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Excelsior Mining Corp T.MIN

Alternate Symbol(s):  EXMGF

Excelsior Mining Corp. is a Canada-based mineral exploration and production company. The Company owns and operates the Gunnison Copper Project in Cochise County, Arizona. The Gunnison Copper Project is an in-situ recovery copper extraction project that is permitted to produce approximately 125 million pounds per year of copper cathode production. The Company also owns the past producing Johnson Camp Mine and a portfolio of exploration projects, including the Peabody Sill and the Strong and Harris deposits. Its 100% owned Johnson Camp Mine is located over one mile from the wellfield. The Strong and Harris copper-zinc-silver deposit is located about 1.3 miles north of its Johnson Camp SX-EW facility. The Company is also evaluating the oxide and sulfide potential of all of its mining assets.


TSX:MIN - Post by User

Comment by Richiechileon Feb 24, 2021 3:56pm
152 Views
Post# 32649954

RE:RE:RE:I'll tell you what happens next...

RE:RE:RE:I'll tell you what happens next...I respectfully disagree regarding the copper price. Since 2010 the mantra for all the big corporates has been pay down debt, pay dividends, shareholders come first. On a relative basis very few new greenfield copper projects have been sanctioned and any capex has been spent on low hanging fruit brownfield projects (which are now mostly done). Look at the case study for Codelco for the challenges to maintain production let alone expand. The junior market (the lifeblood of exploration) has been starved of capital for the last 10 years as money went to cannabis, crypto currencies and tech stocks. There have been no significant copper discoveries for the past 5 years. Unlike the bulk commodities like coal and iron ore, copper is resource constrained. Combine this with permitting and other social challenges and mines take a very long time to bring to production (10 to 15 years not uncommon). Conversely on the demand side we are experiencing a systemic change to renewables, decarbonising the grid and electric vehicles. The speed of transition is remarkable and we are only at the start of that journey. Copper is the best electrical conductor and to my knowledge I am not aware of any other practical substitute except aluminium for high voltage transmission. When the constraint on future supply meets such a systemic change in demand, copper prices will stay elevated for a very long time. Of course never underestimate human ingenuity to address the copper supply challenge but in my humble opinion it is the best commodity to be investing in. Great news that copper has finally broken $4/lb again....
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