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Thread: Copper Company?

  1. #281
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    Yes, as much as I like the idea of EVs taking over, my guess is it will be a couple of decades before we see significant numbers of EVs through out the world. I recently bought NZ Refining because I still see petroleum being a huge part of our lives until well after I've died.

    One advantage of BHP is that it allows me to have a bob each way. Its gets 18 per cent of its revenue from petroleum but of course its main business is metals including copper.

  2. #282
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    Quote Originally Posted by Joshuatree View Post
    HGO, OZL, STM , DGR are some of the Aus Cu stocks on my list im looking at
    HAV worth a look too

  3. #283
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    Thanks.Have you done much research on HCH esp re the costs of mining which i havnt found atp.

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    FWIW a friend( who specialises in small mining stocks in aus and who i rate very highly) was in HCH a while back and had a lucky escape , selling his shares on time. IRR of only 15% and scathing of at least one director, avoid is his opinion . It looks like a rinse and repeat stock which may suit some traders but not me

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    Bought some MOD today @ 46c hopefully as a longer term investment.

  6. #286
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    T/H for MOD re significant drill results

    Download Document 2.16MB

  7. #287
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  8. #288
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    NZC Copper/ Cobalt 12 month timeline to production. Sub 300 million shares (undiluted)

    S/P has bounced from sub 20c to 33c i hold, DYOR

    Copper price looks to have bottomed but may be a fakeout.Up 1.29% month down 6.53% 1 year

    • Lithium-ion batteries typically employ a ratio of 60% nickel to 20% manganese and 20% cobalt (6:2:2): cobalt contributes 60% of the value of lithium-ion batteries

    Download Document 4.97MB





    Explorer MOD , Cu with Ag credits not doing so well for me atm. Well down.

    Presentation from Diggers and Dealers conference
    Download Document 4.97MB












    Last edited by Joshuatree; 27-09-2018 at 10:29 PM.

  9. #289
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    https://oilprice.com/Energy/Crude-Oi...In-Common.html

    Copper is where its at:

    "Can copper producers effectively supply electrification of the transportation sector in the coming decades?
    Rio Tinto, EMR Capital, and BMO Capital Markets have all expressed concern about copper supply in the coming decades. Earlier this year, CRU Analyst Hamish Sampson provided a stark supply outlook stating that only if every single copper project currently in development or being studied for feasibility is brought online before then, including most discoveries that have not yet reached the evaluation stage, the market could meet projected demand. The forecast suggests that copper production could plummet from current levels of roughly 24 million metric tons per year to just 12 million in 2034. Two hundred copper mines are expected to reach their productive end-of-life by 2035."
    Last edited by Bobdn; 29-09-2018 at 12:15 AM.

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    MOD , Cap raise $5 mill @ 24c for holders. $10 mill raised @ 30c from Instos plus Sandfire lob first bid @ 38c. Let the games begin. Download Document 168.73KB

  11. #291
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    Good time to be looking around at copper companies again, SFR already bought out TLM its JV partner, is this the start of SFR/OZL snapping up on the cheap, copper pricing hasn't been strong of late despite it future looming supply deficits.

    CZI still looks far too cheap, but OZL are already funding them, takeover at some point seems logical.

    I sold HCH at a loss, just not enough attention to attract a bigger partner and the capex requirements to unloc value from their gold/copper JORC resource

  12. #292
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    Default Currently holding MAG-AGC-CNB-LRS for copper upside

    Last edited by JBmurc; 15-04-2021 at 02:32 PM.
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  13. #293
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    Copper is so crucial in electrifying the global economy that finding enough of it has become a national security issue, according to mining magnate Robert Friedland.

    Mining companies will have to be “real heroes” and governments will need to accept the industry if the world is to successfully transition to clean energy and transport, said Friedland, founder and co-chairman of Ivanhoe Mines Ltd., which explores and develops mines in Africa. The world is yet to grasp the scale of disruption in replacing fossil fuels, with most people in urban areas unaware of where materials in everyday life come from, he said.
    People don't have ideas, ideas have people

  14. #294
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    I did a bit of research on copper investment potential the other day.
    There's a strong case for it - well summarised here
    https://www.livewiremarkets.com/wire...hree-big-plays

    But also a very compelling counter argument, brilliantly made here:
    https://www.livewiremarkets.com/wire...copper-edition

    Not sure which way to go - comments welcome!

  15. #295
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    Quote Originally Posted by DarkHorse View Post
    I did a bit of research on copper investment potential the other day.
    There's a strong case for it - well summarised here
    https://www.livewiremarkets.com/wire...hree-big-plays

    But also a very compelling counter argument, brilliantly made here:
    https://www.livewiremarkets.com/wire...copper-edition

    Not sure which way to go - comments welcome!
    Yes always two sides of a story .. personally I believe more in the former .. many major Copper Mines are seeing grades dropping in Chile ..and because of the commodities BEAR market over the previous decade.. there was much lower investment in exploration and as mine development can take 10-15 for a major mine to production .. I don't think we will see demand being meet ...if the world continues down the path of updating and increased electrification .... many Nations want to ban ICE autos from as early as 2030 !! more EVs more, Large TVs , More tech overall robots etc

    SP500 Vs Commodities ratio certainly doesn't show Commodities overvalued to the SP500 market
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  16. #296
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    KMT ever hopefully 😂

  17. #297
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    I hold SVY and ICG for copper/gold. Stavley is more advanced than ICG, but ICG has some excellent tenements in Peru, and NT, Aust

    prices at close Friday SVY 61 cents, ICG 12.5 cents
    Last edited by Xerof; 17-04-2021 at 05:06 PM. Reason: pricing stake in the ground for future performance

  18. #298
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    My biggest holding now is CYM, worth a look. Interesting @jbmurc I hold cnb too.

  19. #299
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    Quote Originally Posted by Lion_graf View Post
    My biggest holding now is CYM, worth a look. Interesting @jbmurc I hold cnb too.

    Yes most copper focused companies should continue to get market interest.... will have a closer look when I next get a chance
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  20. #300
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