copper

Latest news and analysis on copper

Equities

Beament delivers sermon on Northern Star history repeating in depleted copper sector

Centaurus pitches a counter-cyclical nickel opportunity and emerging gold producer Javelin set to make more than its market cap in a year.
+3
Barry FitzGerald
Independent Journalist
Equities

PLS and LYC are overvalued, yet FMG and BOE are cheap… ASX mining stocks valuation insights

What is the best way to find value in the ASX mining sector? This handy valuation tool offers a quick way to compare your favourite stocks.
BHP
BOE
CXO
+17
Carl Capolingua
Livewire Markets
Equities

Copper price must rise to overcome supply deficit, warns BHP

The strong outlook is driving investor interest and M&A activity among juniors, as shown by Coda’s rise and the PolarX-Northern Star deal.
BHP
+6
Barry FitzGerald
Independent Journalist
Commodities

Copper M&A set to get hotter as industry players look for more exposure ahead of supply deficits

Trump’s tariff backdown hit the price but supply-demand themes remain strong; Sunstone among potential targets; ETM's Spanish acquisition.
BHP
HCH
+4
Barry FitzGerald
Independent Journalist
Commodities

Trump’s copper tariff winners, and what it means for BHP, Rio

A 50% tariff, whether by accident or design, may prove the magic number to lift US copper prices above long-term incentive pricing.
BHP
RIO
+1
David Tuckwell
ETF Shares
Commodities

The greatest ever copper trade

Bloomberg is talking a once-in-a-generation copper trade. Get ready to be sold to! Traders want you to take the other side of this trade.
Damien Klassen
Nucleus Wealth
Commodities

Copper breaks out: Are you positioned?

Last week, I wrote about the need to be on high alert for a copper breakout. This week, copper is breaking out.
James Cooper
Fat Tail Investment Research
Commodities

Copper breaks all-time highs: Were you watching the mining insiders?

I outline why critical metals (like copper) are on the verge of following the early 2000s iron ore playbook.
James Cooper
Fat Tail Investment Research
Commodities

The US dollar is tanking! What it means for gold, copper, Bitcoin, and the global economy

A sliding US dollar could reshape global markets – here’s what it means for commodities, Bitcoin, and the investing landscape ahead.
29M
BHP
FMG
+6
Carl Capolingua
Livewire Markets
Equities

Magnetic field descends on rare earths stocks as shortages hit critical lows

Great timing for O’Keeffe-backed Mont Royal and its deal on a big rare earths project; Copper-gold explorer Cygnus runs ahead of assays.
+4
Barry FitzGerald
Independent Journalist
Equities

Cutting-edge assay group winning friends in high places with promises of faster, safer tests

Among the believers is Bill Beament, who reckons he is also on to a big winner at Develop’s rejuvenated Sulphur Springs zinc-copper project.
+3
Barry FitzGerald
Independent Journalist
Equities

Rise of the machines: How 1 billion humanoid robots by 2050 will drive a surge in critical minerals demand

Humanoid robots are coming in a big way, according to a major research firm, and we’re going to need far more critical minerals as a result.
BHP
+4
Carl Capolingua
Livewire Markets
Equities

Big predators start consuming under-valued copper companies as disconnect to metal price rolls on

Following Xanadu and New World bids, takeover spotlight swings to Sunstone and Coda; Plus, AusQuest about to resume copper drilling in Peru.
AQDN
BHP
+7
Barry FitzGerald
Independent Journalist
Commodities

Trade truce switches investor focus from gold to copper and uranium

Expect copper M&A to trickle down; FireFly unveils more bumper copper results, illustrating disconnect between share prices and the metal.
BHP
BOE
+2
Barry FitzGerald
Independent Journalist
Equities

Copper stocks lagging red metal’s strong price, fuelling M&A talk

The disconnect is highlighted by fast-growing FireFly; Bellevue Gold offers investors two ways to win: strong free cashflow or a take-out.
BGL
Barry FitzGerald
Independent Journalist
Commodities

Develop’s valuation comes to the fore as extent of production and cashflow outlook emerges

Successful re-start at Beament-led miner comes amid growing interest in copper assets; Boss’ stellar ramp-up enough to make the shorts choke
BOE
MAC
Barry FitzGerald
Independent Journalist
Commodities

The AI-driven supercycle in energy transition metals

AI's growth and the energy transition are set to spark a mineral supercycle - reshaping industries and straining supply chains.
Vinnay Cchoda
Betashares
Commodities

Talisman’s juicy iron ore royalty enabling it to roll dice on big exploration plays

Tough market for raisings is irrelevant to Harmanis-controlled junior; Gold project falls into Nordic’s Lap-land; Rare earths stocks bounce.
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities

Gold rips as Genesis’ growing reserves point to early arrival at 400,000 oz milestone

Plus, copper-gold explorer FireFly storms back from sell-off as market starts to grasp production potential.
ASL
+7
Barry FitzGerald
Independent Journalist
Equities

Activist investor says Rio Tinto shares could jump 27% if it dumps London listing, demands AGM motion

Palliser Capital says Aussie investors could snaffle more franking credits and a higher share price if Rio leaves London.
BHP
RIO
Tom Richardson
Livewire Markets
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