Discover and read the best of Twitter Threads about #polrisk
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1/20 South American Copper 🧵1: Traditional stomping grounds of Chile and Peru appear increasingly difficult jurisdictions for big copper mines. Grades are declining and the PolRisk arising from fiscal uncertainty in both Chile and Peru are problematic. #mintwit #copper #PolRisk
2/20 I don't think searching for copper equity opportunities in the region makes sense at the current prices we see. You might be paying up for quality in a few cases ($FIL comes to mind) but I expect the next few years to be difficult ones for Chile and Peru.
3/20 PolRisk situation makes starting a project (brown or green field) hard and the projects that exist are too big for juniors on their own,, that mix creates limited equity opportunities. The following are some points to support that assertion.
