Turning Rocks Into Money. Junior Mining Investment Newsletter. Maximize profits by avoiding losses. Follow Joe @JoeMazumdar.
Joined March 2021
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Issue No. 884 has been published explorationinsights.short.gy…
🛢️ Oil above US$100 fueled inflation & rate-hike fears, pressuring metals and miners.
📉 The portfolio fell but beat resource ETFs.
⛏️ Stock Talk: Chilean REE economics, Ag-Au drilling 🇦🇷, Idaho gold & Yukon copper.
Issue No. 883 has been posted explorationinsights.short.gy…
📉 Inflation, geopolitical tensions & growth fears spark selloff in metals and miners, except oil
⛏️ Portfolio fell with resource ETFs, led by critical minerals
🔎 Stock Talk: US gold M&A, REEs, royalties & exploration news
Exploration Insights retweeted
This should be an interesting show given the global political and economic chaos. Plus plenty of mining and exploration companies and opportunities --some good, some not so good. Bonus--Halloween neworleansconference.com/coo…
Issue No. 882 has been published explorationinsights.short.gy…
⛏️ Rising metal prices renew interest in historic districts. Will they become new discoveries?
📉 Portfolio lagged resource ETFs as I reposition capital
🔎 Stock Talk: Brazil PGM-Ni, US nickel, Kazakhstan copper & REEs
ALT Comstock Lode as seen from Virginia City. Source: Exploration Insights.
Issue No. 881 has been published explorationinsights.short.gy…
⛏️ Finding rocks is only half the battle. High real rates make funding & project economics critical for juniors.
📉 Portfolio beat PM equity ETFs.
🔎 Stock Talk: Cu exploration, Au-Sb permitting & portfolio changes.
Issue No. 880 has been published explorationinsights.short.gy…
🔥 High rates & costs hurt miners, but also constrain future metal supply.
📉 Portfolio lower with the sector.
⛏️ The Rant: 40 meetings at the Precious Metals Summit point to potential portfolio changes.
Issue No. 879 has been published explorationinsights.short.gy…
🌎 Tectonic plates are moving—and soon US coordinates will too.
📈 High real rates pressured miners, but the portfolio held flat & beat resource ETFs.
⛏️ Stock Talk: royalties, Cu-Au, Au-Sb & Idaho gold.
Exploration Insights retweeted
Analyst @JoeMazumdar of @ExplorationIns1 breaks down Barrick and Newmont’s Nevada Gold Mines joint-venture agreement and Barrick’s proposed spinout. $NEM $B
Other stocks discussed include $TMQ road, $OGN value , $SA permits & more
Issue No. 878 has been published explorationinsights.short.gy…
📉 Higher energy costs & rate-hike fears pressured metals and miners. The portfolio slipped but beat resource ETFs.
⛏Stellar US Ni-Cu hit prompted a Top Pick change. Stock Talk: 🇵🇪🇨🇦🇦🇺 exploration+royalty & REE updates.
Join @JoeMazumdar at the @MetalsInvtForum this Saturday (Session 3)
New this year: 🦈 Shark Tank Edition, Saturday at 4:40. Eight CEOs, no presentations, audience crowns the winner 🏆
Register (in person or virtual) metalsinvestorforum.com/meta…
#MetalsInvestorForum
Exploration Insights retweeted
Pow! Global bond stress, gold’s renewed strength, country risk, permitting wins, critical minerals policy and where major junior mining financings are flowing, @JoeMazumdar @ExplorationIns1 tells #DiggingDeep @KitcoMining youtube.com/watch?v=56o95nu7…
Issue 877 has been published explorationinsights.short.gy…
🏔️ Catastrophic Nepal-Tibet debris flow highlights the power of geological hazards
📉 Higher-rate fears weighed on miners & the portfolio
⛏️ Stock Talk: US-backed REEs, Ag-Au 🇦🇷🇨🇱, PGM-Ni-Cu 🇧🇷 & Yukon Cu-Au 🇨🇦
ALT Source: USGS
Issue No. 876 has been published explorationinsights.short.gy…
🌊 El Niño could disrupt key mining regions in 2026.
📈 Lower real rates lifted PMs & the portfolio.
⛏️ The Rant: “rinse & repeat” M&A.
Stock Talk: Cu-Au 🇰🇿🇨🇦, royalties & PGM testwork.
ALT Image source: www.downtoearth.org.in
Issue No. 875 has been published explorationinsights.short.gy…
🌎 Colombia faces a $10B rebuild after a M7.4 quake, a reminder that plans change fast.
📈 Portfolio up, led by a Top Pick royalty hitting a 52-week high.
⛏️ The Rant: H1 PM producers. Stock Talk: Nevada, Arizona & Sweden.
ALT Source: USGS
Exploration Insights retweeted
We caught up with @JoeMazumdar, Editor & Analyst at Exploration Insights. A wide-ranging discussion on precious metals performance, majors’ capital allocation, jurisdiction risk, the case for copper and geopolitics.
Check out the interview here: youtube.com/watch?v=vcEo-A_D…
Exploration Insights retweeted
Gold is fueled by central bank purchases and global efforts to diversify away from the US dollar. Watch the full interview with Brent Cook, Founder and Senior Advisor at @ExplorationIns1 , here:
youtube.com/watch?v=gHXWnhkL… #Millettian #NaturalResourceStocks #NRS #TheAndyMillette
Issue No. 874 has been published explorationinsights.short.gy…
🥇 Australia’s gold story continues: from Tick Hill to a US$65M gold bar.
📈 Rate-cut hopes lifted miners & the portfolio.
⛏️ Stock Talk: royalties, Peru copper 🇵🇪 & a major earn-in.
ALT Source: Perth Mint
Issue No. 873 has been published explorationinsights.short.gy…
⛰️ North of Mt Edziza, the Tahltan discovered and traded obsidian 10k+ years before the TSXV ⛏️
📉 Portfolio eased on Top Pick profit-taking. Stock Talk: DOE backs REEs, royalty growth, and Cu-Au 🇵🇪 & Au-Sb 🇦🇺 exploration
ALT Mount Edziza Provincial Park. Source: Exploration Insights
Issue No. 872 has been published explorationinsights.short.gy…
🦬 A bison reminds us that the fall can hurt more than the charge
🌍 Volatile markets as Middle East tensions lifted oil & gold. Portfolio up led by projects in Europe & Peru 🇵🇪
⛏️ The Rant: Yukon site visits 🇨🇦
ALT Source: Facebook/Casper Planet