First Quantum loss widens on costs, output dips

• •Honestly, it's a bit of a mixed bag, right?
• •The widening loss isn't great, especially with production dips.
• •I've always seen FQM as a long-term play for my growth-oriented portfolio, and while commodity prices have been decent, rising costs are a real drag.

Hey everyone, just read this article about First Quantum’s latest numbers – "First Quantum loss widens on costs, output dips" (https://www.mining.com/first-quantum-loss-widens-on-costs-output-dips/). Honestly, it's a bit of a mixed bag, right? The widening loss isn't great, especially with production dips. I've always seen FQM as a long-term play for my growth-oriented portfolio, and while commodity prices have been decent, rising costs are a real drag. I remember looking at their previous quarter, and the cost pressures were already there, so this isn't a huge surprise, but it's still frustrating to see. They're banking on volume growth and processing the Panama stockpiles to turn things around, which makes sense, but the execution risk is always present.

My concern is how long it'll take for that "shift in momentum" to actually materialize. I'm thinking about my overall exposure to copper right now, particularly with the global push for electrification. FQM has some solid assets, but these short-to-medium-term headwinds are definitely making me re-evaluate my position a bit, especially when I think about what I want for my retirement savings in the next 5-10 years. My wife and I are trying to balance growth with a bit more stability, and these kinds of reports, while common in mining, do make you pause.

What are your thoughts on this? Are you still bullish on FQM with their plans for the rest of the year, or are you seeing this as a sign to maybe trim some positions? Always great to hear different perspectives from this community, as everyone has their own insights.