James Cooper

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Articles

Chips, silver, and HPA: Mining profit in the AI gold rush

Feb 14, 2025 | northernminer.com | James Cooper |Blair McBride

Earlier this month, we watched the unfolding of what was described as America’s ‘Sputnik moment.’Where U.S. tech giants were caught with their pants down, suddenly exposed by China’s potentially superior AI capability. It’s not a bad analogy, really. Sputnik was a moment in history when Russia stunned America’s ego by putting the first satellite in space. But win or lose, America has shown that it won’t go down without a fight.
All Roads Lead to Commodities in 2025

Jan 15, 2025 | daily.fattail.com.au | James Cooper

If you’ve been following my weekly piece in Fat Tail Daily, there’s a chance I’ve sparked your interest in mining stocks. And from what I can tell, that’s coming just in time! Look around you; almost every major global event today is linked to resources. And I mean EVERY event. Let’s take the big one… China and US trade wars. There’s a feeling that the US (under Trump) will hold the upper hand if trade fragments between the world’s two largest economies. But I don’t buy that argument.
Mineral Wars…Why Trump Needs Greenland

Jan 8, 2025 | daily.fattail.com.au | James Cooper

We’re back! 2025 promises to be a wild year for markets, and Trump will undoubtedly take us along that path. Now, it’s not my intention to fill your inbox with more Trump coverage. In fact, commodities offer one market area, allowing investors to escape at least some of this year’s inevitable frenzied Trump focus. But we can’t escape it entirely! One key reason could be this… The emergence of America’s 51st state Trump’s known for pulling off big deals.
The Secret to Finding Mining Takeover Deals

Dec 4, 2024 | daily.fattail.com.au | James Cooper

At certain points in the mining cycle, it makes sense for big companies to buy new resources rather than to keep digging into low-grade ore. We’re at that point now. As I’ll explain shortly, awareness of this will give you an investing edge. Let me set the scene… As I told my paid readership group, small-cap resource stocks have lagged behind bigger miners and producers for years.
Critical Minerals: Mirroring Iron Ore from 2004

Nov 27, 2024 | daily.fattail.com.au | James Cooper

What will our next mining boom look like? Most importantly… Which relatively obscure, low-level miners today could rise to challenge the current majors? That’s what I’ll be revealing tomorrow at our ‘New Big 4’ prediction session. There’s still time to register for it for free. You can do so here. Why are we holding this summit? Well, let me take you back to Australia’s most ‘prosperous decade’… From 2004 to 2014.
Why the Next Commodities Cycle Could Eclipse the Stock Market

Nov 24, 2024 | daily.fattail.com.au | James Cooper

Two weeks ago, I attended and presented at the Noosa Mining Conference. This is where junior miners present their story and credentials to investors. I went to get an ‘on the ground’ idea of the key talking points within the sector…gauge investors’ sentiment and look insiders in the eye as they spoke to get a sense of what’s happening.
Charting the Trump train’s global economic trajectory

Nov 22, 2024 | northernminer.com | James Cooper |Blair McBride

I’ve been on the road over the last few weeks, attending various mining conferences along Australia’s east coast. One of the key discussion points has been United States president-elect Donald Trump. How will his hard-hitting policies affect China, a key driver of commodity demand? The industry has been on edge. Clearly, the market is, too, given the steep sell-off in resource stocks since Trump’s re-election victory two weeks ago. So, why is this happening?
A Commodity That Surged 100% Under Trump

Nov 20, 2024 | daily.fattail.com.au | James Cooper

It’s great to be back home after a busy few weeks of travelling. As tiring as that can be, I’ve had the chance to chat with dozens of companies, industry insiders and Fat Tail readers! One of the key discussion points has been Trump… How will his hard-hitting policies affect commodity demand? The industry has been on edge. Clearly, the market is too, given the steep sell-off in resource stocks since Trump’s re-election victory two weeks ago. Why?
What Mining Insiders are Saying Behind Closed Doors

Nov 13, 2024 | daily.fattail.com.au | James Cooper

Over the last few weeks, I’ve been on the road from Sydney to Noosa, attending key mining conferences. It’s certainly offered some useful insights. I’ve had the chance to speak directly with mining insiders, investors, government delegates, and CEOs from junior and mid-cap mining stocks. So, what did I find out? Some clear trends are emerging in the sector right now.
Stallion Uranium sheds Idaho antimony project, narrows focus to Athabasca Basin

Nov 10, 2024 | mining.com | James Cooper |Colin McLelland

Staff Writer | November 10, 2024 | 10:27 am Exploration Canada USA Specialty Minerals Uranium Stallion Uranium (TSXV: STUD) is divesting its only non-uranium exploration asset, the Horse Heaven gold-antimony project in Idaho, with the signing of a definitive option agreement with an arm’s-length party.