China's Copper Bluff - Why China Can't Stop The Copper Bull Run - Alex Tsukernik

Alex Tsukernik returns to the show to talk about the Copper price pullback, China's attempt to slow the bull market, and Nova Royalty's acquisition at the West Wall project.

Nova just acquired a 1.0% Net Proceeds Royalty on the West Wall Copper Project jointly owned By Anglo American And Glencore. Alex and Jay dive into valuations in the royalty space and what investors need to think about to pick the right stocks in 2021.

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Alex Tsukernik
President & CEO | Nova Royalty
TSXV : NOVR OTCQB: NOVRF
https://www.novaroyalty.com/

About Nova Royalty

Nova Royalty focuses on the world’s most strategic copper and nickel projects.

Active Acquisition Pipeline With Clear Path to Critical Mass

Foundational portfolio of royalties on multiple world-class copper and nickel assets being advanced by major operators:

Dumont – 2.0% NSR – world’s second-largest nickel reserve, fully permitted, located in Quebec;  100% owned by Waterton Global Resource Investments

Taca Taca – 0.24% NSR – one of the world’s largest copper-gold-molybdenum development projects; owned 100% by First Quantum Minerals (TSX: FM) which has guided to a production decision in 2023-2024; Nova has announced an acquisition of a further 0.18% NSR on Taca Taca

NuevaUnion – 2.0% NSR – one of the largest copper-gold development projects in the Americas. project is a 50-50 JV between Teck Resources (NYSE: TECK) and Newmont (NYSE: NEM)

Twin Metals – 2.4% NSR – major copper-nickel-pgm deposit in the Duluth Complex in Minnesota; Duluth Complex comprises 34% of all copper and 95% of all nickel reserves in United States; 100% owned by Antofagasta plc (LSE: ANTO)

1.0% Net Proceeds Royalty On The West Wall Copper Project Jointly Owned By Anglo American And Glencore

Timestamps
0:00 Intro
2:26 Deflation vs Inflation
5:18 Is the Copper Bull Run Over?
6:43 Can China Control the Copper Market?
7:24 New Royalty on Anglo American/Glencore Project
12:09 West Wall & Vizcachitas Projects
15:14 How To Value a Royalty Company
17:58 More Majors Will Cooperate In The Future
20:44 What's Next For NOVR

China's Copper Bluff - Why China Can't Stop The Copper Bull Run - Alex Tsukernik

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