In short: Named (with Marimaca and Hot Chili) as the development-stage copper stories that "have done very well" now that he has been proved wrong on the copper price — and again as one of Pierre Lassonde's hot-hand successes of the last decade.
9:51A consequence of that would be lower copper demand and a consequence of that would be lower copper prices. I also thought that higher interest rates would make inventory in copper by speculators particularly in China more expensive. I was wrong. The copper price has been much stronger this year than I had anticipated. The consequence of that is that even the development stage copper stories, the Marimacas, the Hot Chilis, the ATEXes of the world have done very well.
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