The thelundingroup.com simply delivers. They always have
The other day I listened to them talk about Copper at the Pareto conf (Lundin panel basically...) and how they have positioned themselves with their companies. Since I know their track record, that influenced me a lot
The other day I listened to them talk about Copper at the Pareto conf (Lundin panel basically...) and how they have positioned themselves with their companies. Since I know their track record, that influenced me a lot
The surprise was to find how they have put together not one but three huge copper projects of the type that is likely to end up with the majors.
There are very few of these projects and my surprise was when I looked how mature they were vs the MCAPs
They actually looked cheap
There are very few of these projects and my surprise was when I looked how mature they were vs the MCAPs
They actually looked cheap
This is not "we hope to find" or "we are sorry but we have not 43-101 but trust us". This is serial success people and done 100% by the book, resources and reserves in place, ready to go. As is their signum the projects are huge and in semi hairy juristictions.
You will never find anyone in the mining industry speak with anything else than admiration of these people. And minority investors that invest a long with the family (typically owning 30-50% themselves) are always treated well. They are Royal suppliers of projects to majors.
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