Ivanhoe Mines Ltd (IVN-T)

Still likes it, given where we are in the cycle. Copper still has some room to run. Consolidating here, but expects it to break out to new highs either this year or early next. Same applies to TECK.B.

He'd look for the beginning of the next leg higher, which shouldn't be that long away. Consolidating, not technically broken. Likes it.

Most successful stock pick ever. Great way to get copper exposure. Geopolitical risk, but deposits very good. Several expansion options about to open. About to open new Zinc mine in Southern Congo as well. Excellent management team with track record of success. 

Expensive at 42% above its fair market value. Also, it's exposed to Africa. It may be fine there, but the growing nationalism worries him.

Very large shareholder. Fan of management team. Expecting higher copper prices going forward. Electric demand growing steadily. Would recommend for the long term shareholder. New mines being completed globally. Raising capital for new projects - very bullish. 

Continues to like the stock - one of top picks. Very strongly correlated with copper prices. Excellent pick. 

Depends on if you're a speculator or investor. Electric has changed mining by using their Typhoon geophysical technology to apply to deposits around the world, so this is a spec buy. That technology could be game-changing. The Mines is far more senior with existing operations in Congo and South Africa, so it's an investment.

One of the most expensive mining companies, with valuation along the lines of Google. He targets $7.68, so more downside, but would buy at that level. Will higher costs impact their next earnings report?

A rough couple of months on the heels of a truly spectacular decade. Owns one of the most profitable copper mines in the world. No longer cheap. Political risk. A major mining company in the making, so he keeps holding.

Big fan for a long time. Wonderful stock, and this should continue for people who can psychologically adjust to the perceived, and real, political risk of operating in the DRC. Has met and exceeded all guidance for a very long time.

Fantastic chart, ready to break out to new all-time highs. Part of his thesis this year of recommending copper stocks. Likes the setup till end of the year. Very bullish. No dividend.

Has taken profits recently given recent share performance.
Remains substantial shareholders.
Expecting increased production going forward - lots of growth left.
Political risk in Africa.
Excellent management team with Robert Friedland.

Political risk given assets located in Africa.
Demand for copper not slowing down.
Better names to own in sector.
Good time to buy - bottom on market. 

Often considered a takeout candidate to enhance copper exposure for upcoming energy transition. Building in DRC, the 4th largest copper complex in the world. The location has always been an issue for him. Geopolitical risk seen in discount to peers.