CNB 0.98% 51.5¢ carnaby resources limited

Ann: Scoping Study Results Greater Duchess Project, page-71

  1. 2,299 Posts.
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    @peter63 No worries, I have a few minutes spare so I'll start writing up a more detailed explanation about resource wars for people since I think it applies to many stocks, carnaby included and is a very interesting topic to perhaps start some discussion on.

    https://aheadoftheherd.com/copper-con/

    I think anyone investing in copper should read the above article (not affiliated with them but they explain market manipulations and fundamentals really well). I am so incredibly bullish on copper over a long term horizon and I actually supported the idea of BHP taking anglo's copper assets. Shame that the deal was unworkable due to factors like the south african reserve bank's weird exchange controls but extremely bullish in the fact it's shone a big light on the systemic problems in copper.

    We can directly apply this to the juniors because there just is not enough brownfields exploration to meet demand. Money will flow in this direction eventually, in a very positive way. For all copper stocks with good management and reasonable prospects in my opinion.
 
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