Absolutely agree on copper, wonderful supply-demand dynamics and high barriers to entry, why waste any capital propping up the hodge podge crappy assets that are Nickel West when you can deploy that capital into copper. I can see copper overtaking IO in terms of earnings on a consistent basis in the years ahead. Not so keen on Potash, not impressed by the predictions on returns on capital so far, although they it does appear to be a very long life asset.
Ann: Half Year 2024 Exceptional Items Update, page-18
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$40.77 |
Change
0.240(0.59%) |
Mkt cap ! $206.7B | |||
| Open | High | Low | Value | Volume |
| $40.70 | $40.90 | $40.45 | $537.7M | 13.19M |
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| No. | Vol. | Price($) |
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| Price($) | Vol. | No. |
|---|---|---|
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