“Außer Spesen, nichts gewesen”, könnten wir zu unserer Analyse von Ero Copper im März 2023 schreiben (siehe hier). Doch inzwischen sind unsere Erwartungen eingetreten: Der Kupfermarkt rutscht in ein Angebotsdefizit. Ero Copper bietet in diesem Umfeld die richtige Mischung aus Wachstum und Bewertung. Gleichzeitig blicken …
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Orecap Invest is a small but excellent Canadian company that focus on “special situations” in the commodities sector. The share price has risen by around 50% so far in 2024. The company is benefiting from difficult financing markets and the low valuations of smaller commodity …
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Unknown, but incredibly successful! Aura Minerals was able to double its gold and copper production within five years by the end of 2023. It now aims to double again by the end of 2025. Despite this dynamic growth, the company has very solid finances and …
Read More » A study by Yale University came to the conclusion 20 years ago that copper would be the first of the industrial metals to experience shortages in the long term. Today, this opinion is common sens. Copper is indispensable for renewable energies, electric cars and the …
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