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In the 2000s, one big trend drove a bull run in mining stocks like we’d never seen before.
Twenty years on, FOUR new powerful forces are aligning to spark...

...

Here are four stocks to own ahead of it.

Dear reader,

If you’re not looking at mining stocks right now, you’re in danger of falling way behind…

See, there’s something big going on that most Australian investors haven’t spotted.

Take a look at what’s been happening…

In May alone, the stock price of copper explorer Somerset Minerals shot up 140%…

...

Gold explorer Locksley Resources did the same thing…rising 321%…

...

Resource Mining Corporation was another one. Its stock price exploded 460%…again, over just one month…

...

And Dateline Resources [ASX:DTR] surged dramatically — up 978%.

...

…a TENFOLD return…within four weeks!

So, what’s going on?

Well…

I believe Australia is about to
become the
epicentre of a major
new investment boom

And I think we’re seeing the early rumblings of it, right now.

Forget AI stocks. Or crypto. Or anything like that.

If I’m right about what’s coming next…

…Australia is now on the brink of a NEW mining boom.

A boom where, over the coming months and years, many more stocks could see gains just like these.

And today, you have the chance to get in at the beginning.

To me, this is like what happened back in the 2000s…only this time the returns for early investors could be even bigger.

See…

What’s unfolding right now
in the
mining sector is
different from anything
I’ve
seen over the last 15 years

The last mining boom arguably saved Australia from recession in 2008.

Our economy thrived while others tanked…stocks went up…house prices went up…and there was one simple reason for all of it:

One country, China, wanted one commodity, iron ore…to build new cities, roads and bridges in a major growth push.

Australia had an abundance of iron ore…AND we had an established mining industry led by two major players…and an upstart who ended up eclipsing them both.

I’m talking, of course, about large-cap miner Rio Tinto — whose stock price jumped 155% between 2003 and 2013…

...

BHP, whose stock rose 274% over the same 10-year period…

...

And the ‘upstart’ was Fortescue — then known as Fortescue Metals Group.

...

Its stock price went nuts as we sold pretty much everything we pulled out of the ground to China.

We’d never seen anything like it.
Fortescue rose
96,900% during
that crazy 10-year period

$500 invested into Fortescue in 2003…grew into almost half a million dollars 10 years later.

It’s hard to believe…and, yes, Fortescue is an outlier…but I know plenty of people who made a motza on these stocks and others like them.

Of course, these are three of the biggest mining success stories in Australian history. Plenty of lesser-known companies went the other way — and lost people money.

But for those investors who got their stock selection right…that 10-year period helped them generate unbelievable wealth.

Overall, it was one of the best times in living memory to be an Australian investor.

BUT…

I believe what’s coming next could be EVEN BETTER.

You see, the boom that took place in the 2000s was the result of ONE major trend driving the market up.

Today, there’s not one, not two...but FOUR major
forces
building...converging...and
set to collide
with the Australian
mining industry

The combination of these four market forces is likely to send demand for Australia’s lithium, copper, gold, uranium and other resources soaring in the coming months…

And I predict it will have a similar effect on the stock prices of the companies that can locate and pull all this stuff out of the ground the fastest.

I want to tell you about four of these companies today.

You’re about to discover how being in the right mining stocks — the stocks that benefit from these four emerging trends — could be one of the best investment moves you make this year…possibly EVER.

Now, you don’t have to buy a lot of these stocks…and you don’t need to bet the farm.

But you do need to act fast.

You see, during the iron ore boom, it’s fair to say that the ‘rising tide’ of Chinese capital lifted practically every boat…

But most of the SERIOUS money?

That was made by those who moved FIRST.

And that’s why you need to listen carefully to what I’m about to tell you.

Because more and more stocks are now moving as a direct result of these four market forces coming together…

Like Meteoric Resources. At the time of recording, this tiny Aussie miner is up 41%, just since the beginning of the year…

...

Meteoric is already benefiting from market force number 1 and I see it going even higher over the coming months and years…

Then there’s Arafura, headquartered in Perth. This brilliant miner is up 52% so far this year, at the time of recording.

Arafura is already benefiting from market force number 2

...

And here…take a look at Caprice Resources — an awesome little Aussie miner whose stock price is up 145% this year…

...

Caprice has DEFINITELY benefited from market force number 3 — and I reckon it’s just getting started.

And here we’ve got a great little Aussie-listed mining firm called EcoGraf, whose stock is already up 200% in 2025…

...

EcoGraf is a direct beneficiary of market force number 4.

Now obviously, not every stock relating to these big trends has gone up. Some haven’t moved yet, and some undoubtedly won’t.

But I do think we’re at the beginning of something significant here.

And look, I know this is unpopular, but I’m going to say it anyway:

Forget crypto. Forget tech stocks.

The easy money has already been made there.

Capital is moving into the mining sector RIGHT NOW…

But even though stocks like these are rising, we’re still in what I’d call the ‘early positioning’ phase. Money IS moving…but the crowd hasn’t caught on yet.

And that hands you

a big opportunity...

Let me tell you, I’m every bit as amped up today as I was 20 years ago, when I first trained as an exploration geologist.

Over the years, I’ve worked with several of the biggest mining companies in Australia to help them figure out how much mineral wealth they’re sitting on — and where to dig for it.

I’ve been involved with major discoveries…as well as huge takeover deals where billions of dollars changed hands…

I’ve gone looking for gold, copper, rare earths and more in places people said they couldn’t be found…sleeping for nights on end in the Land Cruiser with only my shortwave radio for company.

I’ve travelled all over the world…from studying topography and rock composition in Zambia…to poking around dingy caves in the Outback during 45-degree days and sub-zero nights.

For 170 years, the mining business has been the jewel in Australia’s crown.

It’s saved our economy so many times.

And today, all my industry contacts are saying the same thing…

It’s about to save us again.

It looks like the smart money can sense what’s coming, too…

The Financial Review just reported that in response to rising commodity prices…

Australian super funds — an industry that controls more than $2.7 trillion in investable capital — have now begun rotating OUT of the big banks and back INTO the mining sector…

The money’s coming…

The years ahead will be like the mining boom on steroids’, predicts Peter Milne in The Sydney Morning Herald.

I agree.

And while I’m not promising Fortescue-style gains, I’ve identified FOUR specific mining companies — each linked to one of FOUR major forces — that could deliver similar headlines to those we saw 15 years ago.

Over the next few minutes, I’m going to tell you more about them.

So, if you have some spare capital to play with — and you want the opportunity to get in at the beginning of something that I think could be HUGE — pay attention because…

This convergence is the clearest
bullish signal I’ve
seen in more
than 15 years in this industry

So let’s get to it…

The FIRST major force that’s likely to drive resource stock prices higher over the coming years…

…is the insatiable demand for a small group of metals and elements that world governments have classified as ‘strategically essential’.

They’re ‘essential’ because virtually nothing in the future will work without them.

Renewable energy…EVs…AI…sixth-generation weapons systems…

None of these technologies can function without what are called ‘critical minerals’.

This is why China, Russia, Japan, the EU, the UK and the US are currently locked in a six-way race for technological supremacy.

And finishing last

is not an option

That would be like trying to stream Netflix from a dial-up connection when everyone else in your street has fibre.

So, it’s no wonder they’re all trying to lock up as much of the supply of these critical minerals as they can…

According to the International Energy Agency, we’re looking at demand growth over the next few years that’ll make your head spin…

  • Rare earth element demand? That’s set to explode 15 times higher by 2040.
  • Graphite? 25 times higher.
  • Copper? 28 times higher.
  • And lithium? Demand there is projected to grow an almost insane 43 times higher.

And that’s all in the next 15 years.

Now, unlike the iron ore boom of the 2000s, these aren’t commodities that get turned into steel girders…

These are high-tech materials that go into the most advanced products humanity has ever created…

Electric vehicle motors. Wind turbine generators. Smartphone components. Data centres. AI computer chips. Military defence systems…and more.

The profit margins on these materials are completely different from bulk commodities.

And the companies that can secure reliable supply chains for these critical minerals?

They’re not just miners anymore.

They’re strategic assets.

This is an incredible investment
opportunity for
Australians who
are alert to these developments

Take a look here…

...

Right now, Australia is sitting on the second biggest stockpile of these desperately needed minerals anywhere on Earth.

I’m talking about a supply of critical minerals worth more than US$1.4 trillion.

And this is all just sitting in the ground, waiting to be dug up!

Look at our next biggest competitor, Russia…

It has less than HALF of the critical mineral reserves we have.

And remember, Russia’s under international sanctions right now…which means it can’t sell its resources to Western buyers.

But WE can.

Look, if you only take one thing away from this presentation, let it be this:

Australia is about to become the

‘Saudi Arabia’ of green energy

We’re talking about the entire developed world scrambling to secure supply chains for the biggest industrial transformation in human history.

Every wind turbine needs neodymium magnets…

Every electric vehicle needs lithium batteries…

Every solar panel needs silver…

Every data centre needs copper wiring… In fact, the bigger ones need as much as 300 kilometres of the stuff!

And every F-35 fighter jet needs ALL SEVENTEEN rare earth elements to function — the whole lot!

And right now…all eyes are on Australia.

You really don’t want to be late to this…because there’s some serious money coming into the sector right now…

  • In April, Anthony Albanese pledged an initial investment of $1.2 billion towards Australia’s ‘strategic reserve’ of critical minerals — essentially setting up our own supply chain and supporting our domestic mining industry…
  • In September last year, the US, UK, EU, Japan and other global partners established the ‘Minerals Security Partnership Finance Network’ — which opens the floodgates for a huge wave of international capital to pour into Australian critical minerals projects…
  • On top of this, merger and acquisition activity in the sector is ramping up as well…with major players BHP, Rio Tinto and Pilbara Minerals all gobbling up smaller copper and lithium miners in 2024… Plus, even more M&A activity is expected for 2025. Why? Because the big guys see what’s happening and they want to pivot their massive exploration budgets towards critical minerals.

So, all the dominoes are lining up perfectly.

And listen, you have a huge advantage here…

Because most Australians couldn’t tell you what a rare earth element is, even with a gun to their head.

Most financial advisers are still recommending the same blue-chip stocks their granddads bought.

And most fund managers are too busy moving billions of dollars around to look at the smaller companies where the real action is taking place.

But you can move fast…

And that gives you an edge

You can take positions in companies those institutions haven’t even HEARD of yet.

Like one critical minerals stock I told my followers about back in November 2022 — it’s currently up 60%.

And another play I flagged this past May is already up 22%.

Look, I’m not saying that every critical minerals stock is going to the Moon…and not every company I recommend goes up — I get things wrong, too…

But ultimately, if you understand what’s happening here…

…and you acquire the right stocks before the mainstream catches on…

…you could be looking at some serious gains over the next few years.

But how do you FIND the ‘right’ stocks?

Well, the trick is identifying the companies that have the perfect combination of assets, management and timing.

I’ve spent the last year digging into the critical minerals sector — talking to geologists, reading technical reports, and analysing balance sheets.

And I’ve identified one
company that I believe could

be the standout winner in this
emerging supercycle

This Aussie company controls a massive deposit of a particular critical mineral…a mineral that most people have never heard of…but one that governments around the world are scrambling to secure.

It’s the only company outside of China capable of producing a version of this mineral that’s essential for both clean energy AND national defence.

The timing is pinpoint perfect here — for two reasons…

First, this firm has just completed an upgrade that almost doubled its mineral resources and extended its mine life to more than 35 years.

That’s a massive development.

And second…recent geopolitical events have cut off China’s supply…which has handed this Aussie company the power to charge premiums far above Chinese prices.

Now if you’re smart…and quick…you have an opening, right now, to acquire this ASX-listed critical minerals stock at a very favourable price.

And that’s why I want to get this company’s details into your hands as soon as possible.

I’ve put all my research together in a new briefing, titled: ‘Four Stocks to Own for Australia’s New Mining Golden Age’.

Inside, you’ll learn:

  • The name and ticker symbol of this high-potential Aussie miner…
  • My full analysis of its operations, prospects and risks…
  • When and how to take a position to maximise your potential returns…
  • And the specific price I recommend paying — so that you don’t overpay!

I’ll show you how to download your copy of my new briefing in just a moment.

But so far, I’ve only told you about ONE major trend that’s emerging…and ONE stock you can buy to take advantage.

There are THREE MORE forces converging on the Aussie mining sector right now…

And I’ve identified THREE MORE stocks you can add to your portfolio, if you choose.

We’ve just talked about how demand for critical minerals is set to ramp up massively over the coming years…

What you’ll discover next
ensures Australia
will likely
supply those minerals to some of

the biggest buyers in the world...

How?

Well, for decades, the West operated under the assumption that trade makes everyone richer…and economic cooperation prevents conflict.

But, in an increasingly tense and fragmented world, that arrangement is now coming apart at the seams.

We’re now living through the biggest reordering of global supply chains since the Second World War.

And I believe that will create one of the biggest Australian investment opportunities you or I are ever likely to see.

This all started in December last year, when China decided to pull the so-called ‘nuclear option’ in its escalating trade war with US President Trump.

Beijing slapped bans on gallium and germanium exports to the United States.

Now, you probably have no idea what these elements are.

But they’re critical for manufacturing semiconductors, fibre optic cables, military radar systems and even ammunition.

The message from Beijing was clear:

You want to play hardball? Well, we control the supply chains that keep your defence systems running.

Suddenly, Western governments woke up to a terrifying reality…

They’d handed over control of
their
most important strategic
resources
to their biggest
geopolitical rival
!

See, China doesn’t just mine these raw materials…

It also dominates the processing, refining and manufacturing that turns them into components that go into everything from fighter jets to nuclear submarines.

It’s a nightmare scenario for the US: the idea that an adversary could cripple its defence industry…without firing a single shot.

And it sparked a panic to rebuild these important supply chains from scratch — in countries that exist OUTSIDE of China’s influence and control.

This is a phenomenon known as ‘friend-shoring’.

And it’s not only the biggest shift in global trade policy since the end of the Cold War…

…it’s also the clearest way I can see to help you identify potential mining stock wins over the coming years.

You see, now, instead of chasing the cheapest suppliers regardless of politics…Western governments are prioritising security and reliability over cost.

And can you guess where they’re looking?

According to commercial law firm King & Wood Mallesons:

Australia is very well-placed, with deep sector expertise and a stable political and regulatory environment, to support and be a preferred location for the transformation of the critical energy transition minerals sector.

That’s right — Australia has got all the goods they could possibly need.

We’re the largest lithium producer in the world, by a long way…

We have the largest known uranium reserves in the world…

The second largest copper reserves in the world…

AND we’re the fourth-largest global producer of rare earth elements

Australia not only has the geological resources and the mining expertise…

But even more importantly,

we’re allies with our buyers

We speak the same language. We share the same democratic and moral values. And we won’t cut them off when the political winds change.

US Secretary of State Marco Rubio recognises this. He says Australia is an ‘important strategic partner’ in supply chain diversification.

In fact, the US has officially designated Australia as a ‘domestic source of supply of critical minerals’.

Let me repeat that:

Australia is now considered a DOMESTIC supplier to the United States…even though we’re a completely separate country, 16,000 kilometres away!

But this is not just sweet talk and platitudes…

This is a significant policy move that shows Americans are willing to put SERIOUS money behind this ‘friend-shoring’ revolution.

And this is where your
investment radar
should
be lighting up like a
Christmas tree...

This re-designation of Australia’s credentials allows eligible projects to access US government offtake agreements, grants and funding.

Funding that was previously restricted to US domestic producers.

Well, for all intents and purposes, now WE ARE ONE.

To be clear, this isn’t foreign aid…

This isn’t a trade deal…

This is DIRECT US government investment in a country it can trust to help it build new supply chains that bypass China entirely.

Now, think for a second what this development could mean for our mining companies…especially those that dig up the minerals that America depends on…

For the first time in decades, these companies are not just competing on cost. They’re offering something far more valuable: strategic security.

And governments like the US are willing to pay a premium for that peace of mind.

When the Pentagon is worried about securing rare earth supplies for its missile guidance systems, price becomes a secondary concern.

When European governments are scrambling to secure lithium for their electric vehicle transition, they’re no longer looking for the cheapest option — they’re looking for the most reliable one.

And that’s exactly where
Australia
has an almost
unfair advantage

You have another HUGE opportunity here…

Right now, few investors know what’s going on…and even fewer realise what it all means.

I speak to mining stock investors all the time. Most of them are stuck in the old paradigm — analysing commodity prices, profit targets, and production forecasts.

They’re missing the fact that the game has now fundamentally changed.

It’s not JUST about supply and demand curves anymore. It’s about national survival.

In this new world, Australian miners aren’t merely pulling rocks out of the ground…

They’re strategic partners in the West’s economic and military security.

And this is slowly being reflected in the share prices of some of the companies I’ve been tracking.

In fact, one strategic resource play I recommended in January 2023 has appreciated by almost 40% — as investors begin to notice the higher premiums Aussie companies can now command.

Now, the best part is that most of this ‘friend-shoring’ money hasn’t even started flowing yet.

The ‘Minerals Security Partnership’ I told you about earlier is just getting off the ground NOW.

The wave of capital I see flooding into our mining sector — from overseas pension funds, sovereign wealth funds, and strategic buyers — is still sitting on the sidelines…waiting to see which companies will benefit most from this geopolitical realignment.

That creates the perfect
window of
opportunity for
investors like YOU

Right now, you have your pick of the best stocks…and you can position yourself well ahead of any major international investors.

That’s why the second stock I’d urge you to consider adding to your portfolio is an absolute ripper.

It sits at the intersection of the critical minerals trend AND the ‘friend-shoring’ trend.

This company controls what could become one of the world’s largest uranium operations — capable of producing 30 million pounds annually.

To put that in perspective, look at France — it gets 70% of its energy from nuclear power.

This company’s mine could supply France’s entire uranium needs for a whole year.

In other words, these guys have enough uranium to power a whole nation that runs almost entirely on nuclear energy!

To me, the investment case is open and shut.

But here’s why I think you
should move
quickly to add this
stock to your portfolio...

France’s state-owned uranium giant Orano has recently been making strategic land purchases in this company’s backyard…

So, it looks like the French are eyeing this exact same region as an alternative to their unstable African supply chain.

When a cash-rich, state-owned company starts buying up land right next to your deposit, it’s usually not a coincidence.

And when major players position themselves for potential acquisition opportunities, individual investors who get there first can often do very well indeed.

You’ll find all the details of this company — name, ticker symbol, and my recommended buy-up-to price — in my new report, ‘Four Stocks to Own for Australia’s New Mining Golden Age’.

Keep watching and I’ll explain how you can claim your copy in just a moment.

But first, let me introduce myself properly…

James Cooper

My name is James Cooper.

I’m an exploration geologist with two decades in the mining business — working with everyone from tiny rock-hunters trading for 6 cents a share…all the way up to multibillion-dollar operations.

I earned my stripes during the early 2000s, working my way up through companies like Monax Mining and Crosslands Resources...before landing the job that changed everything: becoming the Senior Project Geologist for Barrick Gold.

I helped head up Barrick’s massive operation in Zambia — 20 rigs, 18 geologists, and around 100,000 metres of drilling through some of the harshest conditions you can imagine.

...

Those were great times. And I got to see just how much money there is in this business when the market is with you.

But since then, my perspective has shifted a little…

See, back then I used my geological expertise to make mining companies and their executives even richer.

Today, I’d rather see everyday
Australians benefit
from our vast
resource wealth instead

That’s why I run Diggers and Drillers — one of Australia’s only mining stock advisory services aimed at regular Aussie investors.

Since the smaller miners have taken off again, I’ve given my followers the opportunity to make some remarkable gains, including:

43% from De Grey Mining

51% from Filo Mining

And 110% from Capricorn Metals.

Now, I don’t pick winners every time…no one does.

But I reckon my deep knowledge and hands-on experience of the mining sector gives you a unique insight into the kinds of stocks that can really deliver standout gains…

My followers certainly seem to appreciate my recommendations.

As Darby puts it:

James is one of these decent honest blokes you can trust. He’s not up there with the shiny pants mob pretending, but down in the dirt, where he can see, hear and smell what’s going on... I have been an investor for over 40 years, and you get to know who you can trust. I trust this bloke.

Lorna agrees. She says:

James is the real deal. He explains everything in plain English... He is a great geologist with a keen understanding of commodity cycles. I definitely trust his judgement.

Listen, long before AI and crypto came along, the mining sector was the natural home for most Aussies’ ‘risk capital’.

It was a place where you could have a punt on tiny, homegrown stocks in the hope that they might strike it rich.

They didn’t all get there, of course.

But some did...

And those mining stocks that racked up three-…four-…and even FIVE-digit returns back in the 2000s really DID make some people a lot of money.

In fact, there’s one famous story about an investor who made $30 million from a single punt on copper miner Sandfire Resources

He bought in at 5 cents a share…and rode the stock all the way up to $8.

Check it out…

...

Between 2009 and 2011, Sandfire’s stock price rocketed up 12,686%. It’s hard to believe — but this ACTUALLY HAPPENED!

Now, I’ll say it again: they don’t all go up like this outlier.

Mining stocks are well known for being volatile — and Sandfire could just as easily have gone the other way.

But remember what I said…

The 2000s mining boom was the result of just ONE major market force pushing up stock prices…

But now, there are FOUR forces converging on our mining sector.

We’ve already gone over two of them. Let me tell you about the third…

And it’s all about GOLD...

Now, you may have noticed that gold’s been rallying pretty hard since 2022, due to lots of factors coming together at once.

We’ve seen persistent geopolitical tensions…in Ukraine…Gaza…Kashmir and, more recently, in Iran.

Inflation’s remained high…

While countries like China, India and Russia are aggressively diversifying away from the US dollar.

In fact, their central banks have been buying gold at record levels — over 1,000 tonnes annually, more than double the previous decade’s average.

That does two things.

First, it weakens the US dollar. And second, it pushes up the price of gold…which is seen as a ‘neutral’ reserve asset in our increasingly fragmented world.

This is why the price of gold is at record levels.

The spot price is sitting at just over US$3,300 an ounce at the time of recording.

BUT...the factors I just
mentioned are also creating

the ideal conditions for an even
HIGHER gold price

In fact, JPMorgan is now predicting that gold will reach US$4,000 an ounce by this time next year.

This third force directly benefits Australian gold mining stocks.

Especially our junior explorers and early-stage developers.

How?

Well, if you can charge more for your product, your operating costs go down…profit margins go up…and your share price — as we’ve seen — can go through the roof.

Two of the gold miners in my Diggers and Drillers portfolio have jumped up significantly in recent weeks.

One gold explorer I recommended late last year has already gained 61%.

And another gold play I flagged in November is now up over 130%.

This is great news for my followers!

But I think there’s EVEN BETTER news on the way…

See, we know from history that during a mining boom, the tailwind you get from a rising gold price can send some of these smaller gold stocks into ‘nosebleed’ territory!

Here, check this out…

This is the chart of junior gold explorer Regis Resources.

...

Between 2009 and 2011, Regis’s stock price went up more than 12 TIMES…it absolutely shot the lights out!

If you’d chucked 500 bucks into Regis back then, it would have been worth almost SEVEN GRAND two years later!

That’s the kind of return you can see from certain mining juniors who benefit from the powerful tailwind of a rising gold price.

But that rising price does
much more than
simply push
mining stocks up...

When gold starts hitting record highs, some of the smaller Australian producers turn into cash-generating BEASTS.

Companies that were struggling to break even just 18 months ago are now effectively printing money.

And that turns many of these smaller firms into irresistible targets for the majors — who flock like moths to a flame.

This is where I’m seeing the most potential for big wins over the coming months…

If you look at the past year alone, M&A activity in the gold sector has ramped up aggressively…

  • In December last year, Northern Star Resources swooped in with a massive $5 billion takeover of De Grey Mining to secure its flagship Hemi Gold Project…
  • In February this year, Horizon Minerals acquired Poseidon Nickel in another consolidation play — and yes, despite Poseidon’s name, this WAS a gold asset acquisition…
  • And in April, Alkane Resources and Mandalay Resources merged in a $1 billion deal to create a diversified gold powerhouse.

When the gold price surges to record highs, the majors know they need to act fast. Every month they delay means paying higher premiums for these quality assets.

That’s why I think M&A activity in the gold sector could accelerate in the weeks and months ahead.

And I’ve picked out what
could be
the ultimate
acquisition target...

The explorer I’ve been tracking sits on the same geological system that sparked the legendary Klondike Gold Rush.

Get this. It’s sitting on more than SEVEN MILLION ounces of gold in Canada’s mining-friendly Yukon territory.

What’s more, the deposit is sitting virtually at the surface…with exceptional grades.

This is exactly the type of easy-to-mine, high-margin asset that major gold producers are desperately hunting for right now.

Honestly, if you’re only looking to add ONE gold stock to your portfolio…don’t look any further than this one.

The only thing is…if you want to make a move here, you’re working within a tight timeframe…

This company is currently trading at a steep discount to its peer group. That makes it an even more attractive target for cashed-up majors looking to secure decades of future production.

In fact, giants like Rio Tinto and B2Gold have ALREADY taken ownership stakes — positioning themselves for what many analysts believe is an inevitable takeover.

And speculation has become SO intense, management has recently brought in special voting rights as a defensive measure.

When company executives start building takeover defences, that tells you everything you need to know about what they see coming.

So, if you want to get your hands on this company’s name and ticker symbol…

My buy-up-to price recommendation…

Plus all the risks and potential upside I see ahead for this promising little gold junior…

Download my brand-new report, ‘Four Stocks to Own for Australia’s New Mining Golden Age’.

I’ll explain how you can get your copy in just a moment…

But first, I need to tell you about the fourth and final force that’s about to transform Australian mining: AI TECHNOLOGY.

Now, most Aussies think investing in AI means buying NVIDIA or Microsoft.

They don’t realise there’s an AI revolution taking place right here in our own backyard!

And I predict this is going to generate a wave of capital spending that could dwarf ANYTHING we saw during the 2000s boom.

The Australian mining industry has embraced artificial intelligence to the point where several of our flagship miners now run some of the world’s most advanced operations in the world.

You may not know this, but Rio Tinto operates more than 360 autonomous trucks across 17 mines in Western Australia.

It has also built the world’s first autonomous heavy-haul rail network, which means Rio is now able to move iron ore with zero human drivers.

Roy Hill has converted its entire fleet of 96 haul trucks to driverless operation.

And BHP runs the largest fleet of driverless haulage trucks in the world. Plus, it also operates several autonomous drilling rigs…logging more than 479,000 operational hours so far.

But we’re not just talking about automation…

For example, Sydney-based Earth AI just used proprietary AI technology to discover a significant deposit of indium in New South Wales. It analysed decades’ worth of geological data to pinpoint minerals that human geologists completely missed

Mining and metals company South32 is using AI to boost manganese recovery rates at its global operations…

While Fortescue has developed AI systems for hazard monitoring and truck scheduling that other miners are now adopting globally.

The fact is, Aussie miners aren’t just digging up rocks anymore…

They’re completely reimagining how mining works.

And, in the process, unlocking an
investment
growth market with
mind-boggling potential...

The global mining tech market is currently worth US$10 billion.

But it’s projected to reach as much as US$41 billion by 2030…potentially QUADRUPLING in size in the next five years.

This is a bonkers forecast that Aussie investors like us should absolutely capitalise on.

But how?

Well, the trouble with some of the bigger miners with bigger R&D budgets is that this growth is already priced into their shares…at least in the short to medium term.

But I believe, during this tech revolution, the lion’s share of the profits won’t go to the miners themselves…

They’ll go to the companies that supply the technology.

I’m talking about classic ‘pick and shovel’ plays.

We saw many of these stocks pop up in the 2000s boom…

Here’s a chart of Monadelphous Group — a mining services firm that provides engineering and construction services to miners.

...

As companies ramped up their operations in response to rising asset prices, their share price shot up 213% between 2009 and 2011.

So a $500 punt on Monadelphous — made at the right time — would have been worth 1,500 bucks just two years later.

Now, I can’t say that every single stock that supplies the next wave of AI mining tech is going to go up…

But I am seeing this exact same ‘pick and shovel’ opportunity again right now.

It’s just that, instead of building processing plants and railways, these firms are now developing AI systems, autonomous equipment, and digital infrastructure.

Please understand, the mining industry is about to undergo the same transformation that has already revolutionised manufacturing, logistics and finance.

And if you can position yourself in the right companies today, you’ll have the opportunity to profit from what I believe will be the biggest step-change the mining industry has ever seen.

And remember, the
biggest spoils

tend to go
to the early movers

Two mining services companies I’ve recommended to my Diggers and Drillers followers are already up…

One has gained 64% as miners have adopted its testing and analytical services…

Another has soared 114%.

This is great news for my followers.

But don’t worry, you haven’t missed the boat.

Just like the other three trends we’ve talked about today, we’re still in the early innings of this transformation.

Most mining operations are still using decades-old technology.

Imagine what’s going to happen when the AI adoption rate accelerates…which it MUST do…as companies fight to gain a competitive advantage — or just try to keep pace with the rest of the industry.

Like I said earlier…the three other major forces I’ve told you about in this presentation look set to drive unprecedented amounts of capital into the Australian mining sector.

As that happens…

Spending on AI technology

will grow exponentially higher

And there’s one company I believe is perfectly positioned to dominate this space.

It’s an Aussie technology firm that has quietly become the global leader in mining software and analytics.

Its AI-powered systems are helping miners optimise everything…from equipment maintenance to ore extraction…

It has completed hundreds of projects for major firms across 11 countries…

And its mine planning software is rapidly becoming the industry standard.

Now, with mining investment in AI set to surge, this company could see huge growth in the coming months and years.

You’ll find all the details on this Aussie AI leader — including its name, ticker symbol, my buy-up-to price, and more — inside my research report, ‘Four Stocks to Own for Australia’s New Mining Golden Age’.

Download your copy today — and I’ll show you how in just a moment…

Inside you’ll learn all about the four publicly listed stocks I believe could be among the biggest winners from this exciting period ahead…

  • The critical minerals powerhouse that’s the only company outside China capable of producing one particular critical mineral, essential for both clean energy AND national defence. Recent geopolitical events have cut off China’s supply, handing this Aussie company massive pricing power…
  • The uranium giant in waiting that controls what could become one of the world’s largest uranium operations, capable of producing enough energy to power an entire nation. And uranium giant Orano is already buying up land in its backyard…
  • The ultimate gold acquisition target that’s sitting on seven million ounces, right on the same geological system that sparked the legendary Klondike Gold Rush. Industry giants like Rio Tinto and B2Gold are already positioning for what many analysts believe is an inevitable takeover…
  • And the AI tech firm I just told you about that has quietly established itself as the global leader in mining software and analytics. It operates in 11 countries and its AI-powered systems are quickly becoming the industry standard, just as mining tech investment is set to surge…

Now, I’m not saying you should ditch all your other investments and sink all of your cash into these four stocks. That would be crazy. And risky.

The truth is…you don’t need to put ALL your money into these stocks.

Because if only ONE of these four stocks does what I expect…you could see some seriously outsized returns.

Returns that more than make up for the mediocre performance I’m anticipating from other sectors in 2025.

Look, I’m not being uncharitable here…

The truth is, the mining sector is where the action is pivoting to right now.

The industry knows it. Super funds know it.

And now, you know it too.

Remember what I showed you earlier… Somerset Minerals up 140%, Locksley Resources up 321%, Resource Mining Corporation up 460%, and Dateline Resources up 978% all in a single month

These moves weren’t random.

They were the initial rumblings of a major market pivot.

The good news is, if you missed these moves, I believe the ‘early positioning’ phase is still open.

But I don’t think this will be the case for much longer.

Download ‘Four Stocks to Own for Australia’s New Mining Golden Age’ today…and you’ll have everything you need to position yourself in four of the most promising companies on the market…ahead of what I believe will be THE mining boom of our lifetimes.

I’ll send you a copy when you subscribe to my investment advisory service, Diggers and Drillers, today.

Diggers and Drillers exists to help everyday Australian investors benefit from what I believe is OUR birthright — our incredible, world-class, natural resource bounty.

See, long before crypto came along…long before the boom in tech stocks…it was mining stocks that created generational wealth for ordinary Australians.

And I believe the pendulum is now swinging back our way…

The four forces I’ve shown you today aren’t just fleeting trends.

They’re tectonic shifts that will
transform the
global economy
over the next few years

To recap, we’ve got…

  • FORCE #1: Demand for critical minerals exploding by as much as 43 times by 2040…while Australia controls $1.4 trillion in reserves…
  • FORCE #2: The biggest reordering of global supply chains since the Second World War…with the US investing $1 billion specifically in Australian supplies…
  • FORCE #3: Gold at record highs, kicking off a $5 billion M&A frenzy…and…
  • FORCE #4: the AI revolution turning some Australian companies into the world’s most advanced mining tech operations.

These forces are converging RIGHT NOW.

And Australia is sitting at the epicentre of all four.

Understand: we’re not just participants in this transformation…

We’re the main event.

And it’s all happening faster than anyone — including me — ever anticipated.

Smart money is already positioning. Institutional capital has a green light to start flowing. Government partnerships are forming.

The question is:

Are you going to be part of it?

Diggers and Drillers exists for exactly this moment.

I launched this service in 2022 because I believed we were heading into the most exciting period for Australian mining in decades. Maybe ever.

As Wel G, one of my subscribers, puts it:

James started his service during one of the worst trading environments in recent history. It has now become one of my best performing portfolios [...] and I have every confidence it will continue to excel.

Join me today and you’ll quickly realise how serious I am about helping you build wealth from our Australian birthright.

This is not about gambling on random mining stocks.

This is about having an experienced exploration geologist — someone who’s been down in the mines…worked on the drill rigs…and watched multibillion-dollar takeovers play out up-close — guide you through what could become the biggest opportunity of our lifetimes.

...

And of course, I understand that investing in small mining companies can be risky.

I know firsthand the fine margins that some of these companies operate on. And I know how sensitive these stocks can be to geopolitical events and investor sentiment. They can gap down just as quickly as they can shoot up — and if you’re not careful you can lose some or all of your money.

But that’s exactly why you need someone with my knowledge and experience to point you away from the fly-by-night operators, and towards the best-looking prospects.

As Simon, another subscriber, explains:

Love the geology perspective which enables the commentary to be based in practical reality as opposed to theoretical possibilities that are difficult to act on.

So let me ask you…

What are your investment

alternatives right now?

You COULD keep on buying the same blue-chip stocks everyone else owns…and likely get the same mediocre returns…

You COULD keep chasing the next AI ‘moonshots’ that everybody knows are already priced to perfection.

OR…you could take advantage of a mining transformation that could ultimately dwarf the 2000s boom.

The choice is yours.

But if you want to be part of this opportunity, Diggers and Drillers is where you need to be.

So let me quickly explain

what you get as a subscriber...

Every month, you’ll receive a new Diggers and Drillers report containing at least one new mining stock recommendation.

I’ll tell you exactly what the company does, why I believe it’s positioned for growth, when to buy, and what price to pay.

You’ll get my analysis of the geology…the management team…the market conditions…and my assessment of both the risks and the potential rewards.

As YB, one of my subscribers, puts it:

I’m happy with the in-depth analysis, explaining “the why” behind each of James’s buy or sell calls... This man on the ground has a pretty accurate handle on all things resources.

Between monthly issues, you’ll also be getting weekly email updates on all our open positions.

  • If something changes — good or bad — you’ll know about it immediately.
  • If we need to cut losses, or if it’s time to take profits, you’ll get a sell alert straightaway.
  • Or if there’s breaking news that affects any of our stocks, you’ll be the first to know.

Plus, as soon as you join, you’ll get instant access to all my current buy recommendations.

At the time of recording, the average result across all our open positions — winners AND losers — is an impressive 40% GAIN.

As subscriber Elaine S explains:

James provides very good and easy to understand analysis. He has a solid investment thesis and sticks to his strategy. As a subscription service, Diggers and Drillers is good value for money... I have been a subscriber since its launch and intend to continue.

Look, I’m not the kind of bloke who likes to talk his own book…

But I will say that you’ll struggle to find this level of expertise anywhere else in Australia.

Most mining ‘experts’ couldn’t separate a world-class deposit from a worthless pile of rocks…

Most financial advisers couldn’t tell you the difference between lithium and graphite if their lives depended on it…

And most fund managers are far more concerned with the size of their commission than figuring out where the real action is happening in the markets.

So, if you want something a little bit different…

…and potentially a LOT more valuable…

Let me show you how you

can get involved today

I’d love for you to take a look inside Diggers and Drillers for yourself.

That’s why I’ve organised a limited-time introductory deal for you.

Let me go through it now…

So, normally, a year’s subscription to Diggers and Drillers would cost $299.

And frankly, it’s a bargain at that price.

We’re talking less than a buck a day for access to the kind of analysis and insight that could help you get positioned at the dawn of a new golden age in Australian mining.

BUT…I want to make this as easy as possible today.

So, for a limited time, you can get started with Diggers and Drillers for just $49.

That means, for under 50 bucks, you get:

  • Three months of membership…
  • A digital copy of my brand-new research report…
  • And instant access to all of my current buy recommendations.

Join me today by clicking the button below and you’ll reduce your upfront outlay by $250.

After three months, if you decide to continue, your subscription will automatically renew at $49 for each additional three-month period.

So if you end up staying with me for a year, you’ll save $104 compared to paying the official annual rate.

Now THAT is a great deal.

But here’s the best part:

You’re also covered by our

90-day money-back guarantee

If Diggers and Drillers isn’t everything I’ve promised today — if you don’t think my research is valuable…or if you simply change your mind for any reason at all — just let me know within 90 days.

I’ll refund every cent of your $49 joining fee.

No questions asked…

No hard feelings…

And you can keep my ‘Golden Age’ report as my way of saying thanks for giving Diggers and Drillers a go today.

Now, that’s not a business offer…

That’s practically giving it away!

The only reason I can make this guarantee is because I’m absolutely confident in what I’ve been showing you today.

These four forces are converging on the Australian mining sector. The opportunity here is massive. And the window to position yourself early is closing as we speak.

So, you really DO need to act now.

...

Every day you wait, more investors will wake up to what’s happening…

Every week of delay means you run the risk of paying so much more for the same opportunities…

And every month that passes gives these stocks the chance to slip out of your reach.

Think back to the 2000s boom…

The biggest gains went to investors who positioned themselves early — before the media caught on, before the institutions piled in, before everyone else was talking about it.

By the time mining stocks became front-page news, the biggest gains had already disappeared.

We’re at that exact same

inflection point right now

So you have two choices…

  • You can wait…and watch from the sidelines as other investors capitalise on this opportunity…
  • Or you can take action today — by joining Diggers and Drillers and positioning yourself ahead of what’s about to unfold…

All you’ll pay is $49.

You’re covered by my 90-day money-back guarantee.

And you get to keep everything — even if you decide my service isn’t for you.

I simply can’t make this any easier…

I’ve done the research.

I’ve identified the stocks.

All you have to do is click the button below.

Don’t let this moment pass you by.

You don’t want to be sitting here next year thinking, ‘If only I’d acted when I had the chance.

A new golden age in Australian mining is approaching fast.

If you want to be part of it…click the button below now and let’s get started.

Sincerely,

James Cooper

James Cooper,
Editor, Diggers and Drillers