Jan. 30, 2024

The Good, the Bad and the Ugly of ASX Copper Miners

We’re in the thick of quarterly season now & had plenty to stew over.

We start with a good chat about the base metals miners, including Sandfire (SFR), 29 Metals (29M) and Aurelia (AMI) before jumping into Mader (MAD) who’ve been on a tear since listing on the ASX some years ago.

Next, we had a block of goldies to pick apart, with Capricorn (CMM), Emerald (EMR), Ramelius (RMS) and Silver Lake (SLR) making the list today. 

To finish on a special note, we rounded up some former flyers who are all now very much in the sin-bin – Hastings (HAS), Lake (LKE) and Vulcan (VUL).

All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

 

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McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts

 

Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities

 

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TIMESTAMPS


(0:00:00)Introduction

(0:01:11)The big merger prediction

(0:05:54)Did Sandfire actually make money?

(0:13:04)Can 29M be fixed?

(0:17:23)Aurelia start to shape up

(0:23:05)Why Mader has been on such a run

(0:30:57)Comparing the goldies: CMM, EMR, RMS & SLR

(0:38:24)Why are HAS, LKE and VUL in the sin-bin