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I have a small position in COPP and it's definitely had a decent year. It's just one of those...demand will only go up, but how the market feels and the companies fundamentals are far from automatically the same.
Yeah glad I dropped out of miners a few months ago except for COPP. Will load up again soon.
I'm in COPX COPP COPJ and chillin' But also buying up all kinds of random rare earth and mining tickers when the vibe feels right lol
"Leave metals alone" - what's you view of Copper? I've had my eye on COPP.
> But why I mentioned water is from the experiences in countries overseas where they are building the data centres, people have already run out of water so it’s almost equivalent to having the water rights of that area without actually having it > > There are a number of agricultural names where people have made cases for their water rights, but the stocks have never done anything. LMNR is an example of this - not ag, but CDZI is another water rights play that has occasionally been talked about but never really gone anywhere much. Services IMHO are something that works today, has worked and will probably continue to work if water becomes more of an issue, given rising need for efficent useage. In terms of data centers, WTS offers this: https://www.watts.com/raincycle among other products. So WTS, XYL, VLTO, ECL and others would be some of the options. "Rare metals" In terms of something like Copper, Sprott has their Copper Miners (COPP) etf. I do think if you get more into specific resource names, it does require looking in other countries - Canada, Australia, etc.
Been loading up on COPP for half a year now
Global X Copper Miners ETF (COPX) iShares Copper and Metals Mining ETF (ICOP) Sprott Copper Miners ETF (COPP) United States Copper Index Fund (CPER)
I'm riding it more gently with ETFS like GRID, DTCR, XME and COPP in addition to my semis ETFs.
Made all my profits in Jan. I actually sold above the 52 week high for GLD, SLV, SLVR after hours around the 30th so I’m well ahead. Took 25% of my profits and bought back in GLD around 470 and COPP so I’m down on that but just playing with house money. Best part was this was done in my IRA and HSA, I should have more physcial gold/silver but I’m traveling the world so I can’t do that .
Hmm I like copper but just stick to the ETFs and hold COPJ COPP COPX (too many tickers to choose from and feel like I was too late to jump into the giants like FCX/SCCO)
Semicap, photonics, optics, memory, semis all mooning. South Korea ETF (nearly half of which is SK Hynix and Samsung) +28% YTD. Massive amounts of money is being spent on AI but this sub remains oddly loyal to mega cap tech (the spenders) rather than focusing on where they're spending. "we saw the end of the Silver/Gold craziness etc." The GDX is still up 23% YTD vs the SPY +1.3% and MAGS -3.3% COPP +20% YTD, SETM +21% YTD, LITP +6% ytd, URNM +19% ytd Names like GEV +21% ytd. Even the XLE is +20% YTD.
The "layer one" names (and there's plenty of others; all the testing (TER +54% ytd), all the optical/photonics names, others in semicap, etc) are mooning YTD yet this sub remains strangely loyal to Amazon, Microsoft, Meta, Google rather than focusing on where those companies are spending inordinate amounts of money. "Samsung, SK Hynix," EWY (about 45% in the above two names) +28% YTD. All the copper going into data centers, COPP etf +20% ytd. Mag 7 etf/MAGS -3.3% YTD.
Copper, Oil, Silver and Gold, wait for some correction in copper but start a small position (COPJ, COPP), start buying oil stocks NOW (XOM, VDE, XOP, OXY) start buying gold royalty companies and stocks now (small position and buy the dip in BTG, B, TFPM, GDXJ), wait on a retracement for silver down to $50 - $71.
I’m a gullible retail investor who decided to invest a bit into GLG, SLV + COPP about a month ago after seeing the climb. Wednesday morning when it wobbled a bit I freaked out and sold it all. Must have used up all my luck for the year on that. Terrifying.
Just wondering if I’m in Canada should I get the COPP ETF from what I know it focuses mainly on North America or should I take the currency conversion hit and get COPX
Bullish on copper longterm but lots of selling off today or what? Mostly just in the ETFs and saw COPP COPJ COPX surged early hours and then dumped lol. Not in any hurry to sell mine
COPP as well is a good one
Reddit keeps only focusing on Gold and Silver as if it's unique to prec metals only. It's not. YTD: Silver +60% Palladium +27% Platinum +26% Gold +24% (miners: gdx +30%, gdxj +33%) Copper Miners (COPP) +20% Uranium miners (URNM) +38% Rare Earths/Strategic Metals miners (REMX) +27% Lithium miners (LITP) +20% Energy (XLE +9%, OIH +16%) Nickel miners (NIKL) +24% Vs. Mag7 +1.8% (VGT +2.5%) SPY: +1.8% QQQ +3.2%
YTD: Silver +60% Palladium +27% Platinum +26% Gold +24% (gdx +30%, gdxj +33%) Copper Miners (COPP) +20% Uranium miners (URNM) +38% Rare Earths/Strategic Metals miners (REMX) +27% Lithium miners (LITP) +20% Vs. Mag7 +1.8% (VGT +2.5%) QQQ +3% SPY: +1.8%
Gold/Silver too volatile. I’m in copper with $COPP. Steady returns
I just bought the etf $COPP. Rollin right along
Happy to hold a little COPP COPJ COPX
I thought silver has industrial uses and there is a supply bottleneck for production of electronics. Copper same boat but hasn’t it already gone way up? Looking at ICOP and COPP they’ve gone way up
Maybe for the indexes, but there are things that have started the year insanely well, including metals - the SETM etf is +25% YTD (+132% in the last yr), COPP +12% YTD, COPJ +17% YTD. Even the XLE is up almost 9% YTD. Lithium, uranium mining (URNM +68% in the last year), battery metals etfs, rare earth etfs, etc - all up big over the last year. Real assets are mooning. Tech broadly not doing great (XLK down slightly for the year, MAGS -0.5%), but SOXX is up 9%.
I have holdings in COPP, IE, TGB, IVPAF, GCUMF. GCUMF is probably the most asymmetrical play I have seen since silver was $14. Copper is cyclical and I'm unlikely to live long enough to see the end of this cycle. The US and much of the developed and indebted world are about to embark on the greatest forced growth plan ever attempted. I could go into the reasons why but I don't have time. This will crank hard commodities up to 11 and eventually spark conflict. You can see the beginnings now. Pretty much any metal is a good bet, gold and silver are well under way, copper is just starting.
how is $COPP also up 70% this year
I like capstone copper...you could just buy COPP, or COPJ.
COPP, CPER, FCX, NEM, TGB, HL, SCCO, COPX, ERO, RIO lol
Sprott just launched COPP, it's basically just the copper miners though (not that that is bad).
If that's the areas you want, that is fine... except for having both SPY and VOO. SOXX and PSI are very different, so that is fine. CPR holds copper futures. If that is your intent, fine, but given everything else I suggest you check out COPP or COPX which holds actual copper miners like Freeport-McMoRan. I'd avoid LIT at least till 2025. Not enough demand yet.
$COPP is copper etf, copper is having a big run due to data center demand. Still has plenty of room to run.
Would you mind elaborating on why? I'm looking to buy $COPP potentially but it's super top heavy with the #1 holding (FCX) at 22%