
BHP, Rio or Glencore? How to play the new ASX copper boom
Glencore is listing on the ASX this week, searching for more capital to fund its ambitions copper expansion plans. It's up against BHP and Rio Tinto, as these giants pursue the huge gains from copper – one of the most in-demand metals of the modern age. It was BHP and Sandfire gaining yesterday as the copper price surged anew, alongside oil amid Middle East conflict.
Today's watchlist: BHP, Sandfire Resources, WIRE ETF
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Timestamps
0:00 Market wrap (CXMT, memory names)
6:58 Aussie copper plays (Glencore, BHP, Rio Tinto)
12:51 BHP, Sandfire Resources…
The skinny
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