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First end-of-month close above £800k

#podcasts

I found an interesting website www.miningvisuals.com . Thank you to Amanda Van Dyke @amandavandyke13 on X The website has many fascinating charts for different mined commodities. I'm especially interested in some charts from UBS, forecasting a growing copper deficit. A deficit made worse by, in the short term, outages and, in the longer term, by a lack of new mine investment. UBS is forecasting copper rising to $13,000 per tonne by the end of 2026. (Currently $11,347). Th

#jicportfoliotrade

www.serica-energy.com   Trading update: HERE   Conclusion: At last, a positive production update from Serica Energy. Triton is back up, and running means that November production of 50,300 boepd is close to what we expected over the whole year before the problems at Triton, which have plagued Serica for most of this year. The completion of the Prax Upstream acquisition will boost production further with a contribution from Lancaster. As for the budget, the changes to the taxa

Fireweed Metals (TSX: FWZ, Market Cap C$583 m (£315m) C$2.76 (150p), currently 2.7% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling.)   www.lundingroup.com www.fireweedmetals.com   Mactung tungsten update. (Rel eas ed yesterday - share price up a few per cent on the news)   Conclusion: A good update which reminds investors of the support from the US Department of War for the “world’s premier tungsten deposit, unma