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  5. CS: I have a position in ERO, but after seeing a recent commentary in the Globe about its “limited upside” compared to Capstone or Hudbay Minerals, I’m thinking of switching from ERO to either CS or HB... [Capstone Copper Corp.]

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Q: I have a position in ERO, but after seeing a recent commentary in the Globe about its “limited upside” compared to Capstone or Hudbay Minerals, I’m thinking of switching from ERO to either CS or HBM, position size the same for my risk tolerance. What do you think of this idea?
Asked by Alfred on April 19, 2024
5i Research Answer:
We think ERO is OK and it is priced well. Based on its very strong earnings growth profile we...
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