Speaker 1: Throughout history, the introduction of new technologies has had a
Speaker 1: massive impact on our economy because it displaces jobs, it
Speaker 1: creates new jobs, or significantly alters the ones that already exist.
Speaker 1: But the difference this time around there's a lot more
Speaker 1: at stake, from energy transitions to solar electric vehicles and
Speaker 1: now the explosion of AI. Technological changes are happening at
Speaker 1: lightning speed. And as you know, with every revolution comes opportunity. Now,
Speaker 1: in the early stages, it's hard to know who the
Speaker 1: winners will be. But what if there was a way
Speaker 1: that we could profit from this trend regardless of which
Speaker 1: companies win this new tech race. So in this video,
Speaker 1: I'm going to break down how the tech race is
Speaker 1: changing the world, the opportunities for us to join the race,
Speaker 1: and how to safely position our investments in a win
Speaker 1: win scenario. Now, for those of you who don't know
Speaker 1: who I am, my name is Mark Moss. I've been
Speaker 1: in the tech space for over two decades now. I
Speaker 1: launched my first internet business in nineteen ninety nine, before
Speaker 1: the dot com revolution. Now since then, I've been involved
Speaker 1: in tech. I've had a fortune five hundred exit from
Speaker 1: tech companies. I've also been speaking at some of the
Speaker 1: biggest tech conferences in the world talking about a fifty
Speaker 1: year technological revolution cycle and how it changes the world.
Speaker 1: So let's dig in. All right, So technological revolutions, what
Speaker 1: the heck is it? Now? If you've been watching me
Speaker 1: for any period of time or seeing me speaking on stages,
Speaker 1: of course you've already heard me talking about it. So
Speaker 1: I'm going to give you a real quick rundown. Now,
Speaker 1: this is a chart that I've put together that I
Speaker 1: use often, and what we know is that about every
Speaker 1: fifty years there is a technological revolution. You might have
Speaker 1: heard of it called a kwave or conjoint and wave.
Speaker 1: It's a forty to sixty year cycle. I call it
Speaker 1: a fifty year cycle. And so you can see about
Speaker 1: every fifty years we have a revolution. So we had
Speaker 1: the industrial revolution. We had steam engines and railways, we
Speaker 1: had steel, heavy equipment, electricity, we had oil, automobiles, mass production.
Speaker 1: Nineteen seventy one, we had microchips, brought telecom internet, personal computers,
Speaker 1: and now here we are right here starting another technological
Speaker 1: revolution for the next fifty years. Now. The one thing, well,
Speaker 1: there's lots of things that are different about technological revolutions,
Speaker 1: not technologies, but revolutions. Mainly, the point that I want
Speaker 1: to hit on for this is that they drive financial markets.
Speaker 1: So what drove the financial markets for the last fifty years, telecom, Internet,
Speaker 1: personal computers, Jeff Bezos. What drove it the fifty years
Speaker 1: before that? Well, it was Ford gm ge. What drove
Speaker 1: it before that, Oh it was steel. What drove before that,
Speaker 1: Oh it was railways, it was oil. And so each
Speaker 1: one of these technological revolutions of course changed the world
Speaker 1: as we know it because of technology, but they drive
Speaker 1: financial markets. That's why it's important to get in front
Speaker 1: of this now. The technological revolution that we're in right now,
Speaker 1: it's already started. And if I map this out, they
Speaker 1: happen again about every fifty years, I say, we're right
Speaker 1: about there. So it's already gotten started. We've been involved
Speaker 1: in this for a while. I've been talking about this
Speaker 1: for years, but there's still plenty of time to catch
Speaker 1: this upside right there. Okay, So that's technological revolutions. But specifically,
Speaker 1: what we want to talk about is as this technology
Speaker 1: picks up, it requires a lot of energy, specifically energy,
Speaker 1: and what the goal of the globalists and the politicians
Speaker 1: and all these things is to transition our energy supply,
Speaker 1: get rid of fossil fuels, oil gas, and move to
Speaker 1: electricity and specifically over like solar power and things like that.
Speaker 1: They want to re electrify everything. Now, if you watch
Speaker 1: my videos, you know that I think that's a horrible idea.
Speaker 1: But this is the case. This is what we're doing now.
Speaker 1: In places like where I live, for example, they're forcing
Speaker 1: this top down. California is banning gas appliances. You can't
Speaker 1: even do gas appliance anymore now. They want everything to
Speaker 1: be all electric, So they want to push everything onto
Speaker 1: the electrical grid, including gas appliances, heaters, stoves, things like that.
Speaker 1: In California, we can't even buy gas logs for our
Speaker 1: gas fireplace. It's crazy. They want to push everything. They
Speaker 1: want to electrify everything. They want everyone to drive evs
Speaker 1: electric vehicles. So governments around the world and the United
Speaker 1: States and California specifically have mandates as to when gas
Speaker 1: vehicles have to be phased out and we have to
Speaker 1: move to electric vehicles. Of course, those electric vehicles require
Speaker 1: electric charging stations everywhere for that to happen. And so
Speaker 1: really it's about this energy transition. The entire world is
Speaker 1: trying to go into and again, love it or hate it. Agreed, disagree,
Speaker 1: it doesn't matter. This is what's happening. Okay, Energy transition,
Speaker 1: it says here, changing as many processes as possible to
Speaker 1: operate on low carbon electricity, to move every into electricity.
Speaker 1: Keating of buildings is being electrified, heat pumps being electricified.
Speaker 1: To improve the flexibility of electric grids, the installation of
Speaker 1: energy storage and supergrids are vital to enable the use
Speaker 1: of the variable power. So supergrids, superstorage. Okay, So all
Speaker 1: of these things are changing, and of course we have
Speaker 1: the rise of we'll talk about AI, but then we
Speaker 1: have the rise of the robots. This time we are
Speaker 1: the horses being disrupted, so we have the rise of robots.
Speaker 1: So you can see everywhere you look, it's all about electricity.
Speaker 1: The technological revolution, techechnology is going to require more and
Speaker 1: more electricity, and not the electricity that we're used to
Speaker 1: coming from coal and natural gas. But they want to
Speaker 1: take everything to electricity. We also know that in this
Speaker 1: technological revolution, and really since the last revolution, since the
Speaker 1: Internet revolution, we've seen the new oil. What's the new oil?
Speaker 1: You probably already know by now it's data right. Data
Speaker 1: is the new oil. You know that if you don't
Speaker 1: pay for the product like Facebook and Instagram and TikTok,
Speaker 1: you are the product. Why because they harvest your data.
Speaker 1: And so now we have this massive amount of data
Speaker 1: and as we have this growth of data centers, they're
Speaker 1: exploding like crazy, and specifically around the new AI booms,
Speaker 1: we're seeing the amount of data being processed at an
Speaker 1: alarming rate. As a matter of fact, I mentioned the
Speaker 1: dot com run up in nineteen ninety nine and two thousand.
Speaker 1: We have the dot com crash after two thousand in
Speaker 1: two thousand and one, so the Internet had just gotten started,
Speaker 1: had just crashed that year in two thousand and one.
Speaker 1: More data, more content was created that one year than
Speaker 1: all of humanity before that year, was double that the
Speaker 1: next year, double that. It's been moving exponentially, and we
Speaker 1: can see that the data center market is growing like crazy.
Speaker 1: According to McKenzie and one of the largest consulting companies
Speaker 1: in the world, it's expected to be a ten percent
Speaker 1: growth through twenty thirty, ten percent every year. Compounding on
Speaker 1: top of that, experts predict even higher. So McKenzie says
Speaker 1: that but experts is like, whoa, whoa, whoa. No, it's
Speaker 1: going to be at least twenty percent annually that this
Speaker 1: is going to be growing at for the data center
Speaker 1: hyper scale market what they're calling it. So the amount
Speaker 1: of data is growing to the amount of data centers
Speaker 1: that we have to grow. And if we grow the
Speaker 1: data centers, what does that mean? It means more electricity
Speaker 1: that's going to be needed to power all of this.
Speaker 1: Now we have the AI servers which are super super
Speaker 1: power hungry, and then of course we have bitcoin, which
Speaker 1: I talk about all the time, and that's superpower hungry
Speaker 1: as well. As the price of bitcoin has gone up,
Speaker 1: we've seen the mining power also go up. And so
Speaker 1: the mining the computers that hold the bitcoin transactions and
Speaker 1: process transactions use a lot of electricity. And you can
Speaker 1: see how fast hat's grown. So we have power consumption
Speaker 1: come from all different levels at a parabolic rate. Okay,
Speaker 1: So now the question is who's going to win in
Speaker 1: all this? Who wins this race? All right? So in
Speaker 1: this AI specifically and sort of this new guard that's happening,
Speaker 1: we have the new guard. Now, typically what we see
Speaker 1: with technological revolutions and new technologies is the new guard
Speaker 1: displaces the old guard. Kodak was there making film for
Speaker 1: cameras for one hundred years, but then digital cameras came out.
Speaker 1: They went away creative destruction. So the new guard typically
Speaker 1: comes and disrupts the old guard. Open Ai is a
Speaker 1: brand new company, but the old guard doesn't want to
Speaker 1: give up. Now it's important to understand these technological revolutions
Speaker 1: and how they play out, so you can figure out
Speaker 1: who's going to win. We want to know who's going
Speaker 1: to win, because which jockey are we going to bet on?
Speaker 1: Which horse do we want to put our money on?
Speaker 1: Now it's important to understand the Internet. We can look
Speaker 1: at that as a parallel. In nineteen ninety eight, which
Speaker 1: was pre two thousand, these companies dominated AOL, Yahoo, GeoCities, Netscape, Info,
Speaker 1: c Hotmail, zd net. How many of those are still
Speaker 1: around today? Now you do recognize MSN, Microsoft, and Amazon.
Speaker 1: So we got a couple of those. Aol obviously gone,
Speaker 1: Yahoo's still there, barely, Geocity's gone, right, So most of
Speaker 1: these comings from nineteen ninety eight didn't make it. Now.
Speaker 1: Fast forward on the other side of the dot com
Speaker 1: to two thousand and three, AOL time Warner gone, Licos Gone,
Speaker 1: About Gone, Excite gone. All these are gone. Basically a
Speaker 1: couple of make it And the point is is that
Speaker 1: the ones that came first aren't always the one that
Speaker 1: make it, and so we have this battle over the
Speaker 1: newcomers and the existing ones, and a lot of the
Speaker 1: people who were the first movers don't end up making it.
Speaker 1: Here's a good example from the dot com boom. We
Speaker 1: had the famous, most famous case, pets dot Com. They
Speaker 1: went out of business. It was a great idea, buying
Speaker 1: pets product online, it was just too early. Today we
Speaker 1: have a company called Chewy with a fourteen billion dollar valuation,
Speaker 1: So Chewey was like pets dot Com two point zero.
Speaker 1: We had webban dot com, which went out of business.
Speaker 1: Today we use Instacart with a forty billion dollars evaluation.
Speaker 1: We had e Toys today we have Amazon. One trillion
Speaker 1: dollar application. GeoCities is gone. Now we have Reddit. Flu
Speaker 1: Flus was an online currency which is gone. But we
Speaker 1: have Bitcoin that's one point two trillion dollars. Now for
Speaker 1: all of you guys that don't believe in bitcoin and say, oh,
Speaker 1: but Bitcoin's like MySpace, it's going to go away the
Speaker 1: next Facebook will come out no flues. Flus was the MySpace.
Speaker 1: There was at least eight iterations of digital currency. Bitcoin
Speaker 1: is not the first one. So the question is, when
Speaker 1: you understand this, it's really hard to know who to
Speaker 1: bet on because which ones are going to make it,
Speaker 1: which ones are going to survive. We can see just
Speaker 1: in the AI space right now the battle's heating up.
Speaker 1: Meta just this week steps up in the AI battle
Speaker 1: to battle open Ai and Google. So Google's got one,
Speaker 1: Meta's got one, open Ai has got one. Now Twitter's
Speaker 1: got one x I should say grock right, And so
Speaker 1: we have all these people battling. So, as an investor
Speaker 1: who wants to get in on this trend, who wants
Speaker 1: to make money understanding this is going to drive financial
Speaker 1: marksplace fifty years, where do I go? Which one do
Speaker 1: I bet on? I don't know. I know that early
Speaker 1: mover often don't make it. Should I bet on the
Speaker 1: old guard, the new guard? Et cetera? But what if
Speaker 1: what if we understood the world from a different lens?
Speaker 1: What if we understood the world from a different lens?
Speaker 1: Then we realize that there's actually not two sides to
Speaker 1: a coin, but there's three sides to a coin. There's
Speaker 1: certainly heads and tails, but what about the edge? And
Speaker 1: that's exactly what I want to talk about. What if
Speaker 1: there's a way that we could profit from this AI
Speaker 1: boom without having to choose a winner. You know, heads
Speaker 1: I win and tails I win. Well, that's exactly what
Speaker 1: I want to talk about. So let's take a look
Speaker 1: at it. So what we know is that there's a
Speaker 1: new old metal. Old things are becoming new again. And
Speaker 1: I'm talking about copper. Now. I know, before you roll
Speaker 1: your eyes and yawn, Copper's old, right, I get it.
Speaker 1: But copper is crucial for this to happen. You see,
Speaker 1: if we really want to decarbonize the world, if we
Speaker 1: really want to transition the world, if we really want
Speaker 1: to go down this route to band fossil fuels and
Speaker 1: put everything into electricity to decarbonize, we have to have copper.
Speaker 1: If we really want to build out these data centers,
Speaker 1: we need to have copper. For military going into World
Speaker 1: War iie, guess what missiles, missile guidance system, guess what
Speaker 1: ammunition all requires copper. Now here's the problem. We have
Speaker 1: a massive growing demand for copper from like I said,
Speaker 1: electrifying the grid, decarbonization, all these things, massive massive demand,
Speaker 1: but we have no new supply. You know, price is
Speaker 1: always the equilibrium of supply and demand, right, So we
Speaker 1: have massively growing demand at the same time there's no
Speaker 1: new supply coming. But it gets even worse because the
Speaker 1: existing supply that we have is under threat. It's under attack.
Speaker 1: As a matter of fact. We can see here. I
Speaker 1: don't want to go into all the ways, but we
Speaker 1: can see sustainable copper. Copper's role in a low carbon economy.
Speaker 1: Win we need it, Energy stores, we need copper. Solar
Speaker 1: we need copper. We can't go into this world without copper.
Speaker 1: But here's the problem. Oh, just one more. So we
Speaker 1: can also see copper is used in military applications. What
Speaker 1: kind I don't want to go into all of them,
Speaker 1: but artillery shells, jackets, et cetera. It's the second most
Speaker 1: widely used material. Did you know that the second most
Speaker 1: widely use material by the US Department of Defense, the
Speaker 1: DoD wiring, guidance systems, ammunition, naval vessels all require copper. Now,
Speaker 1: do you think there's going to be more military intervention
Speaker 1: in the future or less? Do you think the demand
Speaker 1: goes up or does it go down. We can see
Speaker 1: here copper futures hit record high as data centers are
Speaker 1: building up. The demand is skyrocketing as we sit here
Speaker 1: and talk right now. But here's the problem. We don't
Speaker 1: have enough supply coming. Part of the reason why we
Speaker 1: don't have enough supply coming is that according to Blackrock,
Speaker 1: they say that it's going to take a twelve thousand
Speaker 1: dollars price on copper in order to incentivize people to
Speaker 1: go find more in the ground. So there's been almost
Speaker 1: no exploration. So we have this growing demand, but the
Speaker 1: supply hasn't expanded, and supply hasn't expanded because we need
Speaker 1: twelve thousand dollars price. Now, what does that mean. It
Speaker 1: means that the price of copper has to go up
Speaker 1: twenty percent from now. You've probably seen in the news.
Speaker 1: Is at all time highs already right now. We've been
Speaker 1: talking about this for a while, but it still needs
Speaker 1: to go up another twenty percent from here before it
Speaker 1: even incentivizes people to go get more supply. So we're
Speaker 1: going to be in this supply demand in balance for
Speaker 1: a while. But it gets even worse than that, because
Speaker 1: let's say hypothetically the price jumps another twenty percent this year,
Speaker 1: which I think it will probably not hypothetical. Let's say
Speaker 1: it does great, so then it incentivizes people to go
Speaker 1: get new supply. But how long does that take. Well,
Speaker 1: here we have per Stanley Druckenmiller, the greatest investor of
Speaker 1: all time. I talk about him all the time. Copper
Speaker 1: will hit new record highs over the next five to
Speaker 1: six years, is what he's saying. That's what Standy Ruckamilli
Speaker 1: is saying. He's a billionaire. But here's the thing. Strong
Speaker 1: demand for copper is cool, but supply and balances are
Speaker 1: due to the decade plus lead time. What does that
Speaker 1: mean from the time they get the money to go
Speaker 1: get new copper and explore it and find it and
Speaker 1: get out of the ground, it can take a decade,
Speaker 1: he says. Right here, copper is a pretty simple story.
Speaker 1: Pretty simple. I like that it takes about twelve years
Speaker 1: to get new supply into the market. So if we
Speaker 1: have massive growing demand from military, from electrification, from AI,
Speaker 1: et cetera, and we have no new supply coming for
Speaker 1: at least a decade or twelve years, per Druggi Miller,
Speaker 1: what do you think happens to the price. But again,
Speaker 1: as I was going to say, it gets even worse
Speaker 1: than that. What am I talking about, Well, we have
Speaker 1: a lot of problems with the existing supply. So for example,
Speaker 1: as I said, it takes about fifteen years. But the
Speaker 1: problem that we have with the existing supply is political instability.
Speaker 1: You see, about forty percent of the global copper today
Speaker 1: comes from South America. Problem is there's political instability that's
Speaker 1: stopping that production from getting to market. So, for example,
Speaker 1: Chile and Peru about forty percent of global supply. Over
Speaker 1: the past couple of years, both countries have seen numerous
Speaker 1: scenes of civil unrest and social opposition to mining. Lots
Speaker 1: of minds are shut down and sitting dormant in Panama,
Speaker 1: in billion dollar mine sitting there dormant. They can't get
Speaker 1: out because of the political opposition in too, mining they
Speaker 1: don't want anymore. Some of these countries want to nationalize it.
Speaker 1: All of these things, and so that's disrupting the supply.
Speaker 1: So one increasing supply. Two we can't get a new
Speaker 1: supply to the market for a decade. Three the existing
Speaker 1: supply we have is dwindling at a rapid rate because
Speaker 1: of this, which is why you see like city, right here,
Speaker 1: says copper prices climb to a twenty four high as
Speaker 1: city calls for the start of the metal's second bowl
Speaker 1: market this century, the second time we've seen in this century.
Speaker 1: It's a pretty big deal and it's all about to
Speaker 1: happen right now. Okay, so at this point it might
Speaker 1: be going great, Mark, that's cool, But like, how do
Speaker 1: we play this well? I talk about commodities all the time.
Speaker 1: It's my favorite place to play. I think it's where
Speaker 1: the money is hard scarce assets. As I say, so,
Speaker 1: copper is definitely one of those. So there's really three
Speaker 1: ways that you can play this. First way is you
Speaker 1: can buy physical copper. Now I don't mean like going
Speaker 1: buying a chunk of copper and put into your safe,
Speaker 1: but you can buy physical copper through many ETFs. Just
Speaker 1: search copper ETFs. I'm not going to tell you which
Speaker 1: one to buy here, but you can find lots of
Speaker 1: ways to get acts to the price of copper just
Speaker 1: through ETF that's number one. Number two, you can certainly
Speaker 1: trade you know, options and futures on this, and so
Speaker 1: you could try to get a little bit more return
Speaker 1: on your money doing that way. Options in futures a
Speaker 1: little bit complex or Third, my favorite way to do
Speaker 1: this is through copper producers. These are the miners that
Speaker 1: produce it. So you see me talking a lot about
Speaker 1: gold producers, uranium producers, the resource producers, because you know,
Speaker 1: Buffett doesn't like the metal because it doesn't do anything.
Speaker 1: But these companies are producers. They actually produce a product.
Speaker 1: We can look at the profit and we know those
Speaker 1: profits get returned to us as shareholders. And so that's
Speaker 1: my favorite way to play. It's a leverage play. Now,
Speaker 1: I have a ten point checklist on how to find
Speaker 1: the best resource mining companies, and you can get it
Speaker 1: for free. I'm going to go ahead and link to
Speaker 1: it in the show does down below, and it gives
Speaker 1: you ten things that you should look at if you're
Speaker 1: evaluating producers that you want to buy for your own portfolio.
Speaker 1: Let me show you just a couple of the points
Speaker 1: that I would look at when I look at producing companies.
Speaker 1: Now I'm going to use an actual company here for
Speaker 1: educational purposes. Okay, So I'm going to break down a
Speaker 1: real company with three or four of these points that
Speaker 1: you can go find on your own. I do want
Speaker 1: to tell you that this is a promotional video. I
Speaker 1: am not telling you to buy this company. We're doing
Speaker 1: this for education purposes. But I want to use the
Speaker 1: real company so you can see this, and I'm talking
Speaker 1: about a company called Klinx Minds. Okay, so we're going
Speaker 1: to break this one down. Caleen X Minds. You can
Speaker 1: find them right here. Here's their ticker symbol. Now you
Speaker 1: might recognize this name just because I've talked about them before.
Speaker 1: I've been working with them for a long time. As
Speaker 1: a matter of fact, I did a video talking about
Speaker 1: them right here on July twentieth of twenty twenty. It's
Speaker 1: been a couple of years since I talked about Kalinak.
Speaker 1: At that time. When I talked about it right here,
Speaker 1: it went up by five hundred and thirty percent since
Speaker 1: I mentioned it right here, so you you know, could
Speaker 1: have had a five hundred percent gain here. Now it's
Speaker 1: come back down and we have another potential entry right here.
Speaker 1: So just somewhat pretty interesting. The one thing about these
Speaker 1: resource mining stocks is they're very volatile. They go up
Speaker 1: and down. This is a four year period right here,
Speaker 1: and I've talked lots of them that haven't gone up
Speaker 1: by this much. But you don't have to be right
Speaker 1: on all of them. You've got to be right on one
Speaker 1: out of ten, and you do pretty good ones like this. Okay,
Speaker 1: but again we're looking at this for educational purpose. So
Speaker 1: a couple things I talked about. There's no new supply
Speaker 1: coming because it takes a decade to get and more importantly,
Speaker 1: or more problematically, the existing supply we have is dwindling
Speaker 1: because of jurisdictional risks. Okay, so we want to try
Speaker 1: to solve that problem. Problems equal solutions or opportunities. We
Speaker 1: have Klinx Minds, which has hopper ready to go in Canada,
Speaker 1: which is a very friendly jurisdictional area. Right, They're very
Speaker 1: friendly to mining, they're friendly to North America. And for
Speaker 1: all of the copper that we're going to need to
Speaker 1: build up our grids in North America, we probably want
Speaker 1: copper from home, and so Calenx Minds has it in
Speaker 1: a friendly jurisdictional region ready to go. As a matter
Speaker 1: of fact, they have six million tons at a five
Speaker 1: times average grade compared to the rest of the world,
Speaker 1: so they have better copper than the rest of the world.
Speaker 1: They have six million tons of it and it's right
Speaker 1: here in a friendly jurisdiction in Canada. As I said,
Speaker 1: like here in Panama, they have a ten billion dollar
Speaker 1: copper mind sitting there stagnant. Now, So the first thing,
Speaker 1: I just want to look at the company. I want
Speaker 1: to look at the resources that they have in Canada.
Speaker 1: I want to look at how much they have. I
Speaker 1: want to look at the grade. All right, So we
Speaker 1: broke that down. The next thing I always want to
Speaker 1: look at is the team. Typically you hear in investing
Speaker 1: bet the jockey, not the horse. So who's the team.
Speaker 1: So a couple things I want to look at with
Speaker 1: the team is who's heading this up. And so we
Speaker 1: know that this company, Calanx has Max Porterfield heading this up.
Speaker 1: Now he's been there for fifteen years. He was previously
Speaker 1: with a company called Uranium Energy Corp. Now you might
Speaker 1: recognize that name because I've talked about them as well.
Speaker 1: So he's previously at this company. And the reason why
Speaker 1: I want to understand this is because typically people that
Speaker 1: are successful move on to other successful things. And so,
Speaker 1: like I said, you've probably heard me talk about that company.
Speaker 1: I've talked about them actually twice in two different videos
Speaker 1: in eight in August of twenty twenty one, and again
Speaker 1: in August of twenty twenty two, it went up by
Speaker 1: two hundred and fifty four percent on from here, and
Speaker 1: it went up one hundred and twenty seven percent from here.
Speaker 1: So that company has done amazingly well. He was with
Speaker 1: them and now he's doing his own company. So I
Speaker 1: want to bet the jockey in this case, and what
Speaker 1: I want to see is does he have skin in
Speaker 1: the game? Is his money where his mouth is? And
Speaker 1: we can see that this company has strong insider ownership.
Speaker 1: About twenty percent of the ownership is with the insiders,
Speaker 1: and the CEO is the largest sharehold you see today
Speaker 1: in the news. You know CEOs, these publicly traded companies
Speaker 1: are dumping their stock left and right. You want to
Speaker 1: see they have skin in the game. Also, this company
Speaker 1: has no debt, and their tech team the one that's
Speaker 1: involved in finding it and bringing it out of the ground.
Speaker 1: They have been responsible for three of the last four
Speaker 1: discoveries in this region, so lots of deep experience in
Speaker 1: that area. So those are a couple of things I
Speaker 1: want to look at when I'm looking at a resource
Speaker 1: play like this, like to play Copper ready to Go
Speaker 1: in a good jurisdiction. They have a good team, strong
Speaker 1: inside ownership, skin in the game, no debt and things
Speaker 1: like that. Okay, Now, in summary, I talk about this
Speaker 1: all the time. I am long hard scarce assets commodities.
Speaker 1: You can't just print more copper or more lithium or
Speaker 1: more cobalt. You can't do that, or gold, etc. Right,
Speaker 1: So I'm long hard scarce assets. I also consider bitcoin
Speaker 1: to be a hard scarce asset. I'm long commodities because
Speaker 1: the world needs more. As we're building this out, We're
Speaker 1: going to need more copper, We're going to need more lithium,
Speaker 1: We're gonna need more wheat. As a matter of fact,
Speaker 1: I'm also long technology. So when I can put technology
Speaker 1: and commodities together, that works out really well from my viewpoint.
Speaker 1: All Right. Now, lastly, what I'm saying is I think
Speaker 1: copper is the perfect way to play this because I
Speaker 1: don't know is it going to be Opening Eye or
Speaker 1: Microsoft or Google or Twitter that wins this. I don't
Speaker 1: know which robot company wins. I don't know which ev
Speaker 1: manufacturer wins. I don't know. But what I do know
Speaker 1: is every single one of those depends on having more copper. Okay,
Speaker 1: So that's how I look at the market. That's how
Speaker 1: I approach my investments. But i'd love to hear what
Speaker 1: you have to say. Let me know what you think
Speaker 1: down in the comments down below. Of course, as always,
Speaker 1: give me thumbs up on the video if you like it.
Speaker 1: If you don't, you can give me thumbs down. That's okay,
Speaker 1: but at least tell me why in the comments down below.
Speaker 1: And that's what I got. All right, to your success,
Speaker 1: I'm out.