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RXM rex minerals limited

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Who is going to get a bargain!, page-828

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arsenic

16,779 Posts.

1683

09/09/23

10:56

Post #: 69794695
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I've been watching Cu supply and demand like a hawk because in the end it determines both profitability of our mine and the driver for the JV. I think the article below is correct in overview. It's separately backed up by Goering and Rozenscwjg who are excellent on the supply-demand elements.

https://www.livewiremarkets.com/wires/bhp-crystal-ball-gazer-upgrades-warning-of-impending-copper-deficit

All IMVHO

RXM Price at posting: 19.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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Who is going to get a bargain!, page-828

Top Stories

Prospect's Mumbezhi Project puts it at the middle of copper's megatrend. And FQM just bought in

Syrah jumps +19% as graphite tariff threat spurs optimism down under

Week 29 Wrap: ASX hits new all time high of 8,766pts ahead of Aug 1

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

History repeats for DroneShield investors but carnage so far subdued

Saturn brings up seventh straight Apollo Hill upgrade on 'impressive' 300-hole drill run

Strategic Energy extends its QLD copper-gold frontier with Diamantina acquisition

Burgundy plunges -20% after turning to layoffs to navigate record-low diamond prices

HotCopper Highlights: Trigg; Droneshield; Lumos & more

A new NASDAQ listing for a key player in the global critical minerals space

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