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Geologist Lawrence Roulston, my partner in the Resource Opportunities newsletter

Two heartening signs of a buyers market in natural resources include Lundin Mining’s purchase of Candelaria for nearly $2 billion, and Glencore’s posturing for super major Rio Tinto.

Lundin and Glencore are entrepreneurial miners with large insider ownership.

In the case of Lundin, you have the Lundin Family Trust ponying up for $100 million in the Candelaria related financing, which will more than double the mid-tier’s 2013 copper output.

The Lundin’s have a track record of knowing what projects to buy, and when to sell them. Take Red Back Mining for example, which they sold to Kinross for $7.1 billion in 2010, at the height of the resources bull market (note Kinross’s market cap is just $4.1 billion today, how things have changed)

At Glencore, CEO Ivan Glasenberg, with roughly $6 billion worth of Glencore stock personally, wants to use his paper to gobble up the world’s second largest miner during the worst commodities environment in decades.

Both Lundin, and I am referring to family investment manager Lukas Lundin, and Glasenberg appear to be working overtime to grow their enterprises, and they have the time horizons (5+ years) to stomach another bad couple of years.

I am not smart enough to predict a bottom, but I do want to be on the same side of the trade as Lundin and Glasenberg.

We are prioritizing our favourite natural resource stocks in our Resource Opportunities newsletter, which has the benefit of Lawrence Roulston’s geological mind and over three decades of experience evaluating mineral projects, coupled with my own ear to the street. You should subscribe today because the landscape for investing in junior miners has arguably never been less competitive – after three straight years of brutal losses.

Subscribe to R.O. for $299 per year here and immediately get access to our latest research, which includes a report on a lesser known Lundin affiliated company we continue to be buyers of in the open market.

The market will turn eventually and we will be there… Consider joining us.