Of the 4 stocks in the above analysis (Post #: 51209846), all bar HAV have made relatively strong upward YTD moves, with VXR in the lead.
FWIW here is an updated bar chart comparing selected metrics (copper reserves, pre-tax NPV, Mkt cap) for the same 4 undeveloped ASX Australian copper peers:
Note that earlier this month HAV updated the Kalkaroo Copper-Gold Project pre-tax NPV7.5% value matrix (see Post #: 53223305). The updated pre-tax NPV7.5% at current LT forecast prices was $1.163 billion.
It seems the market is yet to wake up to the enormous latent value in HAV's Kalkaroo project.
Draw your own conclusions.
DYOR
Copper Peer Comparisons (Undeveloped Projects, Ore Reserves, PFS or FS), page-49
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