"This week, the world’s largest transformer maker warned that...

"This week, the world’s largest transformer maker warned that transformer lead times that used to be 6-8 months are now 3-4 years.
There are two key takeaways to this in our minds:

1. Those involved in this business (electrical infrastructure and transformer manufacturers) likely have years of “open field running” in front of them in terms of strong business outlooks.
   
   
2. The US leader that has the wisdom to move away from “All we need is King Dollar” and the policies that have left the US in the position to be short critical components like transformers, drone batteries, missiles, shells, and other manufactured goods, will drive a growth renaissance in the US and world and likely be lionized in US history books; was such a leader elected this week?

What a great time to be delivering a robust Copper/Polymetallic deposit to market with this kind of backdrop. The jurisdiction couldn't be better with 70% of US Cu mined out of Arizona.