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Oil and Gas Investments Bulletin

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As you read this story, you will learn more about the GUTS, the physical manufacture, of AI components than you ever needed to know.

And it leads to the cheapest AI stock that I see–ASE Technology Holdings. I think it’s fair to call ASE Semiconductor the little brother of Taiwan Semiconductor, TSM-NYSE.

See if you agree with me:


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The writing is on the wall for Canadian listed Colonial Coal. On Nov 10 2025, CEO David Austen put out a press release saying talks had accelerated in his efforts to monetize shareholder value–which could come in the form of

selling the company or selling just one of his two big assets partnering with a major or SEO–State Owned Enterprise or something completely differen...

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Build an AI megafactory and you’ll need a copper mine to match. The latest hyperscale data centers designed to handle AI workloads are orders of magnitude larger than the server farms of a decade ago.

Older facilities might consume 5–15 thousand tons of copper in wiring, busbars, transformers and cooling equipment. Next generation AI campuses can swallow up to ...


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We are in a rare earth/critical mineral mania. Rare earth elements (REE) and critical mineral (CM) stocks have been on fire.

The VanEck Rare Earth and Strategic Metal ETF (REMX – NYSE) doubled in under 4 months prior to pulling back earlier this month.

Source: Stockcharts.com

As an “old-time investor” in mining stocks, let me shar...


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If I had done NOTHING in the last 30 years of investing except buy the stocks out of the Lundin Group of Companies, I would be a very very wealthy man.

And I would have done it with so much less stress! This storied mining family, from Sweden, have built many mines and sold a few of their projects to majors. They’re also big into oil and gas and to a d...


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