Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 15 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Post Results FY24: Mine-By-Mine Plan Production + Commentary on Copper From Global Listed Companies

Copper Tracker 24th March 2025: China "Special Action Consumption Plan"/Comex Spreads Stratospheric

Copper Tracker 14th April 2025: Green Shoots Emerging After the Trump Tariff Fiasco

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Commodities

<ul>
<li>
<a href="https://www.smartkarma.com/entities/first-quantum-minerals-ltd" target="_blank" data-smartkarma-citation="entities:25362:1" rel="noopener">First Quantum Minerals (FM CN)</a> reported their Q1 results, and <a href="https://www.smartkarma.com/entities/antofagasta-plc" target="_blank" data-smartkarma-citation="entities:21814:1" rel="noopener">Antofagasta PLC (ANTO LN)</a> reported their first quarter updates. </li>
<li>Due to the base effect, <a href="https://www.smartkarma.com/entities/antofagasta-plc" target="_blank" data-smartkarma-citation="entities:21814:1" rel="noopener">Antofagasta PLC (ANTO LN)</a> first-quarter production numbers looked strong, with copper/gold production coming in at 20%/29% YoY.</li>
<li>
<a href="https://www.smartkarma.com/entities/first-quantum-minerals-ltd" target="_blank" data-smartkarma-citation="entities:25362:1" rel="noopener">First Quantum Minerals (FM CN)</a> production was down by 2% YoY, but was expected as the company has lower production from the Sentinel mine.</li>
</ul>



First Quantum Minerals (FM CN) reported their Q1 results, and Antofagasta PLC (ANTO LN) reported their first quarter updates. 
Due to the base effect, Antofagasta PLC (ANTO LN) first-quarter production numbers looked strong, with copper/gold production coming in at 20%/29% YoY.

First Quantum Minerals (FM CN) production was down by 2% YoY, but was expected as the company has lower production from the Sentinel mine.


Antofagasta (ANTO LN) And First Quantum Minerals (FM CN) Q1 Updates