Mining

Time to Buy This Mining Giant

Time to Buy This Mining Giant

The mining sector’s largest company by market capitalization is BHP Group Ltd. (BHP). And, unlike its peers, this mining giant is growing by sticking to its proverbial knitting. BHP is using its healthy balance sheet both to buy smaller miners and to build organically, but the company has kept to well-traveled paths. This year’s $6 […]

The Rush for Copper Is On

The Rush for Copper Is On

The global transition away from fossil fuels in favor of low carbon energy sources is accelerating. In 2022, a little more than $1 trillion was invested in new technologies such as renewable energy, energy storage, carbon capture and storage, electric vehicles, and more. Not only is this a new annual record amount, but—for the first […]

This Is the Only Place to Buy Stocks Right Now

This Is the Only Place to Buy Stocks Right Now

The Federal Reserve is the swing factor in the current market. The tug-of-war between what the Fed officials have said and what the market thinks the Fed really plans to do is ongoing and makes for a problematic investing and trading environment. Even our favorite special situations landscape is pretty quiet. Insiders are sitting still, […]

Rio Tinto is Paying Off Big-Time for Investors

Rio Tinto is Paying Off Big-Time for Investors

In perhaps the most famous line from the mid-1980s television show The A-Team, A-Team leader Colonel John “Hannibal” Smith (George Peppard) often said: “I love it when a plan comes together”. Apparently, Hannibal Smith retired from the A-Team to join the executive team at the global mining giant, Rio Tinto PLC (RIO), because the company’s […]

Why Mining Companies Might Be Musk’s Next Target

Why Mining Companies Might Be Musk’s Next Target

Elon Musk has certainly been busy: first, he bought Twitter, and now there’s news that his car company, Tesla (TSLA), may be looking to take a major stake in one of the world’s mining giants. The Financial Times reports that last year, Tesla began preliminary talks with Swiss commodities company Glencore (GLNCY) about taking a […]

Here’s Where to Find Copper Mining Bargains

Here’s Where to Find Copper Mining Bargains

For thousands of years, the dual histories of humans and copper mining have intertwined. Copper is one of the few metals occurring in nature in a directly usable metallic form. This led to very early human use, beginning around 8000 BC. Thousands of years later, it was the first metal to be smelted from sulfide […]