I'm doing some research on Copper producers in Australia, prior to taking some positions.
Why copper, well the LME stockpiles are on the way down, and the price is on the way up.
I'm aware of MIM, RIO, BHP, Newcrest etc but what about the small Copper producers, any of them producing with next to no debt, hedging arrangements etc. Hey I would even like Ozzie listed companies with mines overseas, like Oxiana, but they don't have the copper up and running yet.
A list of probables is Matrix, also whoever owns the Nifty Copper Mine now or has this closed down. Anything happening in NSW like the old CSA mine, or Girilambone (mmm think I spelt that wrong).
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