IGO Ltd (ASX: IGO)
Hi James and Team You view on IGO - Are you bullish on all resources? Would you continue to hold IGO? regards Debbie
The Latest Q&A
Answer
Hi Debbie,
We remain bullish on resources over the coming years, although the outlook is clearly stronger for some commodities than others, with copper likely to outperform iron ore over the next 2–3 years. The key differentiator is simple: the more essential a commodity becomes to global electrification, AI infrastructure and energy transition spending, the stronger its long-term supply-demand dynamics are likely to be.
- In terms of IGO we feel the mining and battery-metals company looks good both fundamentally and technically and would be staying long if we had a position, initially targeting a test of $10.
