Argonaut regards copper as a key commodity pick into the 2020’s based on a recovery of underlying demand from China, improving trade relations between China and the US, and a looming supply deficit based on low discovery rates of new deposits and declining mine grades. Copper remains an exploration and M&A focus for mid to large cap diversified miners, however the pool of advanced stage exploration/development assets is shallow. We reviewed ~70 copper companies to identify our key copper investment ideas.
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