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Stock impact report

Rio Tinto And Glencore: A Merger That Could Change The Investment Case [Seeking Alpha]

Rio Tinto Plc (RIO) 
US:NYSE Investor Relations: riotinto.com/investors-87.aspx
Company Research Source: Seeking Alpha
A merger would significantly increase Rio Tinto's copper exposure, improving diversification and long-term growth potential versus its current heavy dependence on iron ore. Despite attractive copper economics and rerating potential, the deal's complexity, regulation, execution risks, and long synergy timeline limit near-term investment conviction. Rio Tinto remains a hold, as the merger could be structurally positive, but more clarity is needed before upgrading the stock despite copper-driven upside. Oat_Phawat/iStock via Getty Images Since my last article on Rio Tinto ( RIO ), the stock has risen 42%. Clearly, my position was wrong, since in that article my rating was a hold, and I saw iron ore more as a challenge than This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it express Show less Read more
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