Introducing the FORTESCUE BLUEPRINT

JAMES ‘WOODY’ WOODBURN

September 11, 2001...

An Aussie bloke sits in a hotel room in Manila.

Beside him is a convicted drug dealer.

Like the rest of the world, they’re glued to the TV. Watching two steel skyscrapers implode on repeat.

Back home…the Aussie bloke’s world is imploding too.  

He’s in Manila for money. Lots of it.

He’s just been booted from the mining company he founded 10 years earlier.

His investors are coming with pitchforks.

He’s about to lose the family home.

This church-going country boy isn’t used to feeling like a villain…

But he’s now in self-exile — with a good riddance from the Aussie mining establishment.

Fast-forward 10 years later…

This same bloke — named Andrew Forrest, ‘Twiggy’ to his mates — is standing at Westminster Abbey.

Before him are the late Queen Elizabeth, the then Prince Charles, and heads of government.

He’s the only Aussie invited to speak at the Commonwealth Day ceremony.

This bankrupt man from
2001 is —
in 2026 —
Australia’s richest man.

Andrew Forrest’s Fortescue Metals Group made early stock investors rich beyond measure.

Its rise from roughly 2 cents in 2003 to its all-time high of $29.88 in 2024…

Represents a gain over 149,000%.

Most of those gains accrued at the beginning, between 2003 and 2007.

And depending on how much you invested, if you’d bought Fortescue early…

You could be funding your lifestyle today on the gigantic dividends alone.

In fact, Fortescue has paid out over $45 BILLION in dividends — since it started dishing them out in 2011.

And Forrest himself was earning around $5–6 million A DAY in dividends at the peak…

A mind-boggling cash return relative to its original size.

So, love him or loathe him…Andrew Forrest blazed a trail.

He didn’t just create billions in wealth in our previous mining boom…

He gave us a roadmap to
the next boom —
the one
beginning in 2026.

If you closely study what Fortescue did in the last mining boom…you can get a clearer idea of who might pick up the mantle in the NEXT one.

That is the central focus of this presentation.

As you watch this, Australia is repositioning itself as a central node in global critical minerals networks…

…just as it did with iron ore in the early 2000s.

NEW FACES are vying to be key suppliers in Australia’s NEXT great resources boom…

…just as Fortescue offered Aussie investors early exposure to China’s iron ore super-cycle.

And in 2026, the gains for early owners of certain shares are already starting to materialise…

Just take a look at ASX-listed Sunrise Energy Metals [ASX:SRL].

Sunrise looked to be doing to scandium what Fortescue did to Pilbara iron ore:

• Grab the biggest, best, ‘stranded’ ore body…
• Lock in state‑backed financing…
• And become the non‑Chinese price‑setter.

Sunrise Energy went from being a 23-cent stock at the start of 2025…

To a near-$8 stock at the end of December — that’s a 3,400% gain in a single year.

Now THAT is a return on investment…

And we believe it’s the Fortescue
Blueprint
in action once more.

IperionX [ASX:IPX] is another great example.

Like Fortescue, Iperion spent its early years in a hated, oversupplied market dominated by legacy producers.

Then US policy flipped.

Virtually overnight, its resource of choice — titanium — was singled out as a key critical material.

Titanium is especially crucial for applications in both defence and aerospace.

Which is why IperionX recently landed an order for a US Army heavy ground combat system.

And in 2025, its stock has quietly delivered investors peak gains of over 300%.

Now, what about Locksley Resources [ASX:LKY]…

Locksley is a tiny Aussie company punching WAY above its weight.

It’s looking to become the ‘new force’ in high-grade antimony — a strategic metalloid used in ammunition, armour and specialist alloys.

Locksley is stitching together a strategic land package right where the giants left a gap…

Case in point: its Mojave Project in California…which is morphing into a US‑centric ‘critical minerals hub’.

Again…it’s the Fortescue Blueprint in action…

Turning a bunch of forgotten rocks into a missing piece of the global puzzle.

In 2025 alone, its shares have achieved peak gains of 4,200%…

Richmond Vanadium Technology [ASX:RVT] is a developer sitting on one of the largest vanadium deposits of its kind on the planet.

Richmond is where Fortescue was, when most fund managers still laughed at the idea of a ‘new force in iron ore’…

It’s a junior with a mega‑project — and a metal the world is only now realising it desperately needs.

This thinly traded vanadium developer was off everyone’s radar for years…

Until its Richmond-Julia Creek project in Queensland was flagged as part of a ‘2026 supply surge’ in critical minerals.

In less than two weeks in January this year, its stock nearly TRIPLED…

After, it was pegged as one of the ASX names levered to vanadium’s emergence as a strategic energy‑transition metal.

In short…

A cohort of ‘mini Andrew
Forrests’
are emerging in 2026…

• They’re attacking bottleneck metals — like antimony, titanium, scandium, rare earths, and more…
• They’re pushing new supply chains or new processing tech…
• They’re openly courting governments as partners — similar to how Twiggy had to win over steel mills and financiers.

Point is…

We’re in a situation that mirrors the conditions that allowed Fortescue’s emergence in the 2000s ‘big iron ore dig’.

But now, as investors picking potential winners, we have a blueprint…

Back then, iron ore hopefuls with big Pilbara tenements went from obscurity to multi‑baggers…

As China’s industrialisation created an urgent, policy‑backed scramble for secure ore.

Today, critical minerals explorers and developers have similar tailwinds…

Only with scandium, rare earths, vanadium, graphite and antimony in place of iron ore…

…and AI, EVs, data centres and defence replacing China’s steel mills as the demand engine.

As a private investor, RIGHT NOW is the time to identify and OWN the stocks that might benefit from these new global megatrends.

Using FORTESCUE
as
a BLUEPRINT…

That basic blueprint being:

…a concentrated base of big main players…a clear demand surge…and a founder‑driven, capital‑intensive challenger willing to take risks and rise from nowhere….

Own these guys for cents today…

…and you could potentially see them worth many dollars in a few years’ time.

Fortescue was the extreme outlier that blazed a trail in the last big dig.

But many other smaller companies followed in its wake…

Atlas Iron [ASX:AGO] floated in 2004 as a Pilbara junior, rapidly stitched together ~9,600 square kilometres of ground, and became the first junior to bring a Pilbara DSO mine (Pardoo) into production.

It was sort of a second Fortescue, pitching itself as ‘Australia’s fourth‑largest iron ore producer’ in waiting.

The stock went from sub‑30-cent territory mid‑decade to over $4 at the peak…

As investors bought the Fortescue‑style story of big land, own infrastructure access and rapid scale‑up.

Mount Gibson Iron [ASX:MGX] mirrored Fortescue by proving that a smaller, independent player could crack the big‑miner oligopoly in iron ore.

It fast‑tracked stranded WA deposits into export projects during the China‑driven boom, rather than remaining a perennial explorer.

Like Fortescue, Mount Gibson…

• Stitched together assets…
• Invested in mine, port and logistics solutions…
• And developed long‑term offtake relationships with Asian steelmakers…

This resulted in a compounding triple‑digit annual price gain in 2003–07 as it rose from 9 cents to over $3…

A gain of over 3,700%.

Point being:

Fortescue was the extreme case of that blueprint — 5 cents in 2004…at the turn of the century…$10 by 2008.

However…

A new breed of critical mineral players are not simple imitators of Fortescue…but echo its playbook.

By using a demand‑driven super-cycle…strategic offtakes…and infrastructure‑style investment…

…to turn previously overlooked resources into MASSIVE ASSETS in the war for critical minerals.

This is the essence of

Australia’s NEXT ‘BIG DIG’.

What you need to look for are small players sitting on tier‑one…non‑Chinese resources.

Ones that are suddenly being chased by governments, big mining conglomerates and speculative capital in exactly the same way.

Some of these stocks are already starting to see massive re-rates.

Just as Fortescue did in 2003, when the stock rose well over 1,000%…after Andrew Forrest took control of Allied Mining and Processing and rebranded it as Fortescue Metals Group.

It then delivered another 200–230% in 2004…as the market started realising ‘Fortescue is real’.

Today, we’re seeing early but powerful share price re-rates in junior critical, AI and battery‑metal names as the market starts to price in a new structural demand phase.

You can already see the same pattern emerging:

De‑risked juniors still trading at 75–85% discounts suddenly move 2–4x on catalysts. Like a new discovery or strategic partnerships.

Echoing the way early‑stage iron ore developers were re‑valued once high prices and infrastructure funding became credible.

And we believe…

Certain critical mineral stocks
in 2026 are
the overlooked
iron ore stocks of 2003…

And you should think hard on which ones you want to own now while they remain dirt-cheap.

As we speak, government policies are being rubber-stamped, M&A deals are being inked, capital flows are increasing once again…

And that’s why, in this presentation, we want to give you a heads-up about where this capital might be moving in the years to come.

One company in particular that we have on our list is a scrappy, future‑metal cousin — with a monster rutile‑graphite orebody.

In 2003, Fortescue controlled a huge but unbuilt Pilbara iron ore position at a time…when most people still thought BHP and Rio would permanently own that space.​

This as-yet unknown miner has a similar ace up its sleeve…

A globally significant graphite‑rutile deposit that screens as a tier‑one resource on grade, scale and product mix.

But…just like Fortescue 23 years ago…it’s still pre‑development in market perception terms.

That’s one reason this stock remains so cheap.

Another keystone in the Fortescue Blueprint was simple:

Big tonnage, competitive strip ratio, and the ability to land material into China at a cost that couldn’t be ignored.

This player has a similar angle, but with TWO KEY critical minerals.

Ones that — on company numbers at least — sit towards the lowest end of the cost curve and feed directly into decarbonisation supply chains (batteries, pigment, welding, aerospace).

Like Fortescue, these guys are challenging a previously stitched‑up market.

And like Fortescue, it’s helmed by a big-thinking, mercurial CEO from humble beginnings…

A guy who just moved from back‑office finance into front‑line project leadership, with more than 20 years’ experience financing, permitting and operating mines in Southern Africa…

…now aiming for a single massive, high-risk hit-out…

…to take a very large, long‑life orebody…

And turn it into GROUND ZERO for the coming AI, EV and infrastructure build‑out.

But in our eyes, this is just the beginning…

We’re about to discuss FOUR ‘new big dig’ plays cut from the Fortescue mould.

Before we get to them though,
a
few words on REALITY and RISK.

To be clear, Fortescue’s historic lift from roughly 2 cents in 2003 — to over $10 in 2008, and almost $30 in 2024 — is an outlier gain and is unlikely to be repeated, as we mentioned earlier.

And we are not in any way claiming the stocks we’re going to talk about today will reach those stratospheric heights.

They are different businesses that are subject to different market dynamics.

The argument is, however, that the setup in critical minerals today has some eerily familiar ingredients…

• A structural demand shock…
• Constrained new supply…
• And a bunch of high‑quality but currently undervalued developers…

So, we’re NOT saying the stocks we’re about to talk about are the NEXT Fortescue…

But what we ARE saying is…

It’s not impossible that one
or two of
these names deliver
‘Fortescue‑like’
disruption
in 2026 and beyond.

That’s reality. Now a few words on risk.

The candidates we’ve named are risky stocks to own…

We’re talking about speculative plays — whose business models may not work out.

And even though these stocks AREN’T super-junior microcaps…

They can be highly sensitive to the prices of the commodities they’re trying to stitch up.

They need constant funding for drilling, studies and capex…

Highly reliant on brilliant manager execution just like Fortescue had…

And also, at the whim of regulatory and political shifts…just like Fortescue was.

Which means, they can go down just as fast as they can go up.

So, the Fortescue Blueprint stocks we’re going to talk about should be treated as a small, high‑risk slice of your portfolio.

Which means you should NOT stake more than you’re genuinely prepared to lose.

Of course, you probably already know this — and I don’t want to insult your intelligence…

But it’s a very important point to establish before we continue.

So, if you’re clear on all that,
let’s get stuck in…

Our independent stock advisory business came on the scene over 20 years ago.

Back then, we had just a single newsletter sent out by post…

And Australia’s LAST mining boom was only just ramping up.

We called it: ‘The Big Dig’…

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.

A NEW ‘Big Dig’ across

Australia – starting now

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...

• The Financial Review just reported that 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…
• In October, the Australian government announced a mammoth initial investment of $1.2 billion towards establishing a domestic ‘strategic reserve’ of critical minerals by the second half of 2026...
• And as I just mentioned, billions of dollars of US Capital is moving into the Australian mining sector as we speak, earmarked for scores of new critical minerals projects.

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."

As an investor, this is exactly

where you want to be

...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...

• ...Like one critical minerals stock we told our followers about back in May 2025 – it’s currently up 92%.
• Another little known play from November 2022 is up 23% since we recommended it. It’s actually up 53% this year.

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.

But how do you find the ‘right’

critical minerals stocks?

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

Four Stocks to Own for

Australia’s ‘New Big Dig’

Inside, you’ll learn:

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

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.

How so?

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 2026, 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...

But in a multipolar
world – DANGEROUS

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...

• Every new AI data centre needs miles and miles of copper wiring...
• Every new smartphone battery... semiconductor... fibre optic cable and military radar system needs gallium and germanium...
• Every new solar panel needs silver...
• Every new wind turbine needs neodymium magnets...
• Every new electric vehicle needs lithium batteries...
• And every new F-35 fighter jet needs ALL SEVENTEEN rare earth elements just to get off the ground.

To be clear...

• Australia is the largest lithium producer in the world (and it’s not even close...)
• 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...

But far more important than all this to our western partners...

We're their ALLIES

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.

Your investment radar

should be lighting up like a

Christmas tree right now

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...

And where YOU have another

HUGE opportunity...

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 2026 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.

That creates the perfect

window of opportunity for 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 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.

But first, let me introduce

myself properly...

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.

It's a uniquely
Australian advantage

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 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:

• 118% from gold developer Snowline Gold
• 196% from copper explorer NGex Minerals
• And 218% from mining services firm RPM Global

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...

Many of them seem to

appreciate his 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 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%.

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 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.

That does two things...

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.

BUT... the factors I just mentioned are also creating the ideal conditions for an even HIGHER gold price.

In fact, Deutsche Bank is now predicting that gold could soar beyond US$6,000/oz in 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

But there could be 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 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.

This is where we’re seeing
the most potential
for big wins
over the coming months

If you look at the past 12 months 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 their flagship Hemi Gold Project...
• In February this year, Horizon Minerals acquired Poseidon Nickel in another strategic 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 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…

Giants like Rio Tinto and
B2Gold have
ALREADY
taken ownership stakes

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:

• This company’s name and ticker symbol...
• James’s buy-up-to price recommendation...
• Plus all the risks and potential upside he sees ahead for this promising little gold junior...

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...

There’s an AI revolution
taking
place right here in
our own backyard

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…

They’re completely reimagining
how mining works

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...

• One has gained 103% as miners have adopted their testing and analytical services...
• Another rocketed up 218% - a monster gain prompting James to take profits.

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.

As that happens, spending

on AI technology will grow

exponentially higher

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.

• Their sister company – which has the same name and founder – has developed a proprietary AI-powered geophysical system that can detect metal deposits that were previously impossible to identify...
• This machine learning technology analyses vast geological datasets... pinpointing high-grade copper and platinum deposits with unprecedented accuracy...
• And they're deploying this AI advantage at one of the world's largest, highest-grade copper operations... slashing exploration costs while dramatically increasing discovery success rates.

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...

• We’ve got 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 developments have cut off China’s supply, handing this Aussie company massive pricing power...
• We’ve got 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 their backyard...
• We’ve got 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 we've got the AI mining pioneer I just told you about, that's using cutting-edge machine learning technology through its partner company to detect high-grade copper and platinum deposits that were previously impossible to find. They're deploying this AI advantage at one of the world's largest copper operations, just as mining tech investment is set to surge...

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 2026.

Look, I’m not being uncharitable here…

The truth is...

The mining sector is where the

action is pivoting to right now

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.

And I believe the pendulum is

now swinging back our way!

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...

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

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...

The question is, are YOU

going to be part of it?

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.

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.

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.

• Most mining ‘experts’ couldn’t separate a world-class deposit from a worthless pile of rocks...
• Most financial advisors 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. 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:

• Three months of membership...
• A digital copy of James’s ‘New Big Dig’ research report...
• And instant access to all of his current buy recommendations.

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.

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 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.

So, you really DO

need to act now

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...

1. You can wait... and watch from the sidelines as other investors capitalise on this opportunity...
2. 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 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.

GET STARTED HERE

Sincerely,

James ‘Woody’ Woodburn,
Publisher, Diggers and Drillers