A collection. Which one resonates the most with you?
Continue reading “Junior Mining spoilers series”Niobium – A retail starters pack
Short & Light, I don’t expect as many readers as for the Lithium edition. I’m not predicting price trends, I’m not long nor short, purely a general overview for educational purposes. Enjoy!
Continue reading “Niobium – A retail starters pack”Lithium supply – A retail starters pack
We are drowning in information but starved for knowledge. – John Naisbitt
Continue reading “Lithium supply – A retail starters pack”Panda’s main Lessons Learned for 2022
The case for Tin – A retail starters pack
A starters pack for your Due Diligence regarding the Tin case.
Continue reading “The case for Tin – A retail starters pack”Global Supply Chain challenges
Stepping away from the junior mining world, a quick glance at the interesting dynamics that make up the complex world of international shipping. While everyone probably already heard of some of the issues and/or experienced some of the consequences (higher prices and/or long delivery dates). My personal additional trigger to dig in a little deeper came after reading ‘The shipping man’, a fictitious novel packed with wisdom about the shipping business (tankers, not cargo vessels), an extremely volatile market. Recommended read.
Continue reading “Global Supply Chain challenges”2020 Review
2020, a unique year by any measure.
Continue reading “2020 Review”Running blind
A short Friday analogy…
Continue reading “Running blind”Which investor type are you?
Identifying new stock picks
A short article to go along my recent interview with friend, colleague & FF opponent of the weekend, Trevor Hall
Continue reading “Identifying new stock picks”