$HDRSF I heard through my grapevine that bids went out to a supplier for 50 pieces of mining equipment for this project.
‘Now does that mean it’s a go , or does it means they’re preparing just in case it’s a go? I’ll keep adding .
Ellis Martin Report: Highland Copper (HDRSF) CEO Barry O'Shea on America's Copper Crisis and the Copperwood Opportunity $HI.CA $HDRSF http://dlvr.it/TTBY0G
$HDRSF This company has laid dormant, waiting for the price and demand of copper to make the project enticing. The dormant period is over. Data centers first, then robotics and drones simultaneously driving the price of copper into double digits.
Position in now for life changing gains in the $COPX copper world.
$HDRSF Register to comment during the July 8 EGLE public hearing on the proposed re-issuance of a wastewater discharge permit for the Copperwood Mine: https://us06web.zoom.us/webinar/register/WN_DjJcYYNORo6b88Ueg7F1Fg
$HDRSF CEO Barry O’Shea is going to speak at Noble’s live Emerging Growth Virtual Equity Conference in 10 minutes.
Join the call for free at https://us02web.zoom.us/j/81384243096?pwd=ujUUKGarJt2N90aBbrJ9HsmKFoYIDa.1
$HDRSF Listed again by White House: "New investment in U.S. aluminum and copper smelting is also underway across America. Earlier this year, Century Aluminum and Emirates Global Aluminum announced a joint venture to build the first new aluminum smelter in the United States in decades, in Oklahoma. Companies such as Highland Copper, Ivanhoe Electric, Rio Tinto, and Wieland are expanding U.S. copper mining, smelting, and fabrication facilities."
https://www.whitehouse.gov/fact-sheets/2026/06/fact-sheet-president-donald-j-trump-updates-tariffs-on-steel-aluminum-and-copper-imports/
$HDRSF Reworking Feasability Study (FS) with copper’s higher long term price and potential cost saving methods. Expect NPV at a minimum, to double. For every 25% copper increases, the NPV on the old FS tripples. Meaning, at coppers current price the NPV is ~$800M. I expect them to use a ~4.40 per lb to keep it reasonable as prices fluctuate.
With the rework on the FS, that multiplier could be more. You’re going to want to load at these levels. I expect copper to continue to rip, and this FS to attract a major player to buy this project. This is one of the few fully permitted copper mines in America. 🇺🇸
$MP $COPX $EULIF $CRML
https://www.highlandcopper.com/news/highland-copper-identifies-key-optimization-opportunities-through-detailed-engineering-at-the-copperwood-project/
Highland Copper (HDRSF) CEO Barry O'Shea Discusses Copperwood Project, U.S. Copper Supply and AI-Driven Demand on The Ellis Martin Report $HI.CA $HDRSF http://dlvr.it/TSpsF6
