Nevada Copper Corp NEVDQ

Nothing but tailwinds for years to come!

[metalhead666]

Couldn't care less what Ivanhoe does or doesn't do....

I own 5 stocks....WRN, TGB and NEVDF in the copper space....ERPNF and VULNF in the lithium space. I'm a big picture guy who likes to get the macro right first and the specific vehicles to play the theme after. 

Copper and Lithium are FUNDAMENTAL to the future....without them we aren't getting anywhere. Both are projected to be in MASSIVE deficits for many years to come. Everything I've read says there will be millions of tons of copper shortfalls and by 2030 the world will need to produce 22x the amount of lithium it's producing now. TWENTY TWO TIMES!  (according to the International Energy Agency)

KISS!  Keep it simple stupid is my motto.  Deficits keep prices high...who has the stuff and can deliver is all I need to know

WRN has the goods!  TBG will have Florence running in 18 months producing 80 million lbs of copper for $1 per pound..whoa! Nevada Copper is coming back from the dead and will be a domestic powerhouse in a couple of years

ERPNF and VULNF are the ONLY lithium projects in Europe of any note. Europe will pass China in EV manufacture and mandates that 80% of all the lithium used in Europe comes from Europe....only European Metals and Vulcan can meet this demand. They are big and green and the only games in town...the best town.

I buy and have bought every dip. I'll play WRN to its conclusion whether its a buyout at $4 or $14....will roll that win into the other 4 names and sit on them for a few years....they will all be 10x baggers

Then it's off to my villa in the South of France

READ  https://www.mining.com/drc-concentrate-export-ban-may-tighten-global-copper-cobalt-supply/

[patchh]

LAC @ Thacker Pass Nv - is underconstruction for the Li++ OP..  teh mine when upoNrunning will B the same size as NCI OP.. 77,000 tons/day...  dou for first run 2023... the mine will hav a mill and will ship Cathodic Li++ produced on site.. Rok Teck is the  Mill Builder..  Nationl Coal is building the OP canacord has funded 2 400M$ tranches.. NCI & LAC  will B2 of

[metalhead666]

It's not "hype" in Europe...it's going to be the law.  There will be NO carbon powered vehicles in Europe, they will all be EVs  The US is a stupid country and I'm not sold on lithium from clay.  If I owned a N American project it would be DLE like Standard Lithium or E3 up in Alberta. Direct extraction from brines is the way to go.  We had an EV mania and

[metalhead666]

And you want to mark your calendar with 2 dates....2025 and 2030.  These are the timeframes you MUST keep in mind if you want 10x baggers.  2025 is when the lithium and copper deficits start going parabolic. It's when dozens of gigafactories come online. It's when legislation takes hold in Europe giving domestic lithium producers full backing. Its when EVs are cheaper than gas

[metalhead666]

Since I'm rambling today... A couple of other notes here....I do not and will not own any mining project no matter how good it is outside of N. America, Australia and in the case of lithium, Europe.  Mining has to be the absolute worst business on the planet. They consume cash by the truckload, they take forever, they have endless problems and issues, they eat their seed corn....but they

[patchh]

pure play turn around   ? NCI was never a turn-around; this mine has been under development  w the Sate of Nevada for close to 10 years.. call it Distrik 29..  the prize is across the street..  Anaconda.. or ARC.. this entire plat, has on the board -or- goveneors discussion(s> groups  Remining the ARC Site..  new mills - mining new pit areas..  water

[Notgnu]

I don't see much contradiction in what you and metal are saying. I think both views are similar. NCI is a "turn-around" in terms of near bankruptcy at sub $2.50 copper / Covid times. That is not even visible in the rear view mirror now. Current investors are big beneficiarys of the near wreck. Cheers and thanks for all the info patchh... keep it coming, it's great. Notgnu

[Notgnu]

Excellent ramblings... Lines up quite a bit with my own view. Thanks and keep it going whenever the coffee (or whatever) powered fuel kicks in again. Cheers, N

[patchh]

we don't have the water for Li++ in nevada...  ALB in tonopah is numbered days..  prodeces lithium -yes.. look at the Rok Tek Mill Design..  its a closed circut operation in the 1200 degrees range and will produce Cathodic Lithium..  i.e. the Li++ will not have to b SHIPPED and then re-processed.. LAC is State-ART....   77,000 tons day equates a fleet of 50 200