Sumitomo Metal Mining - A Shiny Mix of Gold, Copper and Nickel
This miner has extremely conservative forecasts, some scarcity value, and a strong balance sheet for potential future buybacks and dividends.
641 Views
Lundin Mining (LUN CN): Capital Markets Day, Bullish Copper Growth Story
Copper demand structural; LUN 323kt growing to 500kt via brownfields + Tier-1 Vicuna; net cash, $220M distribution, sanctioning H2 2026.
119 Views
Lundin Mining Corp (LUN CN) Q1 FY2026: Strong, No Major Diesel/Sulfuric Acid Concerns
LUN Q1 2026: Record-adjacent EBITDA of $627M on surging Cu/Au prices; C1 cost $1.66/lb well below guidance midpoint; Vicuna sanctioning decision...
155 Views
Primer: Lundin Mining (LUN CN) - Apr 2026
Lundin Mining is strategically repositioning itself as a copper-focused producer, capitalizing on the metal's critical role in global...
105 Views
Global Life Essential (Shariah) Portfolio (18-Aug-2026)
The strategy seeks to invest in Shariah compliant companies that provide life’s essential goods and services. These companies support our societal...
92 Views