Portfolio, page-138

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daicosisgod

12,450 Posts.

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05/12/22

09:30

Post #: 65147677
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Originally posted by madamswer ↑

@Dejavoo,

Thanks kindly for the pointer.

I did have a look at the composition of that ETF and I'm afraid that steak doesn't quite have the sizzle I'm after; a full 50% of its weighting is represented by 1o of the largest miners/commodity houses (including the likes of Glencore, Sumitomo and BHP, none of which are close to pure copper miners) along with many of the others in the list:

View attachment 4875289

Then there's also the likelihood of most that lot being relatively fully valued, given they are all large, and known to global commodity investors.

So, without wanting to come across as an ingrate, what I'm really after is what I found in the oil & gas and coal space 18 months ago; high-quality, commodity-specific securities with decent quality assets and which are not pricing in any commodity price upside whatsoever (in fact, in some cases being priced almost like they are going to go out of business).

I'll keep looking around for the copper equivalent of WHC, but I'm not in any great hurry; timing-wise, this is really a 2024/25 thing in terms of the market deficit appearing with some degree of certainty, although I am conscious of the fact that the market is forward-looking.

And hey, if I miss the opportunity for finessing too much, then so be it.
There are plenty of fish in the sea.

.

Expand

You could try

AIS (Soul Pat's is now a 30% cornerstone shareholder)
SFR (big copper operation in Spain - Matsa)
EVN ( gold with copper at Ernest Henry)
OZL

Full disclosure I am in AIS. Plenty of decent discussions on AIS threads not too many crazies.

Cheers....D
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Portfolio, page-138

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Portfolio, page-138

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