OZL

 I did invest in this miner a long time ago but sold out many years ago.  Then I bought a small explorer, doing its best in Brazil and it got taken over by OZL with a great premium.

For a long time, I pondered about selling off OZL but its latest report suggests I should now accumulate!  It has bought a IOCG deposit in SA a few years ago and will be producing copper and gold soon after initial hiccups.  Unlike those deposits in South America (read BHP and RIO), South Australia has very few Covid 19 cases allowing its mine to develop as planned.

Gold is a secondary 'by-product' and the price has been most rewarding.

Its share price has jumped about 150% since the recent global low in March 2020.  That is not spectacular overall as some of my other stocks have leapt by more than 300% if I had dared to buy on 23/3/2020.

Its customers are diversified and China does not have much copper of its own.  With global supply falling by 4%, it is unlikely to slap a tariff on Australian copper; same with Australian iron ore!