Copper 360 (JSE: CPR) share price, discussion & sentiment

CPR sitting at 47c with zero movement today, but the real story is whether they can unlock value from their copper assets before cash burns become a concern. At these levels you're betting on exploration upside rather than near-term fundamentals, which makes it a speculative punt

Do you think copper 360 can actually get to production without diluting shareholders another 10 times over. Seen too many junior explorers burn through cash and suddenly need a capital raise at half the price.

copper at these levels is actually interesting ngl

copper sitting at 40c is mental value if they actually pull off the resource estimate on schedule. most juniors in this space are trading 5x these levels on far less certain ground. longer story here than the market's pricing in, serious now.

copper at these levels is lekker value, especially if they hit production targets next year. risk reward is very compelling when you look at where similar explorers trade. patience looks like a real good idea here, catalysts moving forward are solid.

Been digging into the copper demand side lately, macro's tight but long-term view hasn't changed

Good Morning Everyone, CPR sitting at R0.39 last close, market cap under 200m rand which is thin for a copper play. Share count around 520m so liquidity's gonna be rough on any real position, eish. Company needs to prove up resource numbers or get production moving, otherwise just another explorer trading on sentiment.

thing is, copper spot price is still decent but CPR needs to show actual production numbers, not just exploration updates. haven't seen the latest quarterly results hit SENS yet and that's what matters when the rand's this weak.

Look, copper's gonna be mad scarce in 10 years with all the EV demand, and CPR's sitting on real assets while the price is down. Yeah we're pre-revenue but so was every miner that made money, can't fix stupid if you're panic selling at R0.39 when the commodity cycle's just starting.

CPR down 2.22% to R0.44 today, but I'm curious if anyone's seen the latest quarterly figures on copper production or cash burn. At these levels the risk/reward is interesting if they're still on track with operational targets.

after reading the second document, what anyone should read is the capex guidance for next year, they're basically saying copper production ramps but working capital gets hammered which is why the sp keeps getting smashed on every rally. compare that to other junior explorers sitting on resources and not burning cash like this and you see why sentiment's in the bin. long term thesis only works if copper prices cooperate or they cut spend, neither is happening soon.

Copper story is solid long term but ngl the timing is rough with rand weakness eating into margins and volumes staying thin on the board. I put an order at R0.43 last week, got filled on half, waiting for another dip before I top up the rest. Copper fundamentals haven't changed, just the sentiment.

imo the copper story is solid long term but R0.47 means the market's pricing in a lot of downside already, probably waiting to see if they can actually scale production without blowing capex. fwiw if they hit their guidance over next 18 months this reprices hard, but that's a big if in this environment.

copper at 0.47 is starting to look thin on the way up but the copper story itself aint dead, just waiting for spot prices to move. someone's gotta actually find proper grades in sa for this to run again tbh

CPR taking a knock at 55c but that's more noise than signal given the copper macro tailwinds. The real question is whether management can execute on their projects without diluting shareholders further.

copper sitting at r0.49 is pretty harsh, rand weakness usually helps miners but cpr's grades just aren't there yet compared to peers. exploration spend is decent but needs a proper resource statement to get real traction, otherwise it's just hope money imo

COPPER ABOUT TO EXPLODE MATE, SITTING AT R0.49 IS ABSOLUTE JOKE WHEN YOU LOOK AT WHAT COPPER PRICES DOING GLOBALLY!! Anglogold and Sibanye both got hammered then bounced hard when commodity cycle turned, CPR WILL DO SAME THING!! BEST IS YET TO COME!!

Copper spot price is still holding above 4 bucks a pound, so the macro backdrop for CPR hasn't fallen apart like some are saying. At R0.49 though the market is clearly pricing in execution risk on the project side, which fair enough, but compare that to where Pan American Silver was trading five years ago before they actually ramped production. Long-term view hasn't changed for me.

Do you think CPR can actually get to production before the cash runs out. Exploration is one thing but mining needs real capex, and at R0.49 a cap raise would be brutal for holders.

CPR getting hammered down to 55 cents, that's a proper dent today. Tough to get excited when the copper play can't find buyers, though the sector's been under pressure across the board.