Make money doing the work you believe in
Miners are currently seeing the strongest margins in the history of the data.
But more importantly:
The prior secular cycle was also defined by a long period of sustained, above-average profitability.
My view is that we’re likely to see that again.
What we’re witnessing is a re-birth of the mining industry.
Institutions and sovereign capital are just starting to wake up to how critical these businesses are — not only for financial stability, but for society itself.
May 9
at
11:23 PM