Stock price when the opinion was issued
Depends on if you're a speculator or investor. Electric has changed mining by using their Typhoon geophysical technology to apply to deposits around the world, so this is a spec buy. That technology could be game-changing. The Mines is far more senior with existing operations in Congo and South Africa, so it's an investment.
Management has proven ability to operate in difficult environments. DRC min is 4th largest copper mine in the world, so recent seismic event is unfortunate. Significant potential, but he wishes it were in another jurisdiction.
There's no such thing as an easy path when talking about emerging areas. He avoids those risks.
Most successful stock pick ever. Great way to get copper exposure. Geopolitical risk, but deposits very good. Several expansion options about to open. About to open new Zinc mine in Southern Congo as well. Excellent management team with track record of success.