July 7, 2024 -- Issue No. 773

Dear Subscriber,

As I head off to South Florida this weekend to present at the annual Rule Symposium on Natural Resource Investing, I thought I would share an outline of my talk in today’s newsletter. I discuss a new AI technology for resource estimation that could be helpful for investing decisions in the junior mining sector. 

Brent and I look forward to meeting with many current and future subscribers in the coming days.

In the Weekly Market Digest, economic data suggests that the US Federal Reserve’s policies are impacting inflation. The equity markets are hitting new 52-week highs as investors forecast a rate cut around the corner. The potential for a drop in real interest rates and a weaker dollar helped precious and base metals and the equities levered to them. 

The Exploration Insights Portfolio was also up, supported by a silver-gold project in Argentina, a gold explorer in Australia, and a copper explorer in Peru.

In The Rant, I review a machine learning tool I will incorporate into the weekly publication to support the review of pre-resource exploration projects.

In Stock Talk, a grassroots copper explorer in Peru hits a 52-week high as it finds more porphyry targets (HAN), while a precious metal explorer in Nevada (HWG) expands its land position.

To read the rest of today's Exploration Insights, click on the link below to log in and gain access to the article:

Read Now