In short: Hold, C$41 target — the one negative-upside name (−2.7% from C$42.15): 1.4× P/NAV and an implied copper price ($7.15 levered) already above the market.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.