Video: Doug Silver shares a benchmark for finding ‘lifestyle companies’
These outfits prioritize management’s welfare as marked by high discretionary general and administrative costs over asset value growth, Silver says.
Latest Stories
US-backed TechMet eyes Ukraine lithium asset
TechMet, a $1.2 billion Dublin-based investment fund, is looking to develop the Dobra lithium project in central Ukraine.
Brazil’s red tape is ‘cooling’ investment, mining group says
Big miners are expected to invest $68.4 billion in Brazil between 2025-2029, a figure that could be higher if the permitting process were streamlined, Ibram CEO says.
Freeport sees $500 million annual boost if Trump declares copper as critical
Trump told the US Congress last week he would "take historic action to dramatically expand production of critical minerals."
Peru prepares US delegation in bid to avert copper tariffs
“The rules of the game are changing quickly under the new North American administration,” Energy and Mines Minister Jorge Montero said on Monday.
Meridian hikes Cabaçal gold-copper project value by 71% in Brazil after new study
Updated report for the project in Brazil increases its post-tax net present value (NPV) by over 66% to nearly $1 billion.
Morgan Stanley sees upside for copper prices amid potential US tariffs
Copper prices remain 16% higher year-to-date in 2025.
Column: US tariff threat brings boom time for physical copper traders
While markets gyrate to the uncertain beat of tariffs, physical copper traders are reaping the rewards of the turmoil.
Franco-Nevada’s Panama arbitration set for 2026 hearing
Franco-Nevada had a gold-copper streaming agreement with First Quantum, Cobre Panama copper mine’s owner and operator.