2026-04-02 23:20:47

$IVN is down 50% from its highs

A very interesting company at an $11B market cap now
Copper is in a structural upcycle
The next few years will probably be even worse from a supply perspective
Kamoa-Kakula is one of the largest and most efficient mines in the world
It also offers exposure to zinc, platinum, palladium, rhodium, and gold
Any thoughts on this one?

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