In short: Cited as evidence, not a stance — a 10-year offtake for 20% of future copper and moly concentrate, signed before any PEA and the day before Colombia's inauguration. "The second-largest trader in the world is saying, I don't care. I need to make sure that I've got my foot in the door. Which tells you how tight things are."
11:40How much of a game-changer was that partnership for Copper Giant? — Yeah. The biggest one is obviously the message, right? We're going to be putting out a PEA by the end of the year. So we don't even have a PEA done yet, right? And then the second-largest trader in the world is saying, I don't care.
In short: Referenced only — started the Lobito rail project years ago to connect Zambian copper to Angola's western port, before the US government put money behind it.
5:06Angola to the copper deposits in Zambia. Okay, and Angola, there's projects in Angola as well, — to connect that corridor so that you could ship that stuff by rail to the coast and get it back to the US, — right? Made a lot of sense. — So that project sort of brewed for a while. We heard about it.
In short: Gave Copper Giant $30M with an offtake agreement before any PEA — his evidence that traders and buyers are scrambling to lock up copper deposits.
28:42So you have two choices: either you bring in strategic partners and build it with them — which is a possibility, or you sell when somebody offers you a stupid price. The fact that Trafigura just gave us $30 million with an offtake agreement without a PEA tells me that people are getting very desperate to secure these deposits before they get taken away from them by somebody else.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.