Charles (Charlie) Cryer · CEO of Oroco Resource Corp (TSXV: OCO; since 2026), formerly at RFC Ambrian, the natural-resources corporate-advisory boutique behind the 2018 copper report "The Cupboard Is Nearly Bare." ⚠ Appearances are issuer interviews — he is promoting his own company.
“Higher prices for longer — we haven’t really got to the crunch yet”: TC/RCs from +$90/t to −$150/t (smelters paying miners), 20 years of under-investment, Grasberg/Hormuz outages, and electrification + AI power demand, with new mines 15–20 years away.
His own company (CEO — issuer pitch): Santo Tomas, a ~1B-tonne near-surface copper porphyry in Sinaloa, Mexico; 2024 PEA US$1.48B NPV at $4 copper vs a ~US$170M market cap he blames on a stale AMLO-era Mexico discount. Only mining project in Plan Mexico; resource update ~Feb 2027, PFS ~June 2027, then a sale. Needs more capital.
In one line: copper is short on three layers at once — cyclical under-investment, short-term outages and structural electrification/AI demand, with negative treatment charges showing the physical squeeze — and the scarce independent billion-tonne deposits are the takeout targets; his own Oroco (Santo Tomas, Mexico) trades far below its study value on a Mexico discount he argues is stale. Issuer interview: discount the company pitch.
Copper: "we haven't really got to the crunch yet." TC/RCs from +$90/t to −$150/t; Grasberg and Hormuz sulfur are temporary, but 20 years of low capex and AI power demand are not; new mines take 15–20 years. (2026-SEP-15)
The cupboard is nearly bare. Only a couple of handfuls of billion-tonne copper projects remain independent, fewer with a ~US$1B capex — majors will have to buy them. (insights)
Oroco / Santo Tomas (his company). ~1B t near-surface porphyry; 2024 PEA US$1.48B NPV at $4 copper vs ~US$170M market cap; only mining project in Plan Mexico; drilling → resource update ~Feb 2027 → PFS ~June 2027 → sale. (2026-SEP-15)
Transcripts
One dated page per appearance — each has its stock table, talking points, and the saved transcript. Newest first.