HBM on BNNCole Mcgill from Stifel was going over the copper thesis and then mentioned a couple of companies. He likes HBM and called attention to the optimization it has been going through. The other stock he called out was Arizona (AMC).
https://www.bnnbloomberg.ca/video/shows/commodities/2024/07/11/major-copper-assets-entering-legacy-year-mcgill/