Copper production re-rated, and $Newmont Corp(NEM.AU$ is taking off! Could this mean the entire mining sector is about to explode?
it's time to shine a light on this undervalued gem! 🔍💰
it's time to shine a light on this undervalued gem! 🔍💰
Is it just the Iron and Nickel prices that is hurting mining atm? Seems like Copper and Uranium are close to all time highs
$BHP Group Ltd(BHP.AU$
$BHP Group Ltd(BHP.AU$
1
"We expect to see further increases in [home and personal loan] arrears in the months ahead given continued pressure on real household disposable incomes," $CommBank(CBA.AU$ said in its quarterly trading update.
Green tis but a blip
Green tis but a blip
2
Facing $Newmont Corp(NEM.AU$ 's strong short-term performance, should I follow suit? Long-term risks versus short-term gains, which one should I prioritize? My heart is trembling in indecision! 😱💭
I would like to know how an individual can invest in copper for the long term. As I read that the demand for Copper is going to grow rapidly due to the increased usage in EVs and renewable energy generation.
Is there an ETF exists for copper related stocks ? Or I will be better off just buy up a bunch of companies dealing with copper like $BHP Group Ltd(BHP.AU$ , $Rio Tinto Ltd(RIO.AU$ etc.
Appreciate the input.
Is there an ETF exists for copper related stocks ? Or I will be better off just buy up a bunch of companies dealing with copper like $BHP Group Ltd(BHP.AU$ , $Rio Tinto Ltd(RIO.AU$ etc.
Appreciate the input.
After reading $Pilbara Minerals Ltd(PLS.AU$ 's March quarterly report, my heart is a little heavy. With lithium pyroxene production and sales growing so little, it's almost like it's staying put. 😫💔
Is it time to give up?
Is it time to give up?
1
COPPER just clocked a fresh 52 week high….Does the market even understand that NEWMONT ( $Newmont Corp(NEM.AU$ ) is now a serious COPPER miner with projected 2024 output of 150Kt? $BHP Group Ltd(BHP.AU$ $Rio Tinto Ltd(RIO.AU$
2
I am certainly not rushing to buy ,
I was buying in one portfolio during this debacle ( and reducing after the S32 demerger ).
The other portfolio has a smaller holding , but am willing to average down in that portfolio , as i think the 'mining super cycle is waning and BHP despite the current management will survive the coming downturn.
( I am buying BHP as a 'survival stock')
I think Buffet has a quote about great companies that can survive poor management. $BHP Group Ltd(BHP.US$
I was buying in one portfolio during this debacle ( and reducing after the S32 demerger ).
The other portfolio has a smaller holding , but am willing to average down in that portfolio , as i think the 'mining super cycle is waning and BHP despite the current management will survive the coming downturn.
( I am buying BHP as a 'survival stock')
I think Buffet has a quote about great companies that can survive poor management. $BHP Group Ltd(BHP.US$
3
BHP also produces smaller amounts of useful products like uranium and gold, but yes investing in BHP now, doesn't look so attractive ( at these prices ). however the main holding was bought before the S32 demerger, and therefore before the WDS spin-off, so that lot is looking OK ( on a 'return on investment' basis ), the smaller holdings bought in April 2023 are marginally in the green ( currently ) and will probably be 'averaged down ' in the meaningful dips.
Stoc...
Stoc...
1
The Australian share market looks set for a very positive session on Thursday following a great night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 41 points or 0.5% higher this morning. In late trade on Wall Street, the Dow Jones is up 0.1%, the S&P 500 has risen 0.45%, and the Nasdaq is 0.6% higher. $S&P/ASX 200(.XJO.AU$
2