Q: Good morning,
With strong rumours of Glencore's closure of the Quebec Horne refinery there is increased pressure on copper supply to end users. What would be a preferred way to invest if one believes this constriction of supply will continue? Miners or Refiner names?I already own Lundin and Solaris.
Thanks as always,
Dave
With strong rumours of Glencore's closure of the Quebec Horne refinery there is increased pressure on copper supply to end users. What would be a preferred way to invest if one believes this constriction of supply will continue? Miners or Refiner names?I already own Lundin and Solaris.
Thanks as always,
Dave
5i Research Answer:
There are not that many choices for public refiners. We like LUN, and would also suggest CS and...