RE:RE:Alternate renewable plays? Ones that have barely started? Interesting video. Thanks for posting. Cu is certainly part of the broader "green" / electrification thesis. I've been trying to better understand the eMetals space as part of where is the next wave of green investment $ whether gov't, funds or private investments. My perhaps simplistic view is largely aligned with TT - Cu is going to be an important raw material (as well as Ag and Ni) in order to go green / ESG etc., much capital and lead time is req'd to get in the game so early stage producers (not exploration or dev cos) should be on the DD checklist. Let Tesla, Fisher, Lucid, Ford, GM, Toyota, and all the other EVs manufacturers fight it out... I'll bet on the raw materials needed.
As for Cu being in the late innings, perhaps from a Cu price perspective - perhaps it's topped out between $4-5. Fine.... I'll take that any day of the week if it can stay up there for a couple of years. Those that have listened through some Qtr or y/e calls for Cu producers know what that would mean for rev, GM $ & % as well as operating cash flow & EPS. It's all good IMO.
I like torque (that's why I bought GRN after buying XBC) so for me, I would prioritize them as Cu, Ag then some Au as a hedge on the economy goes sideways (read down) and maybe Ni if I can find one with solid mgmt and in production within 12-18 mos. and while we're at it.. top off the GREEN part of the portfolio with a couple of the mid tier royalty / streamer cos that touch on same eMetals for diversification.