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An alternative copper/gold play A1M

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An alternative copper/gold play A1M

Hi James, Being a member with MM provides me daily a true concise insight for my own investing trading journey. Thank you. I have been following AIC Mines (A1M) for some time now. I missed the boat when SFR was a great risk / reward buy. What are your thoughts regarding A1M now after its Stella run over the past few weeks?

Answer

Hi Maureen,

Please excuse the brief answer but you missed the midday cut-off – AEST.

A1M is leveraged copper play compared to Sandfire (SFR) with both having run strongly in 2024, SFR is +23% and A1M +27% respectively ytd. We like both but it feels dangerous from a risk/reward perspective to chase either in the short-term. We recently wrote about our views on A1M here.

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AIC Mines Ltd (A1M)
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