Gianni Kovacevic · resource investor and speculator, author of My Electrician Drives a Porsche (2016) — a long-time copper and electrification bull focused on junior mining.
Record prices are sustainable — not a true high after adjusting for dollar debasement; electrification’s “new hinge of history,” but the easy 10-baggers in copper developers are gone.
The ultimate safe haven: de-dollarization, a $1T/yr US interest bill and Japan/Saudi Treasury holders stepping back leave “nowhere else to go”; Swiss-style rebalancing selling is ending while first-time Western buyers arrive. $8–10k plausible; hold 5–10%.
Top conviction (2026-aug-27): Alberta DLE lithium developer whose feasibility study SLB is completing (out early next year) and whose plant SLB would operate — the “page 16 story headed to page one”; he pitches a 5–20 bagger into a 2027–29 lithium upcycle.
Most mispriced asset (2026-aug-27): demand compounding 20%+ CAGR to 2035 (batteries 1.8→~5 TWh), sodium-ion only ~10%; commercial DLE led by the majors makes it a 2027–29 story after an 18-month “lithium winter.”
Lumina Metals — Ross Beaty’s Polish copper-silver IPO that has sagged below its C$12.50 issue price: ~C$1B cap after a $400M raise, a silver stream on 1.5Boz could equal the whole market cap, plus a spin-out project. “Copper with a big silver kicker” that hasn’t moved.
Follows gold at ~50:1: $100 silver is “when, not if,” $150–200 on the horizon if gold reaches $8–10k; the next leg a more sustained plateau after the blow-off and tourist selling.
Silver Pony — two-week-old IPO drilling nine holes on high-grade surface silver in British Columbia; a small speculative allocation. Ticker not stated.
The de-risker behind his lithium call: SLB has commercialized direct lithium extraction (Clayton Valley, NV; Rio Tinto, TechMet, Lithium Bank) — 95% less water, 10% of hard-rock footprint, refined hydroxide/carbonate at site. Cited as the research anchor, not pitched as a stock.
In one line: electrification is energy's "new hinge of history" — copper and lithium are its pillars, and the most mispriced opportunity is direct lithium extraction, already made commercial by SLB, with Lithium Bank as his top junior; precious metals (gold as the de-dollarization haven, silver at ~50:1) are the hedge against debt-driven volatility.
DLE is the page-16 story. SLB operates DLE in Nevada and is completing Lithium Bank's Alberta feasibility study and would operate the plant; lithium demand compounds 20%+ to 2035 — a 2027–29 upcycle with 5–20 baggers in the best names. (2026-AUG-27)
Copper highs are real-terms sustainable. Not a true record after dollar debasement; prefers names that haven't moved, e.g. Lumina Metals ("copper with a big silver kicker"; he was involved in the IPO). (2026-AUG-27)
Gold and silver. De-dollarization and a $1T/yr US interest bill leave "nowhere else to go"; gold $8–10k plausible, silver $150–200 at ~50:1; hold 5–10% gold. (2026-AUG-27)
Risk. US debt over $40T means severe volatility and gap moves; speculate on outcomes you can wait for, and hold cash and gold if you can't weather it. (insights)
Transcripts
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