Agoracom: Small Cap Investment - Copper Fox Metals Inc. - Re: UBS global commodity analyst Tom Price said copper was the top pick for commodit

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Re: We have coverage... well sort of - PI Financial

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UBS global commodity analyst Tom Price said copper was the top pick for commodit

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UBS global commodity analyst Tom Price said copper was the top pick for commodit

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Re: UBS global commodity analyst Tom Price said copper was the top pick for commodit

in response to

Re: We have coverage... well sort of - PI Financial

posted on Sep 06, 2012 09:49AM

Many of the analysts have copper as their top commodity.

Reading a Morgan Stanley report on Teck I found this lovely tidbit:

TCK plans to double copper production in 5-7 years (vs. MSe of ~33% global supply growth) from long-lived assets in safer jurisdictions, though at higher capex intensity than industry average. (Copper is MS Commodity team’s top base metal pick)

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