SCCO Southern Copper Corporation Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
01:10
Oct 03
Oct 03
The David Lin Report
Own copper/hard assets for next decade
Oakley wants copper and hard-asset exposure for the next 5-10 years. He argues copper is needed in many applications beyond AI and takes time to bring on, so even an AI slowdown would not kill demand. He owns copper through Southern Copper and Freeport-McMoRan and plans to hold them.
13:00
Sep 20
Sep 20
Monetary Matters
Avoid crowded, expensive copper majors
Boyer avoids the crowded large-cap copper producers. Freeport is expensive and he does not view it as a quality producer; Southern Copper is a huge, crowded name at roughly 40x PE and less profitable than his smaller copper holding. He prefers a $10B producer at about 17x PE over these majors.
00:02
Sep 19
Sep 19
CNBC
Copper setup favors selling.
Cramer, relying on Larry Williams' charts and commitments-of-traders data, says copper is extremely overvalued, commercial hedgers are heavily net short while speculators are crowded long, hyperscalers are substituting fiber for copper, and Fed tightening is a headwind. The 300-day cycle is rolling over and a failed breakout makes the setup bearish; he would sell copper, FCX, and Southern Copper on Monday.
About SCCO Investor Commentary
Across the available history and selected sources, Buzzberg tracks SCCO (Southern Copper Corporation) across 25 sources: 28 bullish vs 1 bearish calls from 35 authors. Historical directional balance: 44% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 62 total trade ideas tracked. Latest voices: Ted Oakley, Jérémie Boyer, Jim Cramer.