Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Consolidation of The Copper Kingdom - The Anglo Teck Merger

Copper Prices to Rally To 11k USD/Ton Due To Grasberg Force Majeure

COMEX Spread Destroyed By Trump, Long-Term Copper Still Great

Antofagasta (ANTO LN) H1 2025: Outperforming The Pack

Rate Cut To Spur Copper Performance In The Short-Term to Over 10K USD/Ton

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>This is a follow-up on our piece 10 days ago <a href="https://www.smartkarma.com/insights/rate-cut-to-spur-copper-performance-in-the-short-term-to-over-10k-usd-ton" target="_blank" data-smartkarma-citation="insights:198832" rel="noopener">Rate Cut To Spur Copper Performance In The Short-Term to Over 10K USD/Ton.</a> </li>
<li>Copper, trading above USD 9,800/ton, appears poised to breach USD 10,000/ton; prospective rate cuts and supply deficits support upside, partially offset by elevated exchange inventories.</li>
<li>
<a href="https://www.smartkarma.com/entities/southern-copper-corp" target="_blank" data-smartkarma-citation="entities:16279:1" rel="noopener">Southern Copper (SCCO US)</a> and <a href="https://www.smartkarma.com/entities/antofagasta-plc" target="_blank" data-smartkarma-citation="entities:21814:1" rel="noopener">Antofagasta PLC (ANTO LN)</a> are our favorite names. The <a href="https://www.mining.com/web/first-quantum-takes-small-steps-in-long-road-to-panama-mine-restart/" target="_blank" rel="noopener">restart of the Cobre Panama</a> mine (although low probability) could boost <a target="_blank">First Quantum Minerals (FM CN)</a>.</li>
</ul>


This is a follow-up on our piece 10 days ago Rate Cut To Spur Copper Performance In The Short-Term to Over 10K USD/Ton. 
Copper, trading above USD 9,800/ton, appears poised to breach USD 10,000/ton; prospective rate cuts and supply deficits support upside, partially offset by elevated exchange inventories.

Southern Copper (SCCO US) and Antofagasta PLC (ANTO LN) are our favorite names. The restart of the Cobre Panama mine (although low probability) could boost First Quantum Minerals (FM CN).


Copper All Set To Break 10k USD/Ton In The Short-Term