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3993.HK · CMOC Group (China Molybdenum)

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK1 mention
2026-SEP-19 · Adrien O’Brien — research hub · VRIC Media (host Jay Martin) · Neutralmention · ▶ 33:34 · source page ↗15.68 HKD

In short: Named only as a peer — "sits just above us with Tenke Fungurume, another amazing deposit," one of the Chinese majors the eastbound rail line draws into the belt.

33:34map right in the middle of a camp like the Domes region, what does that create? It creates the perfect storm for M&A. And you don't only have Barrick, First Quantum, Ivanhoe. Think about all the groups that are there. China Molybdenum sits just above us with Tenke Fungurume, another amazing deposit, but you have Freeport-McMoRan working there, you have Rio Tinto working there, you have Anglo American working there, you have BHP around, Glencore around. Every major copper producer on the planet is in this region, and most of those groups

SOD 15.68 HKD (open 2026-SEP-18)

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