His own company (CEO) — Mocoa, Colombia: 1.1Bt near-surface copper-moly, funded to a construction decision (~$45M + ~$14M warrants vs ~$50M), Trafigura offtake before any PEA; PEA by year-end, build decision targeted in ~3 years.
A structural, decade-long shortage — production expected to fall even at record prices while electrification, EVs, grids and AI data centers layer on demand and nations race to secure supply chains.
In one line: a copper-developer CEO talking his own book (Copper Giant, CGNT.V): copper is in a structural, decade-long shortage that record prices can't fix, Colombia under its new pro-US president is about to be the next copper boom, and a billion-tonne, near-surface, infrastructure-served deposit like Mocoa can reach a construction decision in about three years — while the junior equities have yet to lever to the metal.
Copper: structural, not cyclical. Too few deposits, new ones deep, and production expected to fall even at record prices; demand layered from electrification, EVs and grids, AI data centers and nations securing supply chains (China ~60% of smelting). "It could run a decade." (2026-SEP-20)
Colombia's window. The legislation never changed under the prior government, "just the mouthpiece"; the new president signed a US supply-chain MOU on day 31, and post-PFS environmental filings plus a ~1-year permit precedent (Cordoba's Alacrán) make it fast. (2026-SEP-20)
Size and money decide a developer's fate. The "Mr. Miyagi problem": self-buildable or big enough to attract majors, with nothing safe in between (1Bt is the copper threshold). Copper Giant is funded to a construction decision (~$45M + ~$14M warrants vs ~$50M); Trafigura took an offtake before any PEA. The year-end PEA's capex-to-NPV is the real test. (2026-SEP-20)
Equities haven't caught up. COPJ ~+20% vs copper ~+15% — no real leverage yet; the euphoric phase "is definitely going to come." (2026-SEP-20)
Transcripts
One dated page per appearance — each has its stock table (when securities are named), talking points, and the saved transcript. Newest first.