March 28, 2024 — Issue No. 760

Dear Subscriber,

In today’s newsletter, I delve into insights from the recent Swiss Mining Institute’s exploration and mining conference in Zurich, a cornerstone event for European investors and companies aiming to expand their reach among this enthusiastic group of punters. 

In the Weekly Market Digest, the assurance of three interest rate cuts beginning in May/June propelled the US equity markets but didn’t help most commodities or resource equities. 

The Exploration Insights Portfolio had a positive week driven predominantly by a grassroots copper explorer in Peru and a Top Pick royalty generator reporting record revenue for 2023.

In The Rant, I review a massive high-grade intersection from West Africa from a company previously held in the portfolio and underwent a few significant changes.  

In Stock Talk, I cover exploration results from a sediment-hosted copper play in Peru and drilling results from a Top Pick copper developer in Arizona. 

Please note that due to our quarterly break, the next newsletter will be published on Sunday, April 7, as we resume the regular schedule. Thank you for your understanding.

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