K********g
发帖数: 9389 | |
b******r
发帖数: 16603 | |
b******r
发帖数: 16603 | |
K********g
发帖数: 9389 | 4 赫赫，分红也不错哦。
国有化难道就分红了
【在 b******r 的大作中提到】
: 小心。
: 左翼要国有化SCCO的风险还是有的。
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c*******9
发帖数: 6411 | 5 what? is not scco an american company? |
b******r
发帖数: 16603 | 6 矿被收回了你公司跟政府开战么？
我说得不清楚，不是国有化SCCO，而是国有化SCCO拥有的矿产权益。
【在 c*******9 的大作中提到】
: what? is not scco an american company?
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s*******e
发帖数: 432 | 7 Most likely, the left wing will increase tax on miners. And then the copper
price may rise more.(Peru's copper mining is about 7% of the world). So
probably the best way to play is to buy some Chile copper company. ( Chile
copper mining is about 20% of the world) |
b******r
发帖数: 16603 | 8 直接买铜spot呢？
copper
【在 s*******e 的大作中提到】
: Most likely, the left wing will increase tax on miners. And then the copper
: price may rise more.(Peru's copper mining is about 7% of the world). So
: probably the best way to play is to buy some Chile copper company. ( Chile
: copper mining is about 20% of the world)
|
s*******e
发帖数: 432 | 9 Then you need some place to store it which have cost
【在 b******r 的大作中提到】
: 直接买铜spot呢？
:
: copper
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b******r
发帖数: 16603 | 10 fair enough. Any Peru/Chile domestic copper companies to recommend?
【在 s*******e 的大作中提到】
: Then you need some place to store it which have cost
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s*******e
发帖数: 432 | 11 I am also looking into it.
【在 b******r 的大作中提到】
: fair enough. Any Peru/Chile domestic copper companies to recommend?
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s*****r
发帖数: 1745 | 12 I would rather start to scale in EPU, which has about 80% mining exposure.
【在 b******r 的大作中提到】
: fair enough. Any Peru/Chile domestic copper companies to recommend?
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