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HCH Media, page-324

  1. 769 Posts.
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    Thought I'd better put this into the media thread.
    Matt was against HCH 3 years, he seems to have turned now and can see what this is now becoming.
    The chat covers most of the normal topics, nothing really obviously new except on area, Water. CE does a great job in summarising our strengths well.
    -Brf coper chat
    -Growth going forward
    -Upscale
    -Brf Acquisitions chat
    -Gold Majors expanding into copper, so had a few chats with them.
    -Balance sheet/ PEA/ Capex (CE did make a case for rough SP of $11 in the future with copper price increase).
    -Water was a BIG chat, as we are 10years AHEAD of any other copper play. We have a licence and CE secured it early! This may even be a separate business in the future....if I understood properly.
    -Really want to upscale this and have our ducks in a line by 2026, production 2028!! Not that far away.
    -Demands coming online from cars etc 2030. More of a sellers market and had some interest from OEMs. Leading to offtakes and Capex.

    Matt was not as agressive as he normally is, i think he really LIKES the project now!
    CE did very well, and IMO one of his best.
    Thanks to CE and Matt. GLTAH

 
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