| Dear Reader, A new squeeze in resource supply and demand is something James Cooper predicted back in 2022. It’s not yet in full swing. But you can probably sense that it’s now underway... You’ve seen what’s happening with gold, silver, copper, and certain miners in the strategic metals space in 2024. What you’re NOT seeing is what’s going on behind the scenes. Which we show you in this just-recorded new presentation. James, who explored for some very significant companies of the last 20 years, is getting feedback from his old mates in the industry. Some of these guys went away and did other stuff in the lean times...but are being lured back. In Australia, the mining industry is expecting a shortage of 27,000 workers by 2027, in what the AREEA is now calling ‘the worst skills crisis in a generation’. It’s enough to make this veteran rock-kicker consider dusting off the old rucksack… But hopefully we won’t lose James to the Outback just yet! Money talks. And right now, James sees a lot of money on the table if you pick the right stocks at this pivotal cycle turning-point… …and get in them early. As far as mainstream optics go, copper’s the 2024 standout so far. ‘Bulls jump deeper into copper amid supply challenges, AI-fueled demand’, Reuters just reported. James was at least 18 months ahead of that. The copper plays he recommended last year are already up an average of 39%. He actually thinks copper may be TOO hyped by the mainstream at present. We might get a small pullback there before it pushes even higher over the next few years. What James calls critically endangered metals are starting to achieve escape velocity, too. These are the key minerals to the green transition to EVs, wind power, AI chips, and military hardware. One of his critical metal developer plays just got $400 million backing from the Federal Government. Its shares have gone from 79 cents to $1.10 in three weeks. James’ graphite play just received a similar government backing. It’s up 25% in a month. Gold’s up 50% since 2022 and over 20% this year. It’s outperformed Western stock indices, which happens very rarely. It’s even beaten bitcoin’s recent rise. But this is an example of how this new mining boom is not impacting all stocks across the board yet. All of James’ selected gold stock plays are up (at least at the time of writing.) But only by a little. And this is a risky space to play in. Not every recommendation pans out. However... Evidence mounts daily the
‘smart money’ is mobilising again The old crew who made billions from the FIRST mining boom 2002 to 2009 are coming out of the woodwork. And making their plays to make another billion or so from Mining Boom 2. The latest being good-old Gina Rinehart. It’s just come to light she’s been on a massive strategic metal mine buyout spree... ...swooping in on FOUR rare earth mining companies in Wyoming... ‘Hancock is a very sophisticated mining investor’.
…says Don Swartz, CEO of American Rare Earths. ‘And I think people should take note that when someone who has patient capital, who wants to play the long game and is interested in the space. ‘It’s a signal.’
James has also detected a signal. To him, it couldn’t be louder. It’s screaming that the time to act is now. So he is. To find out which specific stocks are his highest-conviction plays, watch this just-recorded presentation.
Regards, James Woodburn,
Publisher, Fat Tail Investment Research | 
