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Money of Mine

Is there really a Copper “Shortage”?

Aug 30, 2024
01:06:32

We had Ahmad Saleem back on the poddy to chat about copper.

Our discussion ventured from whether the much anticipated bull market will emerge, why majors target porphyry deposits, if it’s better to buy vs build, what juniors should target, what we can learn from the venture capital funding system and a heap more.
 
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All information in this podcast is for education and entertainment purposes only and is of general nature only.


The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.


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(0:00:00)Introduction

(0:02:56)Copper contrarian take

(0:06:23)Development timelines

(0:09:40)Risky jurisdictions

(0:16:23)Different deposit styles 

(0:19:10)Exploration strategies of major miners

(0:22:45)Differences between porphyry's and the others

(0:26:38)Copper price forecasting

(0:40:11)BHP in South Australia

(0:43:22)Sandfire in Spain, Africa

(0:51:10)Mongolia

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