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?
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- Other compelling copper plays in safe jurisdictions?
Other compelling copper plays in safe jurisdictions?
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