Tomorrow: Our first new investment for 2025
We’ve been tracking this story for months and tomorrow we’re going live with our first new pick for 2025. Tight structure, quality ground, drilling on deck
Heads up - tomorrow morning we’re revealing our first NEW portfolio addition of 2025.
It’s a copper story we’ve had our eye on for a while.
The copper price is up 25% this year. Inventories are tight. The world’s realising we need a lot more of it - for EVs, AI, renewables, even defence.
It’s the kind of setup we like:
Great ground in a proven jurisdiction
Tight cap structure
Backed by experienced operators
Drilling just around the corner
We’ll share the full breakdown tomorrow before the market opens, including why we’re backing it now and what we’ll be watching for as drilling gets closer.