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...
110 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...
101 Views
You’re Not Long Copper: The Exposure Is Not What You Thought It Was
The Commodity Purity Index (CPI, an unfortunate acronym) is a framework developed to measure, on a rolling basis, the extent to which the...
191 Views
Zinc’s Cycle Turns: Will Supply Outpace Demand?
​2025 zinc market cautious as producers cut output due to tight supply and low benchmark TCs, Hindustan Zinc stands out with strong growth and...
522 Views
Curator's Cut: Arbs Go A-H, Copper Plays & China's Property Pulse
In this cut, we explore A-H share trading dynamics, consider copper market dynamics and plays, and China's bottoming/stabilizing real estate market.
648 Views