copper
4 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Apr 17, 2025 by Josh Goldman · across every show →
Everything said about copper, oldest first
Apr 17, 2025
Goldman: 10x ore grade reduces rock processing and capital intensity tenfold
“That means the economics are much better, because if you compare a high-grade and a low-grade deposit, a five percent and a 0.5% deposit, if they're producing the same amount of copper, they have the same revenue, But the high grade deposit, if you have 10 tim…”
Apr 17, 2025
Goldman: Mineral exploration is constrained by information, not metal abundance
“The scarce resource is not lithium or copper metal in the ground. It's actually information. The scarce resource are not the ore deposits. And the scarce resource is the information about where the ore deposits are located.”
Apr 17, 2025 bullish
Goldman: Mingomba is the highest-grade undeveloped large copper deposit globally
“It is the highest highest grade large copper deposit that is not yet a mine. The average of operating copper mines today is that the concentration of copper in the ore is, is about 0.6%. So if you mine a thousand kilograms of ore, not including the non-ore roc…”
Apr 17, 2025 bullish