In short: The team screen at its strongest. Diane Nicholson "grew up in mineral exploration, when women didn't do that," coming up under Bob Dickinson "who couldn't care less about somebody's plumbing. He cared about whether she could find copper." The company is "an outgrowth of the Hunter Dickinson Group… This will be, I believe, the fifth economic porphyry in British Columbia that they've discovered… this will be their fifth or sixth success in porphyry copper exploration in British Columbia" — the literal definition of "past success at the task at hand." And the free-labour kicker: "they have adult supervision in the part of Freeport McMoRan… joint venture partners, one of the most important copper producers in the world… that means that Diane is backed up by a technical team of probably 200 geoscientists who aren't on Amarc's payroll."
Amarc hunts for porphyry copper deposits in British Columbia — big, low-grade copper bodies that are hard to find but enormous when they work. Rick's case is almost entirely about people and partners.
CEO Diane Nicholson became a porphyry geologist in rural BC "when women didn't do that," in camps with no separate washrooms or bunks, under Bob Dickinson, who "cared about whether she could find copper." Her company is an offshoot of the Hunter Dickinson group, and this would be "their fifth or sixth success in porphyry copper exploration in British Columbia." That is his highest-value signal: not one lucky discovery but a team that has repeated the exact task.
The second half is free labour. Freeport-McMoRan, one of the world's biggest copper miners, is a joint-venture partner — which Rick calls "adult supervision," and which means "Diane is backed up by a technical team of probably 200 geoscientists who aren't on Amarc's payroll." A small company is getting a major's technical department, paid for by the major.
33:31Bob Hunter, rest in peace, and Bob Dickinson. This will be, I believe, the fifth economic porphyry in British Columbia that they've discovered. We talk a lot about the management team having experience, past success at the task at hand. Diane, as part of the Hunter Dickinson Group and the Hunter Dickinson Group behind them who are supporting them, this will be their fifth or sixth success in porphyry copper exploration in British Columbia.
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