Amidst a continuing rally in prices, an audacious ‘buy not build' approach by the world's largest mining company BHP, and continued supply disruptions, copper is front and centre of the investment debate.
How should investors think about the amplitude and longevity of this cycle?
In Episode 6 of the Capital Cyclists, portfolio manager Django Davidson is joined by Dan Myerson, CEO of Foran Mining, a C$1.3bn Canadian copper mining company held by Hosking Partners, and former head of Copper and Zinc (North America) at Glencore.
Dan and Django dig into the detail, outlining why a supply-focused approach helps cut through the market noise, and why an understanding of the capital cycle is so important.
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