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The red dust of the Pilbara is shifting once more.
Just as it did in 2002…
And the mining industry balance of power is shifting, too.
The iron ore giants that once dominated find themselves sharing the stage with a new breed of miner.
With a focus on critical minerals essential for renewable energy and high-tech industries…these disruptors aren’t just digging for ore — they’re mining the future.
And, quietly, they’re already starting to reward early share investors…some as much as 1,000% this year alone…
On Friday, 29 November, we’re holding an important prediction session. Showing you where Aussie mining’s power balance is shifting.
And exploring four currently unknown companies that could dominate for years to come…
What REALLY matters to your Aussie investment portfolio going into 2025? Let’s get the lay of the land…
The ‘Trump Bump’ might be fading. But unless there’s a crazy December crash, stock markets will enter the new year well-up.
Interest rates are falling. The US dollar has started to run.
And bitcoin’s flying again. With prediction markets saying it could be at US$150,000 by 2026.
As we head into Xmas…those are the headline stories the mainstream’s focusing on.
But here at Fat Tail Investment Research, we don’t care much for headline stories.
Because they’re already priced in…
At a special free event on Friday, 29 November, we’re going to let you in on a hidden story.
One that’s playing out in plain sight. But getting virtually no mainstream coverage.
It could be the most important theme for Australian investors for the rest of this decade. And possibly beyond.
At this free session, a true mining insider returns to us from the road.
He’s back from an investigative tour that included hitting up his contacts at the IMARC mining conference in Sydney as well as the Noosa mining conference (where he was asked to speak).
This wasn’t just a jolly with old mates.
This former top gun exploration geologist is finalising his recommendations for the next mining up-phase.
At ‘The New Big 4’, you can see what he’s found…
It’s completely free to sit in and watch. All you need to do to secure a place is type in your email address below:
STREAMING THURSDAY, 3 OCTOBER 7PM AEST
Maybe that explains their share prices.
BHP’s down -20% this year.
Rio Tinto’s down -15%.
Fortescue’s down -40%!!!
Only Newcrest is up…and only by 5%.
And that’s as the ASX in general trended higher!
And yet…and please pay close attention here…something is stirring further down the mining food chain…
You see…
Amid the US election noise…the hubbub about AI…the interest rate cutting…and the multiple wars…
…a certain class of ASX stock has been quietly rising…
Like copper/cobalt/lithium explorer Larvotto Resources.
Market cap just $220m.
6 cents in February.
69 cents by October.
Over 1,000% in under nine months.
But have you even heard of Larvotto?
Or a company called Ora Banda?
In mid-2022, this ASX stock traded for 3 cents…was losing $4 million a month…and Stockhead called it a ‘basket case’.
That ‘basket case’ just hit a high of 96 cents.
A 3,100% gain within three years.
A little $55 million driller called Auric Mining just released a bunch of great results from its Spargoville Project.
Last year you could buy a share for 4 cents.
By November ’24, it’d hit 41 cents.
Critical mineral explorer Osmond Resources keeps hitting paydirt in South Australia and Western Victoria.
If you owned shares at 7 cents in August, they’d be worth 50 cents now. That’s a 600% gain in three months.
Another crazy recent jumper has been James Bay Minerals.
They’re Aussies looking for lithium in Quebec's James Bay region.
Their shares shot from 10 cents to 70 cents in TWO MONTHS. And have since steadied out at 50 cents.
Then there’s Catalyst Metals.
47 cents in February.
$3.54 by October.
A 650% gain in eight months that went completely under the radar.
Now, obviously, these don't represent every small mining stock on the ASX. For many explorers, 2024 was a stinker of a year. You know as well as I all mining stocks, especially the smaller ones and the ones we’ll showcase at the event, are risky and should be approached with caution.
What’s going on? Why is the mainstream press burying the lead here? How come you’re hearing all about how the copper bull market’s slowing…or Fortescue cutting 700 jobs…but nothing about this new breed of miner that’s starting to go ballistic?
Join us at ‘The New Big 4’ and discover:
AI’s also supercharging exploration…logging drill core and processing data to generate drill targets. But all this has been in the early adoption phase. Until now…
‘I’m positive we’re reaching the breakout point…and that was 100% confirmed in my chats on the road,’ says our expert.
‘I got to see the prototypes and how this could really change the mining landscape over the coming years. And now I’m looking at specific stocks…most of whom nobody’s even heard of yet…’
A lesser-known mining magnate who turned a 1-cent shell into a billion-dollar behemoth…with one audacious move. He’s earned his early stock investors 17,500% and counting. Of course, that was an outlier result, we’re not saying that’ll happen this time around. But now he’s gotten out…and become the CEO of a NEW tiny company he’s designated to rule the NEXT mining boom…
Let’s be clear. No company could possibly match what Nvidia has done in the last five years. It came from virtually nowhere to enter America’s tech Big 4. It’s now surpassed Microsoft as the third-largest publicly traded company in the United States.
We’re not saying this little tech miner could do anything like that. But it IS a tech-focused player that’s about to really reshuffle the deck of the industry. If any stock can disrupt Australian mining like Nvidia upturned tech…this is our pick…
We’ve targeted this play because there are three potential scenarios. It wants to be the next mining trailblazer, but this time with critical metals rather than iron ore If it pulls that off…scenario one is that it makes or at least gets near the Big 4. And this 73-cent nobody right now becomes a massive player in a few years.
Scenario two is it stuffs it up. The share halves…or even delists. But there’s an interesting scenario three…a buyout. If that happens, you could see a huge gain pretty much overnight…
And, join us on 29 November and you’ll also hear about…
A drilling and underground mining specialist trading around $1…and if things play out as we expect, it could go bananas in the next few years.
As our insider’s going to show you…the future of mining will be underground. Rather than surface/open pit. And that’s where these guys come in.
They’re a bit of an outlier of the bunch…because they’re a CONTRACTOR, not a miner.
But as you’ll see, they could soon lead a pack of NEW BOOM companies that help miners unlock deeper pockets of critical minerals…as surface deposits deplete.
Could a ‘pick and shovel’ company really become one of the big guns of the next cycle? You’ll need to join us to find out!
To reserve your spot now for free, register in the box below...
STREAMING THURSDAY, 3 OCTOBER 7PM AEST
James Woodburn
My name is James Woodburn.
I’m Publisher here at Fat Tail Investment Research, and I’ll be hosting this event with our exploration geologist expert.
We’re initiating this project because, here at Fat Tail HQ, we’re getting a distinct sense of history repeating. This is precisely why we’ve drafted in one of the best explorers in the business to give you his expert take…and his own personal attack plan.
Back in the mists of time — when our independent stock-picking business was just a single newsletter sent out by post — Australia’s LAST mining boom was also in its infancy.
Addressing our very first readers, we called it…
…‘The Big Dig’.
And predicted that ‘real asset’ stocks…the best of which were listed right here on the ASX…would start to peel away from all other investments you could make.
At least for the foreseeable future.
We covered this first boom as it crested…finally went mainstream…and then supersonic.
Now, 13 years after the sun set on that phase in Aussie mining, the horizon is brightening once more…
We’re going to show you what we’re seeing. What’s driving it.
And the new companies rising that could dominate it.
That’s all covered at ‘The New Big 4’.
All you need to do to be there on the day is click the button below…
STREAMING THURSDAY, 3 OCTOBER 7PM AEST
James on a geological field trip
in New Zealand
The career of an exploration geologist is a wild ride of adventures, booms and busts.
JAMES COOPER’S career has followed that exact trajectory.
He’s been involved in massive ore discoveries and multibillion-dollar takeovers...soul-crushing failures and delistings...and everything in between.
James spent the 2000s boom working up the exploration ranks…moving from tiny players like Monax Mining, a little Adelaide-based rock-hunter that traded for around 6 cents at one point…to bigger iron outfits like Crosslands Resources.
James with his field crew undertaking
remote exploration in the Zambian bush
By the end of the decade, James was headhunted by the exploration manager of a copper miner called Equinox Minerals. That took him to Zambia; managing rigs, soil sampling, scouring tenement packages, analysing data, and organising field crews.
James was a team leader in what grew into a huge resourcedevelopment (pre-mining) operation…with around 20 rigs and 18 geologists as well as a huge number of support staff. Around 100,000 metres of drilling…with a heap of logistics to get the program through the wet season.
James was there when Barrick Gold came knocking with an enormous $7.5 billion bid to take over Equinox.
‘I’ve seen time-and-again tiny companies make Fortescue-like transformations,’ says James.
James at a mobile exploration camp in Zambia.
Office tent in the background.
‘But I’d never been this close to one before…’
The last mining boom wound down, and even Barrick itself shut down exploration across the globe. Sold all its gold mines in Australia for pennies. And withered itself down to a relatively small player in the industry.
But even post-boom, James remained in the thick of the action.
He took a job with Northern Star. This is the company that had bought up Barrick’s Australian assets for a fire sale price.
Then James moved to a miner called Dacian, as the senior exploration geologist. This is very interesting…as it was looking for nickel, copper, and rare earth elements (REEs) in the mineral-rich grounds surrounding the small Western Australian township of Leonora, around four hours’ drive north of Kalgoorlie.
It’s these very elements that are going to be front and centre in a NEW trend that’s evolving in Aussie mining right now.
Put simply, James is SUPER qualified to give you some fascinating insights into a NEW kind of commodities boom.
The last one was driven by demand.
This one...as we’re going to clearly show you...is going to be all about SUPPLY.
Specifically, lack of it.
Trump, the wars in Ukraine and Gaza, falling interest rates…like I said, those are the mainstream headlines.
But resource SCARCITY is the core story bubbling beneath it all.
If you can JUST GET this idea now…
Like Andrew Forrest did with iron ore and Fortescue did 22 years ago...
And make the right moves...moves we’re going to suggest to you on the 29th...you could see some really good gains over the next few years…similar to early resource stock investors who came in 2001 and 2002.
Click the button below and I look forward to showing you everything James has uncovered. I’ll also give you a brilliant new (and free) resource I think you’ll find really useful in 2025…
STREAMING THURSDAY, 3 OCTOBER 7PM AEST
This is a stunning resource all on its own. We only just published it. And it’s yours to read…right now and for FREE…simply by registering for this event.
The current Big 4 Australian miners are not going to relinquish power without a fight.
In some cases, that’ll mean buying out their smaller competitors.
This is already starting to happen.
And if you find yourself owning shares in a company before its
acquisition…you could see really big, really fast moves.
This is a very valuable and rare take from a guy WHO’S ACTUALLY BEEN ON THE INSIDE of these billion-dollar deals.
Focusing on M&A action makes sense at certain times in the mining cycle. We’re at that point now.
Across the board, explorers have lagged miners and underlying commodity prices. As a junior mining investor, that can be frustrating, but it’s important to understand that this is perfectly normal at this early stage in the cycle.
The best news…you still have your pick of opportunities in the market. But as metal prices tick higher, investors will start moving into the junior mining space.
Expect the best projects to move first.
As momentum builds, sentiment flows down the mining pecking order from the developers to the small-cap explorers. Once we reach this more speculative phase of the mining life cycle, share price gains among the producers typically become stunted relative to the smaller-cap juniors. James believes we’re getting closer to that point now.
However, a key factor in this investment transition involves mergers and acquisitions.
Activity has ramped up here in 2024. James reckons it’s going to get even more frantic in 2025.
How do you get into the right stocks before they’re bought?
You’ll get some fascinating insights in ‘An Exploration Geologist’s Guide to Predicting Takeovers’.
You’ll benefit by giving this FREE report a half-hour read before the evening of the 29th, if you can.
Put simply, the intel in this free report alone is worth the registration to this event.
To signal your attendance, and to download the report immediately, hit the button below:
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‘His portfolio performance speaks for itself.’
Dave, Port Macquarie, NSW
‘I hang out for James‘ updates and opinions. Trust his knowledge and judgement to steer us in the right direction. Without doubt, as a geologist and having extensive knowledge, it’s a privilege to read your thoughts.’
Jen B
‘James understands the mining industry from the ground up. He is not some shiny suit that sits in an office all day crunching numbers ’
Mike Hayes
‘James started his service during one of the worst trading environments in recent history. I took the calculated risk with the results that he has kept this portfolio steady. It has now become one of my best performing portfolios in the Fat Tail stable and I have every confidence it will continue to excel.’
Wel G
‘Love the geology perspective which enables the commentary to be based in practical reality as opposed to theoretical possibilities that are difficult to act on. This includes supporting tidbits like checking for the presence of geologists on the Board of mining companies - I always check now! ’
Simon
‘James Cooper's style of reporting comes across as being honest and genuine. His perspective is different to mainstream headlines but makes a lot of sense when you take his point of view into account. From his long experience as a hands-on geologist who has worked in different mines in various parts of the world, he has the foresight to see situations differently from others. I look forward to reading James' reports with great interest.’
Soma M
‘Good honest information from someone who actually knows what he's talking about.’
Dave
‘James is the real deal. He explains everything in plain English, which is great for me because I skim over the technical stuff. He is a great geologist with a keen understanding of commodity cycles. I definitely trust his judgement.’
Lorna
‘James provides very good and easy to understand analysis. He has a solid investment thesis and sticks to his strategy. As a subscription service, Diggers and Drillers is good value for money for buying and holding resource stocks in Australia (mainly) and sometimes overseas. I have been a subscriber since its launch and intend to continue. Thank you!’
Elaine S
‘I think James brings valuable geologist experience to his passionate recommendations regarding ‘Critical Metals’ insight. Enjoy his commentary.’
Trevor S
‘I'm happy with the in-depth analysis, explaining "The Why" behind each of James's Buy or sell calls. Plus an in depth analysis of the past, present and future. This Man on the ground has a pretty accurate handle on all things Resources. Thank Lord he is a Geologist not a "Salesman' like some of his peers :) YB Well Done James - keep up your good work Cheers ’
YB
‘The information provided from an experienced Geologist has been very valuable to me for my investing education.’
Trevor W
‘Good honest information from someone who actually knows what he's talking about.’
Dave
So, are you interested?
Remember, ‘The New Big 4’ is FREE to attend.
We’ll instantly send you a downloadable PDF of the ‘takeover guide’ primer.
And then a streaming link before the event starts on Friday, 29 November. Don’t worry if you can’t make it live. We’ll be sending a replay stream out later that day.
Hope to see you there!
Sincerely,
James Woodburn,
Host, ‘The New Big 4’
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FREE INTEL REPORT:
When you reserve your spot to
‘The New Big 4’, you’ll get immediate
access to James Cooper’s intel report:
‘An Exploration Geologist’s Guide to Predicting Takeovers’.