Globalconsumption of copper is ~26.5 million tonnes of which 14.6 million tonnesis ChinaAnticipated shortfallin 2026/27 is ~1 million tonnes pa
A China slowdown willwipe that surplus and then some, a global Recession wouldn't help either.
Is it 'no water no copper' or what I heard at CE presenting at RR Symposium was 'no copper no water'
The main thing I heard was water and permitting!
1) Permitting timeframes are long, develop relationships, maritime,
2) WATER is critical, (regarding finance) how does a junior build a Billion $ project, need to monetize Huasco,
3) ‘but these are just water licences’, perpetuity businesses, 50 year water licence, revenue streams greater than what our copper business PEA put out last year of US$850 revenue,
4) Glencore have the right of 60% of off-take is representative of % that’s sold at benchmark terms, keeps our spot off-take in place,
5) Protecting asset value through NA market, “if we were trading in line with our NA peers we’d be looking at a market cap of $450mil”
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