Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 4.1× earnings vs its 15.3× historical median P/E.
Fair value ≈ $50.59 · price $13.58 today
Undervalued · 73% below
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Stellantis, Rio Tinto, and McEwen Copper Bet Big on Argentina’s Copper Future: https://www.smartinvestornews.com/all-articles/stellantis-rio-tinto-and-mcewen-copper-bet-big-on-argentinas-copper-future $STLA $MUX $RIO $GLNCY
#Glencore Stock Is Up 120% In The Past Year. Can It Survive The #Iran War? $GLNCY https://talkmarkets.com/article/glencore-stock-is-up-120-in-the-past-year-can-it-survive-the-iran-war-1776200350
@howboutthisone exactly, refinery in production is going to be huge! Removing reliance on China for processing should be North America's priority. With $GLNCY getting a large offtake from $TMC nodules and having a deal with $ELBM to refine is going to be the middle finger to China.
$GLNCY $FCX $SCCO $COPX $B
I’ve said that $8 copper is coming.
I’m still saying it.
Check out this call from Craig Parry.
$30 a pound.
DAMN!
Share prices for copper miners would enter a land far away.
The charts don’t have extensions high enough. 🤣
https://www.kitco.com/news/article/2026-04-08/copper-will-outperform-gold-and-silver-could-hit-30-new-commodity-cycle
China is making another quiet power move in the critical minerals space, and this time the DRC is center stage. They’ve moved way past just digging holes in the ground; they’re securing decades of access and building the processing plants right on-site to lock everything down. While the U.S. is still playing catch-up with new partnerships, China is already part of the furniture. It’s hard to ignore the fact that they aren't just winning the race, they basically own the track at this point.
Source: https://energycapitalpower.com/china-cements-drc-minerals-pact-amid-intensifying-u-s-rivalry/
$FCX $GLNCY $BHP $TSLA $BYDDF
$GLNCY
My first post on the GLNCY board back in 2021.
I’ve held this for years.
I built a large position in the $5-7 range.
Sold the majority of it back 2022 from $12-14.
I did keep 2,800 shares.
Been collecting dividends and letting it bake.
Metals and mining stocks are poised to keep outperforming as geopolitical risks, inflation pressures and demand for real assets rise following the outbreak of war in Iran, according to Jefferies analyst Christopher LaFemina.
Jefferies said the sector’s six-month rally reflects elevated geopolitical risk, a structurally weaker dollar and inflation concerns. Weekend developments, while “clearly very unfortunate,” are fundamentally positive for the space, the firm added.
LaFemina noted that a closure of the Strait of Hormuz could disrupt key supply chains. About 9% of global aluminum output comes from Gulf states reliant on the route, while Iran accounts for roughly 3% of global iron ore production.
The firm also warned of indirect risks, including rising energy-driven cost curves, supply chain pressures and potential stockpiling of critical minerals such as copper.
$FCX $GLNCY $AA
$RIO $BHP $GLNCY $B $SILJ
While 2026 should produce incredible/historic earnings for most mining companies, I will continue trimming into strength.
What my call has been and continues to be is for energy (oil/gas) to rocket higher.
Once WTI/Brent accelerates, that will begin the recession.
Margin compression will take place on the mining sector for this cycle.
I see that beginning on late 2026 and into early 2027.
Now for businesses in general.
Margin compression has already begun for basically all businesses due to material costs.
Just wait and see how earnings get compressed as we move through 2026.
Miners peak.
Oil concludes this cycle.
I will continue rotating profits from my mining positions into energy and fixed income.
Miners 50%
Energy 25%
Fixed income 25%
Later this year, my portfolio could very well be allocated like:
Miners 30%
Energy 30%
Fixed income 30%
Cash 10%
Capital preservation is my primary goal now, along with building a strong dividend portfolio.
