Buy Hold Sell, by Livewire Markets
Business:Investing
According to McKinsey, copper demand will increase to 36.6 million metric tonnes per annum by 2031. For context, production from all the copper mines around the globe was just 22 million metric tons in 2022.
Meanwhile, Goldman Sachs believes that copper prices will soar from US$8500/t to US$11,000/t this year.
So how are fund managers investing in copper?
In this episode, Eley Griffiths Group's Tim Serjeant and Tribeca Investment Partners' Todd Warren analyse three of the few copper stocks remaining on the ASX.
And for a bit of fun, they also name their highest-conviction call for the next five years.
Note: This episode was filmed on Wednesday 19 April 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-hot-copper-stocks-and-2-high-conviction-calls
Buy Hold Sell: 5 growth stocks for the next 5 years
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)
Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave)
4 undiscovered gems as gold prices hit record highs
Is there still upside to uranium? (and 4 stocks fundies are buying)
The stocks headed for the ASX 20 (and 2 on the way out)
Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)
Buy Hold Sell: 5 undervalued founder-led stocks
10 adviser-approved ETFs for 2024
Answering the internet's most common ETF questions
Buy Hold Sell: Your top-tipped ETFs for 2024
Buy Hold Sell: 5 of the ASX's fastest-growing stocks
How to invest in small and micro-caps (and 4 emerging stocks for the next 5 years)
Buy Hold Sell: 5 small stocks headed for large-cap status
Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block)
How to generate passive income in 2024
Buy Hold Sell: 5 stocks with monster dividends in 2024
Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)
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