There is the AFR article "All that glitters isn't gold for Universal and Vulcan" you need to be a subscribers though, all I could get was
"All that glitters isn't gold for Universal and Vulcan"
"Copper is touted as the base-metal with the brightest future, perhaps because the guts have been ripped out of the mid-tier developers, reducing supply and bolstering prices."
URL Price at posting:
24.0¢ Sentiment: Buy Disclosure: Held