Using Geology to Unlock Potential Wealth as a | Term Deposits

Today, I need to dive into the weeds and provide you with an instance of how GEOLOGY can provide you an edge in commodity investing.

I’ve completed that for my paid readership group, specializing in a sort of deposit identified as porphyries.

This is the world’s most vital storehouse for copper, the place porphyry deposits like Escondida (in Chile) can present a number of many years of manufacturing.

But as well as to their monumental measurement, there’s another excuse I’ve tapped into stocks with these deposits:

Porphyries are additionally endowed with gold and typically silver.

In my thoughts, that offers buyers the proper suite of commodities on this market.

Where one deposit can provide you a good diversification of metals!

Given that gold continues to hit all-time new highs whereas copper is simply a whisker from its historic breakout, porphyries have been a great approach to play the useful resource market.

Two metals with very completely different demand drivers, however each performing exceptionally effectively.

It’s why focussing on porphyry deposits has been a successful system for my paid readership group.

In 2023, I really useful Filo Mining, a company that Lundin Mining and BHP lately acquired.

Filo was a profitable porphyry hunter, including round 3.2 billion kilos of copper plus 4.6 million ounces of gold to its coffers.

As I identified to my readers, Filo supplied leveraged publicity to two commodities I believed had been positioned to do effectively within the months forward.

Leveraged within the sense that it might benefit from its two major metals BOTH going up!

But Filo wasn’t our solely ‘porphyry winner’.

A pair of years back, I additionally really useful NGEx Minerals [TSX-V:NGEX].

This is one other porphyry chaser that has steadily added to its copper-gold treasure trove.

As of writing, we’re sitting on a 156% gain from our unique suggestion in 2023.

And right here’s one other instance…

Aldebaran Resources [TSX-V:ALDE], an Argentinian-based porphyry holder.

We closed half of that place for a 130% gain in simply three months late final 12 months.

I’m not exhibiting you this to boast about our portfolio wins however to show how geological data will be became profitable trade concepts.

Of course, I can’t at all times get it proper, mining stocks are some of the riskiest on the market, however…

…as a former geologist, that’s the distinctive benefit I attempt to ship for my paid readers.

What’s subsequent on my Geo-Investor Radar?

Porphyry hunters are nonetheless a key half of our strategy.

However, these sturdy performers have largely moved from a BUY to a HOLD in our portfolio.

But as the cycle turns, new alternatives are set to emerge.

That’s why my focus is shifting to a new sort of deposit — one completely aligned with the subsequent section within the commodity cycle.

It’s what geologists call Volcanic Massive Sulphide deposits, or VMS for short — a main source of zinc and silver.

Why’s that important?

Well, contemplate this…

Gold has ripped 40% during the last 12 months.

Yet, silver, historically thought-about the more speculative play within the valuable metals market, continues to lag.

If situations proceed to tick up on this cycle, as I count on, then there’s each probability silver will start to outperform gold.

And let’s imagine the identical for the opposite steel usually present in VMS deposits…Zinc.

Like gold, copper has been tearing larger in 2025, up virtually 30% year-to-date.

That’s been great news for our copper-gold performs.

And like gold, copper is a ‘leader’ within the commodity market, rising forward of different industrial metals like tin, aluminium, and zinc.

So, what’s the strategy?

I might break down merely like this…

Porphyries maintain copper and gold, which have a tendency to lead in a commodity bull market.

Stocks holding these are a great approach to play the beginning of the upward leg of a commodity cycle.

Meanwhile, VMS deposits maintain zinc and silver, which I contemplate ‘second-tier’ commodities — metals that observe gold and copper.

That means, in the event you missed out on the initial transfer, now’s the time to contemplate positioning for the subsequent section of the commodity cycle.

And there’s maybe no higher approach to play that than tapping into a company with a zinc and silver deposit!

That offers you leveraged publicity to a stock with two commodities set to rise—two for the price of one!

That will change into a key focus for my paid readership group over the approaching months.

If you’d like to study more about how we use geology to generate actionable investment concepts, you possibly can be a part of me at Diggers & Drillers right here.

Regards,

James Cooper,
Editor, Mining: Phase One and Diggers and Drillers

All advice is normal advice and has not taken under consideration your personal circumstances.

Please search unbiased financial advice concerning your own scenario, or if doubtful concerning the suitability of an investment.