Fernando Ganoza, a copper expert with decades of experience in copper mining and exploration in South America, told me to stay away from green-field copper explorers as "they are too risky". During the full conversation, we discussed Atico Mining. You can watch the full conversation for free: https://resourcetalks.com/copper/atico-aty-copper-exploration-development-production-in-1-company/ Fernando is the CEO of Atico Mining, a small copper producer with a producing asset in Colombia, and a development asset in Ecuador. In this clip, you witness a portion of the full conversation that Fernando and I had on March 1. In this portion we talked about what copper stocks Fernando likes, what makes a good copper stock, and even what makes a bad copper stock. Fernando told me that he likes junior copper producers who have their own cash flow, as that diminishes dilution, but he also wants to see exploration and development potential that can grow the company over decades of execution, which is why he runs his own company that way. Other than that, when it comes down to the bigger copper companies, Fernando likes Capstone & Copper Mountain. A good quote from this conversation is: "Even the best management team can't work wonders. If the asset is lousy, don't bother". Being in South America, I asked Fernando if that's still a safe mining jurisdiction for copper because we do hear a lot about corruption, crimes, and other bad signs. Fernando told me that those are all true, but that doesn't make it impossible to develop a good asset, as long as you have people who know and understand that jurisdiction. Timestamps: 00:00 Which copper companies does Fernando like? 02:00 What makes a good copper stock? 04:15 What makes a bad copper stock? 06:10 Is South America safe for copper investments? 09:00 What will move copper in the next 10 years? This video should not be considered investment advice of any sort. The contents of this video are general and impersonal in nature. No trading recommendations are being made in this article. Be diligent and do your own research before risking your capital. The investment decisions of the author are based on their own investor profile. This includes, but is not limited to, their risk profile, their cash balance, and their debts. The author likely has a higher risk appetite than yourself. That’s why you may never assume anything on this website to be personally tailored to your situation. Resource Talks, nor the author of this article are registered advisory services and we do not give investment advice. Our comments are an expression of opinion only and should not be construed in any manner whatsoever as recommendations to buy or sell a stock, option, future, bond, commodity, or any other financial instrument at any time.

Jason Cubitt, CEO of a drill-ready copper exploration company talks briefly about his view on copper, copper prices, the copper bear cases, what copper companies to look into and what copper companies to stay away from. During the full interview, Jason and I discussed Solis Minerals more in-depth. Watch the full interview (for free) here: https://www.baby-investments.com/interviews TIMESTAMPS: 00:00 Mandatory notice 00:30 Has copper ran ahead of itself? 01:10 Is the high price going to add too much supply of copper? 02:40 Copper bull market length & width 03:28 Does copper have a bear case? 05:10 What copper companies are worth looking into? 07:10 What copper companies to stay away from? 08:30 Closing thoughts Although I greatly appreciate your presence here, you shouldn't appreciate mine and you shouldn't put any importance on what I have to say, what I do nor what I think. I'm an inexperienced 26-year-old who has a high risk appetite and will likely lose a lot of money before he learns how not to. So, please seek professional investment advice and don't take actions on anything said in this video. Before continuing, you must read and understand the full disclaimer which is displayed at the beginning of this video. Although this is not a sponsored interview, I am currently in talks with Solis Minerals to become a paying customer of my website. I might at a later point become a shareholder of Solis Minerals by buying shares in the open market. If that were to occur, I would be benefited by an increased interest in the stock. This makes me biased. I, and/or the guest, might own or have interest in some and/or all of the companies mentioned herein. Please consider both of us biased and don't put any importance on our opinions.

Lobo Tigrre told me that he expects copper to outperform uranium over the next decade as the supply-demand fundamentals for copper are much more severe than those of uranium, according to him. In the full conversation, Lobo Tigrre told me about his view on the potential for an upcoming stock market crash and how he expects commodities to perform during that crash. We covered gold, silver, uranium and copper. You can listen/watch to/the full conversation over here: https://www.baby-investments.com/interviews Lobo Tigrre told me that if you combine the structural supply constraints that the copper industry is now faced with, with the increased demand from the electrification of the world, you would see that we're just at the beginning of a multi-year bull run in copper, which could outperform uranium over the next decade. Although copper is at a relatively high price now (roughly $4/lbs) and that could incentivise new production to come online, putting a copper mine into production is not as easy and it takes time, Lobo Tigrre told me. "We just don't have enough copper mines, and the average time to develop a mine is 10 years". So, it could be over 10 years for enough mines to come online to change the fundamentals of the copper industry. All of this leads Lobo to believe that, while copper might be volatile and while we might go through a correction in the near term, in the long-term, copper could outperform uranium. Towards the second part of this short clip, Lobo Tigrre also told me which copper stocks he expects to outperform uranium. TIMESTAMPS: 00:10 Why copper? 01:42 Is $4 copper enough for new production? 04:00 Copper to outperform uranium? 04:40 Which copper stocks will outperform? 06:10 Closing thoughts Although I greatly appreciate your presence here, you shouldn't appreciate mine and you shouldn't put any importance on what I have to say, what I do nor what I think. I'm an inexperienced 25-year-old who has a high risk appetite and will likely lose a lot of money before he learns how not to. So, please seek professional investment advice and don't take actions on anything said in this video. Before continuing, you must read and understand the full disclaimer which is displayed at the beginning of this video.

Tom welcomes a new guest to the show President and CEO of Solaris Resources, Daniel Earle. Daniel's background is in mining engineering from the Lassonde Mineral Engineering Program at the University of Toronto. In addition, he has worked in several areas, including banking, commodity forecasting, and financial analysis. To subscribe to our newsletter and get notified of new shows, please visit http://palisadesradio.ca What attracted him to Solaris was the large likely, economically viable deposit. In addition, copper is in the first part of a healthy new price cycle. This cycle's copper performance could be much bigger than previous cycles. This is due to long-term trends like green energy that continue to intensify. Past market cycles were dominated by mega mines that could expand to bring on additional supply. However, most of these mines are rapidly running out of resources, and most have declining grades. Numerous new mines will need to be built because the old mines are played out. Peak copper production should occur around the middle of this decade, and demand is expected to grow. As a result, he expects the gap between supply and demand to widen dramatically by the end of the decade. China will increasingly dominate the copper market, and today their demand represents half of the world's copper supply. Moreover, their policies around electrification of everything and reducing emissions will only increase their needs for the metal. Chile has around 28% of the world's copper supply, and we see a dramatic shift leftwards in their political system. The predicted next president has a communist background, and this political move has severe risks for projects in this region. Most projects will be likely be shelved or halted by mining companies. Similar political moves toward socialism are occurring in Peru, which produces 10% of global copper. In contrast, Ecuador has opened up its country to mining and sees considerable economic benefits from that shift. Daniel discusses their flagship project and credits its discovery to David Lowell. David was at the center of the Solaris story, and two-thirds of worldwide copper discoveries resulted from his porphyry model. Timestamp References: 0:00 - Introduction 0:37 - Daniel's Background 4:03 - Why Solaris & Copper? 7:28 - Supply/Demand Picture 10:20 - Peak Copper When? 11:26 - Copper Cycle Length 14:26 - Copper Substitutes? 16:35 - China Dominance 20:46 - China Metal Reserves 22:30 - Strategic Importance 24:45 - Jurisdiction & Risk 29:27 - Ecuador & Mining 34:36 - ESG & Mining 36:56 - David Lowell 41:04 - Augusta Group 43:17 - Concluding Thoughts Talking Points From This Episode - Daniel's background and experience in the mining sector. - Copper supply and demand, electrification, and jurisdictional risk. - Demand and future growth from China for copper and electrification. - David Lowell's porphyry theories, copper discoveries, and philanthropy. Guest Links: Twitter: https://twitter.com/DanielEarle3 Website: https://www.solarisresources.com/ Daniel Earle is President & CEO of Solaris Resources and Director of the Augusta Group. He has over 17 years of experience in the mining sector and capital markets, covering projects ranging from early-stage exploration through feasibility and engineering to production. Before joining Solaris in November 2019, he was a Vice President and Director at TD Securities, where he covered the mining sector for over 12 years and established himself as a thought leader in the space. Prior to joining TD Securities in 2007, Mr. Earle was a senior executive with several Canadian and U.S. public mineral exploration and mining companies. Mr. Earle sits on the Board of Directors of Augusta Gold Corp. and is a graduate and scholar of the Lassonde Mineral Engineering Program at the University of Toronto. #DanielEarle #Copper #Mining #Juniors #China #EV #Jurisdiction #Chile #Peru #Ecuador #Geology