Here is a useful summary of the dynamics of the copper market for those wanting more background and context.
https://aheadoftheherd.com/copper-con/
We are early in a copper super-cycle. Demand is set to grow strongly, not just on groovy renewables but also for straightforward electrical equipment etc.
There is no substitute for copper - they could use silver, perhaps.
Manufacturers will have to meet the market or not make stuff.
SFR is an obvious target for many mining groups. BH & team can buy or be bought. They have moderate debt and little ready cash, so any transaction is likely to be mainly scrip. Hmmm.
Ash
Here is a useful summary of the dynamics of the copper market...
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Last
$10.77 |
Change
0.020(0.19%) |
Mkt cap ! $4.926B | |||
| Open | High | Low | Value | Volume |
| $10.51 | $10.77 | $10.41 | $25.33M | 2.384M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 200 | $10.72 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.77 | 11524 | 6 |
View Market Depth
| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| SFR (ASX) Chart |