Paola Rojas
@paolarojas.bsky.social
Metals, stocks, tech. Investor, director. Corporate advisor to buy/sell side @synergyrescap.bsky.social $80M+ in deals. AAusIMM. Sydney-based, previously Chile/Argentina. +40K on Twitter/LinkedIn.
Pinned
Paola Rojas
@paolarojas.bsky.social
· Aug 14
If you’re a miner or investor:
- Get on our distribution list: No-nonsense, promising companies and valuable insights in your inbox
- Check out the Mining Investing Toolkit for weekly insights and educational tools
👇
linktr.ee/paola_rojas
- Get on our distribution list: No-nonsense, promising companies and valuable insights in your inbox
- Check out the Mining Investing Toolkit for weekly insights and educational tools
👇
linktr.ee/paola_rojas
Ex-China supply and refining capacity is essential to de-risk the whole supply chain.
Graphite, manganese and rare earths are the top 3 minerals needing Western support within the battery, grid and renewable bucket.
paolarojas.substack.com/p/the-new-i...
Graphite, manganese and rare earths are the top 3 minerals needing Western support within the battery, grid and renewable bucket.
paolarojas.substack.com/p/the-new-i...
September 3, 2026 at 1:30 AM
Ex-China supply and refining capacity is essential to de-risk the whole supply chain.
Graphite, manganese and rare earths are the top 3 minerals needing Western support within the battery, grid and renewable bucket.
paolarojas.substack.com/p/the-new-i...
Graphite, manganese and rare earths are the top 3 minerals needing Western support within the battery, grid and renewable bucket.
paolarojas.substack.com/p/the-new-i...
EV sales are recovering after seasonal lows.
Interesting to note, Europe sales had a strong bounce in March, as China recovers and increasingly focuses on exports.
Interesting to note, Europe sales had a strong bounce in March, as China recovers and increasingly focuses on exports.
August 20, 2026 at 1:27 AM
EV sales are recovering after seasonal lows.
Interesting to note, Europe sales had a strong bounce in March, as China recovers and increasingly focuses on exports.
Interesting to note, Europe sales had a strong bounce in March, as China recovers and increasingly focuses on exports.
OK everyone. The silver market is expected to be in a 46 Moz shortfall this year.
Price has as many reasons to remain strong and surprise to the upside in coming months.
Price has as many reasons to remain strong and surprise to the upside in coming months.
August 18, 2026 at 1:27 AM
OK everyone. The silver market is expected to be in a 46 Moz shortfall this year.
Price has as many reasons to remain strong and surprise to the upside in coming months.
Price has as many reasons to remain strong and surprise to the upside in coming months.
China is growing its power generation capacity at an unprecedented rate, now well beyond 3,000 GW, cumulative.
Meanwhile, the US has been moving very slowly.
Whoever wins, massive copper requirements ahead for both.
Meanwhile, the US has been moving very slowly.
Whoever wins, massive copper requirements ahead for both.
August 14, 2026 at 4:54 AM
China is growing its power generation capacity at an unprecedented rate, now well beyond 3,000 GW, cumulative.
Meanwhile, the US has been moving very slowly.
Whoever wins, massive copper requirements ahead for both.
Meanwhile, the US has been moving very slowly.
Whoever wins, massive copper requirements ahead for both.
If you’re a miner or investor:
- Get on our distribution list: No-nonsense, promising companies and valuable insights in your inbox
- Check out the Mining Investing Toolkit for weekly insights and educational tools
👇
linktr.ee/paola_rojas
- Get on our distribution list: No-nonsense, promising companies and valuable insights in your inbox
- Check out the Mining Investing Toolkit for weekly insights and educational tools
👇
linktr.ee/paola_rojas
August 14, 2026 at 3:10 AM
If you’re a miner or investor:
- Get on our distribution list: No-nonsense, promising companies and valuable insights in your inbox
- Check out the Mining Investing Toolkit for weekly insights and educational tools
👇
linktr.ee/paola_rojas
- Get on our distribution list: No-nonsense, promising companies and valuable insights in your inbox
- Check out the Mining Investing Toolkit for weekly insights and educational tools
👇
linktr.ee/paola_rojas
There is substantial value to capture among mid-tier silver producers, those producing 3-20 million ounces.
And even more, in some newer or smaller producers that are on track to reach the lower end of the range, likely over the medium term.
paolarojas.substack.com/p/the-case-...
And even more, in some newer or smaller producers that are on track to reach the lower end of the range, likely over the medium term.
paolarojas.substack.com/p/the-case-...
July 7, 2026 at 4:12 AM
There is substantial value to capture among mid-tier silver producers, those producing 3-20 million ounces.
And even more, in some newer or smaller producers that are on track to reach the lower end of the range, likely over the medium term.
paolarojas.substack.com/p/the-case-...
And even more, in some newer or smaller producers that are on track to reach the lower end of the range, likely over the medium term.
paolarojas.substack.com/p/the-case-...
From atoms to algorithms: investing in the next industrial revolution.
The world is electrifying at an increasing pace. This is fuelling unprecedented demand for key metals and vast amounts of energy.
Read in full:
x.com/paola_rojas...
The world is electrifying at an increasing pace. This is fuelling unprecedented demand for key metals and vast amounts of energy.
Read in full:
x.com/paola_rojas...
Paola Rojas 🐝 (@paola_rojas) on X
From atoms to algorithms: investing in the next industrial revolution
x.com
June 16, 2026 at 9:12 PM
From atoms to algorithms: investing in the next industrial revolution.
The world is electrifying at an increasing pace. This is fuelling unprecedented demand for key metals and vast amounts of energy.
Read in full:
x.com/paola_rojas...
The world is electrifying at an increasing pace. This is fuelling unprecedented demand for key metals and vast amounts of energy.
Read in full:
x.com/paola_rojas...
I reckon these miners will transform the copper market
(and give top majors a wild run for their money)
(and give top majors a wild run for their money)
I reckon these miners will transform the copper market
(and give top majors a wild run for their money)
paolarojas.blog
October 4, 2025 at 7:13 PM
I reckon these miners will transform the copper market
(and give top majors a wild run for their money)
(and give top majors a wild run for their money)
Believe it or not, I’m betting on these metals
Plus what we are watching this week, across commodities and stocks.
Plus what we are watching this week, across commodities and stocks.
Believe it or not, I’m betting on these metals
Plus what we are watching this week, across commodities and stocks.
paolarojas.blog
September 22, 2025 at 6:15 AM
Believe it or not, I’m betting on these metals
Plus what we are watching this week, across commodities and stocks.
Plus what we are watching this week, across commodities and stocks.
Here are 6 worthy REE stocks to grow your exposure (plus a juicy bonus)
Let's face it. Rare earths are smoking hot.
Let's face it. Rare earths are smoking hot.
Here are 6 worthy REE stocks to grow your exposure (plus a juicy bonus)
Let's face it. Rare earths are smoking hot.
paolarojas.blog
September 20, 2025 at 8:18 PM
Here are 6 worthy REE stocks to grow your exposure (plus a juicy bonus)
Let's face it. Rare earths are smoking hot.
Let's face it. Rare earths are smoking hot.
Call me crazy but I think this miner is just warming up
+100% YTD. Juicy. There are many reasons to like them but here are my favourites:
+100% YTD. Juicy. There are many reasons to like them but here are my favourites:
Call me crazy but I think this miner is just warming up
+100% YTD. Juicy. There are many reasons to like them but here are my favourites:
paolarojas.blog
September 6, 2025 at 8:30 PM
Call me crazy but I think this miner is just warming up
+100% YTD. Juicy. There are many reasons to like them but here are my favourites:
+100% YTD. Juicy. There are many reasons to like them but here are my favourites:
I dare you to read this and NOT invest in rare earths immediately
We are at a pivotal point for rare earths.
We are at a pivotal point for rare earths.
I dare you to read this and NOT invest in rare earths immediately
We are at a pivotal point for rare earths.
paolarojas.blog
August 23, 2025 at 8:15 PM
I dare you to read this and NOT invest in rare earths immediately
We are at a pivotal point for rare earths.
We are at a pivotal point for rare earths.
If you wanted 3 reasons to invest in gold, here they are:
- When everything is risky, gold *bloody* soars
- Producers will have record earnings in times of confusion
- Even the largest, safest, producers can give you substantial upside when markets are scared
Dig deeper:
x.com/paola_rojas...
- When everything is risky, gold *bloody* soars
- Producers will have record earnings in times of confusion
- Even the largest, safest, producers can give you substantial upside when markets are scared
Dig deeper:
x.com/paola_rojas...
August 19, 2025 at 9:14 PM
If you wanted 3 reasons to invest in gold, here they are:
- When everything is risky, gold *bloody* soars
- Producers will have record earnings in times of confusion
- Even the largest, safest, producers can give you substantial upside when markets are scared
Dig deeper:
x.com/paola_rojas...
- When everything is risky, gold *bloody* soars
- Producers will have record earnings in times of confusion
- Even the largest, safest, producers can give you substantial upside when markets are scared
Dig deeper:
x.com/paola_rojas...
Where are the mines of tomorrow coming from?
Let's breakdown current exploration strategies and investment trends.
Let's breakdown current exploration strategies and investment trends.
Where are the mines of tomorrow coming from?
Let's breakdown current exploration strategies and investment trends.
paolarojas.blog
April 12, 2025 at 8:21 PM
Where are the mines of tomorrow coming from?
Let's breakdown current exploration strategies and investment trends.
Let's breakdown current exploration strategies and investment trends.
My current sentiment in a nutshell:
Bullish short + long term
- copper
- gold
- silver
Bullish short + long term
- copper
- gold
- silver
February 18, 2025 at 11:10 PM
My current sentiment in a nutshell:
Bullish short + long term
- copper
- gold
- silver
Bullish short + long term
- copper
- gold
- silver
WEBINAR: A Uranium Giant In The Making | ATHA Energy Corp
- Uranium in Canada - Large portfolio across key basins - Well-funded, led by experienced management team
- Uranium in Canada - Large portfolio across key basins - Well-funded, led by experienced management team
WEBINAR: A Uranium Giant In The Making | ATHA Energy Corp
- Uranium in Canada - Large portfolio across key basins - Well-funded, led by experienced management team
paolarojas.blog
February 15, 2025 at 7:48 PM
WEBINAR: A Uranium Giant In The Making | ATHA Energy Corp
- Uranium in Canada - Large portfolio across key basins - Well-funded, led by experienced management team
- Uranium in Canada - Large portfolio across key basins - Well-funded, led by experienced management team
Reposted by Paola Rojas
In the madness of the world right now
This Notre Dame reopening ceremony is a beautiful moment of tranquility, hope & redemption
Also: Macron knows how to put on a good show
This Notre Dame reopening ceremony is a beautiful moment of tranquility, hope & redemption
Also: Macron knows how to put on a good show
December 7, 2024 at 6:24 PM
In the madness of the world right now
This Notre Dame reopening ceremony is a beautiful moment of tranquility, hope & redemption
Also: Macron knows how to put on a good show
This Notre Dame reopening ceremony is a beautiful moment of tranquility, hope & redemption
Also: Macron knows how to put on a good show
Any mining and energy investors here? Also mining executives (from juniors to majors and anything in between)?
I would like to find you all... if you're here.
I would like to find you all... if you're here.
November 27, 2024 at 7:00 AM
Any mining and energy investors here? Also mining executives (from juniors to majors and anything in between)?
I would like to find you all... if you're here.
I would like to find you all... if you're here.
Don’t plan to post here but thought I’d get an account because I was just curious 😅
November 12, 2024 at 12:26 PM
Don’t plan to post here but thought I’d get an account because I was just curious 😅