ACG Metals: The Aggressive Copper Roll-Up Targeting 10x Production Growth Nobody's Watching
2026-02-17 10:22:57 ET
Intro
ACG Metals (ACGAF) is a bit of an oddball in the copper space, but one that deserves your attention. They are running a high-growth, copper roll-up strategy, aiming to scale production from the ~20 ktpa they are about to do today to 200-300 ktpa in the next 3-5 years. Despite its reasonably large market cap (~$500M) and 1 year returns >200%, almost no one has ever heard of it. Besides recently being in the Financial Times owing to the fact that Mike Pompeo, the former US Secretary of State, is on the board, there’s not much news or coverage of the company. To me, that’s a great thing. It means I’m still early enough to exploit the opportunity....
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ACG Metals: The Aggressive Copper Roll-Up Targeting 10x Production Growth Nobody's Watching
NASDAQ: ACGAF
ACGAF Trading
0.56% G/L:
$18.10 Last:
300 Volume:
$18 Open:
