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Price · 1Y
$36.48
Thesis
Ero Copper is a focused Brazilian copper producer built around the Caraíba underground complex, with the Tucumã open pit ramping to meaningfully grow consolidated output. It is one of the few mid-cap pure-play copper names with visible production growth into a structurally tight market.
Catalysts
- Tucumã ramp-up reaching nameplate throughput and recoveries
- Copper price strength on grid and EV demand
- Caraíba mine-life extension from exploration drilling
- Brazilian real and operating-cost trajectory at the asset level
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.