Some good points raised here, but I think it’s worth grounding the discussion. Tariffs, inventories, copper price spikes—these are all part of the broader macro picture and, yes, they affect KGL... but in the same way they affect every other copper explorer, developer, or producer. If the economy tanks or copper crashes, it's bad for all of us. If copper takes off or the economy surprises to the upside, KGL benefits—no different to its peers. The multivariate factors that drive global demand and pricing are incredibly complex, and while they’re worth watching, I think the better play is to measure KGL’s value and potential against comparable developers. Apples for apples.
On the funding side, I share the desire to see progress—but it’s rarely as simple as getting a stamp of approval from a bank. Project finance is highly conditional. Any debt package will almost certainly require the equity component to be secured first, and likewise, equity investors will want clear visibility—or some form of assurance—that the debt piece is locked in. It’s a delicate sequence, and aligning both sides takes time. I trust that’s what the advisors are working to solve behind the scenes.
KGL Price at posting:
8.5¢ Sentiment: Buy Disclosure: Held
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