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Global Energy Enters A Hinge Of History - The Market Huddle...2025 Demand For Copper Since 1900...
Transcript of Global Energy Enters A Hinge Of History - The Market Huddle...2025 Demand For Copper Since 1900...
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Global Energy Enters A Hinge Of History A Private Presentation For Big Picture Trading February 28, 2020 By Gianni Kovacevic
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Gianni Kovacevic - Following Energy For 20 Years
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Staticville
Are We At The Beginning - To The End - Of The Oil Age?
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London
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“The problem is not so much to see what nobody has yet seen, as to think what nobody has yet thought concerning that which everybody sees.”
Arthur Shopenhauer
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Copper
The Great Enabler Of Green Energy
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2025
Demand For Copper Since 1900
Demand For Copper…
Doubles Again
2030 2035 2040 2045
4%3% 2% 1.5%
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Running Out Of A Commodity Doesn’t Matter.
Until It Matters…
Then, It Matters A Lot!
1Rule # In Commodity Speculation
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Source: Copper Alliance
Commodities Are Cheap - Stocks Are Expensive
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Next 30 Years 50% of Final Energy = Electrification
3X-5X More Copper
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Source: Copper Alliance
Copper?
Oil?
Decoupling?
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Source: Copper Alliance
Oil: Catching The Coronavirus?
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Source: Copper Alliance
Oil: Catching The Coronavirus?
First 5/6 Days
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Source: Copper Alliance
Copper: Catching The Coronavirus?
First 5/6 Days
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Source: Copper Alliance
“When they ra id the house of ill repute, they arrest everyone, including the piano player.”
Dennis Gartman
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Source: Copper Alliance
Copper vs Oil - 6 Months (Duration Of Corona Virus)
1. 2.
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Source: Copper Alliance
Copperin2020
Copperin2025
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20
The 14 Largest Copper Producers
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Future Grades: Below 0.4% ?
Yes!
The 19 Largest Copper Development Projects (Not Owned By A Major)
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Source: Copper Alliance
Low Grade Reserves Virtually Guarantee $5.00/lb
Copper?
Oil?
2025
Decoupling?
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Source: Copper Alliance
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24
Copper Creek Arizona
Contact Copper Nevada
2% C.C & Contact Royalties
FOUR Businesses: Market Cap = $18 Million
A Holding Company Of Copper Assets
1 2
3 4
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Significant Leverage to Rising Copper Prices
Source: Preliminary Economic Assessment – Copper Creek Project (SGS Metcon / KD Engineering, 2013); Pre-Feasibility Study – Contact Copper Project (International Enexco, Ltd., 2013)Note: Copper Creek NPVs are reported at a 7.5% discount rate, Contact Copper NPVs are reported at an 8% discount rateNote: Pre-tax sensitivities for Contact Copper are not available in the published report, simplifying assumptions were made to convert post-tax figures to pre-tax figures based on base-case copper price pre and post-tax reported NPVs
CopperBank’s two flagship assets provide investors with significant and low-cost upside exposure to copper prices, as demonstrated by the most recently published economic studies on each project.
➢ At a commodity price of $3.50/lb Cu, the combined net present value of the two projects is estimated at US$867 Million.
Pre-
Tax
NPV
(US$
M)
($400)
$0
$400
$800
$1,200
$1,600
Copper Price (US$ / lb)2.5 2.75 3 3.25 3.5 3.75 4
Copper Creek Contact Copper Total
1420.7708
1143.9632
866.7335
590.348
314.5404
36.7328
-240.0748-240.0748
36.7328
314.5404
590.348
866.7335
1143.9632
1420.7708
Each $0.25 Move in Copper Price: ~$1.00 /Share In NPV Jump
$4.00 /S NPV!
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1 Year Share Price
Market Cap @ 0.06 = $18 Million
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CSE: CBK FWB: 9CP OTCQX: CPPKF
Why Should Investors Care About Helium?
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CSE: CBK FWB: 9CP OTCQX: CPPKF20
16
2017
2019
2018
2020
~$279 /MCF
~$850 /MCFHelium Prices: +1,600%
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CSE: CBK FWB: 9CP OTCQX: CPPKF
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CSE: CBK FWB: 9CP OTCQX: CPPKF
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CSE: CBK FWB: 9CP OTCQX: CPPKF
USA Helium Production
Four Corners
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CSE: CBK FWB: 9CP OTCQX: CPPKF
TSX.V - DME
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CSE: CBK FWB: 9CP OTCQX: CPPKF
Market Cap @ 0.06 = $18 Million Market Cap @ 0.25 = $10 Million