Chile’s copper miracle made many early investors rich 50 years ago —
its neighbour
is giving you a second chance right now…
The US capture of Venezuela’s president, Nicolás Maduro, wasn’t just a geopolitical shock.
It was a signal.
A reminder that when critical resources get tight…military strength takes over.
Gunship diplomacy wins.
And that scramble for scarce resources has opened up a big opportunity.
Just not the one everyone’s looking at.
Venezuela’s mineral wealth isn’t about to flood the market. That story is still years away.
What is happening right now is far more interesting.
America has been quietly moving in a specific corner of the commodities market.
They’ve scooped up roughly half the world’s available supply of one metal.
And prices have responded... rising from approximately $8,500 per ton in April to more than $13,000 by early 2026. That’s the biggest move since 2009.
Now, the commodity we’re talking about is no ordinary industrial metal.
It’s the one that powers the modern economy.
And it’s woven through everything: smartphones, electric grids, EVs, and defence systems.
Copper.
Right now, global inventories are scraping the barrel.
Europe has less than 20,000 tons left.
That’s just two days’ worth of supply.
The vice-chair of S&P Global, Daniel Yergin, says…
This poses a “systemic risk for global industries, technological advancement and economic growth”.
Because China is the world’s largest buyer by a huge margin.
In 2024, they gobbled up almost 60% of global supply.
America?
They used less than 10%.
Now, as copper prices have taken off…Chinese buyers have disappeared.
The head of metals trading at Mercuria Energy Group, Kostas Bintas, says…
“It is surprising how much price rejection is taking place. The Chinese are just not buying copper. But it’s finite — at some point [they’ll] need to buy.”
Let’s be clear, China is still the world’s factory.
They’re still shipping smartphones, fridges and washing machines.
BYD has overtaken Tesla as the world’s largest EV seller.
And the green energy transition still relies on Chinese solar panels and wind turbines.
Which means we’re looking at a simple outcome…
Either factories shut…or the price goes higher. Potentially much higher.
That’s why we believe a modest investment in the right copper stocks—the ones you’re about to see — could beat anything else you do over the next year.
Yes, that’s a big claim.
But it’s not so big when you look at…
Back in the early 2000s, China was in the middle of the biggest construction spree the world has ever seen.
Transforming Shenzhen from a quiet fishing village into China’s Silicon Valley…
Throwing up the Shanghai World Financial Centre, one of the tallest buildings on the planet…
And building the Birds Nest Olympic Stadium…
All at the same time.
That kind of construction binge doesn’t politely ask for copper.
It demands it.
And when miners couldn’t dig it up fast enough, prices didn’t creep higher — they exploded.
Copper surged 140% in just 18 months.
Take a look…
Now, here’s what you need to realise…
That move was just the price of the metal.
Some mining stocks did far more.
Take Freeport-McMoRan.
They control some of the highest-quality deposits on earth. Like the Grasberg mine in Indonesia.
While copper went up 140%, Freeport-McMoRan shares climbed twice as high. Up 306%.
Then there’s Southern Copper, the biggest U.S.-listed copper miner by market value.
Its share price ran up an eye-watering 523%.
And First Quantum Minerals caught lightning in a bottle.
Their Kansanshi mine in Zambia came online at exactly the right time — just as copper prices took off.
Fresh production in a red-hot market sent the share price ripping 401% higher.
Because the squeeze looks tighter…
Inventories look thinner…
And demand isn’t just strong — it’s everywhere.
In 2005, the copper crunch came down to one country.
China.
Today, it’s not that simple.
Demand is surging across the globe.
As three massive infrastructure build-outs are switching on — at the same time.
One of those construction projects is set to cost $21 trillion…
And use more copper than we’ve mined in the last century.
Let that sink in.
Reader — this isn’t just another tight market.
This is the biggest copper shortfall we’ve ever seen.
That’s why we believe a relatively small position in the right stocks today — the ones you’ll see in a moment — could be amongst the best performers over the next year.
I know — that’s a bold claim.
But history backs it up.
The last time copper snapped like this, the real money wasn’t made after prices hit the headlines.
It was made earlier — when the story still felt uncomfortable — and unfinished.
Back then, getting in early on the right companies was the difference between a decent return…and something life changing.
Now, there’s no guarantee this copper squeeze plays out exactly like the last one, particularly given the high-risk nature of mining stocks.
But one of the setups you’ll see today looks reminiscent to buying First Quantum Minerals while they were still building out the Kansanshi mine — before the stock went on a 1,646% run.
Now, before we get into that…
Trump calls it…
“The fight that will define the 21st century.”
Secretary of State, Marco Rubio, puts it even more bluntly…
“Winning the AI race is non-negotiable.”
And the White House’s AI and Crypto Czar, David Sacks, says it outright…
“To remain the leading economic and military power, the United States must win the AI race.”
Strong words.
But the numbers back them up.
Last year, AI accounted for roughly half of America’s economic growth.
Here’s the catch.
Without enough copper, the AI data-centre buildout stalls.
And when that happens, growth slows. Jobs disappear. And stock market values don’t just wobble — they fall hard.
We’ve already had a warning shot.
In June 2024, Nvidia lost more than half a TRILLION DOLLARS in market value in just three days.
Nothing was ‘wrong’ with their business. The results were excellent.
But investors wanted to see even faster AI growth.
The moment the story shifted from infinite upside to maybe growth slows a touch — they ran for the exists.
Today, Nvidia’s worth even more — about $4.3 trillion.
Which means the margin for error is even thinner.
That’s why copper isn’t just another commodity anymore.
Why?
To protect the largest, fastest, and most capital-intensive infrastructure build-out the world has ever seen.
Amazon plans to spend $125 billion on new data centres this year.
Google is looking at roughly $90 billion.
Facebook says it’ll put in around $70 billion.
And once you add Microsoft to the mix, you’re staring at around $350 billion in AI infrastructure spending in 2026 alone.
And copper is the chokepoint.
Because each hyperscale data centre needs well over a thousand tonnes of copper — just for power and cooling.
Which means data centres are about to use more copper than every house and apartment in Australia — not once, but roughly twice over.
Because we’re using copper faster than miners can dig it out of the ground.
Last year, global copper production actually FELL by around half a million tons — thanks to earthquakes, flooding, and declining grades.
And some of those mines won’t be fully back online until 2027.
Even more important…
It takes roughly 17 years to turn a new copper discovery into a producing mine.
So supply can’t respond quickly — even if prices rip higher.
That’s why Morgan Stanley predicts the global copper market could face its most severe deficit in more than 20 years this year.
Now, no guarantees here — there never are.
But if history is any guide, backing the right company at the start of a copper squeeze can be incredibly powerful.
In some cases, it’s meant three, four, and even five times your money.
Today, you’ll see three stocks that stand to benefit if this squeeze unfolds the way these things usually do.
Owning them now could be the smartest move you make this decade.
You don’t need to go all in.
But you do need to move fast.
Because history couldn’t be clearer.
Take First Quantum Minerals.
If you got in while they were building out their Kansanshi mine…
You would have caught a 1,646% run.
If you waited until the first trucks started hauling ore…
Your gains dropped to 401%.
And if you waited until the copper boom was front page news…
Well, you’d have walked away with just 71%.
It’s the same story with Freeport-McMoRan.
If you got in early, you could have quadrupled your money.
If you waited…
You’re looking at less than a doubling.
The pattern’s obvious — the best time to invest is right at the start of these situations.
And that’s exactly where we’re standing today.
Right at the start.
Which is why I want you to hear directly from someone who lives and breathes the resources space.
Not a jack-of-all-trades.
Not a broad-market commentator.
Not someone chasing themes.
An experienced geologist.
Someone who’s been down in the mines, worked on drill rigs, and chased copper and precious metals for both tiny explorers and multi-billion dollar companies.
Someone who can read drill results just as well as glossy press releases.
Someone who can spot the big shifts in the market before they show up on everyone else’s radar.
His name is James Cooper.
James Cooper
My name is James Cooper.
I’m a resource market analyst and former exploration geologist.
For the past 15 years, I’ve had a front row seat to the wildest boom-and-bust cycle the resource world has seen since the 1970s.
From the red dust of Western Australia to the copper belts of Africa, I’ve watched fortunes made — and lost — in a heartbeat.
Back in 2011, the mining world was drunk on optimism. Everyone thought the good times would never end.
I was on the ground in Zambia, hunting copper for a small Aussie explorer called Equinox Minerals.
Then the world’s biggest gold miner — Barrick Gold — took a big bet on copper.
Buying Equinox for $7.6 billion in cash.
After the takeover, I helped lead what became Africa’s biggest drill-out.
For a moment, it felt like we were part of something unstoppable.
Then the market turned.
Barrick panicked. Hundreds of us were out overnight. And Barrick dropped the value of their Zambia portfolio from $7.6 billion to just $1 billion.
Brutal doesn’t even begin to describe it.
But here’s what stuck with me…
The rocks didn’t change. The market had.
So if you want to make real money in mining, you can’t just chase drill results.
You’ve got to understand what’s driving the market — where demand’s really heading.
That’s why I study global trends before a single drill result is released.
In 2023, most analysts were bearish on copper.
I didn’t see it that way.
To me, the setup was clear — we were on the edge of a major turnaround.
And it all came down to one thing…
Supply.
Or more accurately — the lack of it.
So, I started looking where few others were — deep in Argentina’s stretch of the Atacama Desert.
That’s where I found two explorers I knew would be well placed to ride the next copper wave.
The first was a Canadian outfit working on Filo del Sol — the biggest copper discovery in three decades.
They were proving just how big — and how profitable — the deposit really was. I had no hesitation in recommending this stock to my followers.
Each round of drilling pulled back the curtain a little more, revealing a system that looked larger… richer… and far more lucrative than anyone had first imagined.
When the breakthrough results showed the rock had gone through supergene enrichment — nature’s way of pumping copper grades to another level – I knew they were the perfect buyout target.
Sure enough, BHP swooped in, and my followers walked away with a 50% win in just 19 months.
The second explorer had already hit big deposits across the border in Chile.
So when they struck rich ground in Argentina’s San Juan Province… I didn’t hesitate. I told my followers to get in immediately.
That one’s already up 260% — and it’s still climbing.
And what about everyone’s favourite metal right now?
Gold.
Back in 2023, when gold was just starting to bounce off a major low, I tipped a small Canadian explorer.
I told my followers…
“With gold fever about to strike… now could be the ideal time to add this explorer.”
You’ve seen what happened next.
Gold keeps breaking new all-time highs. And anyone who followed my advice is sitting on gains of 138%.
Rare earths are another example of why global trends matter more than drill results.
You might remember 2 April — the day the White House called ‘Liberation Day’.
From the Rose Garden, Trump announced sweeping new tariffs, pushing China’s rate from 20% to 60%.
Two days later, Beijing hit back.
They slapped export controls on high-tech permanent magnets. The kind used in everything from smartphones to missile systems.
What followed was a full-blown slugfest. Tariffs kept climbing… all the way to 145%.
Then Trump went on national TV and declared a critical mineral emergency, saying:
“Our national and economic security are now acutely threatened by our reliance on hostile foreign powers’ mineral production.”
Even Forbes ran the headline:
“Can Australia Save U.S. Rare Earths?”
That’s when I recommended a company with both a rare earths mine and a processing facility — outside China.
An enormous advantage in this kind of environment.
And in just five months, it climbed 149%.
Now, not every stock I recommend goes up like these. Sometimes I’ve been early — and sometimes flat-out wrong.
But today, I want to walk you through an opportunity forming at the heart of a major market shift.
It’s a financial story that every investor in the world will soon be talking about.
Because what’s unfolding right now has the potential to shake the entire global economy.
We’re not facing a small supply hiccup…
You need to understand — copper isn’t just another metal. It’s the lifeblood of the modern economy.
It’s the one resource everything else depends on.
When supply runs short, iPhones get pricier. Housing costs jump. Electricity bills surge. Innovation slows to a crawl. Even national security comes under pressure.
The shortfall we’re looking at is bigger than the entire production of Chile — the number one copper nation on earth.
To plug the gap, the world needs an extra Chile and an extra Peru, operating at full tilt.
That’s why what’s happening in Argentina right now matters so much.
Milei’s mining reforms are unlocking a colossal 75-million-ton copper reserve…
At the exact moment the world is running frighteningly short.
This isn’t just good timing.
It’s a once-in-a-generation alignment — the kind of setup that can reshape markets… and your future.
Because when a new discovery hits during a roaring bull market, things can move fast — sometimes ridiculously fast.
Share prices can take off almost overnight.
Just look at Tamborah Metals.
When they announced a gold hit at Beatty Park South in Western Australia…
The stock didn’t just rise — it exploded.
Of course, gold’s been on a tear this year, jumping from AU$3,979 to AU$6,288 an ounce.
So a high-grade discovery was always going to send investors scrambling.
But what you need to realise…
We could see the same kind of fireworks in copper stocks.
As fresh top-quality finds are announced in a historic market rally.
Why? Because the world is chewing through copper faster than miners can pull it out of the ground.
Take the AI boom.
Most investors have no idea that the data centres behind ChatGPT eat copper by the mile.
Just look at Microsoft’s new Fairwater facility in Wisconsin.
It’s massive — 1.2 million square feet. So big it needed 120 miles of cable just to switch the lights on.
And under that roof sits the world’s most powerful AI datacenter.
One single supercomputer loaded with 200,000 to 400,000 Nvidia GPUs.
Even at the lower end of that power spectrum, you need 5,560 miles of copper just to hook them all together.
But wiring isn’t the only copper drain.
Those Nvidia GPUs run hot.
So hot that Microsoft had to build one of the largest water-cooling systems on the planet.
Every single chip gets its own copper cooling plate.
With 200,000 chips, you need 600 tons of copper, just to stop the thing from melting down.
In total, that’s a staggering 1,200 tons of copper.
For just ONE hyperscale data centre.
Plans are already in place for 504 more.
Which means, data centres alone will need more than 4.3 million tons of copper in the next decade.
Copper plays a major role in defence.
In tanks, armoured vehicles and fighter jets, copper alloys are used in body armour and steering mechanisms.
Warships rely on copper-wound motors. Propellers are often cast from copper alloys. And everything from sonar to satellite communication systems requires copper wiring.
And with conflicts raging in Ukraine and the Middle East, it’s hardly surprising that global defence spending is rising at the fastest rate since the Cold War. Up by $2.7 trillion in 2024, with even more likely in 2025.
We’re already seeing the impact of copper shortages play out on the battlefield.
The Ukrainian army put it bluntly…
“For every five artillery shells fired by the Russians, they can only shoot back one.”
Why?
Because every shell needs a copper band to fly straight.
And right now, we simply don’t have enough copper to produce the ammunition they need.
Washington’s finally waking up to the problem.
The Trump administration has just added copper to the U.S. Geological Survey’s list of critical minerals.
That move puts copper in the same category as lithium, uranium, and rare earths: too important to leave to chance.
And Trump’s already signed an $8.5 billion minerals deal with Australia, saying…
“In about a year from now, we’ll have so much critical minerals and rare earths that you won’t know what to do with them.”
But, here’s the critical thing…
Governments aren’t price-sensitive buyers.
If they need 1,000 tons of copper to ship Ukraine 1 million artillery shells…
They don’t care about the price.
So they could easily push prices higher, and higher still.
Those two massive global trends — AI and defence — are pushing copper demand to unprecedented highs.
But there’s another trend that dwarfs them both.
I’m talking about the $21 trillion grid upgrade…
As the world transitions from fossil fuels to renewable energy.
Because we need to connect new wind and solar farms with homes, hospitals and factories.
Just look at what’s happening here in Australia.
The government’s “Rewiring the Nation” program is pouring AU$20 billion into upgrading and expanding the electricity grid.
Take the Liverpool Range Wind Farm in New South Wales.
Soon, a brand new transmission backbone will carve its way across hundreds of kilometres of rolling farmland, carrying clean energy straight to Sydney.
But this is just one project, in one country.
Once you factor in everything that’s happening in the US, China, and the EU — all racing to rebuild their grids at the same time — the numbers get huge, fast.
We’re talking about an extra 427 million tons of copper needed over the next 25 years.
That’s more copper than the world mined in the 20th century.
Billionaire mining entrepreneur, and one of the most influential figures in global mining, Robert Friedland says...
“Over the next 18 years, humanity will need to mine as much copper as it has over the past 10,000 years combined to sustain even modest economic growth.”
That’s never going to happen.
Because it takes about 17 years to turn a new discovery into a mine that actually produces copper.
So while demand is sprinting ahead… supply is crawling behind.
And when that happens, copper prices don’t just rise — they tend to surge.
And that’s great news for early investors in the right copper stocks.
Because a new discovery could send a share price to the moon.
We’re already seeing this play out in gold.
It’s the metal story of 2025.
Up more than 58%.
So when San Lorenzo Gold announced a discovery at their Cerro Blanco site in Chile…
Their share price didn’t just move — it soared. Up 600% in just 20 days.
Now imagine that kind of momentum hitting copper stocks.
And one of the most surprising hotspots? Mendoza.
It’s famous for its sun-drenched vineyards, boutique wineries, and world-class Malbec.
Now the province is eyeing an even more valuable red commodity.
Copper.
And this is where Kobrea Exploration steps into the spotlight.
They control a massive 730-square-kilometre claim — and it sits on top of not one, but two of the richest copper veins on Earth.
Los Bronces — the biggest copper vein in the world, with around 204 million tons of reserves.
El Teniente — the vein that feeds the world’s largest underground copper mine. A mine so deep and so vast it’s earned the nickname ‘the Cathedral.’
Now, Kobrea is following the same rich geology as it continues across the border into Argentina.
In May, they wrapped up an airborne survey of their entire 730-square-kilometre site. Mapping out the hidden structures and pinpointing multiple high-priority drill targets in one sweep.
What they’re seeing in the data is already turning heads.
And the moment the snow clears later this year, the drills start turning.
That’s when their share price could really take off.
In the neighbouring wine region of San Juan, another copper project is taking shape.
It's in the same valley that hosts the great deposit of Filo del Sol. The biggest copper discovery in the last 30 years.
Beyond those ridgelines lies Toro, Malambo, and Tambo — 32,000 hectares of untouched copper country.
Here Belararox has identified several high-priority targets from satellite pictures.
Only the pictures don’t show green vineyards and brown desert because satellites capture spectral images. Pictures taken with different wavelengths of light, including the ones we can’t see, like infrared.
Different rocks and minerals reflect light in unique ways, like a fingerprint.
By analysing those patterns, geologists can spot where certain minerals might be hiding underground, even if the surface looks barren.
And they’re already seeing some promising results.
Exploration Director, Jason Ward, says…
“What’s exciting about TMT is we’re seeing all the right indicators extremely early in our campaign.”
Ward led the technical team that discovered the Cascabel deposit in Ecuador.
Under his guidance, the site deposit grew to 10.9 million tons of copper and 23 million ounces of gold.
Now he’s hoping to repeat that success in Argentina.
Centauri Minerals is another company racing to unlock Argentina’s mineral wealth.
They’ve just raised CA$5.7 million to start exploring six sites spanning 430 square kilometres.
Their Rio Grande Project sits on a belt of copper systems that remain largely underexplored.
Geologists have already found high-grade ore near the surface.
The big question is — what lies beneath?
To identify potential drill sites, Centauri Minerals will strap scanners to helicopters.
You can think of them like flying X-ray machines. Mapping what’s below without breaking the surface.
They are measuring magnetism, gravity, sound waves and electrical signals.
By studying how these signals change, geologists can see hints of what’s underground. Like where dense rocks, faults, or metal-rich zones might be hiding.
Drilling hasn’t started yet.
But their rock samples show the high potential of the area.
These three explorers — Kobrea Exploration, Belararox and Centauri Minerals — are sitting on a combined 1,480 square kilometres of unexplored ground.
They’re all racing to uncover the next great copper motherlode.
And the market hasn’t priced in any of their early exploration work…yet.
Well, that’s not a one-word answer.
Let me walk you through how I figure out if a company has what it takes to turn metal in the ground into a cash-producing business.
From what I’ve seen, the winners often share the same three things: strong assets, the right leadership, and perfect timing.
When it comes to junior miners, everything starts with the rocks they own.
That’s their real asset.
And to understand what those rocks are actually worth, you need someone who can read drill results — not just glossy press releases.
Because let’s be honest… exploration companies love to shout about ‘blockbuster’ grades, even when the high-grade section is only a few centimetres thick.
They know big open-pit machines can scoop up 70 tons of material in one go — so a thin sliver of good grade doesn’t mean much.
That’s why I focus on what I call the Big Three.
First up is GRADE.
How much copper is in each ton of rock?
This matters because grade pays, and ore costs.
Higher grades mean lower costs and higher margins.
Second is SCALE.
How big is the deposit?
The best copper mines don’t just operate for a few years — they run for decades. Look at Chile’s El Teniente and Chuquicamata: both have been producing for more than 125 years.
Third is DEPTH.
How far down is the copper?
Shallow deposits can use open-pit mining, which is far cheaper.
Deep deposits need tunnels, ventilation, and huge underground costs.
Once I’ve looked at the rocks — the grade, scale, and depth — then I turn to the next thing that really matters: the leadership team.
And I’m trying to answer one question:
Does the CEO or head of exploration have a track record of winning?
Because in mining, success tends to repeat itself.
Take J. David Lowell. He was already considered one of the best copper hunters on the planet before he discovered Escondida.
The final piece of the puzzle is market timing.
You’ve seen the setup. You know why copper is on the edge of a historic run.
Their geology, their leadership, and their timing all line up.
And in a copper rush like this, that’s a rare thing.
Here’s why I think they could be the breakout winner.
They have the biggest land holding of any explorer in Argentina. By a large margin.
The CEO has over 30 years of exploration experience and one of the best track records in the business.
His leadership uncovered three of the biggest copper discoveries in the last 30 years — Filo del Sol, Los Helados, and Josemaria.
Now, this company has just discovered a new copper-gold porphyry system that opens up an entirely new, and very large exploration target.
They describe the copper vein as rivalling some of the largest in the region.
Now remember, a unique feature of the Andes copper belt is that deposits tend to show up in clusters.
Their new drill zones are just six kilometres from Filo del Sol, the largest copper discovery in the last three decades.
Earlier results show the site contains high-grade gold and copper.
The CEO said…
“Our interpretation, based on the limited amount of drilling completed, is that we have drilled only a small part of the deposit, and what we have discovered so far is the peripheral part of a much larger mineralised system.”
In other words, it looks like they are closing in on a new mega-deposit.
I’m not the only one saying this.
Mining analyst at Canaccord Genuity, Peter Bell says…
“We view the early-stage success of [this project] as the beginning of a globally significant exploration project, comparable to the nearby Filo del Sol.”
And BMO Capital Markets mining analyst, Rene Cartier, agrees, saying…
“This establishes a large exploration target with long-term value.”
As soon as the snow clears, eight drill rigs are set to fire up and kick off their new exploration program.
The timing couldn’t be better.
Copper hit a new all-time high in July…
And with AI data centres exploding in number, defence budgets blowing out, and huge grid upgrades underway worldwide, everything is pointing to even higher prices ahead.
And you already know what happens when a company announces a new discovery during a bull market.
Look at Prospector Metals. The moment they confirmed a gold hit at their Yukon site in Canada…
The stock ripped 364% higher in just three days.
That’s why, if you move quickly, you’ve got a rare chance to get into this copper play while it’s still cheap…
Before their next drill results hit the market.
And if those results confirm what the geological models are hinting at…
This explorer instantly fits the mould of BHP’s next copper acquisition.
Early-stage, high-grade, scalable — and still massively undervalued.
I’ve put all my research together in a new briefing, titled: The Last Untapped Copper Motherlode: Three Stocks for Copper’s Historic Rally.
Inside, you’ll learn:
I’ll show you how to download your copy of my new briefing in just a moment.
First, there’s another angle I want you to see — one that could put you in front of the 7.7-million-ton copper squeeze that’s about to send prices soaring.
And it’s unfolding in a place I know well.
I worked there with Equinox, and later with Barrick Gold — even taking part in the biggest drill-out in African history.
Now, that same patch of ground sits at the centre of a global tug-of-war.
The copper supply chain that will decide who wins the next decade.
This epic showdown will ultimately benefit copper producers the most.
Because America and China are picking up the tab for one of the industry's biggest costs.
Transport infrastructure.
Just look at the iron ore miners in WA’s Pilbara region.
BHP and Rio Tinto didn’t have a legal monopoly — but they had a practical one.
This meant smaller miners couldn’t get their ore to the coast cheaply enough to compete.
Fortescue knew that if they wanted to challenge BHP and Rio Tinto, they’d have to build their own.
So they did something considered outrageous at the time: they carved a heavy-haul railway through the Pilbara, more than 400 kilometres of steel stretching from their mines to Port Hedland.
And Port Hedland isn’t just any port.
It’s Australia’s iron ore superhighway to China — the biggest bulk export hub on Earth, and the closest Aussie gateway to Chinese steel mills.
Once Fortescue had its own railway, everything changed.
They could move mountains of ore, day after day, without relying on anyone else.
And that sent their share price on a run of the decade.
Rising from just 2 cents in 2003, all the way to $28 bucks.
Now, if you’d put just $500 into Fortescue in 2003…
By January 2024, you’d be sitting on $724,000.
Looking back, all these moves seem obvious.
So let's take a quick look at another Aussie miner that could have rivalled Fortescue…
Atlas Iron.
If you’ve never heard of them, you’re not alone — most people haven’t.
Atlas built up some serious iron ore deposits in the Pilbara.
On a similar scale to Forescue in its early days.
But here’s where things went wrong…
Instead of building their own railway, Atlas relied on expensive road haulage.
And when they tried to access BHP and Rio Tinto’s private rail lines, they spent years tied up in court — and lost.
Now, imagine if Atlas had been handed a free railway… funded by the US or China.
The story could have been very different.
Here’s what’s happening right now…
America is investing $550 million in the Lobito Railway.
A 1,300-kilometre line that will connect the copper mines in the Democratic Republic of Congo and Zambia with the Atlantic port of Lobito in Angola.
In other words, it’s America’s new gateway to African copper.
China, of course, isn’t sitting still.
They’re pouring $1.4 billion into upgrading the Tazara Railway.
A route that sends copper east to the port of Dar es Salaam in Tanzania.
That gives China direct shipping access to some of the richest copper mines on earth.
These two railways run in completely opposite directions, but they both start in the exact same place…
The high-grade, copper-rich heart of the Central African Copper Belt.
It runs the world’s highest-grade and lowest-cost copper operation.
Making it one of the best copper stocks in the world.
Soon their profit margins will rise even higher, courtesy of the American and Chinese governments.
And right now, you can pick it up at a steep discount.
In May 2025, the mine was struck by a self-induced seismic event.
This caused flooding, which suspended operations.
Fearing the worst, investors panicked, and the share price plummeted 67%.
But here’s what most people don’t realise…
Seismic incidents are relatively common in underground mining.
They are ‘man-made’, caused by blasting, excavating, and drilling.
And it’s not unusual for companies to face challenges in the first few years of production.
Now, this company is run by the man the Canadian Mining Hall of Fame calls “the undisputed king of junior development”.
You don’t earn that reputation without being able to solve big problems.
So I knew it wouldn’t be long before the mine was operational.
Sure enough, just one month later, production resumed.
But, the share price hasn’t bounced back.
At the time of writing, it’s still down 35%.
And that’s your big opportunity.
You’ll find all the details on this company — name, ticker symbol, and my recommended buy-up-to price — in my new report, ‘The Last Untapped Copper Motherlode: Three Stocks for Copper’s Historic Rally’.
Keep reading, and I’ll explain how you can claim your copy in just a moment.
First, I’ve got to tell you about…
In mining circles, he’s a legend…
The man who bought 5.6 million ounces of high-grade gold from Barrick…
And paid the equivalent of AU$13 per ounce.
It was like buying gold for less than the price of a movie ticket.
Today, an ounce of gold changes hands for more than AU$6,200 bucks.
In other words, Bill Beament got the deal of the century.
And he did it by charging into a market when the majors were running for the doors.
In doing so, he turned Northern Star Resources from a small explorer into one of Australia’s largest gold miners.
Beament didn’t do it by luck.
He did it by spotting value others overlooked. Distressed assets in great jurisdictions, mispriced resources, and stranded ounces the majors no longer cared about.
He bought them cheaply, ran them hard, and created enormous returns for shareholders.
Investors who backed him early at Northern Star saw life-changing gains.
A $500 investment in 2007, would have grown to $135,000 today.
Now Beament’s building his next multi-billion-dollar company from the ground up.
Only this time, he’s targeting the metals the world cannot function without: copper and critical minerals.
His new project makes money in two key ways.
The first is digging out high-grade ore.
These veins are exceptionally rich — far richer than most of the new copper deposits being pushed into production today.
So while other miners are battling falling grades, deeper pits, and spiralling costs, this project starts with a built-in cost advantage.
The second revenue stream is even more interesting — turning yesterday’s waste into tomorrow’s profits.
We’re talking about millions of tons of tailings loaded with copper, zinc, silver and gold.
With modern processing, that so-called ‘waste’ becomes a cash-generating resource — practically overnight.
And all of this is coming online at the perfect moment — just as the copper market tightens.
We’re already seeing copper break into new all-time highs.
But with a looming shortage… on a scale so big it’ll take the world’s two largest producers — Chile and Peru — to fill…
When copper prices exploded!
In one of the most spectacular moves we’ve ever seen.
Take a look at this chart…
Once copper broke above its late-80s and mid-90s highs, the price didn’t just drift higher — it surged 140% in just 18 months.
And remember, this isn’t a stock chart.
This is the actual price of the metal itself — the metal that powers modern life.
Today, copper is woven through everything: smartphones, electric grids, EVs, data centres, even the backbone of military infrastructure.
It’s literally the metal the modern world runs on.
That’s why even with copper prices hitting a new all-time high in July, global mining expert, Rick Rule, says…
"I believe that copper is the most undervalued commodity in the world today."
So the real question isn’t if copper goes higher… it’s how far this move could run.
For comparison, people called gold’s move this year “spectacular” — and fair enough, it’s up 59%.
But gold isn’t the metal of electrification.
It isn’t the backbone of global industry.
And it isn’t the resource nations are scrambling to secure.
Copper is.
Copper prices look ready to take off — potentially in the same dramatic way we saw in 2005.
The only question is…
Will you position yourself to potentially profit before copper makes its big move?
By joining forces with one of Australia’s mining legends.
As he seeks to repeat his Northern Star success.
You’ll find all the details on this Aussie copper miner — including its name, ticker symbol, my buy-up-to price, and more — inside my research report, ‘The Last Untapped Copper Motherlode: Three Stocks for Copper’s Historic Rally.’
Look…
I want you to benefit big time in 2026, from what I think will be copper’s greatest move.
So I’ve pulled out all the stops for this report.
I’ve broken everything down in plain English…
Every angle, every catalyst, every risk and upside you need to make a smart, confident investment decision.
This is the kind of deep-dive boutique firms charge thousands of dollars for.
(The difference is, I’m ahead of most of them with this call — as far as I know.)
And the best part?
These stocks are still cheap — at least as I’m writing this.
The first company is closing in on a copper discovery that could rewrite the record books.
From the early drill results I’ve seen, I’m extremely excited at the potential upside here.
SolGold jumped 937% in just five years when they sent geologists into an untapped corner of the Andes.
Filo Mining climbed 1,370% higher in only five years when they announced the largest copper find in 30 years.
While another barely-noticed explorer handed early investors a 6,226% win over the same period, once drilling showed the ore was TWENTY TIMES richer than most open-pit grades.
Argentina is sitting on an estimated 75-million tons of untapped copper.
So the real prize — the next super-giant deposit — is still out there.
The second company sits at the centre of a US–China power struggle.
They operate the world’s highest-grade and lowest-cost mine.
Now their profit margins could rise even higher as the world’s two superpowers invest $2 billion to secure their copper supply chains.
It’s run by the man the Canadian Mining Hall of Fame calls “the undisputed king of junior development”.
And right now, you can pick it up at a huge discount.
The third company is the Aussie underdog with serious upside. It’s Bill Beament’s next potential multi-billion-dollar company.
This new project has two solid income streams.
First, there’s the high-grade ore. The stuff they’re pulling out of the ground is much richer than most of the new copper projects coming online. That alone gives them a serious cost edge.
The second revenue stream is turning yesterday’s waste into tomorrow’s profits. As millions of tons of tailings become a cash-generating resource practically overnight.
Including…
I’ve done all the hard work and research for you.
I’ll send you a copy when you subscribe to my investment advisory service, Diggers and Drillers, today.
My aim in this advisory is simple:
To get you into the right companies… at discounted prices… before everyone else.
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 7.7 million ton per year copper squeeze I’ve shown you today isn’t some short-term blip.
It’s a once-in-a-generation shortfall — the kind that reshapes the markets.
To recap, we’ve got…
BIG COPPER DRIVER 1: AI data centres that eat copper by the mile. Over the next decade, they’ll chew through 4.3 million tons of copper.
BIG COPPER DRIVER 2: The biggest defence spending surge since the Cold War. Modern weapons, communications systems and ammunition all need copper.
BIG COPPER DRIVER 3: The $21 trillion grid upgrade, as the world transitions from fossil fuels to renewable energy.
These demand drivers are converging RIGHT NOW.
But copper isn’t the only commodity in the spotlight.
And it’s not the only mining opportunity for investors, heading into 2026…
That’s why I’d like to send you another urgent briefing.
This will help you seize the many opportunities opening up from the new US–Australia critical minerals deal.
See, it’s not just going to fund seven named companies in the agreement.
It’s going to trigger something much bigger.
I predict a wave of exploration and drilling will spread across the entire sector… creating a new mining boom in these tiny, unpronounceable critical minerals.
If I’m right, this is going to be epic.
Right now, there are dozens of junior miners sitting on promising deposits… but they lack the money to drill them properly.
There are advanced projects that need financing to move into production…
These are companies with the right assets in the right commodities… but they’ve been waiting for the market to turn.
That wait is over.
The US capital — $13 billion pledged for starters — doesn’t just flow to the seven companies that made the headlines in October.
It changes the entire funding environment for Australian critical minerals.
Suddenly, money is available… suddenly, projects that were on hold get greenlit… suddenly, exploration activity surges…
And suddenly, we’re looking at a new big dig across Australia.
I’m tracking a handful of mining companies that hardly anyone’s heard of… and I’m predicting big things…
I’ll tell you about them in my new briefing, titled — Four Stocks to Own for Australia’s ‘New Big Dig’.
Inside, you’ll learn about the four publicly listed stocks I believe could be among the biggest winners from this exciting period ahead.
I launched this service in 2022 because I believe we are heading into the most exciting period for mining in decades. Maybe ever.
As Wel G, one of my subscribers, puts it:
‘James started his service during one of the worst trading environments in recent history. It has now become one of my best performing portfolios [...] and I have every confidence it will continue to excel.’
Join me today and you’ll quickly realise how serious I am about helping you build wealth from hidden resource opportunities across the world.
This is not about gambling on random mining stocks.
It’s 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 swing down just as quickly as they can surge 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 my knowledge and experience to point you away from the fly-by-night operators, and towards the best-looking prospects.
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.’
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 position yourself to profit from the 7.7-million-ton copper squeeze that’s about to send prices soaring.
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.
I’ll tell you exactly what the company does, why I believe it’s positioned for growth, when to buy, and what price to pay.
You’ll get my analysis of the geology… the leadership… the market conditions… and my assessment of both the risks and the potential rewards.
As YB, one of my subscribers, puts it:
‘I’m happy with the in—depth analysis, explaining ‘the why’ behind each of James’s buy or sell calls… This man on the ground has a pretty accurate handle on all things resources.’
Between monthly issues, you’ll also be getting weekly email updates on all our open positions.
Plus, as soon as you join, you’ll get instant access to all my current buy recommendations.
At the time of writing, the average result across all our open positions — winners AND losers — is an impressive 71% GAIN.
As a helpful guide, I’ll give you a buy-up-to price for each stock recommendation. This represents the maximum price I believe you should pay for that stock based on my analysis at that particular time.
What if a recommendation is trading above its ‘buy up to’ price?
This doesn’t mean you can’t buy the stock. It’s simply my suggestion that you wait for a ‘pull-back’ in price before entering a position.
Near-term price volatility rarely changes my long-term thesis on a company. So why not use volatility to your advantage?
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, I’ll explain 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, I’m not the kind of bloke who likes to talk his own book…
But I will say that you’ll struggle to find this level of expertise anywhere else in Australia.
Most mining ‘experts’ couldn’t separate a world class deposit from a worthless pile of rocks…
Most financial 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…
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 $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 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 three months for just $49.
That means, for under fifty bucks, you get:
Join me today by clicking the button below, and you’ll reduce your upfront outlay by $250.
After three months, if you decide to continue, your subscription will automatically renew at $49 for each additional three-month period.
So if you end up staying with me for a year, you’ll save $103 compared to paying the official annual rate.
Now THAT is a great deal.
But here’s the best part:
If Diggers and Drillers isn’t everything I’ve promised today — if you don’t think my research is valuable… or if you simply change your mind for any reason at all — just let me know within 90 days.
I’ll refund every cent of your $49 joining fee.
No questions asked…
No hard feelings…
And you can keep my ‘Last Untapped Copper Motherlode’ report and my ‘Australia’s Next 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.
The world is racing towards a 7.7-million-ton per year copper shortage as demand sprints ahead of supply.
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.
Because as you’ve seen, explorers are racing to uncover the next giant copper deposit.
The market hasn’t priced in any of their early exploration work… yet.
As soon as the snow clears, later this year, eight drill rigs are set to fire up and kick off a new exploration program.
The timing couldn’t be better.
Copper hit a new all-time high in July…
And with AI infrastructure exploding, defence spending soaring, and a global grid upgrade underway, the setup couldn’t be clearer — prices look primed to climb even further.
You’ve seen what happens when a company announces a new discovery during a bull market.
Take Prospector Metals. The moment they confirmed a gold hit at their Yukon site in Canada…
The stock ripped 364% higher in just three days.
That’s why, if you move quickly, you’ve got a rare chance to get into these copper plays while they’re still cheap…
Before their next drill results hit the market.
So the way I see it, you have two choices…
All you’ll pay is $49.
You’re covered by my 90-day guarantee.
And you get to keep everything — even if you decide my service isn’t for you.
I simply can’t make this any easier…
I’ve done the research.
I’ve identified the stocks.
All you have to do is click the button below.
Thanks for reading, and I’ll see you inside.
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.
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