Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
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Arras Minerals: Promising Exploration Results Drive Stock up +96% YTD
Arras sees promising early results in Kazakhstan exploration, with potential for further re-rating in 2025. High risk/reward with focus on copper...
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Primer: Los Andes Copper Ltd (LA CN) - Aug 2026
Single Asset Development Play on a Tier-1 Copper Deposit: Los Andes Copper's sole focus is the Vizcachitas Project in Chile, one of the largest...
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Junior Copper Miners: An Update After 1Q25
Copper prices surge 26% YTD, driven by trade war fears and tariff exemptions. Top junior copper miner, Arras Minerals, up 182% YTD.
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Junior Copper Miners: Time for Lift-Off?
Copper surges as demand increases. Sprott launches physical Copper Trust, potentially impacting market supply. Will copper follow uranium and...
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