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Southern Copper: A Beneficiary Of Expanding Copper Shortage (NYSE:SCCO)
Seeking Alpha· 2025-10-20 12:16
Company Overview - Invest Heroes LLC is a CIS-based research firm founded in 2018, providing equity and fixed income research services that have gained local recognition among professional investors and private clients [1] - The firm covers over 120 Russian, US, and Chinese stocks, as well as more than 200 Russian bonds, including corporate and state-owned enterprises [1] - The team consists of 2 strategists and 9 analysts, achieving global professional recognition and participating in platforms like Refinitiv and Factset [1] Achievements - In its first year, the company entered Refinitiv and Factset, and by the second year, its estimates began to contribute to the Refinitiv consensus [1] - By the third year, the firm was recognized as the best analysts in the Refinitiv rating for several Russian companies and is in the process of signing with S&P Market Intelligence [1] - The firm's forecasts are often ahead of the market due to a detailed business model built for each company [1] Industry Context - The company owns the largest reserves among public companies in the industry, benefiting from the current market situation [2] - Global demand for copper is expected to rise amid structural constraints on ramping up supply, indicating a favorable market environment for the company [2]
Freeport-McMoRan: Teed Up To Benefit As Copper Shortage Is Set To Expand Soon
Seeking Alpha· 2025-06-17 11:04
Freeport-McMoRan (NYSE: FCX ) is one of the world's largest copper and gold miners. The company was founded in 1912 in Texas to mine sulfur using the efficient Frasch process. By 1932, Freeport had expanded operations toInvest Heroes LLC is a CIS-based research firm founded in 2018. Since then, we provide equity and fixed income research services which become more and more well-known locally among both professional investors and private clients. Here’s what we do: - Cover top 120+ Russian, US and Chinese st ...