MOD 0.00% 43.5¢ mod resources limited

Other compelling copper plays in safe jurisdictions?

  1. 3,257 Posts.
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    Hi all. I am bullish in copper and fully loaded on MOD now (from a long time back when it was a pure gold play). I would like to diversify in copper with another explorer nearing production with an announced PFS/DFS. But am struggling to find anything nearly as compelling.

    I was in RXM for a while and it does seem to be finally inching its way towards the finish line but the IRR is pretty poor and they will need copper prices to lift. I have been in and out of CVV as an alternative Aus explorer with a cap of just $7M. A big resource but low grades, albeit they seem to be having success with ore sorting that lifts the effective grade without losing too much metal. I would have taken a small long term punt there but for some corporate shenanigans of late.

    Any others to put on the watchlist and research?
 
watchlist Created with Sketch. Add MOD (ASX) to my watchlist

Currently unlisted public company.

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