Joe Mazumdar – A Copper Focus; Supply and Demand Imbalance, Investor Interest In The Stocks And What Drives Stocks Moving Forward
Joe Mazumdar, Editor of Exploration Insights joins us to recap the copper commentary he heard at the recent Rick Rule conference in Florida. We start with the constant commentary around the supply and demand imbalance where the world is running out of copper. This ties into a discussion on how Joe views different copper assets, many of which are large generally lower grade deposits stuck waiting for financing.
We also focus a lot on the stocks, from development down to exploration companies. It’s been a tough environment for most copper stocks with investors focused on other sectors which have produced better near term performance.