Lowell Resource Fund circulated its December monthly update. Pleasing to see that there was no reducing their holdings of CPM. CPM is in their top 10 holdings. Management of this fund are incredibly astute & fastidious with where they invest. They actively travel to mines and company locations to gain greater insight into respective operations. I hold great confidence in their judgement & watch them like a hawk. Extract of top 10 holdings as of Dec are below.
Also below is their summary of global events impacting Cu inventories which I find insightful.
Fundamentals, page-2
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