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Group: Energy Investing
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The following message was updated on 11/23/2022 3:25:23 PM.
Copper
Overall, the market has turned. Off the bottom waiting for the next catalyst (mostly related to China and EVs).
Been buying, mostly known quality names. And playing the swings (e.g.: Taseko up ~5% but Capstone - both great quality stories - down 3.5%). Pretty obvious flip in the absence of news to explain company differences in relative values. Actually, I would posit the exact opposite, no news on TKO but this value-enhancing news on Capstone: