HeyJaredPeter’s Newsletter
small cap stock investing, mostly metals / mining / minerals
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 30, 2026
Latest issues
CoTec Holdings, REE Magnet Player in the Making... (opens the original)
Read excerpt
There have been a number of recent articles/reports across Substack newsletters regarding Western countries, most notably the U.S., becoming more resilient in NdFeB permanent magnets + associated alloys. Security of supply requires a full ecosystem — separation, metal/alloy production, magnet manufacturing, qualification, recycling — not just mining.Mining is not the bottleneck, the real chokepoints are downstream — separation (especially for heavy REEs), metal/alloy conversion, and magnet manuf
Opus One Gold, too cheap to ignore? (opens the original)
Read excerpt
If one’s bullish on the price of gold over the next 6-12 months, one should be looking at high-quality junior miners, even early-stage ones. A rally in Au from today’s $4,300/oz to $5,000/oz (which would be ~$600 below the January peak) would deliver significant gains in junior miners. If one believes it’s a question of when, not if we retake $5,000, keep reading! Admittedly, if it takes years to top $5,000 again, gains for juniors will be hard fought. Investment banks have recently updated year
Honey Badger Delivers strong PEA (opens the original)
Read excerpt
Yesterday the U.S. Fed raised interest rates for the first time in three years. This was not unexpected. What might it mean for medium-term gold and silver (“Ag”) prices? I don’t know about the short-term, but the medium-to-longer-term outlook remains bright.Readers are reminded that Ag is increasingly used for industrial purposes, it’s not merely a precious metal like gold. The Silver Institute projects were in a sixth straight deficit year of 46.3M troy ounces, (widening from 40M last year), w
Power Metallic Mines, high-grade copper floor set, ceiling uncapped (opens the original)
Read excerpt
Despite being down ~7% from an all-time-high last week, copper (“Cu“) is +38% in the past year. In Chile, representing a quarter of global supply, El Niño-linked winter storms have been halting or slowing operations. Chile now expects production to be down -2.6% for the full year.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!UotN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3a21a130-6b
Strikepoint Gold’s Blockbuster Deal with Newmont, CEO Interview (opens the original)
Read excerpt
In the past few months, investment banks have updated year end views on gold (“Au”) to US$4,500-$5,100/oz vs. the current price of ~$4,380. For example, Goldman Sachs reaffirmed a $4,900 year-end target on Aug 28, citing ~50 tonnes/month of central-bank buying. Wells Fargo trimmed its target range to $4,900–$5,100, while Citigroup lifted
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.