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Copper is the #1 Medium to Long Term Opportunity Out There, Here's Why
Challenge my Thesis, "Copper is the Opportunity of the Decade"
[MINING THREAD] What are some of the best precious/industrial metal pennystock buys rn? Set me straight fellas
Cleveland Cliffs $CLF - The Infrastructure Steel Play
Play with the commodity super cycle: let us find miners!
Mentions
Copper (COPX): Morgan Stanley predicts the largest copper deficit will occur next year due to recent supply chain and mining disruptions happening amid increased demand. The only way this goes bad is if the global recession really hits us and if Trump doesn't make progress with Xi in their talks. If only one or the other goes through, demand would be maintained with such tight supply
Biggest to smaller (only those over ten kas have lots of "smaller" stocks too) NVDA, USD, COPX, BYD, BRKB, Recent stocks of interest I bought some of are NUKZ and URA (I think they're called). Basically etfs that buy into nuclear fusion, which I think is gonna be massive due to data centres. I'm also very pleased with my copx etc, it's done so well this year. It seems blindingly obvious to me that copper is gonna be needed to keep all this electrical infrastructure going.
Well COPX dumped today and copper is sensitive to recession fears. If demand weakens, supply shortages don't mean much. However, Rick said that in the 5 year horizon the underinvestment in copper mining will catch up and supply shortages will have a serious impact on prices even if demand is soft.
I was freaking out about COPX today. Hearing Rick Rule talking about how it would eventually play out calmed me down
Anyone betting on $COPX / copper?
Speculative, unprofitable names a la 2022 after 2020/21. SOUN, OKLO, etc. There's so many things that lost 40-50% quickly earlier this year (PLTR lost about 40% in 2 months, VST lost just shy of 50% in about 3 mo.) This sub went from scolding people if they weren't bullish late last year to scolding people if they were talking about buying a share of anything at the April bottom and we're almost all the way back to scolding people if they're not bullish. The market post covid has turned into escalator up (certain sectors go up seemingly every day; there's little concern for valuation aside from "price-to-narrative", so where as stocks would previously 5 steps forward, 2 steps back they just turn into a FOMO fest pile-on.) Eventually a lot of people get complacent/110% risk-on and all the sudden you get the elevator down (price-to-earnings suddenly matters again, everyone 110% risk-on can't dial-up so they de-risk.) Also, for all the talk about AI, people not talking about things like Gold Miners (GDX up 123% YTD), Copper Miners (COPX +66% YTD) and critical minerals in general (SETM +75% ytd.) While the AI trade goes on, there's a real assets trade clearly at work that has done better than the Mag 7 (MAGS +20% ytd) and tech (VGT +23% YTD.) Lastly, the fact that Cathie is actually having a good year with ARKK up 65% should be concerning, as is the fact that that fund is up 65% YTD and is still negative over the last 5 years.
OPEN and RIGETTI blowing up setting the stage for MDAI QD and INNODATA to set the tone for the market big home run with COPX to compliment the demand as an increase in utility. Next move on to production stocks and manufacturers with the mindset on material costs and expenses like gas oil (i.e energy) for sure wish I bought more INNO. With a spike today going to 82! Calling out MDAI 👀. Let’s goo !! QD 🍑god like platform structure..don’t sleep on that pharma market 🤫 😴 💊 Follow for more mentions on the market
I've been trying to talk about GDX (well technically EPGIX) since February, but the moderators often delete my posts. GDX up 104% YTD. GDXJ up 105% YTD. SIL up 100% YTD. COPX up 39% YTD. This has to be institutional investors recognizing a significant undervaluation and current prices. We should be riding this to the top.
COPP, CPER, FCX, NEM, TGB, HL, SCCO, COPX, ERO, RIO lol
COPX ripping if you want to get in on copper
ASTS, NBIS, CPER/COPX, GOOGL, KTEC. 1) Big in ASTS. Internet everywhere is the next logical step. Very impressive tech. 2) NBIS because specialized servers need to be built. Like the NVIDIA partnership. Good leadership. Tokola, Avride, clickhouse are added benefits. 3) Copper as an inflation hedge as gold, silver and btc so expensive. 4) Google cause it’s cheap and has cash. 5) Chinese tech etf cause why not. Liking all ADRs what with the declining USD. More mag 7 (Meta, Amazon, Microsoft) I plan to buy if the market sees large dips.
I was too lazy to buy a specific company, bought COPX instead
XBI, COPX, SILJ etfs will outperform SPY for the next year
But I see COPX also had the same swing as the market after tariffs were declared.
Don't wait for perfect clarity, it won't come. The best investments work with the political reality, not against it. Watch copper prices (COPX ETF) - they’ll signal whether global trade is truly healing or just relocating. Copper doesn't care about headlines, it only reacts to actual industrial activity. The smart money watches this, not tariff tweets.
# **TLDR** --- **Ticker:** $BTG, $GDXJ, $BHP, $PICK, $COPX, $GDX (and others mentioned) **Direction:** Up **Prognosis:** Mining stocks are undervalued and poised for a significant bull run, potentially 10x gains. Author is long several mining stocks and ETFs. **Author's Portfolio (Partial):** A diverse collection of junior and senior miners, gold ETFs, and broader metals ETFs, showing significant losses YTD. (See post for details) **Bonus:** Author calls anyone who's been in mining for the last 30 years a "regard."
# **TLDR** --- **Ticker:** $BTG, $GDXJ, $BHP, $COPX (and others) **Direction:** Up **Prognosis:** Mining sector is undervalued and poised for a massive bull run, similar to tech in the early 2000s. OP is long several mining stocks and ETFs. **Bonus:** OP calls you a regard if you haven't already invested in mining. **Bonus 2:** 10-bagger potential (or more!). Consider the risk tolerance.
# **TLDR** --- **Ticker:** $BTG, $GDXJ, $BHP, $COPX (and more!) **Direction:** Up **Prognosis:** Mining stocks are undervalued and poised for a massive bull run, potentially 10x returns. Low investor interest and historically counter-cyclical performance relative to tech make them a compelling contrarian play. **Author's Position:** Long on multiple mining stocks and ETFs. **Bonus:** Author thinks you've been a regard if you haven't invested in mining.
Considering the move to EVs and also nuclear power, do we like COPX or NLR ETFs?
No idea about the other questions, but... > $TMQ. It's performing very well right now, though I have no idea why It boomed day the day after Trump's election because the Biden administration had blocked construction of an Alaskan road Trilogy wanted. https://www.mining.com/biden-administration-blocks-ambler-road-in-alaska/ Stick with XME or COPX if you want mining but not the risk of individual companies.
SLV, COPX, FXI calls this week
SMH, ITB, VGT, XLK, COPX, IXN There's a lot
Why not just go with safer options like COPX or a bigger miner like FCX?
COPX is my prefered copper ETF.
I own **COPX** selective copper mines. Last 3 years I have a +11% cumulative gain. If you find better Coppe stocks pls advise.
CPER is a good spot tracker which is somewhat unusual for commodities. COPX you can look up their holdings https://etfdb.com/etf/COPX/#holdings
I've been making good money on the COPX copper miner ETF, just as ea nasir before me.
If you want copper for the long haul an ETF is a good choice. You can always add some extra shares of a specific company if you want to go heavier on one or more. I've had COPX in the past but only as a short term thing. I'd break out in hives if 1/3 of my portfolio was in copper for the long run.
Only COPX shares for copper right now. I did however buy UEC 7C on Monday and im getting cooked. Good thing they don't expire until August because I full ported my fun account. 
COPX come back baby I need you, I miss you, I want you. 
Copper and uranium are the future. COPX and URA
Does anyone know if there is a liquid copper etf? All I've seen is COPX and DBB which isn't even fully copper and they are both pretty illiquid. 
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.
It has pretty low volume for a penny stock So not much liquidity to begin/out fast. Commodities can be hard to trade and are usually not held for long-term investments. If you like copper then consider the ETF COPX though at the moment it looks to be rolling over so I wouldn’t recommend jumping in it today.
I’ve made a pretty penny on a copper mining ETF, COPX
Got the memo. $FCX and $COPX are both +3.5%, $GLDM is +1.5%... I'll take it.
I've got my eye on the follow stocks - anything obvious I should stay away from? Hoping for short term 3-5 year growth. United Health -PE 32, Yield 1.4% Verizon - PE 15, Yield 6.6% Boeing PE --, Yield -- CVS PE 10, Yield 4.8% MSOS PE --, Yield -- (Marijuana ETF) COPX PE --, Yield -- (Copper ETF)
COPX (Copper/pm mining) has been flying these past few weeks. Lots of chatter about copper from trend followers about the potential upside copper has. I’ve been thinking about taking up a copper futures position in something like CPER too. I like physical assets too though, so of I was set on gold, I would probably just go for the ingot. You will lose out on some of the value holding physical gold, as most buyers will pay you spot minus some “service fee” per coin/ingot. Hold for long enough though, and that’s not necessarily an issue.
more $COPX & $SLV calls
buy $COPX calls 4/19, before its too late. youre welcome
The market is so irrational on PMs. It's absurd that gold:silver is 1:87. It "should" be somewhere in the ballpark of 1:35, but realistically 1:60 would make sense. So I would pound the table that silver is due for significantly higher prices. But I have to reconcile that with the fact that we're just not seeing it. So yeah, very bullish higher silver, like in the $50-60 oz realm, but the market disagrees thus far. I hold an amount of physical silver (I would never advocate for $SLV), and some junior developmental miners that have high torque if silver were to re-rate substantially higher. If I were to own majors, I'd stick with gold and $GDX. $SIL is fine. If you're a sane, generalist investor unwilling to throw your life away reading NI 43-101s, and just want some exposure, it'd be alright. I personally would prefer a more targeted approach. Like, just buy Wheaton. I love me some Pan America, but really I'd only own them if I thought Navidad could be developed, which I don't. The rest is meh. I'm not big on First Majestic until they can clean up Jerritt Canyon. Hecla and Fortuna are fine, but whatever. The reality silver miners are facing is rising costs from the last few years of super hot inflation, but silver prices haven't adjusted to reflect that. So the margins aren't what they should be, and it just makes the sector unattractive, even if I personally think it *shouldn't* be. And being such a small percentage of a "normal" portfolio, I'm not sure if it's even worth the hassle. But yeah, I'd just buy Wheaton and call it a day. If you really think silver is going to re-rate, you should be in the juniors. And not SILJ, which is just a reshuffled SIL, unlike COPJ vs COPX
I own COPX as a compliment to a more targeted mining portfolio. Given that copper prices will nearly double by the end of the decade, it's a good catch all for some of the majors. I wouldn't waste my time in the gimmicky stuff like hydrogen or solar. Water is fine, but boring and unlikely to really outperform. Wouldn't touch lithium at all. But that's coming from me, who strictly invests in commodities and adjacent industries, so I couldn't speak on the tech-y stuff.
Can also check out COPX if you want exposure without picking a single miner.
I have the etfs COPX and PICK. Hoping for growth and the dividends.
Watching the fireplace channel feels nice this time of year. Sorry I mean my trading screen of shorts getting burnt. The crackling is so cozy Look here comes the trading hand onto the screen, to toss in some tickers to stoke the fire: * HOOD * TDOC * COPX * AVXL (Alzheimer’s Euro approval steps) * XBI * ME / NVTA * GDX * CRSP / EDIT
Gotta love everything-up rally days. Thanks Jolts Favorite adds today: SWK, NKE, COPX, STLA
Started a focused-stretch exercise morning routine for my dip-buying finger, so not rip a tendon when it counts So far this morning picking up: LGF-A, COPX, ARE, LYFT, MDT, JETS
COPX has *almost* 4x’ed in *3.5* years since march 2020z
That thesis can be correct, but you still don't make money if you're late to the trade. COPX has 4x'ed in 2 years. FCX already has a premium multiple of 28. If you bought COPX at 9 or FCX in 2018 when it was $13 at a 6 PE, great. But to make money now, you have to believe in incredible earnings growth for copper producers, when historically it's been [very cyclical and pretty flat.](https://ycharts.com/charts/fund_chart_creator/fool/#/?annualizedReturns=false&calcs=id:eps_ttm,include:true,,&chartId=&chartType=&correlations=&customGrowthAmount=&dateSelection=range&displayDateRange=&endDate=&format=real&legendOnChart=false&lineAnnotations=&nameInLegend=name_and_ticker¬e=&partner=fool_720"eLegend=false&recessions=false&scaleType=linear&securities=id:FCX,include:true,type:security,,id:SCCO,include:true,type:security&securityGroup=&securitylistName=&securitylistSecurityId=&source=false&splitType=single&startDate=&title=&units=false&useCustomColors=false&useEstimates=false&zoom=max)
Good question. Think I'll spend tonight putting together my list ready for tomorrow So far I reckon: * **BATRA** \-3.8% What is more American than baseball? * **COPX** \-2.7% What is world suddenly going to stop using electricity? Room temp superconductors, while interesting, aren't going to swap out need for bread and butter copper * **AMZN** \-1.8% Ahead of earnings * **ARE** \-2.9% Biotech/pharma tenants probably don't even know Fitch, but they know that their research campus is adjacent to the best research campuses in the world, on...American soil * **GOOG** \-1.7% In 5 years they're going to sell more stuff to more people. A world-beater company located in good ol' USA. Funny enough in a few decades, big tech may wipe out need for things like Fitch entirely * **SPG** \+0.3% Ahead of earnings * **SPG, DIA, QQQ** Political plot armor, as the plunge protection team defends against rating agencies possibly trying to turn a quick buck I feel that Fitch is trying to keep themselves relevant as technology advances. Therefore, I feel it waited until a presidential candidate got arrested, all while half of the market is trading 0DTEs, and chooses that particular day to downgrade the USA on basis of years of debt concerns. Then it can say, "See, our ratings are important since they move markets, get us to rate stuff". Sorry Fitch, for me, you get to join Bill Ackman in the penalty box
Yolo it all on OTM COPX calls in case that super conductor is real, if it doubles you’ll make like 300x
Where do you see this? Wouldn’t copper also be effected. I bought some COPX ETF, but I’d like to get into some more sensitive to a rise in copper.
Metals: - Base metals include copper, lead, zinc, nickel, aluminum. - Rare earth metals (Lithium, cerium, lanthanum, other things i can't pronounce). Cobalt fits somewhere here? Companies: - There are metal/mineral specific companies, like Teck (copper + met coal) or FCX (copper + gold + molybdenum) or SCCO (copper). - Diversified mining giants like Vale, Rio, BHP, Glencore (in addition to the above mentioned, they also mine thermal coal, iron ore, ...) - ETFs: There are copper miner ETFs (COPX), general mining ETFs (PICK). [Here is a more developed post about copper](https://www.reddit.com/r/stocks/comments/1288qre/copper_investors_are_demonstrating_the_bystander/) and its role in the green energy transition. I'm very bullish on copper for the following decade. Of the base metals, copper is viewed as the most critical given the sheer amount we need. Aluminum is a substitute for copper (so some like companies like Alcoa) but only to a degree. Many like lithium, although I've been a bit wary since I don't know the space and have heard there is more supply coming online.
copper miners might be a good deal rn $COPX
5 year of COPX is -7.8%, I'm scared of commodities.
COPX volume 10x higher than avg, highest daily volume traded in a year what do they know 
I opened my FCX position starting in January, and I honestly feel time is running out. The inventory situation in copper and global demand stimulus are reaching critical levels. Might start DCAing into COPX or maybe directly into a copper price index. If I had to make a prediction for the next 12 months, I vote the risk of a squeeze upward higher in copper than most of the other commodities, including oil/gas.
COPX ripping a whopping 3.5 percent today
COPX hold until July
At this rate, really thinking I'm going to just open up a position in PICK. COPX is another option as you recommended. I don't really want to take dive into the high risk options of individual commodities like Uranium given how little I know that space... Yet I still want exposure.
can’t go wrong with COPX. or if you want better torque, COPJ is Sprott’s new copper junior etf.
If you believe in the industry, then protect yourself by investing in the industry, not specific companies. COPX, FXZ, XME.
All I invest in is commodities, so you know I'm of the opinion that 25% exposure is fine. But why the majors? Vale has a lot of torque just because of its region. Splitting the business will be interesting. Rio and BHP are largely redundant. One or the other would be just fine. Glencore is ridiculously cheap, and it also has a major trading arm to compete with Trafigura and the like. If you're in mining for copper exposure, you're going to do much better with either a pure play like Ivanhoe, speculation on junior companies, or in the very appealing ETF COPX, which gives you exposure to Zijin and Vedanta in addition to some excellent western copper names. Also, global copper shortages are coming by 2025, you won't need to wait 10-30 years to see a sharp upturn in pricing.
You can also just go with Rio, BHP, or COPX to keep it really simple.
I own GDX, SLV, URA, REMX and COPX in an IRA. But I don't need to worry about the taxes part.
Buy more URA and COPX etf
You can buy ETFs like BATT and LIT. You can buy EV charging industry play stocks like PLUG, CHPT, and EVGO. Battery companies like FREY and ENVX. EV industry semis like ON. Lithium stocks like ALB, LAC, and LIT. Copper mining ETF like COPX.
Personally I own a good bit of micro cap exploration companies that probably aren't suitable for most people just looking for casual copper exposure. Ivanhoe and Teck Resources are both good names though for larger companies. I highly recommend the ETF COPX, as you also get exposure to Vedanta and Zijin, which are hard to own directly for western investors.
Personally I'm mostly investing in the underlying commodities instead of focusing one the specific sector that will be needed for this shift towards geen/renewable energy. Copper: COPX Silver: SLV (also good just to have in general) Platinum and Palladium: SBSW Uranium: URNM EV/battery tech: LIT These holdings are currently about 30% of my portfolio. I'm still pretty tech heavy, but I have about 30 years until I retire so I'm fine with the volatility.
Copper COPX Uranium URNM Graphite miners Oil and gas during the next dump - has had a nice run last couple weeks
Indexes and commodity indexes - VTI, COPX, URNM
Two sides of the same coin. Both are so large, so diversified, that they'll move in tandem on metals spot prices more than their own individual mines. RIO is currently acquiring the rest of Turquoise Hill, which is a great copper mine, and has some interesting ventures into lithium, but it would take a major push to move the company significantly more than its peers. As you noted, BHP gets into some more areas, like coal. If you just want broad mining exposure, you can't really go wrong with either. I'd probably lean more to RIO, but it's not a hill I'd die on. Copper, and to a lesser extent nickel, will be a major winner for the next decade. On that, I'd personally rather join companies that are predominantly copper-based, but these tend to be smaller, and require a bit more knowledge on the industry. Probably not worth it for a generalist investor, and you'd be better off in an ETF like COPX.
COPX looks to be the main copper ETF, 1B or so AUM. SILJ is junior silver, and GDJX one of the junior gold ETFs. None have exactly been great performers during the last two years here, but what has? (Other than oil, I guess.) My only exposure to metals is through a commodity-futures ETF, and going from memory their metal plays over the last two years have been all nickel and tin, I think. (Though IIRC they lost money on most of 'em, so... maybe don't do what they do.)
APD is good. Dow has been refocusing towards specialty chem and materials for a while now. I like BASF better. I like ALB, SQM, and LTHM for lithium in that order. Linde PLC is another company I hold always and forever. I've been watching OLN for awhile. I also like REMX and COPX etfs.
TSLA Puts or no Hair on Ballz. ULE Calls COPX Calls
Copper for a bounce.. COPX Calls.
There's COPX but it hasn't done dick but cost me money so far
Yes that’s a good analysis. They were mostly 0DTE. Today was basically 0DTE 0FsGiven trial day. I had a couple of quick flips for a couple hundred that worked, but all in all, too many balls in the air to manage properly, and with that much risk on each trade, it’s easy to get shaken out on a little pullback. But I broke my number 1 rule, DON’T FIGHT THE INVISIBLE HAND. Puts on a bank, asking for trouble. My best trades lately have been puts on copper (COPX) and well-times FAAMG reversals, IE bankster-friendly.
Buy BBBY and RYCEY Get some more SQQQ DRV and SPXU Sell my BNO COPX and X Buy a KO $60 put
Copper, corn, and steel getting routed. COPX -6.3% otd
From past experience, I find you want to be in the larger size companies when given an option. I'm in FCX. But there is also SCCO, there is also a copper mining etf COPX. That would relieve risk from a company specific potential issue. FCX is primarily copper but they have a bit of gold too. I thought the split was 90% / 10% but I'm not sure of the exact amount.
If you want a head start, for US ETFs, COPX for pure copper, PICK for a mining blend, and URNM for uranium. Not much for coal, unfortunately. Good luck!
You can always break apart COPX to its individual holdings. It's hard to get pure copper exposure. Teck, First Quantum, Lundin, Southern Copper are all decently sized companies. Most large scale miners are diversified into iron, nickel, copper, etc. Glencore, Zijin, RIO, BHP, and VALE being some of the biggest names. Ivanhoe objectively has one of the best mines in the world, and it's fresh, so a ton of potential, but generalists have already found it and it's pricey. Still, if you're patient, may have some of the best upside, particularly once Kamoa-Kakula gets up to full speed. Freeport is a good company, but constantly disappoints. Turquoise Hill is an absolute must avoid. And then you have a bunch of interesting small cap miners that are either in exploration or only have one or two properties. I won't name them, because you know, market caps under $500M aren't something to throw around like a sure thing, but there's a few names there I particularly like (dig on the bottom third of COPX holdings for a couple). But that's going to require more detailed knowledge of how to read drill reports and feasibility studies, as well as a higher risk tolerance. If that's not a task you're up to, just stay away, lest you do something like buy one of the worst mines I've ever seen, like a particular movie theater chain did. Honestly, if you want a one size fits all, either COPX, TECK, IVPAF, RIO, or BHP are my "recommendations," probably in that order. Or CPER if you want legit direct exposure.
Growth and Stability, I think that's what I want to pursue in this field. Will check in to COPX, is there anything else I could look up to?
What are you looking for? Growth, stability, value? Most large scale copper miners are polymetalic suppliers like Rio Tinto and Vale. There are smaller, copper focused miners, but most of them aren't that great. Ivanhoe and Teck Resources strike me as two halfway decent options, although the former is a bit expensive. If you're not willing to read drill reports for hours on end, COPX is probably your best choice.
I think you’d be better with ICLN, LIT, URA, COPX personally. Will check back in twenty !!!!!!!!!
Best dividend stocks (also happens to be ETF’s) URA & URNM. Other great ETFs I recommend would be DRIV, LIT, COPX, XLP, XLV, BUG, AIQ, XLK. With those right there just keeping adding and Maybe you’ll join me at the zillionaire level once life compounds upon itself
Look at ETFs BATT, LIT, COPX, DRIV, CARZ, IDRV and stock LAC.
I am a stock picker. I use position sizing to mitigate mining risk. 50 stocks, average 2% per position, but I work in the sector and have access to premium due diligence. There are plenty of ETFs to get broad exposure while one learns the theses. Energy I would want to be exposed to: Oil & Gas (XOP), Uranium (URNM). In previous metals: gold, silver, and platinum. In base metals: copper (COPX), and rare earth elements (REMX). To a smaller extent tin, nickel, etc. Uranium just broke out today, holding off on O&G for later, and the PMs are approaching the launchpad. Copper looks really good here as well. Mining is a tough business, there are many royalty and streaming companies that eliminate your mining risk (FNV, WPM, UROY, MTA, NOVRF, MMX, etc.) Physical metals and royalties are my preferred ways to play the precious metals due to cost push inflation that leads to margin compression. Hope this helps.
A buddy of mine used to write for Bloomberg. He's now a portfolio manager at a large bank that I'll leave anonymous. He's unable to invest in specific companies, but he can invest in ETF's. He's big into two commodities - oil and copper. Oil may have plateaued for the short-to-medium term, but copper has a LOT of room to move. According to him, most tech bottlenecks can be traced back to copper with production not keeping up with battery and chip production for cars. I'm up over 50% on my $COPX 4/14 47C and 10/21 41. You could also extrapolate this to investing into $ECH as Chile produced more copper than the next three countries combined in 2020.
January LIT, TAN, COPX calls at the money.
Buy commodity ETF's, crypto, and ownership in producing assets with inflation protection. Central banks and governments are now onto the Great Reset play which means currency debasement and breaking stuff via negotiations by alternative means. USO, GLD, SLV, COPX, etc. https://www.etf.com/channels/commodity-etfs