In this conversation with Craig Parry, Co-Founder & Chairman of Inventa Capital, we discuss why he believes copper could still be heading dramatically higher, what the market is missing about long-term supply, and why years of underinvestment, permitting delays, and aging mines may be setting up a much bigger price response than most investors expect. Craig explains why he still stands by the idea of much higher copper prices, why the lack of supply response is becoming more obvious, and why this may be one of the biggest resource stories in the world right now.
We also get into Inventa Capital’s copper portfolio, including the Palmer, Woodjam, and Poplar projects, why high-grade copper matters more than ever in this environment, and how the current disconnect between copper prices and copper equities could create opportunity. Craig also touches on Skeena, broader M&A in the sector, and the long-term importance of building quality copper projects in jurisdictions that can still move them forward.
Information for this story was found via the sources and companies mentioned. The author has no securities or affiliations related to the organizations discussed. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.