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· Arizona Sonoran Copper (acquired by Hudbay, 2026)

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: —1 mention
2026-AUG-28 · Jeff Phillips · Natural Resource Stocks (host Steve Yang) · Neutralinsight · ▶ 9:13 · source page ↗

In short: He was a shareholder before it went public; copper was weak so it took longer, then Hudbay bought it for ~$1.6B. The explicit analog for what he expects Gladiator to become.

9:13They're looking at this as a multi-billion dollar asset. So kind of like Arizona Sonora, which you probably remember. I was a shareholder in that company before it went public. it took a longer because copper wasn't doing as well during that time frame but they were bought out for I think $1.6 $6 billion by HUD bay.

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