@CosmoSturge

Economics, investing, homebrewing and chilli farming

 London
Joined September 2014
  • Tweets189
  • Following637
  • Followers177
36Media
The recent breakout by #gold puts precious metals miners in the spotlight. History suggests a strong period for gold and #silver equities may lie ahead. linkedin.com/pulse/gold-has-…

Gold has hit new highs – But is the rally just getting started for miners?

Recent months have seen the gold price move decisively into a higher trading range, and momentum return to the precious metals mining sector following three years of consolidation. Gold has risen c.

linkedin.com
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Vital elements for #NetZero – Can miners meet soaring demand forecasts for critical metals? #investing linkedin.com/pulse/vital-ele…

Vital elements for Net Zero – Can miners meet soaring demand forecasts for critical metals?

As the scale of the clean energy transition becomes increasingly clear across industry, media and political discourse, so does its transformational impact on the natural resources sector. Ambitious...

linkedin.com
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Fuelling the green energy transition – The forecast #lithium boom puts miners in the spotlight linkedin.com/pulse/fuelling-… #investment

Fuelling the green energy transition – The forecast lithium boom puts miners in the spotlight

Since emerging as one of the most critical commodities of the decade, lithium has attracted heightened attention from investors, industry and governments. As economies transition from fossil fuels to...

linkedin.com
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Enabling #NetZero and protecting wealth – Will miners be a bright spot in 2023? #commodities #gold #investment linkedin.com/pulse/enabling-…

Enabling Net Zero and protecting wealth – Will miners be a bright spot in 2023?

Global financial markets were shaken by a range of troubling economic and geopolitical events during 2022. From the war in Ukraine and the ensuing energy crises, to rampant inflation globally in the...

linkedin.com
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Rare Earths - A scramble for supplies, an opportunity for investors #mining #investing #RareEarths linkedin.com/feed/update/urn…

Rare Earths - A scramble for supplies, an opportunity for investors | Baker Steel Capital Managers...

Latest article from Baker Steel's team - #mining #investing #rareearths

linkedin.com
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Cosmo Sturge retweeted
Proactive
@proactive_x16 Sep 2022
$BSRT Baker Resources 'well-positioned' to weather short term storm tinyurl.com/2ogzbx8y @bsrt_bakersteel #BSRT

Baker Steel Resources 'well-positioned' to weather short-term storm

"We will look to diversify the portfolio into new investments in 2023 as well as considering the potential for another tender offer," said chairman Howard Myles

themarketreporter.co.uk
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In volatile times, investors seek comfort in simple and safety. James Withall talks with @CruxInvestor on the super simplicity of the Ikkari gold deposit and how gold remains a safe haven. youtube.com/watch?v=eurqsQyM…
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#Gold weathering the storm - Have we seen the bottom? linkedin.com/feed/update/urn…
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Cosmo Sturge retweeted
BSRT@BSRT_BakerSteel21 Jul 2022
Great to announce #BSRT's agreed sale, with a net smelter royalty, of the Bilboes Gold project. A combined effort by Baker Steel, @CaledoniaMining and Bilboes. A positive outcome for the companies involved and the gold mining industry in #Zimbabwe. $BSRT #GOLD #Mining #Africa
Caledonia Mining Plc@CaledoniaMining21 Jul 2022
Caledonia announces that it has signed an agreement to purchase Bilboes Gold Ltd in Zimbabwe for ~$53.28mill. "This is a transformational asset for Caledonia, as we embark on the next step in our journey to become a multi-asset, mid-tier gold producer." says CEO #GOLD #Zimbabwe
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Global markets at an inflection point – The new commodity supercycle is just getting started #mining #gold #investing linkedin.com/feed/update/urn…
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Covering #Copper, #Cobalt, #Lithium and strategic #RareEarths, an interesting read highlighting some points Baker Steel's specialist investment team have been discussing for some time. Our team's take on the challenges ahead, and more, here: bit.ly/3lIUYbq #energycrisis

Baker Steel Capital Managers

Baker Steel is a specialist fund manager offering a range of funds in 
the natural resources, gold and precious metals sectors.

bakersteelcap.com
The Telegraph
@Telegraph24 May 2022
🔴 Europe’s leaders are increasingly worried that the EU will jump from the frying pan into the fire as it breaks dependence on Russian fossil fuels. Ambrose Evans-Pritchard reports from Davos 👇 telegraph.co.uk/business/202…

China's dominance of critical minerals may be as dangerous for Europe as Russia's energy weapon

Europe has woken up very late to the global scramble for critical materials

telegraph.co.uk
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Graphite – The diamond in the rough at the centre of the battery revolution. #mining #commodities linkedin.com/feed/update/urn…
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Growing gold in the cold: Crux’s Matthew Gordon interviews James Withall on snowy site near our 3.9Moz Ikkari gold discovery in Finland on the 2nd anniversary of its first drill hole to talk about the next milestones at both Ikkari and regional targets. ow.ly/gBG050IAco6
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Our outlook for the year ahead, covering the key themes for #investors in the precious metals and natural resources equities markets and asking the question – which #metals will shine in 2022? Read the full article here: bit.ly/3Gohcrc #markets #mining
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New drilling strengthens Ikkari resource, demonstrates satellite deposit potential and introduces high-grade copper. ow.ly/7mir50H1qwp
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Some insight from managing partner and fund manager, Mark Burridge, with today's virtual appearance at the @MinesAndMoney conference #minesandmoney
RGN Magazine@RGNonline1 Dec 2021
Replying to @RGNonline
“We get a sense that there is a new discipline in the mining sector, which is very encouraging when it comes to value-accretive M&A deals,” Burridge says @BakerSteelCap @MinesAndMoney #minesandmoney
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Our latest thoughts on investing in #gold in a new era of increased #inflation – what does this mean for real assets and precious metals? Read the full article here: bit.ly/3rjH4kc #markets #metals #mining
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Cosmo Sturge retweeted
BSRT@BSRT_BakerSteel4 Nov 2021
See our latest interview with Francis Johnstone and Cosmo Sturge covering the recent developments in #BSRT including the @TungstenWest IPO and other upcoming project milestones. As always, great to chat with @Katie_Proactive and the @proactive_UK team #mining #resources #tungsten
Proactive
@proactive_x4 Nov 2021
$BSRT Baker Steel Resources Trust 'select high quality companies and ultimately shareholder returns' tinyurl.com/yzmwmfch @bsrt_bakersteel #BSRT #Katie_Proactive
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Investing in #recycling alongside miners - Read the latest thoughts from Baker Steel's team
Baker Steel Capital Managers@BakerSteelCap12 Oct 2021
Read our latest thoughts on investing in #recycling of strategic metals, sustainable supply chains and the critical materials needed for the green revolution bit.ly/30aCclK #green #future #metals #sustainability #greenrevolution
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Thank you @TungstenWest for a fascinating site visit to the historic Hemerdon tungsten/tin mine – the #BakerSteel team are delighted to be back on site and to see such encouraging progress at this world-class strategic asset
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