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Gold/Mining/Energy : Copper - analysis

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To: Lynn who wrote (1922)4/24/2008 8:32:08 AM
From: Stephen O  Read Replies (1) of 2131
 
FM is the best pure copper play out there.They have grown production at a prodigious rate. FM is a likely takeover candidate by an Xstrata or a Rio Tinto.

Anvil also is a good choice, I think the DRC has turned and the political risk has declined. Also purely copper.

Lundin has zinc and nickel and as of now is only about 55% copper, though this will change substantially when Tenke Fungurume starts up.
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