Primer: First Quantum Minerals (FM CN) - Sep 2025
First Quantum Minerals is a global mining company with a primary focus on copper production, which constitutes the majority of its revenue. The...
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First Quantum Minerals (FM CN): Better Than Expected Results, But Cobre Panama Arbitration Delayed
This summary highlights the key points from First Quantum Minerals' FY24 conference call and an analysis of the upside, status, and timeline...
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Copper Tracker 16th Dec 2024: New Loan Growth In China Uninspiring
With the uninspiring China TSF number and the CEWC's release of stimulus measures that haven't inspired confidence in market participants, what do...
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First Quantum Minerals (FM CN): Call Option on Cobre Panama?
We initiate First Quantum Minerals (FM CN), a Canadian copper miner with assets in Zambia/Panama. We analyze the bull-bear spread and risk to the...
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Zijin Mining Group: Undervalued, Diversified, and Scaling Fast
In May 2025, Zijin Mining considered halting operations at its Kyzyl-Tashtyg zinc-lead mine in Russia due to sanctions and banking restrictions,...
824 Views