copper

Latest news and analysis on copper

Commodities

China lights a fuse under the copper producers

Geologist James Cooper sees strong value amongst copper juniors... With recent stimulus from China this theme is growing stronger.
James Cooper
Fat Tail Investment Research
Investment Theme

Rio Tinto’s near billion-dollar spend on this sector

Despite recent concerns, the Aussie market reached a two-month high, presenting potential for growth.
RIO
Callum Newman
Fat Tail Investment Research
Commodities

5 things you should know about ASX-listed battery metal stocks

Summarising some of the spiciest takeaways from five analyst and fundie interviews about lithium, copper, rare earths, graphite and nickel.
AKE
LLL
+3
Kerry Sun
Livewire Markets
Commodities

Lack of critical metals set to derail the green energy transition

Based on current output we'll need almost 10,000 years’ worth of lithium production condensed into 20-30 years ... Achievable?
+3
James Cooper
Fat Tail Investment Research
Commodities

Why the commodities rally may not last much longer (and what it means for ASX materials stocks)

The ASX materials index is up marginally so far in 2023, but UBS says downside may be on the horizon.
BHP
FMG
+2
Hans Lee
Livewire Markets
Equities

Investors urged to get set in copper ahead of 2025 price run

Plus, frenzy over Nimy’s results show lithium exploration is back in favour, which is good news for Cygnus ahead of its maiden resource.
29M
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities
Sponsored

An undervalued small cap copper play with the second largest resource on the ASX

Xanadu Mines is an emerging copper developer with a Contained Copper resource second to only Sandfire. But with a market cap of just $80m.
29M
BHP
+2
Kerry Sun
Livewire Markets
Commodities
Sponsored

Seize long-term opportunities in copper amid short-term weakness

Discover the long-term investment potential in the copper market despite short-term weaknesses.
BHP
GLE
RIO
+1
James Cooper
Fat Tail Investment Research
Commodities

Why copper's long-term outlook is getting hard to ignore

How do investors navigate copper's near-term uncertainty to capitalise on its long-term opportunity?
29M
A1M
+2
Kerry Sun
Livewire Markets
Equities

Pound-for-pound, copper explorer Hammer is nailing the value proposition

Plus, the response to Gascoyne Gold’s bumper results at Never Never is curiouser and curiouser. And Bellavista hits 7.5% zinc in WA.
BGL
BHP
+5
Barry FitzGerald
Independent Journalist
Commodities

2023…Sitting in the Eye of the Inflationary Storm (Part Two)

Yes, the world needs to end its reliance on fossil fuels, but we still live in an oil economy.
James Cooper
Fat Tail Investment Research
Commodities

5 prevailing tailwinds supporting commodities

This wire discusses why we believe that investors who see through negativity around commodity prices will be rewarded in the long-term.
+2
Matthew Langsford
Terra Capital
Commodities

How to play the commodity supercycle, according to Longview Economics

Brad Waddington and Longview Economics provide their insight into the commodity super-cycle, and how to value some of its major components
William Heine
Livewire Markets
Investment Theme

Why Global X is betting on this trillion dollar investing megatrend

Decarbonisation is one of the biggest trends of our time and Global X ETFs has exposure in over a fifth of its products. Here's why.
Sara Allen
Livewire Markets
Commodities

2023…Sitting in the Eye of the Inflationary Storm (Part One)

The inflation problem is far from over. With energy shocks on the horizon, 2023 may simply be the eye of a longer-term inflationary storm.
James Cooper
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: 3 hot copper stocks (and 2 high-conviction calls)

In this episode, Eley Griffiths Group's Tim Serjeant and Tribeca Investment Partners' Todd Warren analyse five resources stocks.
A1M
A4N
+4
Buy Hold Sell
Livewire Markets
Equities

OZ shareholders may have left much copper in the bush by taking BHP’s bird in the hand

But a new generation of juniors like Caravel offer them a way back into the copper game – with much more leverage.
29M
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities

How to invest for the emerging copper boom

As a former geologist hunting for copper deposits in Australia and Africa James Cooper details how you can capitalise on the coming boom
BHP
+1
James Cooper
Fat Tail Investment Research
Equities

Rare earths in abundance for RareX as resource soars 500%

Plus, Antipa’s juicy inventory and Sunstone’s bumper discovery hole of 177m at 1.1gpt AuEq highlight big upside in gold-copper juniors.
BHP
IGO
+4
Barry FitzGerald
Independent Journalist
Equities

Coda positions Elizabeth Creek for widely anticipated 2025 copper bull run

Study reveals huge leverage for $30m junior with 20% jump in copper price boosting NPV to $1b. Plus, gold equities and the battle for Mincor
BGL
BHP
+7
Barry FitzGerald
Independent Journalist
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