CDE vs FCX

Coeur Mining Inc., as a now larger-cap precious metals miner ($19.85B), continues to present an extremely low probability for achieving 10x growth within 3-5 years. The recent acquisition of New Gold, valued at ~$6.9 billion, and the subsequent Q1 2026 record revenue ($856M, +137.8% YoY) and EBITDA ($475M) demonstrate significant expansion and improved operational performance for the combined enti...

Freeport-McMoRan (FCX) continues to demonstrate strong operational performance and financial health, evidenced by its Q1 2026 revenue and EPS beats (+8.7% revenue YoY, +150% net income YoY) and significantly improving net margins. The company benefits from secular tailwinds in copper demand, driven by global electrification, and boasts world-class assets like Grasberg with long-life reserves. Howe...