Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
I owned OzMinerals into the takeover by BHP and since purchased 29 Metals. I’m struggling to find good opportunities for exposure to copper locally and was interested to know if you’ve looked at Capstone Copper (CS:CA) in Canada and if you have a view on this stock? Thanks Graeme
Hi Graeme,
We hear you, the pool is shrinking. Capstone Copper (CS:CA) is not one we’ve done any work on so can’t really assist there. We still like Sandfire (SFR) in Australia even though we recently sold it, we do intend to buy it again, while Aeris Resources (AIS) is a smaller cap opportunity that looks interesting – but a lot higher risk. Freeport McMoran (FCX US) is also held in our International Equities Portoflio
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