Copper Conference - Investing Ideas for Electrification

  Рет қаралды 9,359

Jimmy Connor

Jimmy Connor

Күн бұрын

Corporate Sponsor Sprott Inc. sprott.com/
If you cant make it live, it will into replay mode on KZfaq at the conclusion of the conference so it is accessible regardless of time zone. The conference will also be available on Spotify and Apple Podcasts.
Schedule
0:00:00 Intro James Connor
0:02:18 Sprott Asset Management - Shree Kargutkar, PM
0:21:20 Brixton Metals - Gary Thompson, CEO
0:41:10 Cormark Securities - Stefan Ioannou
1:03:22 Horizon Copper - Erfan Kazemi, CEO
1:21:44 Kodiak Copper - Claudia Tornquist, CEO
1:37:32 Metallic Minerals - Greg Johnson, CEO
1:52:49 Western Copper & Gold - Paul West Sells, CEO
2:18:18 BHP Xplor - Sonia Scarselli, VP
2:33:22 Conclusion
Shree Kargutkar
PM of Sprott Asset management
Shree will discuss the supply demand fundamentals of copper and where he sees the price going in the coming year.
Gary Thompson, CEO
Brixton Metals is an explorer focused on advancing its flagship Thorn Project in British Colombia, Canada. The Thorn Project is located on the same trend as the Golden Triangle. Brixton has continued to find mineralization and because of its exploration success, BHP has become a strategic shareholder.
Erfan Kazemi, CEO
Horizon Copper is not a miner or developer but a royalty like company which holds interests in Antamina, one of the best known copper mines in the world, Hod Maden a copper-gold project in Turkey, and a 25% equity stake in Entrée Resources, which holds a 20% interest on a portion of Rio Tinto’s Ouy Tolgoi mine.
Claudia Tornquist, CEO
Kodiak Copper is an explorer focused on exploring for copper in Southern British Colombia, Canada. Kodiak Copper made a discovery of high-grade mineralization in 2020 at the Gate Zone and as a result of the grades found, Teck Resources made a strategic investment.
Greg Johnson, CEO
Newcrest Mining recently made a strategic investment in Metallic Minerals with the goal of advancing the La Plata copper-silver-gold project in Colorado, USA.
Paul West Sells, CEO
Western Copper and Gold is a single-asset company focused on developing the Casino Project in the Yukon Territory, Canada. Casino has 10 billion lbs of copper and 20 million ozs of gold. Both Rio Tinto and Mitsubishi Materials are strategic shareholders.
Sonia Scarselli, VP
Sonia heads-up the BHP Xplor program which is an accelerator program focused on working with explorations companies. Sonia provides an overview of what companies BHP is looking for and what is required to enter the program.
Waiver & Disclaimer
If you register for this webinar/conference you agree to the following; This webinar is provided for information purposes only. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. All webinar participants or any person watching a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/conference is current as of May the 12th, 2023, the date of this webinar/conference, unless otherwise indicated, and is provided for information purposes on. Bloor Street Capital was paid a fee for this conference.

Пікірлер: 29
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Subscribe, Comment & Like and help us feed our kids!
@tradergirl4359
@tradergirl4359 Жыл бұрын
Thanks to Jimmy, the BSC team and all the presenters for another VERY informative conference.
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the comment and for taking the time to attend the conference!
@sanpedrosilver
@sanpedrosilver Жыл бұрын
Great group of speakers Long time shareholder of #BBBXF #WRN. Thanks again for another informative conference! Cheers
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for taking the time and the ongoing support!
@johnkozak8721
@johnkozak8721 Жыл бұрын
Solid solid solid!!!
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the taking the time John and for the ongoing support!
@jimallen833
@jimallen833 Жыл бұрын
Thanks Bloor Street Capital! Really enjoyed how each presenting company had a strategic investor and in the case of Western Copper, 2 investors.
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the comment Jim and for the ongoing support!
@garyappleton3035
@garyappleton3035 Жыл бұрын
Another great conference Jimmy! Keep these coming.
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the comment Gary and for taking the time to attend the conference!
@langleyvincent4697
@langleyvincent4697 Жыл бұрын
Interesting Conference. Thanks to the Sponsor and All Participants. The opinion of those who claim to know advises that is a World where Bonds will not defend Investors from the ravages of Inflation, some Equities can do so - - Copper ????
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the comment Vince and for the ongoing support!
@alexandrapetre3009
@alexandrapetre3009 Жыл бұрын
Thoroughly enjoyed this James!
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the comment Alex and for taking the time to view our content!
@michaelbrown5311
@michaelbrown5311 Жыл бұрын
Jimmy and team great job! I will catch the rest on the weekend.
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the comment Michel and for participating!
@gregmccain343
@gregmccain343 Жыл бұрын
Appreciate these updates from the companies. Big fan of WRN and MMG. Hope you have them back again soon!
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the comment Greg and for taking the time to attend the conference!
@ronaldwoods8979
@ronaldwoods8979 Жыл бұрын
Great job on identifying the importance of copper and the impending deficits. It would have been nice to get an analyst on from Goldman to discuss their bullish view. Keep up the good work.
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the comment Ron and for taking the time to view our content! We would love to interview Jeff Currie of Goldman!
@metacoppercoin5292
@metacoppercoin5292 Жыл бұрын
Thank you all for this excellent presentation.
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the comment and for taking the time to view our content!
@johncoates968
@johncoates968 Жыл бұрын
💯💯💯
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks John for taking the time to view our content!
@reggieduquesnoy
@reggieduquesnoy Жыл бұрын
Fair cop...
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for taking the time to view our content Reggie and the ongoing support! We are planning a royalty conference in the near future.
@renewableinvesments6826
@renewableinvesments6826 Жыл бұрын
The world is totally underestimating copper demand which will arise from depleted reserves in China along with the buildout of EVs and the EV infrastructure.
@BloorStreetCapital
@BloorStreetCapital Жыл бұрын
Thanks for the comment and for taking the time to view our content! It will be interesting to see what happens to copper demand in the coming years.
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