This copper chart predicts exploration budgets for 2025 Copper had a stellar month. China announced a stimulus package that sent futures even higher, briefly reaching $4.7/lb on September 30. For this wrap-up, we looked into the relationship between copper prices and

Understanding Mine Size by Deposit Type Every month we add new topics or tools for due diligence on mining investments. Enjoy! paolarojas.blog/2025/04/27/min…

🤝 Alkane and Mandalay to merge, creating a $1+ billion diversified gold and antimony producer per Mining.com.au ▣ $ALK $MND #gold

The week ahead in macro We cover: • Gold expectations after pullback • Chile’s monthly copper output on Wednesday • US markets, dollar poised for calmer week, likely mild recovery • The disruptive effects of trade tariffs are becoming more evident Plus

• Mining company's earnings, elections, deals and our weekly meme! • Companies mentioned: $LUM $EQX $IVN $AGI $ELD $GOLD $SMT $TFPM $NG

This is just a sneak peek. Read the full newsletter below. You get: - Macro insights - Deals and commodity news - Weekly, to read in 5 min or less, for free

Trade war and tariffs decoupled copper prices and positioning after they closely tracked each other in 2024. Signals becoming noise, at least for now. $NGEX $BHP 📊 @cftc

PS: You can also subscribe for free weekly updates. You get: - Macro insights on metals and themes including the energy transition, tech and the future - Deals, select announcements and commodity news - Weekly, to read in 5 min or less paolarojas.blog/newsletter/

Copper not giving up without a fight. 📊 Bloomberg Markets

Gold mining stocks remain one of the most undervalued sectors in the market. With a market cap of just $647 billion (less than 1/4 of Apple), the gold mining industry is poised for a revaluation.

Copper

Is gold only getting started? JP Morgan said in a note that $4,000/oz gold is a real possibility, so it looks like it’s not time to sell just yet.  Plus Chinese gold-backed ETFs had massive inflows in April, more than 3x recent highs. $FVI $EQX $CDE 📊 Bloomberg Markets

Lowell Resources is an ASX-listed fund, focused mainly on junior mining. NAV is ~A$65M. Here's a breakdown what they see ahead, why they invest in the space and insights on their portfolio holdings & strategy:

And that's it for today! As the mining sector eyes unprecedented growth, more listed funds should be surfacing to bridge the gap for new investors. $LRT is a solid option for actively managed. If you liked this, please retweet the start of the thread.

Follow me Paola Rojas 🐝 for more on metals & mining investing *figures in Australian dollars

Bloomberg Markets More of what's ahead in this week's musings: paolarojas.blog/2025/04/28/thi…

📋 $AEM price target raised to C$195/share from C$185 by @stifel ▣ #gold #stocks For details, see their latest research on the stock. ___ Investing? 📨 Get deal alerts via link in bio.

Fortuna renews share repurchase program globenewswire.com/NewsRoom/Relea…

Argentina is the next frontier for copper growth, “no question”. — Glencore CEO Gary Nagle

This week’s gem hunt Direct from our research, these stocks are likely to move on recent news and activity paolarojas.blog/2025/05/01/thi…