The IEA says demand will
triple in the next five years...
Dear reader,
Eleven days after China announced expanded restrictions on critical mineral exports to the US...
...Here’s Australian Prime Minister Anthony Albanese, in the East Room of the White House, grinning like a shot fox.
With good reason. Albo’s just signed a deal worth an initial US$13 billion to dig up and ship Australian critical minerals to the US. Some are saying it may even salvage his second term!
Critical minerals are the obscure metals and elements that go into every bit of modern tech you can think of. Elements like neodymium and dysprosium... lithium... graphite... and a bunch of other materials with weird names.
Chances are you haven’t heard of many of these minerals. But rest assured: virtually nothing in the future world we’re barrelling towards will work without them.
Military defence systems. Data centres. AI chips. Electric vehicle motors. Nuclear submarines. Wind turbines. Smartphones. 6th generation fighter jets.... and more.
According to the International Energy Agency, we’re looking at demand growth for these critical minerals over the next few years that will make your head spin...
So it’s no wonder Trump is trying to lock up as much supply as he can.
Right now China dominates roughly 70% of the mining... and a staggering 90% of the processing of these materials. It’s given Beijing enormous leverage over the West.
And Trump can’t have that.
That’s why, since the beginning of the year he’s been locked in a game of ‘tariff poker’ with China’s President Xi – each one periodically raising the stakes... and daring the other to fold.
But here’s the thing: neither of them has the winning hand.
Australia is sitting on the second biggest stockpile of these desperately needed minerals anywhere on Earth.
I’m talking about a hoard of critical minerals worth upwards of US$1.4 trillion.
And it’s all just sitting in the ground, waiting to be dug up!
Look at our next biggest competitor, Russia. They have fewer than HALF of the critical mineral reserves we have.
And remember, Russia’s under international sanctions right now... which means they can’t sell their resources to the US.
But WE can.
We have enough of these resources buried under our red Aussie dirt to be the primary source of critical minerals to the United States within just five years.
And it looks like we’re going to be.
When Beijing announced these sweeping new restrictions on rare earth exports in early October, they thought they were making a power move...
The Australian delegation arrived in Washington, D.C. late on Sunday, October 19, eager to see what the US President had up his sleeve...
It could hardly have gone any better.
Around the East Room table, both countries committed to pump $3 billion into Australian critical minerals projects over the next six months.
That's $1 billion every 60 days — flowing directly into mining operations across nearly every state and territory in Australia.
This includes a $300 million stake in ASX-listed Arafura's Nolans rare earths mine in the Northern Territory...
A $200 million investment in a West Australian gallium plant owned by Alcoa...
Direct equity stakes in other Aussie mining companies such as Northern Minerals, Latrobe Magnesium and RZ Resources...
And funding for dozens of other critical minerals projects from Queensland to South Australia – with recoverable resources estimated at more than US$53 billion.
The deal framework also provides a $5 billion lending facility through the US Export-Import Bank — all locked in.
US Secretary of the Interior, Doug Burgum, told guests at a dinner to honour BHP’s 140th anniversary that this deal is a ‘game changer’ for Australia:
“We need the critical minerals,” he said. “It’s part of the race that we’re in. And winning the AI arms race is just as important as the Manhattan Project or any other project we’ve ever met.”
That’s a serious statement. And it’s now being backed by serious money.
The market absolutely loved it. The ink was barely dry on Trump’s deal book signature before some Australian critical minerals stocks started popping like corks on cup day...
In fact, following the announcement, trading volumes in the Aussie critical minerals sector spiked ELEVEN-FOLD from just a month previous!
Yes, you’d expect a little euphoria in the markets after a monster deal like this was announced. And to be fair, some of these stocks have pulled back a little since then.
But this wasn’t just another White House PR stunt designed to rattle President Xi. And it isn’t just another trade deal.
The US-Australia Critical Minerals Framework has huge implications for the future...
...While harking back to the glory days of our mining past.
When the deal went public, Tania Constable, CEO of the Minerals Council of Australia, said:
"This partnership has come at a time when investment is urgently required to unlock the nation's next chapter of prosperity in critical minerals."
A new ‘chapter of prosperity’.
I do.
The iron ore boom of the early 2000s is widely credited as the force that saved Australia from recession in 2008.
Our economy thrived while many others tanked. Stocks went up... house prices went up... people felt happy and positive... prosperous and wealthy.
And there was one simple reason why:
China needed iron ore... lots of it... to build new cities, roads and bridges and accelerate the development of its economy.
Australia had an abundance of iron ore... AND an established mining industry. So we pulled out our drills and got to work.
Back in 2005 our investment research business Christened it: ‘The Big Dig’.
Millions of regular Aussies invested and reaped the rewards...
Large cap miner Rio Tinto’s stock price jumped 155% between 2003 and 2013...
BHP’s stock rose 274% over the same ten-year period...
And then there was the tiny ‘upstart’ that came out of nowhere – Fortescue Metals Group.
Fortescue’s stock price went NUTS as we sold pretty much everything we pulled out of the ground to China. It went up 96,900% during that crazy 10-year period.
$500 invested into Fortescue in 2003 grew into almost half a million dollars ten years later.
It’s hard to believe... and, yes, Fortescue was an outlier...
But plenty of Australians made a motza on these stocks — and many others like them.
Some LOST money, let’s be clear. Mining is a risky business. Some projects didn’t work out. Tons of hype-stocks fell by the wayside and people lost out.
But for the investors who got their stock selection right... that ten-year period helped them generate unbelievable wealth.
The ‘Big Dig’ was one of the best times in living memory to be an Australian investor.
BUT... what’s coming next looks like it could be EVEN BETTER.
For 170 years, the mining industry has been the jewel in Australia’s crown.
It’s saved our economy so many times.
And today, it looks like it’s going to save us all over again.
‘The years ahead will be like the mining boom on steroids’, predicts Peter Milne in The Sydney Morning Herald.
It’s hard to disagree.
Over the coming months and years, demand for Australia’s rare earths... lithium... copper... gold... uranium... and other resources looks set to skyrocket...
Along with the stock prices of the companies who can find and pull all this stuff out of the ground the fastest.
I want to tell you about four of these companies today... four of the best investment moves you could make right now — possibly EVER.
So, if you have some speculative capital to play with — and you want the opportunity to get in at the beginning of something that could be HUGE — pay attention and be ready to move quickly.
The bullish signals are everywhere right now. And developments in the mining sector are picking up pace...
As Sam Berridge, portfolio manager at Perennial's Natural Resources Fund, recently explained:
"While this deal will be of greatest benefit to companies that get the cash, it will be a tide that lifts all boats. This geopolitical-led bull market looks like it will be here for a while."
...Backing the strongest trend in a changing world... before it changes.
That’s right. Even though critical minerals stocks have started to pop in recent weeks, we’re still in the ‘early positioning’ phase here.
And that gives you a huge advantage.
Despite some impressive stock gains in 2025, mining isn’t on investors’ radars right now.
Most Australians couldn’t tell you what a rare earth element is, even with a gun to their head...
Most financial advisors are still recommending the same blue-chip stocks their grandads bought...
And most fund managers are too busy moving billions of dollars around to look at these smaller mining companies where the real action is building.
If you’re quick, you could make a real impact here.
You can take positions in mining companies with huge potential that institutional investors haven’t even HEARD of yet...
Now I’m not saying that every critical minerals stock is going to the moon... nor that every company we recommend goes up – we don’t get everything right...
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.
Well, the trick is identifying the companies that have the perfect combination of assets, management, and timing to benefit most from the ‘new big dig’.
We’ve spent the last year deep in the Australian critical minerals sector... talking to geologists, reading technical reports, and analysing balance sheets.
And we’ve identified ONE company that could be the standout winner in this emerging boom.
This Aussie firm controls a massive deposit of a particular critical mineral…
It’s a mineral that most people have never heard of... but one that governments around the world are scrambling to secure.
This is 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 their mineral resources and extended their mine life to more than 35 years.
That’s a massive development.
And SECOND... all the recent geopolitical tit-for-tat has cut off China’s supply... which gives this Aussie company the power to charge premiums far above Chinese prices.
And that’s why you should let me put this company’s details into your hands as soon as possible.
You’ll find all our research on this firm in a new briefing, titled
Inside, you’ll learn:
I’ll show you how to download your copy of our new briefing in just a moment...
But this is just ONE stock taking advantage of and driving Australia’s ‘new big dig’.
We’ve identified THREE MORE for your long-term portfolio. They’re all in the report.
I would certainly consider it – if you have the speculative capital to spare.
You see, the US critical minerals framework is more than just a deal that’s going to make Australia a lot of money...
It’s the first wave of investment into an emerging trend that’s systematically re-orienting geopolitics and the world.
And we believe it will create one of the biggest Australian investment opportunities you or I are ever likely to see.
Well, for the first 20 years of the millennium we lived in what you could term a ‘globalized’ world.
China was the manufacturing hub. We in the west were the chief consumers.
Global supply chains that stretched from Southeast Asia to Australia, Europe and America meant we could get an abundance of cheap goods on demand. Record low interest rates in the west kept the party going.
That all ended with COVID.
Since then, the world has fractured and fragmented.
How and why?
That’s for a different presentation.
Suffice it to say that, in 2025, we are witnessing the rapid decline of globalisation and the rise of a ‘multipolar’ world.
New alliances are forming. China and India are cosying up to Russia. The EU, US, and Commonwealth countries are forming another bloc.
But far from this being the end of prosperity in the west, if you pivot your investment strategy only slightly... you can position yourself for the chance to be a major beneficiary of these changing times.
In fact, as an Australian you are uniquely placed to do this.
How?
Well, remember what I told you about China mining 70% of the world’s critical minerals... and processing 90% of these desperately needed resources?
Fine during the globalisation era...
Remember, critical minerals get turned into everything from fighter jets to weapons systems... nuclear submarines to drones... even munitions!
So... what if your biggest adversary controlled the supply chains that kept your defence systems running?
They could cripple your military… without firing a single shot.
Governments in the west are well aware of this.
And they’re rattled.
Right now they are moving swiftly to rebuild these supply chains from scratch — in countries that exist OUTSIDE of China’s influence and control.
This is a phenomenon known as ‘friend-shoring’.
Now, instead of chasing the cheapest suppliers regardless of politics, western governments are prioritising security and reliability over cost.
What’s playing out now is the biggest reordering of global trade since World War II.
And it makes Australia one of the most strategically important countries in the world right now.
According to commercial law firm King and 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.’
Think about the huge transitions and transformations taking place in the world right now...
...In AI... electric vehicles... smart technology... military strategy... renewable energy... and more.
It’s all happening at once.
But all this stuff doesn’t just magically appear...
To be clear...
But far more important than all this to our western partners...
We share the same democratic and moral values. And we won’t cut them off when the political winds change.
That’s why, in September 2024, the UK, EU, Japan and other global partners established the ‘Minerals Security Partnership Finance Network’...
...Opening the floodgates for ANOTHER huge wave of international capital to pour into Australian critical minerals projects.
It's also why the US recently declared Australia a ‘domestic source of supply’ for critical minerals.
Think about that!
We're a separate, sovereign country, 16,000 kilometres away from the Pacific Coast of the United States. Yet they consider us a DOMESTIC supplier.
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 only.
Well, for all intents and purposes, we ARE one now!
To be clear, this isn’t foreign aid, or charity... nor is it a trade deal like the new critical minerals framework...
This is DIRECT US government investment in a country they can trust to help them build new supply chains that bypass China entirely.
Now — think for a second what this development could mean for our mining companies...especially those who dig up the critical 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 their missile guidance systems, price becomes a secondary concern.
When European governments are scrambling to secure lithium for their EV 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...
Again, few investors know what’s going on here.
Fewer still realise what it all means.
We 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 in 2025 the game has 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 now being reflected in the share prices of some of the companies we’ve been tracking.
In fact, one strategic resource play we recommended in May 2025 has already appreciated by 92% as investors begin to notice the higher premiums Aussie companies can now command.
Now, the best part is that the bulk 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 we see flooding into our mining sector... from overseas pension funds, sovereign wealth funds, and strategic buyers...
...is sitting on the sidelines, waiting to see which companies will benefit most from this geopolitical realignment.
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 in our report is an absolute RIPPER.
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 be ready to move QUICKLY on this stock as it hits our man’s buy-zone...
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 this company’s details — name, ticker symbol, and buy-up-to price — in our new report, ‘Four Stocks to Own for Australia’s New Big Dig’.
Keep watching and I’ll explain how you can claim your copy in just a moment.
My name is James Woodburn. ‘Woody’ to most.
I'm the publisher at Fat Tail Investment Research, and I've spent the last 15 years helping everyday Australians navigate unconventional investment opportunities just like this one.
At Fat Tail, we don't really follow the crowd. We look for emerging trends, contrarian plays and overlooked sectors where early positioning can make all the difference.
And right now, nothing – NOTHING – excites me more than what's happening in Australia's mining sector.
See, Australia has always been blessed with incredible mineral wealth.
For 170 years, mining has been the backbone of our economy...creating fortunes for those smart enough to get in early.
We control some of the world's most valuable mineral deposits, in a stable jurisdiction, with decades of mining know-how.
That's why I publish Diggers and Drillers – a monthly advisory service designed to help everyday Australians tap into the massive wealth creation potential that comes from our position as one of the world's premier mining nations.
Now, since the smaller miners have started taking off again in 2025, Diggers and Drillers Lead Analyst, James Cooper has given our members the opportunity to bank some remarkable wins, including:
Of course, James doesn’t pick winners every time... no one does.
But his knowledge and experience can give you a REAL advantage when it comes to adding high potential mining stocks to your portfolio.
We hired James because he’s an exploration geologist who’s spent two decades in the mining business... working with everyone from tiny rock-hunters trading for 6 cents a share... all the way up to multi-billion-dollar operations.
He earned his stripes during the early 2000s, working his way up through companies like Monax Mining and Crosslands Resources... before becoming Senior Project Geologist for Barrick Gold.
James 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.
Back then James used his geological expertise to make mining companies and their executives even richer.
Today, he uses that same knowledge and experience to give Diggers and Drillers members an insight into the kinds of stocks that can really deliver stand-out gains...
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 a famous story about an investor who made 30 million dollars from a single punt on copper miner Sandfire Resources...
He bought in at five cents a share... and rode the stock all the way up to eight bucks!
Check it out...
Between 2009 and 2011, Sandfire’s stock price rocketed up 12,686%.
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 2000’s mining boom was the result of just ONE major market force pushing up stock prices…
But now, there are multiple forces converging on our mining sector – driving a ‘new big dig’ across the country.
We’ve already gone over two of them. Let me tell you about the third...
And it’s all about GOLD...
Now... I’m sure you’ve noticed how gold’s been rallying hard this year, due to lots of factors coming together at once.
We’ve seen persistent geopolitical tensions... in Ukraine... Gaza... Kashmir and Iran.
Inflation’s remained high...
While countries like China, India, and Russia are aggressively diversifying away from the US dollar – for reasons I explained earlier.
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.
First, it weakens the US dollar – which is intentional.
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 jumped to record levels recently.
It’s why you saw people queueing round the block at the ABC Bullion store in Sydney.
The spot price is sitting around US$4,000 an ounce at the time of recording – it’s up 45% in just the last 12 months.
BUT... the factors I just mentioned are also creating the ideal conditions for an even HIGHER gold price.
In fact, Bank of America is now predicting that gold will reach US$5,000 an ounce by 2026.
This 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 the Diggers and Drillers portfolio have jumped up SIGNIFICANTLY in recent weeks..
One gold explorer James recommended late last year has gained 126%.
And another gold play he flagged in November is now up 190%.
This is great news for our subscribers
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 five hundred 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.
If you look at the past 12 months alone, M&A activity in the gold sector has ramped up aggressively...
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 James believes M&A activity in the gold sector could accelerate in the weeks and months ahead.
And he’s picked out what could be the ultimate acquisition target... another ‘new big dig’ stock for you to pick up and tuck away – if you’d like to.
It’s an explorer that sits on the same geological system that sparked the legendary Klondike Gold Rush.
Get this. They’re 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.
In fact…
They are 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:
Download our brand new report, ‘Four Stocks to Own for Australia’s New Big Dig’.
You’ll find out how you can get your copy in just a moment...
But first, I need to tell you about the fourth and final driver of a ‘new big dig’ across Australia: AI TECHNOLOGY.
Now... most Aussies think investing in AI means buying NVIDIA or Microsoft.
They don’t realise...
And we 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 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.
They’ve 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. 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. They 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…
And, in the process, unlocking an investment growth market with mind-boggling potential...
The global mining digitalization 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.
If you can position yourself in the right companies today, you’ll have the opportunity to profit from what could be the biggest step-change the mining industry has EVER SEEN.
And remember, the biggest spoils tend to go to the early movers...
Case in point: two mining companies in the Diggers and Drillers portfolio that that have embraced AI in their operations are already up...
But don’t worry, you haven’t missed the boat.
Just like the other 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 drivers of Australia’s ‘new big dig’ look set to drive unprecedented amounts of capital into our mining sector.
You should be champing at the bit to capitalise on this development.
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.
So you have to go smaller...
And there's one brilliant company James says is the perfect option.
It's a copper miner that's pioneered the use of AI technology through a strategic partnership with its sister company – an advanced exploration technology firm.
And it's another we recommend adding to your 'New Big Dig' portfolio as soon as you can.
Now, with mining investment in AI set to surge, this company – along with its sister firm – could see huge growth in the coming months and years.
You'll find all the details on this AI mining pioneer – including its name, ticker symbol, James's buy-up-to price, and more – inside our research report, 'Four Stocks to Own for Australia's New Big Dig'.
Download your copy today – and I’ll show you how in just a moment...
Inside you’ll learn about the four publicly-listed stocks James says could be among the biggest winners from this exciting period ahead...
Now, we’re not saying you should ditch 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 James expects... you could see some seriously outsized returns.
Returns that more than make up for the mediocre performance we’re anticipating from other sectors in 2025.
Look, I’m not being uncharitable here…
The truth is...
World governments know it.
The industry knows it.
Super funds know it.
And now, YOU know it too.
Before everybody else does... download ‘Four Stocks to Own for Australia’s New Big Dig’ today... while this critical minerals deal is still fresh and the early positioning phase is still open.
You’ll get everything you need to position yourself in four of the most promising companies on the market… ahead of what James says will be THE mining boom of our lifetimes.
I’ll send you a copy when you subscribe to our investment advisory service, Diggers and Drillers, today.
As I said earlier, Diggers and Drillers exists to help everyday Australian investors benefit from what we 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.
The market 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...
These drivers 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 James – ever anticipated.
Government partnerships are forming.
Institutional capital has a green light to start flowing...
Smart money is already positioning...
Diggers and Drillers exists for exactly this moment.
We launched this service with James in 2022 because we believed we were heading into the most exciting period for Australian mining in decades... maybe ever.
As Wel G, one of our 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 us today and you’ll quickly realise how serious we are 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 multi-billion-dollar takeovers play out up-close...
...guide you through what could become the biggest opportunity of our lifetimes.
One important point though — you need to understand that investing in small mining companies can be risky – especially so, compared to regular blue chips or even the mining majors.
These smaller companies operate on fine margins. Their stock prices are incredibly sensitive to geopolitical events and investor sentiment.
That means they can gap down just as quickly as they can shoot up... and if you’re not careful you can lose some or even all of your money.
But that’s EXACTLY why you need someone with James’s 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 are most likely 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.
Every month, you’ll receive a new Diggers and Drillers report containing at least one new mining stock recommendation.
James will tell you exactly what the company does, why he believes it’s positioned for growth, when to buy, and what price to pay.
You’ll get his analysis of the geology... the management team... the market conditions... and his assessment of both the risks and the potential rewards.
As YB, one of our 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 the Diggers and Drillers open positions.
If something changes – good or bad – you’ll know about it immediately.
If you need to cut losses, or if it’s time to take profits, you’ll get a sell alert from James, straight away.
Or if there’s breaking news that affects any of your stocks, you’ll be the first to know.
Plus, as soon as you join, you’ll get instant access to all of James’s current buy recommendations along with the four in your special report.
At the time of recording, the average result across all open positions – winners AND losers – is an impressive 76% GAIN.
As a helpful guide, James provides a buy-up-to price for each stock recommendation. This represents the maximum price he believes you should pay for that stock based on his analysis at that particular time.
James reviews these price levels daily.
What if a recommendation is trading above it’s ‘buy up to’ price?
This doesn’t mean you can’t buy the stock. It’s simply James’ way of suggesting you wait for a ‘pull-back’ in price before entering a position.
Near-term price volatility rarely changes James’s long-term thesis on the company. And with mining stocks, you’ll often see them pull back under his initial buy limit – giving you multiple chances to build your position at favourable prices.
Just something to be aware of with price-sensitive miners, in case any of the stocks you want to buy are showing as “HOLD”.
Don’t worry though, James explains everything thoroughly, including what to do in these situations.
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, the fact is, you’ll struggle to find this level of expertise anywhere else in Australia.
So, if you want something a little bit different...
...and potentially a LOT more valuable...
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. I think you’ll struggle to turn it down – especially when you realise what you’re about to get exposure to.
Let me go through it now...
So, normally, a year’s subscription to Diggers and Drillers would cost you $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.
For under fifty bucks you get:
Join us 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 Diggers and Drillers for a year, you’ll save $103 compared to paying the official annual rate.
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 James’s 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 the ‘New Big Dig’ 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.
Multiple market 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.
Every day you wait, more investors 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...
All you’ll pay is $49 dollars.
You’re covered by our 90-day guarantee.
And you get to keep everything – even if you decide the service isn’t for you.
I simply can’t make this any easier…
We’ve done the research.
We’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 big dig is about to kick off. If you want the chance to benefit from it...
...Click the button below now and let’s get started.
Sincerely,
James Cooper,
Editor, Diggers and Drillers
All content is © 2005 – Fat Tail Investment Research Pty Ltd All Rights Reserved
Fat Tail Investment Research Pty Ltd holds an Australian Financial Services Licence: 323 988 ACN: 117 765 009 ABN: 33 117 765 009
All advice is general advice and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation or if in doubt about the suitability of an investment.
Calculating Your Future Returns: The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose, and keep in mind the ultimate risk is that you can lose whatever you've invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in this report are forecasts and may not be a reliable indicator of future results. Any potential gains in this letter do not include taxes, brokerage commissions, or associated fees. Investments in foreign companies involve risk and may not be suitable for all investors. Specifically, changes in the rates of exchange between currencies may cause a divergence between your nominal gain and your currency-converted gain, making it possible to lose money once your total return is adjusted for currency.
All figures accurate as at . Please download and read our Financial Services Guide
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