In short: Named only as a strategic shareholder: with CITIC Metal and Robert Friedland it leads Ivanhoe's "concentrated strategic shareholder base," which he treats as a green flag. These are "big companies knowing what they do and present in Africa."
5:09And the company has I think a very robust, this is the edge for the company. They have great assets but also they have great backing. So the company has a concentrated strategic shareholder base led by CITIC Metal, Zijin Mining and Robert Friedland, and Robert Friedland is the company's founder and executive co-chairman, a veteran mining entrepreneur and major shareholder, giving him substantial long-term economic alignment.
In short: Cited as the "hidden cost" of foreign copper — owns 39.6% of Kamoa-Kakula (DRC govt owns 20%); a Chinese-state partner whose "tax" erodes a DRC miner's take-home despite 10x the ore grade of an Arizona mine.
Zijin is a Chinese state-linked miner that owns nearly 40% of a giant DRC copper mine (with the DRC government owning another 20%). Prins uses it to make a point: even though that African mine has ten times the copper grade of an Arizona mine, the DRC operator's actual take-home pay is small once it pays processing fees, absorbs political risk, and effectively pays a "tax" to its Chinese partner. That's why she argues a U.S. producer like Taseko, free of those costs and the tariff, has the better economics.
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