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SECTOR ETFXMECOPXBULLISHCore thesis · 5/5

No single ticker was named. Metals & mining ETFs are one way for retail investors to get exposure. Not a recommendation.

Severe structural supply deficit in mining producers

A decade of underinvestment in exploration combined with reserve depletion sets up major mining equities for extraordinary future cash flows and repricing.

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Severe structural supply deficit in mining producers · Zortix