Calls
2
Jon Stanton
CEO, The Weir Group
Win Rate
50.0%
return
+4.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 04
$731.97
+20.3%
Weir Group CEO states demand for Copper and Gold is "really, really strong" driven by "national critical mineral security" and defense needs, not just Net Zero. The geopolitical instability (Iran war) accelerates the trend of "Onshoring" and "Resource Security." Governments are removing regulatory hurdles for new mines. This benefits the miners (FCX) and the "picks and shovels" engineering firms (WEICY, CAT) supplying the expansion. LONG Mining Services & Critical Mineral Producers. Global recession crushing industrial demand for base metals.
Weir Group CEO states demand for Copper and Gold is "really, really strong" driven by "national critical mineral security" and defense needs, not just Net Zero. The geopolitical instability (Iran war) accelerates the trend of "Onshoring" and "Resource Security." Governments are removing regulatory hurdles for new mines. This benefits the miners (FCX) and the "picks and shovels" engineering firms (WEICY, CAT) supplying the expansion. LONG Mining Services & Critical Mineral Producers. Global recession crushing industrial demand for base metals.
Construction & Infrastructure
Long
Mar 04
$65.93
-11.5%
Weir Group CEO states demand for Copper and Gold is "really, really strong" driven by "national critical mineral security" and defense needs, not just Net Zero. The geopolitical instability (Iran war) accelerates the trend of "Onshoring" and "Resource Security." Governments are removing regulatory hurdles for new mines. This benefits the miners (FCX) and the "picks and shovels" engineering firms (WEICY, CAT) supplying the expansion. LONG Mining Services & Critical Mineral Producers. Global recession crushing industrial demand for base metals.
Weir Group CEO states demand for Copper and Gold is "really, really strong" driven by "national critical mineral security" and defense needs, not just Net Zero. The geopolitical instability (Iran war) accelerates the trend of "Onshoring" and "Resource Security." Governments are removing regulatory hurdles for new mines. This benefits the miners (FCX) and the "picks and shovels" engineering firms (WEICY, CAT) supplying the expansion. LONG Mining Services & Critical Mineral Producers. Global recession crushing industrial demand for base metals.
Metals & Mining
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Jon Stanton has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: CAT, FCX, WEICY.
