Primer: 29Metals (29M AU) - Aug 2026
High-Cost Producer with Significant Leverage to Copper Prices: 29Metals is positioned as a high-cost producer, making its profitability highly...
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2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices # 2
Copper trading above $6/lb - a new ALL TIME HIGH. As we wrote here, $5 is the new floor. Spec positioning in futures close to levels signalling...
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Carnaby Resources (CNB AU): Scheme Vote on 26 October
The scheme vote is low as retail opposition has waned and no disinterested shareholder holds a blocking stake. At the last close, the gross...
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Bellevue Gold Ltd - In Case You Missed It - BC Extra Upgrades & Downgrades - 25-07-25
A summary of the highlights from Broker Call Extra updates throughout the week past.
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29Metals Ltd - Australian Broker Call *Extra* Edition - Jul 22, 2025
Extra Edition of the Broker Call Report
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