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Equivest ⚒️💎 Profile picture
@equivest_explor
Aug 25, 2022 • 4 tweets • 2 min read • Read on X
1/x
 Out of 111 significant/major #discovery announcements on #ASX only 12% delivered returns greater than 200% after holding for 12 months.

Key learnings for #portfolio below ⬇️ Image
2/x
 1. You need a good strategy for separating winners 🏅 from losers 💰.

2. You need to know what winners look like at an early stage. Know what size, grade, geology etc. you are looking for.

If you need help with this I run the course for non geologists.
3/x
 If you are not good at above 2 points then the size of portfolio actually matters.

Check out analysis by @StrategiesQuant in the thread below ⬇️

4/x
 Important to take time to find your edge and master this skill 🧘‍♀️

In a search for consistent alpha in explores space, me and Erlend are trying to combine my geology stock picking and his quant skills.

🕵️‍♀️👨‍🏫 Two geeks on the way to hopefully crack the code.

• • •

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More from @equivest_explor

Equivest ⚒️💎 Profile picture
Jul 11, 2023
IEA report on Critical Minerals is out.

Good summary of the battery metals market - recommend to read. A bit too positive on supply side in my opinion.

Some of the most impactful figures below 🧵
Clean energies are already taking large share of battery metals supply. Lithium is definitely in the lead.
Battery metals now have 320 Bln usd market and doubled in size in the last 5 years.
Read 8 tweets
Equivest ⚒️💎 Profile picture
Apr 16, 2023
1/12
🧵90% of junior explorers lack a clear Exploration Strategy.

What is it?
Why do you need one?
And what are some examples? Image
2/12
Let's start with what a strategy is in the business terms.
3/12
💡HBR on strategy.
"A business strategy defines what an organization does differently from or better than rivals to create unique value."

"Strategy involves a clear set of choices that define what the firm is going to do and what it’s not going to do."
Read 12 tweets
Equivest ⚒️💎 Profile picture
Apr 10, 2023
1/x Geophysics is a powerful tool in mineral exploration, but many investors and geologists struggle to interpret its results.

🧵Here's a simplified explanation of how it works:
2/x Geophysics is the only tool that allows us to see below the surface of the Earth. With seismic and tomography methods, we can peer tens to hundreds of kilometers deep.

Check out the example of tomography imaging below 😲. Source: https://blogs.egu.e...
3/x In mineral exploration, higher-resolution methods are required. Magnetics, gravity, electro-magnetics, and IP are some of the most commonly used techniques - you've probably seen them all in junior companies NSRs.

But what do they measure? And how can we use them?

PART1
Read 10 tweets
Equivest ⚒️💎 Profile picture
Feb 7, 2023
🧵Compilation of 20+ viral #mining #exploration posts.

Please retweet to help other investors learn and make the industry better 💪 Image
Which regions generate most discoveries?

Lessons learned from looking at 500+ #explorers.



Also in video format
Read 20 tweets
Equivest ⚒️💎 Profile picture
Jan 19, 2023
Over the last years, we have actively speculated in #exploration sector.

Our approach has changed over time.
One of our strategies is to participate early on in discoveries.

🧵👇Tips on how to do it below.
Step #1: Stay up to date with exploration results announcements EVERY day.

For us #ASX and #TSX takes 10-20 min per day.
Success here comes down to:
• Know what you look for e.g. 20m @ 3% Cu
• Do not get distracted by noise
• You get faster over time
• Automate 😍
Step #1 cont.: Why EVERY day?

We missed the good announcements before. Most of the days nothing happens, but you do not want to miss the 200% move.

How to read announcements faster: equivest.capital/post/over-the-…
Read 10 tweets
Equivest ⚒️💎 Profile picture
Jan 13, 2023
1/6 Most of the new #discovery announcements and good first holes ends up as a minor discovery.

How to spot significant discoveries as an investor?
2/6 Three steps to follow🪜:

1) Study significant discoveries
2) Study the failed discoveries
2) Learn the essentials of geology

Let's dig in.
3/6 Do the following:
• Select commodity of interest e.g. #copper #nickel #uranium #gold
• Study top discoveries made in the last years
• Look at announcements (grades, footprint, structures, geophysical anomalies etc.)
• Put it into a system
Read 6 tweets

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