In short: Passing mention — only in director Mark Gibson's résumé (COO of Cordoba and Ivanhoe Electric, Friedland's chief geophysicist for 15 years), whose view is that few places have Colombia's under-explored copper endowment.
4:59But the obvious one is Colombia. And I just have to say it, especially — Mark Gibson is one of our directors. He was the chief geophysicist of Robert Friedland, worked with him for 15 years, COO of Cordoba and of Ivanhoe Electric, right? And he says it's just because there's so few places on the planet that have the endowment potential of Colombia and are not explored yet, or are underexplored, that have that potential to be a prolific copper district. And now you have a
In short: The third named "very small tracking position" (with TGB and NICU) in his advanced-explorer copper basket — "inconsequential size for now"; illiquid, so no market orders.
Ivanhoe Electric is a US-focused copper explorer built around a proprietary geophysical survey technology it uses to hunt for deposits buried too deep for conventional methods to see — the pitch being that it can find copper others have walked past.
It appears here as the third of Paulo's very small "tracking" positions, bought as part of the same advanced-explorer basket and at deliberately inconsequential size for now. The logic is the basket, not the individual company: if copper does what his positioning analysis says it should, depressed exploration-stage equities are where the largest percentage moves happen — and holding several small ones spreads the risk that any single project disappoints. As with the others, the shares are thinly traded, so he cautions against market orders.
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