PauloMacro’s Substack

PauloMacro’s Substack

A New Copper Position

Kicking over an invisible gem

PauloMacro's avatar
PauloMacro
Dec 04, 2025
∙ Paid

In my ongoing efforts to find appropriate expressions that can leverage my bullish copper view (most recently discussed here, here, and here), I recently had the good fortune of meeting a management team introduced to me by my pal The Koala, and believe I have found another compelling, well located and managed, catalyst driven, and absurdly cheap advanced exploration copper junior (especially in a $5-7/lb copper price environment, although admittedly in that range a lot of juniors look compelling).

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