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.
Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks
AN1 CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch