Marimaca Copper (TSX:MARI) - Industry-Leading Economics Meet Growth Potential скачать в хорошем качестве

Marimaca Copper (TSX:MARI) - Industry-Leading Economics Meet Growth Potential

Interview with Hayden Locke, President & CEO of Marimaca Copper Corp. Our previous interview: https://www.cruxinvestor.com/posts/ma... Recording date: 27th August 2025 Marimaca Copper has just delivered a Definitive Feasibility Study that confirms what savvy investors have been waiting to see - a genuinely world-class copper development project with industry-leading economics. The DFS places Marimaca in the bottom decile globally for capital intensity at sub-$12,000 per tonne of copper production, according to Wood Mackenzie data. With over $700 million in post-tax NPV at $4.30/lb copper and a 30%+ IRR, this project scales to over $1 billion NPV at higher copper price assumptions. CEO Aidan Locke isn't just talking about a single mine - he's building a district-scale copper platform. The base 50,000 tonnes per annum operation at Marimaca provides immediate cash flow generation starting in 2026, but the real story is the systematic expansion to 70,000+ tonnes through the Pampa Medina and Madrugador deposits. The Pampa Medina discovery represents Chile's first extensive sediment-hosted copper system, with tier-one scale potential that could transform the company's profile entirely. What sets Marimaca apart is management's proactive risk management approach. They've secured an option on a used sulfuric acid plant for just $2.5 million - compared to $60+ million for new construction - to hedge against volatile input costs that could otherwise impact margins significantly. This demonstrates the sophisticated operational thinking that gives confidence in execution. With copper demand set to double by 2040 driven by electrification and the energy transition, while new supply remains scarce, Marimaca offers investors exposure to both near-term production cash flows and massive exploration upside. The company targets permits and debt financing by year-end, positioning for construction start in Q3 2026. Recent M&A activity shows buyers paying premium valuations for far smaller projects, highlighting Marimaca's strategic value in an increasingly constrained market. — View Marimaca Copper's company profile: https://www.cruxinvestor.com/companie... Sign up for Crux Investor: https://cruxinvestor.com