15/06/2026 09:18

Sandfire Resources Ltd (ASX: SFR)

Sandfire (SFR) is the largest pure copper (Cu) play on the ASX, although BHP has arguably been more correlated to the industrial metal. There are two points of note from the impressive chart below:

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12/05/2026 09:49

Sandfire Resources Ltd (ASX:SFR) $18.53

Sandfire has been a great illustration of the cyclical and volatile nature of commodity stocks having fallen more than 30% from its January high after getting too excited on the upside from a valuation perspective when it tested $22.

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07/05/2026 09:11

Sandfire Resources (ASX:SFR) $16.95

Sandfire corrected over 30% from its late January high as investors took profit before, and after the Iran war broke out. The main issue with this copper miner is its valuation, after it became the “go to” pure Cu play on the ASX after BHP bought OZ Minerals three years ago. Even in today’s environment, where virtually all analysts are positive on the industrial metal, there is mixed opinions around SFR

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23/04/2026 16:54

Sandfire Resources (ASX:SFR) $17.22

Reaffirmed FY26 production guidance despite a softer March-quarter operational update, with weather and maintenance disruptions weighing on output but not enough to shift the broader outlook. 

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09/04/2026 17:08

Sandfire Resources (SFR) $17.41

SFR –4.02%: Delivered a mixed quarterly production result, though maintained full-year guidance, albeit at the lower end, as management remains confident in a stronger finish to the year.

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25/03/2026 11:23

Sandfire Resources (SFR) $16.30

After correcting well over 30% from its 2026 high Sandfire (SFR) is coming back to life, MM asks is it time to buy?

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24/03/2026 10:02

Portfolio Amendments – Active Growth Portfolio

We are making several changes to the Active Growth Portfolio

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05/03/2026 09:24

Sandfire Resources (SFR) $18.89

SFR closed 13% below its 2026 high on Wednesday illustrating how miners can be volatile even within an uptrend. At MM we remain bullish towards copper in line with global electrification but a short term pullback towards the $17 area wouldn’t surprise.

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26/02/2026 09:51

Sandfire Resources Ltd (SFR) $20.48

As we mentioned previously, SFR has trod a very similar path to FCX over the last 12-months including a ~30% correction in early 2025. SFR delivered a steady earnings update this month covered Here, which gives us no reason to doubt its ability to follow its global peers higher.

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19/02/2026 09:43

Sandfire Resources (SFR) $18.95

Slightly soft financial metrics for the first-half relative to consensus, but a big uplift in earnings YoY underpinned by stronger copper prices, higher volumes and improved operating leverage across its core assets.

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