We’ve already seen very good money made in the gold sector. Gold broke out first. Now copper is moving up and threatening to rally into historic territory.
Lithium stocks are moving too.
And now what do we see?
All year, you and I have tracked takeover offers…mergers…capital raisings…alliances…contracts.
They just keep coming.
This is exactly what you and I want to see from corporate Australia. This is how value gets created.
One thing about commodity producers is that, when prices are high, it can give them enormous free cash flow.
That gives them firepower to buy into other companies and projects if their existing operation doesn’t need or deserve more investment.
Clearly, the team at MGX think there is more potential in gold than iron ore over the longer term.
Murray and Callum pointed out three lithium stocks last week that surged 5–12% this week. Now they look at copper and rare earths.
How does inconceivable capex find its way into new mining projects? Answer: Higher commodity prices. James Cooper compares the iron ore boom from the early 2000s to what may lie ahead for critical minerals.
Copper has now broken into an all time high after threatening to do so for some time.
There’s no reason to think it’s going to go down, either, if the market views Trump as serious.
The race is on to buy up what you can before the tariff goes into effect.
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