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

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

According to McKinsey, copper demand will increase to 36.6 million metric tonnes per annum by 2031. For context, production from all the copper mines around the globe was just 22 million metric tons in 2022. Meanwhile, Goldman Sachs believes that copper prices will soar from US$8500/t to US$11,000/t this year. So how are fund managers investing in copper? In this episode, Eley Griffiths Group's Tim Serjeant and Tribeca Investment Partners' Todd Warren analyse three of the few copper stocks remaining on the ASX. And for a bit of fun, they also name their highest-conviction call for the next five years. Note: This episode was filmed on Wednesday 19 April 2023. You can read an edited transcript below: https://www.livewiremarkets.com/wires... Timecodes: 0:00 - Intro 0:31 - Is Sandfire Resources (ASX: SFR) a buy, hold or sell? 1:28 - Is Aeris Resources (ASX: AIS) a buy, hold or sell? 2:20 - Is AIC Mines (ASX: A1M) a buy, hold or sell? 3:34 - Tim Serjeant's five-year pick: Iluka Resources (ASX: ILU) 4:30 - Todd Warren's five-year pick: Alpha HPA (ASX: A4N)