and stocks.

Believe it or not, I’m betting on these metals

Plus what we are watching this week, across commodities and stocks.

Here are 6 worthy REE stocks to grow your exposure (plus a juicy bonus) Let's face it. Rare earths are smoking hot.

Here are 6 worthy REE stocks to grow your exposure (plus a juicy bonus)

Let's face it. Rare earths are smoking hot.

If you wanted 3 reasons to invest in copper, here they are:

- Long term demand for EVs, decarbonisation, AI
- Fewer mines being built, discovery rate has plummeted
- Projections say we'll need 2x more copper over the next 30 years vs the previous period

Dig deeper:
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Get ready to pivot your mining portfolio to include these players Plus what we are watching this week, across commodities and stocks.

Get ready to pivot your mining portfolio to include these players

Plus what we are watching this week, across commodities and stocks.

If you learn just 3 things about investing in lithium, be it this:

- I love it, but this sh*t is volatile
- Early-stage explorers are risky, yet upside potential is BIG
- Lithium-ion to remain prevalent battery type for the rest of this decade, likely next

Dig deeper:
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Call me crazy but I think this miner is just warming up +100% YTD. Juicy. There are many reasons to like them but here are my favourites:

Call me crazy but I think this miner is just warming up

+100% YTD. Juicy. There are many reasons to like them but here are my favourites:

I’m calling it: Lithium is on the verge of something big Plus what we are watching this week, across commodities and stocks.

I’m calling it: Lithium is on the verge of something big

Plus what we are watching this week, across commodities and stocks.

This practice drains more value from miners than it creates Plus what we are watching this week, across commodities and stocks.

This practice drains more value from miners than it creates

Plus what we are watching this week, across commodities and stocks.

I dare you to read this and NOT invest in rare earths immediately We are at a pivotal point for rare earths.

I dare you to read this and NOT invest in rare earths immediately

We are at a pivotal point for rare earths.

If you wanted 3 reasons to invest in gold, here they are:

- When everything is risky, gold *bloody* soars
- Producers will have record earnings in times of confusion
- Even the largest, safest, producers can give you substantial upside when markets are scared

Dig deeper:
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If you learn just 3 things about niobium, make it these:

- Loves tantalum
- Brazil is where all the action is
- Price is slowly edging up so makes sense to pay attention

Dig deeper:
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Copper focus, gold, or lithium… Have we been wrong all along? Plus what we are monitoring this week, across markets and commodities

Copper focus, gold, or lithium… Have we been wrong all along?

Plus what we are monitoring this week, across markets and commodities

The future won’t come by default. We’ll build it with minerals.

To ‘gold or not to gold’, that is the question Here's what we expect to see this week across markets and commodities

To ‘gold or not to gold’, that is the question

Here's what we expect to see this week across markets and commodities

• Earnings: Gold miner season kicks off with Newmont $NEM and Agnico Eagle $AEM, key aspects in focus being capital returns, M&A linked to strength in gold prices and geopolitical risk

• Economic indicators & rate decisions: Aussie markets fully pricing in a 25bp rate cut in May, despite rebound in jobs; other countries to come

- Economic indicators & rate decisions: Australia employment, India CPI, US retail sales, China activity, 1Q GDP, ECB + IBOK
- Ex-China rare earth stocks to see renewed interest, as China's placed export restrictions as retaliation

- Temporary pause on tariffs to sustain rally in consumer electronics, but equally likely to fuel continued volatility. $AAPL and related stocks to continue recovery
- US Treasuries to expand yield as dollar continues to be challenged

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Where are the mines of tomorrow coming from? Let's breakdown current exploration strategies and investment trends.

Where are the mines of tomorrow coming from?

Let's breakdown current exploration strategies and investment trends.

I'll take some good news from wherever they come!

total stupidity John, very frustrating 😒

3) COPPER: Is the copper run over? Recent buoyancy was connected to preparation for these tariffs so it makes sense to see a correction, but this feels a bit overdone. Will it recover?

Poised to be a rocky week but let's keep calm...

What are you paying attention to the most?

it's all happening John!

I wonder if we'll see a big deal from/with them this year

Undecided
- graphite: natural vs synthetic making too much noise in my head so will ponder a tad longer
- REEs: challenging conditions, small market; must think deeply

PS: Not saying this is what you should think, it's just where I sit.

Bearish for the foreseeable future
- cobalt: I learned a (painful) lesson
- nickel: Indonesia to keep dominating with cheap stuff