IMVHO if you wanted to round you portfolio, with exposure to metals to benefit from current mega trends. IGO has nickel and lithium and some copper. I have a few copper developers but have specifically not mentioned them in light of your (probably correct) risk assessment to stay with producers.
Again IMVHO and with no intent for specific advice.
Ann: PRN: Perenti to partner with Sandfire on the Motheo Project, page-17
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