Positiv
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Seeking Alpha
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vor 6 Monaten
Grupo Mexico (GMBXF) offers exposure to Southern Copper (SCCO) at a 35% discount, plus transportation and infrastructure assets essentially for free. Copper demand is projected to outstrip supply, with a 10MMt deficit by 2040, supporting sustained high prices and strong fundamentals for SCCO. SCCO boasts the largest reported copper reserves, a measured capex plan targeting 70% production growth...