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21-01-2019, 10:46 PM
#291
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
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15-04-2021, 02:31 PM
#292
Currently holding MAG-AGC-CNB-LRS for copper upside
Last edited by JBmurc; 15-04-2021 at 02:32 PM.
"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu
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15-04-2021, 05:11 PM
#293
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.
"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu
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15-04-2021, 06:18 PM
#294
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!
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16-04-2021, 07:48 PM
#295
"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu
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16-04-2021, 08:04 PM
#296
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17-04-2021, 04:42 PM
#297
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
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17-04-2021, 05:57 PM
#298
Member
My biggest holding now is CYM, worth a look. Interesting @jbmurc I hold cnb too.
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18-04-2021, 11:10 PM
#299
Originally Posted by Lion_graf
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
"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu
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19-04-2021, 02:47 PM
#300
"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu
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