Buenaventura is Peru's largest publicly-traded precious metals mining company and a key stakeholder in the world-class Yanacocha gold-copper mine (alongside Newmont). The company is transitioning from legacy silver/gold assets to copper through major projects at San Gabriel and Yanacocha Sulphides. Copper optionality at a gold miner valuation creates an asymmetric setup if copper demand accelerates as expected. Family-controlled (Benavides family) with professional management; track record of navigating Peru's community relations challenges better than peers.
Thesis reviewed May 29, 2026
Compañía de Minas Buenaventura S.A.A. is headquartered in Peru, which is currently showing moderate signals.
🇵🇪Peru63NEUTRALView Peru risk detail →🧱Materials17WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| DOW | Dow Inc. | 24 | +1% | ↓7% | NEUTRAL |
| ECL | Ecolab Inc. | 24 | +2% | ↓7% | NEUTRAL |
| LIN | Linde plc | 24 | +10% | ↓7% | EARLY |
| NUE | Nucor Corporation | 24 | +11% | ↓7% | EARLY |
| DD | DuPont de Nemours, Inc. | 24 | +6% | ↓7% | EARLY |
| APD | Air Products and Chemicals, Inc. | 24 | -9% | ↓7% | AVOID |
| SHW | The Sherwin-Williams Company | 24 | +2% | ↓7% | NEUTRAL |
Investors who hold BVN may also have indirect exposure through these country funds.
Yanacocha gold output recovery on track; copper oxide feasibility study positive
Buenaventura San Gabriel project receives environmental permit; construction begins Q2 2026
Copper price above $4.50/lb improves economics of Yanacocha Sulphides project
Estimates · Yahoo Finance · Not audited figures