OTCPK:CPPMF - Post by User
Post by
Rational43on Jan 21, 2021 11:29am
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Post# 32345070
CS vs CMMC
CS vs CMMCThe two best primarily copper producers trading in Canada.
I will always track both, and if one gets out of line with valuation I will switch to the other.
Someday I may be mostly in CS, but, for now CMMC has higher share price appreciation upside from upside in Copper, better cash flow generation, better income generation and is intelligently using cheap debt to maximize shareholder upside, like any good company should.
CMMC has an NPV of over $11 per share including the NPV of Eva and a 65K TPD operation.
CMMC will be earning 75-80 cents next year, and over $1 the year after
CMMC has improving production results, and the cash flow to expand
If you invest in CS, I think and hope you do very well, because in the broad spectrum of stocks and currencies out there to invest in, CMMC and CS are a lot more alike than they are different.
But stocks like CMMC right now, with the low valuation, strong upside into a structural upturn in its industry...don't come around very often.