$Ero Copper(ERO)$ 

ERO: straight up Copper play with Trump announced import tariffs on Copper into US.

2nd batch of buying to continue build up this position. 

Small starter bets on this company with its copper mining operations in Brazil that were hit by 2 separate negative news.

First is the 50% import tariffs slapped by US and the 2nd was copper tariffs of 50% as well.

These 2 news won't be able to stack as no matter what is 50% import tariffs.

The next argument is ERO actually don't sell to US so it's a case of throwing t the baby with the bath water.

3rd supporting news is because of these uncertainties, copper price is at 52 weeks high, so any miners with good operators will be able to make decent profits. 

ERO
07-14 22:10
USEro Copper
SidePrice | FilledRealized P&L
Buy
Open
14.97
34
--
Closed
Ero Copper

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  • DeltaDrift
    ·2025-07-17
    Focusing on copper as a key play amid the new import tariffs imposed by Trump[What]
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