Ann: AIC Mines and Demetallica Agree to Combine, page-6

  1. 6,780 Posts.
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    I have seen so many articles (another today) with mining analysts and others being really bullish on demand for copper and nickel and also on price and suggesting a significant copper/nickel deficit in 2 years. So many articles about under investment in producing Cu and Ni.

    Sort of over these articles as the SPs of producers, explorers close to development and developers are just in the gutter. There is a huge disconnect between reality and experts projections (often quoted in the articles).

    Are we going to see a surge in SPs for Cu and Ni companies in the next year or two? This is what happened to lithium producers and explorers in the last year!

    If it happens to Cu and Ni miners then A1M SP today is not just a bargain but an incredible bargain! A1M strategy of acquiring smaller explorers/producers just adds to the appeal.
 
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