Mining shares to outperform again: Jefferies
"These reasons include a likely shift to less tight policies in China, an expected seasonal uptick in demand, an easing of lockdowns in China and elsewhere, and ongoing supply constraints for almost everything in mining," analyst Christopher LaFemina said in a note on Friday.
"Our preferred miners for leverage to the next push higher continue to be Glencore, Freeport, and First Quantum.
https://www.mining-journal.com/capital-markets/news/1417558/mining-shares-to-outperform-again-jefferies
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JRV Cobalt, page-87
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