Otherwise, I wouldn’t have posted the things below, but since you kind of “asked”. ![]()
In the story below, Stifel predicts a copper supply shortage this year.
Therefore, the article recommends three companies (though very little is said about them); the recommended companies are: Foran, Meridian, and Atex. Not companies I’m familiar with, at most just by name.
McGill says Foran’s 2026 production ramp “has seen ~20bps P/NAV expansion” in similar cases. “We think the complexity of ramping a 5ktpd mine/mill is significantly less than larger-scale Canadian operations, with history suggesting a quicker path to design throughput,” the analyst wrote.
For Meridian Mining, Stifel sees “a strong rerating story through 2026 as Cabacal marches through engineering and permitting milestones.”
Meanwhile, McGill says Atex offers leverage to high-grade exploration.
And these haven’t really been discussed on the Forum either. Here are the companies’ “investor pages”:
ATEX Resources, Inc. is a mineral exploration company engaged in the acquisition, development, and commercialization of projects throughout the Americas. It has a stake in the Valeriano project. The company was founded on January 20, 1981, and is headquartered in Toronto, Canada. (source: Nordnet)
Foran Mining Corp. is engaged in the acquisition, exploration, and development of mineral resource properties. Its projects include the McIlvenna Bay project, VMS Primer, Bigstone, and Hanson. The company was founded on June 21, 1989, and is headquartered in Vancouver, Canada. (source: Nordnet)
Meridian Mining Plc is engaged in the acquisition, exploration, development, and mining of gold and copper. Its projects include Cabaçal, Espigão, and Ariquemes. The company was founded on December 16, 2013, and is headquartered in London, United Kingdom. (source: Nordnet)
And then there was also the Metso I mentioned earlier; if you start reading the thread from that point in the link, you’ll come across many copper news stories and announcements. ![]()