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I understand purchasing water in a literal desert means paying a premium, but $14 is excessive.
The drop in tourism despite conventions, poker tournaments and combat sports makes more sense to me now.
I'm in Las Vegas for the microcap conference. First time appearance for me. If anyone else is attending and wants to meet up let me know.
There is a lot of detail to go though here but the main takeaway for the Koala is Berg is a multi-decade ~140kt CuEq copper project with a 24-36% after-tax IRR and 2-3 yr payback assuming:
2Q 2026 costs
Prices somewhere between $4.75/lb and spot (~$6+/lb) on copper
In a
“Simple, stand-alone development case based on a single-phase build, conventional open pit mining and processing, with no reliance on phased expansions or third-party major infrastructure.” $SURG.V
$SURG.V Surge Copper. Our Berg PFS 24% after tax IRR amongst the strongest of all undeveloped major copper projects in the world. See Eby and First Nations quotes. We will make this a leading nation building project in Canada, and lead copper project.
https://share.google/QZNwwfD1zSkHsSaW3
@willrayvalentin Benjamin Netanyahu, if you can hear this, the Permian Basin is hours away from developing a nuclear weapon.
I'm in Las Vegas for the microcap conference. First time appearance for me. If anyone else is attending and wants to meet up let me know.