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Freeport Mcmoran (FCX US)
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United States
Freeport-McMoRan Inc. is an international natural resources company. The Company operates large, long-lived, geographically diverse assets with significant reserves of copper, gold, molybdenum, cobalt, oil, and gas.
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bullish
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Copper
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29 Jun 2024 17:39
Copper Tracker June 2024: Physical/Equity Screens And Trades For July
This brief insight summarizes Copper's performance and equities on our screens. We highlight our research and trades to explore for July.
Sameer Taneja
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398 Views
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bullish
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Copper
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28 Jun 2024 16:23
Southern Copper: In a League of Its Own
We initiate on Southern Copper (SCCO US), a high-quality copper play with assets in Peru and Mexico. Its long term ROCE >22% makes its a very...
Sameer Taneja
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420 Views
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bullish
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Copper
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28 Jun 2024 09:01
Copper Primer: What We Like About Copper And What to Play
We initiate with a primer on the copper sector. We elaborate on our fundamental rationale for being bullish on the metal and discuss different ways...
Sameer Taneja
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383 Views
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bullish
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Sumitomo Metal Mining
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21 May 2024 06:29
Sumitomo Metal Mining - A Shiny Mix of Gold, Copper and Nickel
This miner has extremely conservative forecasts, some scarcity value, and a strong balance sheet for potential future buybacks and dividends.
Rikki Malik
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330 Views
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bullish
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MMG
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20 May 2024 09:38
Mmg Limited 1208.HK - It's Got It All - Copper, EV's, and AI!
The stock is breaking out of a 3 year range today, with copper prices continuing to move up. We continue to like this stock and also Sumitomo...
Rikki Malik
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755 Views
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