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Doc Jones – Focusing On The Tailwinds Behind Critical Minerals Companies Over The Precious Metals Mining Stocks

Doc Jones, Private Investor and editor of DrJonesResourceInvestor.com,  joins us to outline why he is more interested in investing in critical minerals companies over precious metals companies, due to all the positive tailwinds we see behind the green energy policies and investment capital flows. The discussion covers a number of areas ranging from government funds and direct investment into battery metals and energy metals, to ESG, to the cost of capital for different commodities and related mining stocks.  He outlines why his favorite 3 critical minerals to invest in are Nickel, Lithium, and Copper, and shares some of the macro trends and rationale for this thesis.

 

We wrap up getting some thoughts on how to filter down to the better quality company in these smaller commodity niches, especially when each one presents it’s own unique sets of challenges and current market environment. One company Doc Jones mentions as an example of accumulating good value is Magna Mining (NICU), focused on 2 nickel-copper-PGM projects in Sudbury, Ontario, reviewing how ounces in the ground are valued versus the average discovery cost.    Doc Jones, also mentions he has deployed funds in the past to major producers like Vale (VALE), Rio Tinto (RIO), BHP (BHP) and Teck Resources (TECK) (TECK-A.TO) to just gain better exposure to pricing trends in these base metals sectors.

 

 

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Discussion
17 Comments
      Jan 17, 2023 17:48 PM

      YES, Steel is flying under the radar of most investors, steel has a bright future. It is the backbone of an industrial economy, and the new green economy.

      Reply
    Jan 17, 2023 17:44 PM

    The Top 10 Things We Think Investors Should Watch In 2023

    Sprott Financial

    https://cdn-ceo-ca.s3.amazonaws.com/1hse4mh-082F1EF1-A938-4EED-AADC-95EAB8E5E35F.jpeg

    Reply
    Jan 17, 2023 17:46 PM

    (BRC) (BKRRF) Blackrock Silver Increases Silver Cloud’s Northwest Canyon Discovery Intersect by 33 Percent to 70 g/t Gold (2.0 Ounces per Ton) over 1.5m Following Receipt of Metallic-Screen Results

    17 Jan 2023

    https://ceo.ca/@newsfile/blackrock-silver-increases-silver-clouds-northwest

    Reply
    Jan 17, 2023 17:51 PM

    I just got a double in Silver Tiger. ROAR!

    Reply
    Jan 17, 2023 17:44 PM

    Looking at the demand for EV’s falling off a cliff there might be a bit of a hiccup in that plan. Reminds me of the bullish sentiment around 2018 before a major correction in battery metals however this time we are headed into a major recession.

    Reply
    Jan 17, 2023 17:45 PM

    Magna been hit pretty hard over the last week or so. Fortunately I put my gains other places ahead of most if it as my portfolio at the top of its fabricated range based on value. Here is the glitch, the range is neither ascending or descending but sideways based on the “value of my account”. Very disconcerting but very repetitive. Nobody wants to hear it so I will move on.

    Reply
      Jan 18, 2023 18:22 AM

      Wayne Himelsein @WayneHimelsein 8:29 AM · Oct 19, 2021 – Twitter:

      “Over my 25yrs in the game of quantitative investing, and drenched in equations and models, I’ve honed in on the only math that really matters:”

      “Minimize drawdowns during unfavorable times.”

      “The multiplicative nature of positive returns during good times does all the rest.”

      https://twitter.com/WayneHimelsein/status/1450484277162827781

      Reply
      Jan 18, 2023 18:44 AM

      Good for you Lake. I decided to go longer term on Magna as the news flow is going to be often. With hindsight tho I should have sold some knowing the flow is usually quiet til after the pp closes.

      Reply
        Jan 18, 2023 18:07 AM

        I warned you at just the right moment, you can lead a wolf to water, but you can’t make him drink. 😉

        Reply
          Jan 18, 2023 18:17 AM

          Thought it was horse to water….and wolf to meat but you can’t make him eat. 😏……I’m looking to eat the whole flock not just the old lame lamb ….if I had matthews TA skills I’d be trading it and buying back in at a pitchfork point or whatever.

          Reply
        Jan 18, 2023 18:18 AM

        I intend to buy more than I sold of Magna next week. Most of the profits went into uranium, but I have some losing shares to sell and move to magna. I have taken about two-thirds of gains. I usually have ridden things up, but it hasn’t been the best plan when the duration of moves in miners don’t last long and the intervening losses have been 80-90% in explorers as managed money are more in ETFs and indexes.

        Reply
    Jan 17, 2023 17:52 PM

    The Role of Critical Minerals in Clean Energy Transitions

    International Energy Agency (IEA)

    https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions/executive-summary

    Reply
    Jan 18, 2023 18:27 AM

    Good start being walked back. -60% walk back so far. We will see.

    Reply
      Jan 18, 2023 18:00 AM

      Amazing! Went to being up equal to the weeks losses to negative. Don’t you just love it.

      Mr Powell, tear down that wall.

      Reply
        Jan 18, 2023 18:10 PM

        The Mystic Leveling Algo was able to lose me -$61.44 today. Up over $12,000 at open.

        Reply

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