On 20 October, The US and Australia signed the largest minerals deal between our two countries in modern history.
A deal worth an initial US$13 billion to dig up and ship Australian critical minerals to America.
Critical minerals are the obscure metals and elements that go into every bit of modern tech you can think of. Elements like neodymium and dysprosium... lithium... graphite... and a bunch of other materials with weird names.
Chances are you haven’t heard of many of these minerals.
But rest assured: virtually nothing in the future world we’re barrelling towards will work without them.
Military defence systems. Data centres. AI chips. Electric vehicle motors. Nuclear submarines. Wind turbines. Smartphones. 6th generation fighter jets.... and more.
Within moments of the announcement, several Australian critical minerals and rare earths stocks started pinging...
In fact, trading volumes across the critical minerals sector spiked eleven-fold from just a month previous as capital rushed in.
It’s great news for our mining sector. But...
We think this is the beginning of something much bigger.
Something we’re calling Australia's ‘New Big Dig’.
An emerging mining boom that could be bigger and more consequential than the iron ore boom of the 2000s... a market phenomenon that created companies like Fortescue and minted a new generation of wealthy Australian investors.
Why do we think this will be bigger?
Well, instead of one major force driving the market (China's appetite for iron ore), in 2025 we’re seeing a convergence of factors creating what could be an even more powerful investment opportunity.
In our brand-new video briefing, you will discover...
Now of course, investing in small mining companies can be risky compared to regular blue chips or even the mining majors. Their stock prices are often incredibly sensitive to geopolitical events and investor sentiment.
That means they can gap down just as quickly as they can shoot up... and if you’re not careful you can lose some or even all of your money.
But... we’ve identified four companies that we think could be among the biggest beneficiaries of this unfolding opportunity.
They control the kind of strategic projects that could attract massive government and institutional capital... secure lucrative long-term supply contracts... and potentially become prime takeover targets as this boom accelerates.
The best bit?
We’ve set out ALL the biggest risks – and potential rewards on offer from these four stocks... provided you get your timing right.
All the more reason to watch our briefing right now...
To do that, simply type your email address into the box and hit the button.
James ‘Woody’ Woodburn –
Publisher, Fat Tail Investment Research
Fat Tail Investment Research isn't your typical financial firm.
We don't publish the news. And we don't publish information. We share ideas, thoughts and insight from the financial markets that you can turn into action...action that might turn out to be valuable.
We're a group of financial analysts, stock traders, former wealth managers, writers, geologists, contrarians and gold bugs.
Experts who grew tired of the prescriptive approach to investing in Australia...and got together 20 years ago to share ideas that are more interesting — if not as conventional.
Conventional wisdom is many things, but it isn't new. It isn't going to break any ground. And the likelihood is, it isn't going to make you any money.
Of course, there aren't any guarantees with any kind of investing — it all carries risks. But when you receive our research you'll know you stand more of a chance of taking a position before an idea makes it to the mainstream.
Not all of our ideas will bring you success. But some of them might. And success in investing tends to bring greater rewards to those who are early and bold.
Case in point, over the past 12 months we have given our subscribers the opportunity to bank some remarkable wins from ASX listed mining stocks, including:
Of course, they don't all go up... but these are just a small sample of the mining opportunities our members have had access to.
That's because, since 2005, Fat Tail Investment Research has been helping Australians understand where capital is flowing before it becomes obvious to the mainstream — and positioning ahead of the institutional rush.
The US-Australia critical minerals deal isn't the biggest story here.
It's merely a symptom of much larger forces that are currently reshaping global resource markets.
These forces are already moving stocks.
And we believe they will create the next generation of multi-bagger mining winners.
In our new video, I’ll walk you through all of it — including details on four specific companies we believe are best positioned to benefit.
To watch it now, simply pop your email address into the box below and hit the button...
Your investment briefing will be unlocked as part of your free subscription to our three premium investment emails:
James Cooper’s Mining Memo — Valuable investment insight from a former exploration geologist. Three times weekly, James reveals early-stage discoveries, takeover signals, and commodity shifts that could set off the next big run in ASX mining stocks.
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...Or for your financial adviser to ‘discover’ these opportunities.
By then, the early-positioning window will have closed.
Because the market forces you’ll learn about in our presentation are moving markets right now:
Money is flowing NOW.
Stock prices are moving NOW.
Meaning your window for early positioning is closing fast.
Every day, more investors wake up to what's happening.
Every week could mean paying higher prices for the same opportunities.
Watch our presentation now — while you still have the chance to position before this breaks to the masses.
Know this:
A major shift in global trade policy has positioned Australia as America's strategic minerals supplier.
US capital is now on the move.
Mining stocks are moving.
And four specific companies sit right in the crosshairs of this opportunity.
These companies control strategic assets.
They are positioned to capture government-backed capital flows.
And they could become acquisition targets as majors race to secure supply.
You don’t want to be sitting here next year thinking, ‘If only I’d acted when I had the chance.’
Watch our presentation now and get our complete investment analysis — before the opportunity passes you by.
Simply type your email address in the box below and hit the button...
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 do not include taxes, brokerage commissions, or associated fees. Please seek independent financial advice regarding your particular situation. 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.