OTCPK:CPPMF - Post by User
Post by
greggegenon Feb 27, 2019 6:20pm
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Post# 29420403
Copper outlook
Copper outlookCMMC is a very solid mid-tier player with excellent portfolio and well positioned to benefit from a robust outlook for copper. Patience will see significant value accretion. Stock markets are more volatile to be sure...but the fundamental drivers for copper demand/consumption are durable.
IVN is also a very attractive play...as one or two other board members have mentioned. I own both...but am not here to promote IVN. Just to mention: Mr Friedland knows how to sell his project stories and his latest IVN presentation is very interesting writ large...well worth a read by anyone long the copper sector. See link below:
https://ivanhoemines.com/site/assets/files/ppt/IVN-master-presentation-Feb-6-2019-AS-PRESENTED.PDF
Cheers,
G. Egen