- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
Q: Who should i focus on for copper. Manageable debt to survive any economic down turn, mining in stable political countries, low cost production, reasonable life of current mine(s) for future supply. Trading on the Canadian exchanges With EV etc I expect supply of copper will be another metal that will be in short supply but will have its ups and downs in the short term.
5i Research Answer:
We would consider LUN one of the 'safest' companies in the sector. Good management, good balance sheet, good cash flow, a nice dividend and good growth prospects. Chile and the US account for more than half of production. We also like CS and TECK.B with lots of Canadian exposure.