In short: Cited as evidence, not a stance — COPJ up ~20% against copper's ~15%: "you haven't seen that really super leverage yet to copper price." The euphoric phase of a metals bull in the equities "is definitely going to come."
20:37not. The last time I looked, year to date or over the last year, COPJ is up 20% and copper is up 15%. So you haven't seen that really super leverage yet to the copper price. And going back to what I originally said, I see a lot of value we could create based on today's existing conditions without layering on top.
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