Ian Harris Predictions
CEO of Copper Giant Resources
Track Ian Harris's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
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[21:54] it's structurally different than even the last cycles that could run a decade because there's just not enough deposits because there hasn't been enough investment and because you have new demand layers that never existed before.
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[20:29] I think uh you hear this every so often, right? That is it a bull yet? But you look and there's been certain projects that have done very well, but as a as an average, you know, it has not... I don't think that moment has had happened yet where you really see excitement in in the marketplace, but it's definitely going to come, right? I I have no doubt in my head that that is uh that is a day that's going to happen where you see that that euphoria
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[5:33] He says this will be the jurisdiction everybody will be paying attention to in the next four years. It will be a boom. And you can feel it.
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[21:20] We're up 700% uh over the last year, but it's still really early in the story. There's still a long ways to go to get this pro project to where its valuation should be today. Forget it when the world wakes up and it figures out that we're running out of copper and it's a really, really big deal.
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[11:48] we are going to be putting out a PA by the end of the year. So we don't even have a PA yet done.
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[13:44] we could realistically be looking at a construction decision under existing policy in three years and I don't think there's a lot of other copper projects that have that opportunity
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[2:32] the industry cannot respond even at these higher prices, meaning it's it can only keep going up until it uh that uh creates that response. There's just not enough copper.
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[34:18] this is one that you haven't missed the boat on, right? This is a cycle that will play out over, I think, a decade. It will take a decade to unsolve it, right? Um where the supply demand, you know, kind of the divergence starts starts happening because it takes so long to incentivize new production
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[25:49] we we made some strategic decisions and they're playing out. One of the big one is be ready to do a a PEA basically as soon as you have a new president... We have a PEA that will be coming out, which will be the first preliminary economic assessment on the project by the end of the year.
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[18:17] AI power demand right now is 4.4% 4% and it's going to move to 12% by 2028. That's 2 years from now. It is unbelievable uh that this is going on.
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[34:33] this year, I think everybody has flopped. They're saying deficit this year, 400,000 tons this year. Um the entire stockpiles of the world, I think, are like uh a million tons, right? So you can see that already you've just eaten up half of the uh stockpile by the by the end of the year.
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[9:56] we're only in the very very beginning of this this rotation on the equity side that and it's starting to play out right so um I I think that's the dynamic that's going on and really the pool of I think if you look at the valuation of all miners versus the rest of everything. It's like 1% of the total uh capitalization of of market right now. It's a at a historical low. So even as just little things start a couple drips come into it, but it these drips could quickly turn into a to into into a flood
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[11:34] the technology companies can become and forced to become more vertically integrated. I think that's what you're going to see. I've been saying it I I called it probably way too early... they're going to invest in order to um in order to have offtake, right?
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[0:30] sooner or later it's going to really break free
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