Today I got tired of looking at Nevada Copper NCU in my portfolio. The copper junior was promoted to me last year as a no-brainer for M&A (Apparently not yet)... So I sold it and began accumulating Robert Freidland's Ivanplats IVP. While nothing against NCU's Pumpkin Hollow project, IVP has three of the best development stage projects in the world (Kamoa, Kipushi and Platreef), and is run by the greatest mining executive of our time. Both of the charts suck but as producing miners come out of their rut, the best quality development stage projects should follow.

Click to enlarge

IVP.TO:

ivpchart

NCU.TO:

ncu

Do your own due diligence.