Alernatives8 Dec 2020 09:10
After over 10 years holding Kaz (was also in Kazakhyms back in the day), I sold. I think they hold all the cards plus there are a lot of other things moving in the market. I went into Glen. Although not pure copper, they still are one of the biggest copper producers plus exposure to cobalt. Glen, has underperformed so I am hoping that a changing of the guard in Glen and the Whitehouse plus a bit of mean reversion and the chance of a Divi might be a good call