Good point on the expectation that this is close to the low point in cycle demand. I am still concerned about the competition from low cost IVF providers (which continues to take market share from VRT and MVF) and alternative technologies though.
AN1 CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch
Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks