The non-ferrous mining portfolio was boosted by the rise in copper and aluminum prices a while ago, now it's stabilizing 🤔. Alcoa fluctuates with aluminum prices and tariff policies; China Hongqiao is a leader in aluminum manufacturing; USAR's rare earth strategic mineral logic continues; SGML is a Brazilian lithium mine, moving with lithium prices; NVA is a very small-cap Alaskan gold mine. It feels like USAR and SGML are the two with relatively clearer direction, while the others follow the macro trend.
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