Critical Minerals and Energy Intelligence. Stay Ahead.
Greed, Guts and Glory
I’ve been involved in debt and equity financings totaling more than US$2 billion.
I’ve sat at the table in strategic private placements, equity and debt financings, M&A transactions, structured notes, and streams and royalties; I’ve collaborated closely with the largest global investment banks, law firms, and advisors, with deals spanning both public and private markets across North America, Europe, Asia, and Australia.
And now I’m sharing my experience — for greed and glory. Subscribe now.
Anthony Milewski

Notes from Mining Indaba, thoughts about the market and making money in 2025
Last week I found myself at a cocktail event in Camps Bay hosted by a large mining private equity firm, an Indaba tradition. As I stood looking out over the blue ocean with sea birds floating in the sky on a gentle breeze, a few brave souls surfing in the

Please God just give us one more bull market, I promise not to blow it this time
Crypto surge signals mining’s new bull run. Recently I was in Dubai for a series of meetings and a resources conference. One evening I found myself on the Ritz’s roof top bar sipping an ice cold Diet Coke and eating a wood fired peperoni pizza, two of life’s great pleasures.

Never fall in love. Never forget to sell. ABS is the key to making money.
As I round out my thoughts on many of the strategies and characteristics I use when reviewing a potential investment in the junior space, I want to reiterate a few important points covered in our recent newsletters: With these points in mind, we move on to perhaps the most

Psst, your mining CEO isn’t a “scumbag”, even if Twitter tells you so
Being a junior mining CEO is hard. Trust me I have the battle scars. This month I am going to share my thoughts on the modern junior mining CEO and how the position is changing dramatically. Hopefully this will help reframe how we think about these individuals and reevaluate who/how

The Art of Betting on Maybe, Junior Miners as an Options Trade
After kicking around the commodity sector for almost twenty years it still makes me laugh when I meet some guy running a small hedge fund (usually a fresh face kid out of New York or Connecticut) telling me he is a “value investor” looking at the mining space. The only