Silvercorp's recent 35-40% share price decline is driven by market overreaction to company-specific events, presenting a ...
At Escondida, the world’s largest copper mine, BHP has some problems: ore grades are declining, the rock is getting harder and a $5 billion concentrator needs to be replaced. The company will also ...
In terms of commodity prices, we assume copper and gold average around USD 4.25 per pound and USD 2,800 per ounce from 2025 to 2027, respectively, based on the futures curve. Our midcycle assumptions ...