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Matt Badiali - Copper Break Out, Earlier Stage Copper Companies, Cost Of Capital For New Mine Builds

May 14, 2024
  • Copper
  • Matt Badiali
KEReport
By KEReport
KEReport

Matt Badiali, Editor of The New Energy Investor and CEO of Quetzal Copper joins me to discuss the copper price breakout to all time highs earlier today and if money will filter down to earlier stage copper companies.

With copper demand and expectations continuing to increase we discuss the supply side of the market. Majority of the supply growth will come from exiting mines expanding, not from new mine builds. But will this increase come close to filling the supply gap?

Filtering down to possible copper mine builds we discuss the financing environment and cost of capital for companies. We also balance out the size of copper assets for which could be build and make investors money.

Click here to visit the Mangrove Investor website to learn more about the New Energy Investor newsletter - https://mangroveinvestor.com/

Timestamps
0:00 - Copper testing all-time highs
5:03 - Supply side growth
7:50 - Filtering to the earlier stage copper companies
9:55 - Does copper at all time highs help finance project builds?
11:34 - Small high grade vs large lower grade long life assets
16:31 - Cost of capital changes for mining companies

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Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.

KEReport
KEReport
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.
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