First Quantum Minerals Ltd.
Overview: The thin line between frontier and emerging markets
Going to frontier markets offers more of an opportunity to discover the most overlooked companies.
Stellar returns: Why you should consider frontier markets
While a traditional emerging market benchmark is up 1.5% year-to-date, frontier, or “pre-emerging” markets, have been performing well.
Analysts See a 70% Upside in First Quantum Minerals
First Quantum Minerals (FM) has received “strong buy” ratings from eight analysts, while nine have given it “buy” ratings or some equivalent.
Glencore or Freeport: Which Has More Upside Potential?
Glencore (GLEN-L) has the highest percentage of “buy” or higher recommendations in our select group of mining stocks.
Freeport-McMoRan’s 1Q18 Earnings: The Word on Wall Street
Freeport-McMoRan, the leading US copper miner, is slated to release its 1Q18 earnings on April 24.
Surge in Imports Increases Argentina’s Trade Deficit in May 2017
Argentina (ARGT) posted a higher trade deficit for May 2017 at $642 million, mainly due to increasing imports as compared to its exports.
Must-know: Risks of investing in the frontier
You need to exercise caution while investing in frontier markets due to problems of liquidity and high concentration in the finance sector.
Has Copper’s Bullish Thesis Been Threatened?
Among other factors, a wave of labor negotiations has lent support to copper’s bullish thesis.
Why you should consider adding frontier markets to your portfolio
In 2015, some of the smaller emerging, and even frontier markets have the potential to do well because that is where we have seen some of the best valuations and growth.
Overview: The must-know characteristics of frontier markets
Looking for the next frontier in emerging market investing? Del Stafford dives into these underdeveloped countries to assess the investment case.
Is Argentina Back in the Game, or Are Dark Clouds Here to Stay?
For more than a decade, the outgoing party’s continual resistance to honoring debt led to Argentina’s exclusion from international financial markets.
Why you should invest in the frontier markets
Frontier equity markets typically have modest market capitalization, limited investability and liquidity, and few market information sources.
Must-know: Frontier and emerging markets investment pros and cons
Emerging markets are quickly becoming the driver of global growth.
How Analysts See Copper Miners as Prices Stabilize
The metals and mining space has seen a lot of turbulence over the last five years. In 2015, China’s slowdown concerns spooked commodity investors.
Why Freeport-McMoRan Is Surging Today
Freeport-McMoRan (FCX), the leading US-based copper miner, is trading with gains of 5.5% as of 11:55 AM EST.
Could Freeport-McMoRan’s Rally Lose Steam?
As of January 18, Freeport-McMoRan (FCX) stock had risen 21.8% this year.
Is Freeport-McMoRan Finally Catching Up with Copper?
We’re now into the fourth-quarter earnings season, and Freeport-McMoRan (FCX) is scheduled to release its earnings on January 24.
Lower Energy Prices: Boon or Bane for Copper Miners?
Lower energy prices Previously, we discussed copper miners’ production profiles and 2018 guidance. In this part, we’ll look at leading copper producers’ unit cash costs and see what’s impacted their unit cost progression. Comparative analysis Freeport-McMoRan (FCX) reported unit cash costs after by-product credit of $0.93 per pound in the third quarter—compared to $0.96 per […]
How Are Copper Miners Placed in Q4 2018?
Copper prices have been largely rangebound during the past month. Copper prices have hovered above $6,000 per metric ton.
Analysts Weigh in on Antofagasta amid Lower Copper Prices
Antofagasta (ANTO) has received “strong buy” ratings from seven analysts, while five have given it “buy” ratings or some equivalent.
How Copper Miners Stacked Up in the First Half
The second-quarter earnings season is over, and most copper miners have released their quarterly financial performance results.
What Steroids? Freeport-McMoRan Seems to Be on a Ventilator
Freeport-McMoRan (FCX) is seeing a selling spree today, and its stock is trading down 7.0% as of 1:40 PM EDT on July 19.
Should Southern Copper Investors Expect Higher Dividends?
In the previous part of this series, we looked at Freeport-McMoRan’s (FCX) capital allocation strategy.
Why Freeport Expects Its Unit Cash Costs to Fall Further in 2018
In the previous part of this series, we looked at leading copper miners’ 4Q17 unit cash costs.
Copper Miners Face Cost Pressure as Input Costs Rise
Previously in this series, we looked at copper miners’ 4Q17 production profiles and 2018 guidance.
Freeport-McMoRan’s 4Q17 Production Profile versus Other Miners’
In this article, we’ll look at leading copper miners’ 4Q17 production data.
Why Last Week Was Such a Happening One for Freeport-McMoRan
Freeport-McMoRan, which has underperformed the broader copper mining space in 2017, rose 13.4% last week. Thanks to last week’s upward price action, it’s now risen 28.7% in 2017.
Why Copper Has Fallen from Its 2017 Highs
Copper prices have come off their 2017 highs. Copper, which closed almost flat last month, has lost 3.3% in December.
Which Copper Miner Is Wall Street Betting On in 2018?
In this series, we’ll see how analysts are rating leading copper miners as 2017 draws to a close. We’ll also see how vehicle electrification could impact mining companies.
Copper’s on a High: Why Investors Are Optimistic
Copper prices have regained momentum in October after showing weakness in the last month. So far, copper has risen 4.9% in October.
Why Consumer Confidence in Argentina Is Falling in 2017
Argentina’s (FM) consumer confidence saw a huge drop in June 2017, as Argentinians are highly unsatisfied with the austerity measures President Macri’s government has adopted.
Is Argentina Outperforming Emerging Markets in June 2017?
The Merval Index, Argentina’s benchmark index, has risen about 10.5% so far in 2017 as of June 23.