Our monthly Mining Portfolio Reviews from July 2016. Editions previous to that date available upon request

• Portfolio Review: October 2024: The Waiting Game for the US Elections  11/03/2024
• Portfolio Review: September 2024: The Drift to War  10/08/2024
• Portfolio Review: August 2024: Carpetbaggers, Ahoy  09/09/2024
• Portfolio Review: July 2024: Rare Earths = Yawn  08/06/2024
• Portfolio Review: June 2024: Shipping Lanes Matter  07/08/2024
• Portfolio Review: May 2024: DLA is the Word  06/07/2024
• Portfolio Review: April 2024: Military Metals In, Energy Metals Out  05/07/2024
• Portfolio Review: March 2024: Debasing Criticality’s Currency  04/03/2024
• Portfolio Review: February 2024: Battery Metals – Rise and Fall of the Drama Queens  03/08/2024
• Portfolio Review: January 2024: Month of the Long Knives  02/04/2024
• Portfolio Review: December 2023: Peak Climate Hysteria  01/07/2024
• Portfolio Review: November 2023: Thinking About Teck  12/08/2023
• Portfolio Review: October 2023: M&A Gloom – Not in Lithium…  11/05/2023
• Portfolio Review: September 2023: Pick Your Team  10/04/2023
• Portfolio Review: August 2023: The Circular Economy or Circling the Drain?  09/06/2023
• Portfolio Review: July 2023: Let the Cold War (re) Begin  08/02/2023
• Portfolio Review: June 2023: China Goes Ex-Growth  07/04/2023
• Portfolio Review: May 2023: Teck’s Tangled Web  06/05/2023
• Portfolio Review: April 2023: Teck on the Rack  05/05/2023
• Portfolio Review: March 2023: Rebirth of the Godzilla of Nickel  04/04/2023
• Portfolio Review: February 2023: Various Worms Turning  03/06/2023
• Portfolio Review: January 2023: Delusions of Greenness  02/07/2023
• Portfolio Review: December 2022: Silver Back in Contention  01/06/2023
• Portfolio Review: October 2022: Lithium Lifts LME Week Mood  11/09/2022
• Portfolio Review: September 2022: Out of the Stygian Gloom  10/06/2022
• Portfolio Review: August 2022: The Revolution Will be Delayed?  09/06/2022
• Portfolio Review: July 2022: The Pain Goes On  08/08/2022
• Portfolio Review: June 2022: Trials & Tribulations  06/07/2022
• Portfolio Review: April 2022: Prizes of War?  04/06/2022
• Portfolio Review: March 2022: War Drums  03/05/2022
• Portfolio Review: January 2022: Battery Metals Dodge a Bullet  01/04/2022
• Portfolio Review: December 2021: Land of the Lithium Giants  01/05/2022
• Portfolio Review: October 2021: Peak Green?  11/15/2021
• Portfolio Review: September 2021: Yellowcake is the New Green  10/4/2021
• Portfolio Review: August 2021: On the Cusp of the Rebound  09/7/2021
• Portfolio Review: June 2021: Slipsliding Away  07/8/2021
• Portfolio Review: May 2021: Underwhelming TMX….  06/7/2021
• Portfolio Review: April 2021: Ten Green Bottles….  05/4/2021
• Portfolio Review: March 2021: Consolidation Phase?  04/7/2021
• Portfolio Review: February 2021: Return of the Carpetbaggers  03/8/2021
• Portfolio Review: January 2021: Mixed Signs of Fatigue  02/4/2021
• Portfolio Review: December 2020: Hindsight is 2020  01/5/2021
• Portfolio Review: November 2020: Commodity Supercycle 2.0?  12/7/2020
• Portfolio Review: October 2020: All Zoomed Out & Nowhere to Hide  11/6/2020
• Portfolio Review: August 2020: Shell Sellers Flogging a Dead Horse  9/8/2020
• Portfolio Review: July 2020: Party Like Its 1929  8/5/2020
• Portfolio Review: June 2020: Teck and its Discontents  7/2/2020
• Portfolio Review: May 2020: China’s Fleeting “Century”  6/4/2020
• Portfolio Review: April 2020: Mining in Limboland  5/4/2020
• Portfolio Review: March 2020: Life After The Virus  4/3/2020
• Portfolio Review: February 2020: Virus – Phooey!  3/6/2020
• Portfolio Review January 2020: Feeble Start to 2020  2/4/2020
• Portfolio Review December 2019: Primed for the Roaring 20s  1/6/2020
• Portfolio Review November 2019: Critical Metals Back in Focus  11/6/2019
• Portfolio Review September 2019: Cautious Signs of Hope  10/7/2019
• Portfolio Review August 2019: China’s GDP Growth – The Big Lie?  9/7/2019
• Portfolio Review July 2019: M.A.D.A – US”s Own Goal on Cesium  8/6/2019
• Portfolio Review June 2019: Rare Earth Resurrection?  7/3/2019
• Portfolio Review April 2019: Weed’s Noxious Bloom  5/8/2019
• Portfolio Review March 2019: Base Metals Regain Their Mojo  4/2/2019
• Portfolio Review February 2019: Merger Madness  3/11/2019
• Portfolio Review January 2019: FANYA’s Liquidation  2/4/2019
• Portfolio Review – December 2018: Gold Glimmers in the Gloom  12/6/2018
• Portfolio Review – November 2018: Year End Bargain Hunting?  12/6/2018
• Portfolio Review October 2018: Buying Exploration  11/2/2018
• Portfolio Review – August 2018 – China’s Weaponisation of Copper  9/9/2018
• Portfolio Review – July 2018 – Battery Metals Taken to the Woodshed  8/6/2018
• Portfolio Review – June 2018 – Early Onset of Summer Doldrums  7/6/2018
• Portfolio Review – May 2018 – Cobalt’s All Too Brief Day in the Sun  6/18/2018
• Portfolio Review – April 2018 – Directionless Major Metals  5/4/2018
• Portfolio Review – March 2018 – China’s Undeclared War in Metals & Minerals  4/6/2018
• Portfolio Review – February 2018 – Switching Cobalt to Manganese?  3/1/2018
• Portfolio Review – January 2018 – Lithium’s Mood Swings  2/5/2018
• Portfolio Review – December 2017 – Toppling the Golden Calf  1/3/2018
• Portfolio Review – November 2017 – Miners Party On  12/5/2017
• Portfolio Review – October 2017 – A Lithium Pairs Trade  11/6/2017
• Portfolio Review – September 2017 – Muted Markets  10/2/2017
• Portfolio Review – August 2017 – Rising Tide Lifts All Metal Boats  9/4/2017
• Portfolio Review – July 2017 – Summer Lull  8/4/2017
• Portfolio Review – June 2017 – Base metals Storming  7/10/2017
• Portfolio Review – May 2017 – Beating the Bushes for Cobalt  6/6/2017
• Portfolio Review – April 2017 – Mining’s Crisis of Confidence  5/2/2017
• Portfolio Review – March 2017 – Cobaltmania Grips the Masses  3/6/2017
• Portfolio Review – February 2017 – Deadbeat Dividenders  3/1/2017
• Portfolio Review – January 2017: Trump to Make Waves in Metals’ Pond?  2/1/2017
• Portfolio Review – December 2016 – Awaiting the Infrastructure Metal Surge  1/3/2017
• Portfolio Review – November 2016 – Conflicting Views  12/5/2016
• Portfolio Review – October 2016 – Lithium Trumps Lead  11/2/2016
• Portfolio Review – September 2016: Metals Lose Momentum  10/1/2016
• Portfolio Review – August 2016 – Gold loses its Brexit Gleam  9/1/2016
• Portfolio Review – July 2016 – Turkey, a Lobster Trap?  8/4/2016