
NGLOY: PROFITING FROM HIGHER COPPER DEMAND FROM AI AND EV
By Nigam Arora & Dr. Natasha Arora Signal(s) to enter, add, reduce, exit, hold or change. NGLOY has started a restructuring after thwarting a buyout bid by BHP (BHP). Here are the key points: Management believes that it can produce higher value by restructuring compared to selling the company. In The Arora Report analysis, if the restructuring is successful, the stock should go higher assuming investors continue to favor miners as a group. If restructuring is not successful, the probability of another buyout bid is high. The prize here is NGLOY’s copper operations. In the long term, demand for copper is expected






