Once-in-a-lifetime opportunity with junior mining stocks -- not just in copper. Greatest ever disconnect between metals prices and mining stock share prices.
NPV models discounting at 15% do not give good answers for projects with potential multidecade mine lives. What alternatives are there fo projects which may be in production for 20-50 years?
Anyone have a view on Chinas stockpiling of cathode? Whats up with that and whats it mean for copper price? Is it an inventory overhang or we meant to think of it as supply taken out of the market? The stockpiling is rarely mentioned in these talks but seems its an elephant in the room.
Waratah Minerals ASX: WTM on track to discover a gold-copper porphyry 5kms from boundary of Newmont's Cadia-Ridgeway mine.
Euro Sun Mining 1.4b Cooper tons and 7m oz gold. Developer project
Friedland is the coolest mining entrepenör of the world, and the coolest thing is he started his career taking acid with Steve Jobs 😂
I love Robert's cranky-pants answer at 23:10 .
Time to buy good copper juniors with a smart president who will not dilute the stock.
Once-in-a-lifetime opportunity with junior mining stocks -- not just in copper. Greatest ever disconnect between metals prices and mining stock share prices.
Personally aware of a substantial deposit at Solgold's Cascabel Alpala deposit in Ecuador sure that could be bought relatively cheeply
Fun interview
NPV models discounting at 15% do not give good answers for projects with potential multidecade mine lives. What alternatives are there fo projects which may be in production for 20-50 years?
Anyone have a view on Chinas stockpiling of cathode? Whats up with that and whats it mean for copper price? Is it an inventory overhang or we meant to think of it as supply taken out of the market? The stockpiling is rarely mentioned in these talks but seems its an elephant in the room.
where are you Robert
Positano
His own resort at White Beach, Thailand?
Para cuando vienen
Lewis Lisa Rodriguez Kimberly Perez Paul
Robert Friedland sounds a little surly and drunk. I hope he's not embarrassed.
I think it’s just his personality. He was the same way at the Rule Symposium I attended last year.
I find him fascinating
$FCX - $IVN…