Minerals

Super-Cycle Setup: Why PGMs Could Deliver Triple-Digit Gains

Deep Dive in PGMs for the Search Engines to Find It

7 hrs ago •

Mihail Stoyanov

and

June Critical Minerals Market Report

PGMs and Uranium as a geoeconomic weapon and Dr. Copper

Jun 6 •

Mihail Stoyanov

Adventures in Tungsten Universe

Four ideas for tungsten investors

Mar 19 •

Mihail Stoyanov

Adventures in Antimony Universe, Part 2

Two ideas to bet on US antinomy industry revival

Mar 14 •

Mihail Stoyanov

Adventures in Antimony Universe, Part 1

Demand and supply story

Feb 21 •

Mihail Stoyanov

The Great Intersection Portfolio

Five themes to follow in 2025

Dec 13, 2024 •

Mihail Stoyanov

Adventures in REE universe, Part 3

Explorers and Developers

Dec 6, 2024 •

Mihail Stoyanov

Uranium Part 4: Yellow Cake in LatAm

Two nano-junior picks

Sep 20, 2024 •

Mihail Stoyanov

Uranium Part 3: cycles 101 and uranium majors

Market stages and LEAPS uranium plays

Sep 13, 2024 •

Mihail Stoyanov

Critical metals as another macro event-driven play

What do the defense industry, sunscreen, and paint have in common?

Sep 9, 2024 •

Mihail Stoyanov

Uranium Part 2: Geography and Risks

Thoughts on Africa, Kazatomprom, and grey swans

Sep 6, 2024 •

Mihail Stoyanov

Uranium Part 1: Market Overview

Supply, demand, and catalysts

Aug 30, 2024 •

Mihail Stoyanov

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