Mining, metals, materials and energy commentary: Available direct by email. Or accessed from FactSet. Posted to LinkedIn
December 14th 2020 : Graphite , Graphene and the Dyson Swarm
October 7th 2020 : Precious Metal Royalties – Follow the Yellow Brick Road
September 2nd 2020 : The New Energy, newer batteries
June 26th 2020 Mining sector Group note – Oaktree Capital letter. Two early stage microcap gold explorers : BTU Metals, Goldseek Resources.
June 11th 2020 : Upstream Energy : Demand and debt challenges
May 1st 2020 : Mining Group Note : Kirkland Lake, Sibanye Stillwater, Cameco. The Scottish Mortgage Trust Top 10.