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

Ero Copper Corp. (ERO US / ERO CN) Update: Q2 FY26 Results, Cash Inflection Confirmed

Copper Price Inflection To 14,000 USD/Ton And Three Stocks To Play It

Amerigo Resources (ARG CN): Copper Factory Tailings Processor That Sweeps Upside To Shareholders

Antofagasta Plc (ANTO LN): : H1 FY2026 Results, Guidance Rebased On Weather, Thesis Intact

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>Global copper-mine production declined in early 2026, driven by lower output and disruptions in key producing nations like Chile, Peru, and the Democratic Republic of Congo (DRC)</li>
<li>Anticipation and fears of aggressive U.S. import tariffs on copper and related metal products prompted traders to aggressively divert and ship refined copper into U.S. (COMEX) warehouses</li>
<li>We expect stocks to now digest the new-normal 14,000 USD/ton copper price. Check out our recent initiation: <a href="https://www.smartkarma.com/insights/amerigo-resources-arg-cn-copper-factory-tailings-processor-that-sweeps-upside-to-shareholders" target="_blank" data-smartkarma-citation="insights:268297" rel="noopener">Amerigo Resources (ARG CN): Copper Factory Tailings Processor That Sweeps Upside To Shareholders</a> </li>
</ul>


Global copper-mine production declined in early 2026, driven by lower output and disruptions in key producing nations like Chile, Peru, and the Democratic Republic of Congo (DRC)
Anticipation and fears of aggressive U.S. import tariffs on copper and related metal products prompted traders to aggressively divert and ship refined copper into U.S. (COMEX) warehouses
We expect stocks to now digest the new-normal 14,000 USD/ton copper price. Check out our recent initiation: Amerigo Resources (ARG CN): Copper Factory Tailings Processor That Sweeps Upside To Shareholders 


Copper: Yangshan Premiums Approaching Highs, Stocks Digesting 14,000 USD/Ton Copper Assumptions

ERO Copper

Copper: Yangshan Premiums Approaching Highs, Stocks Digesting 14,000 USD/Ton Copper Assumptions