POPA Recon✅Copper breakout starts, investment destination? source
✅Copper breakout starts, investment destination? source 1. Large copper stocks, base play $FCX, $SCCO, $TECK - Large-scale production capacity, low cost assets, and strong cash flow are key - Copper Price Rise Most Directly Reflects On Earnings - [Copper price rise = cash flow leverage] is the simplest 2. Growth stocks expand production $HBM, $ERO, $LUNMF - Section with production base and expansion/expansion pipeline - Beta Higher Than Large Stock, Lower Risk Than Development Stock Medium - If Copper Prices Hold At High Levels, There's Room for Value Re-Rating 3. Goveta section also has r…
The excerpt is quoted from a public Telegram channel, which owns its text.