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Rob Tyson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rob Tyson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Saskatchewan's Strategic Advantage: The Importance of Jurisdiction in Mining with Dan Myerson

34:47
 
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Manage episode 498722375 series 2487333
Rob Tyson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rob Tyson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode we chat to Dan Myerson, Executive Chairman and CEO of Foran Mining, a company at the forefront of the copper revolution and one of the only single-asset copper developers actively building a mine anywhere in the world.In this episode, we dig into why Foran remains undervalued despite its remarkable progress at the McIlvenna Bay project — now nearing 50% completion and on track for commercial production by mid-2026.

Dan shares insights on market sentiment toward pre-production copper companies, the strategic importance of Foran’s Saskatchewan jurisdiction, and why now might be a pivotal moment for investors to take a closer look. We also explore what lies beyond McIlvenna Bay, and how Foran is positioning itself in a copper market grappling with supply constraints and long-term demand growth. Stay tuned as we unpack the milestones, the macro trends, and the big vision driving one of Canada's most exciting copper stories.

KEY TAKEAWAYS

  • Despite its achievements, Foran Mining is perceived as undervalued in the market. The disconnect between perceived and actual risk is a factor, suggesting that the company's fundamentals do not align with its current valuation.

  • Saskatchewan is recognised as one of the best mining jurisdictions globally, with a supportive government and low after-tax cash costs

  • Beyond McIlvenny Bay, Foran Mining has significant exploration potential with discoveries like the Tesla and Bridge zones. These areas could lead to increased production capacity

  • With the company positioned at a critical juncture before production, there is a strong argument for investment.

BEST MOMENTS

"We are the only single asset company building an actual greenfield copper mine in the world today, which when you actually say that out loud is quite amazing."

"The actual risk versus the perceived risk is very different... the perceived risk that's still involved is much higher than the actual risk."

"The valuation where it's at is the cheapest it's ever been in its history... now is the best time that you could ever have to buy the stock."

"Saskatchewan is one of the best jurisdictions in the world... very pragmatic and practical government. I'd say that's the best thing."

VALUABLE RESOURCES

Mail: [email protected]

LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/

X: https://twitter.com/MiningRobTyson
YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast

Web: http://www.mining-international.org

GUEST SOCIALS

https://foranmining.com/

https://www.facebook.com/people/Foran-Mining-Corporation/100086125762836/

https://x.com/foranmining

https://www.linkedin.com/company/foran-mining/posts/?feedView=all

@foranmining


CONTACT METHOD

[email protected]

https://www.linkedin.com/in/rob-tyson-3a26a68/

Podcast Description

Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

  continue reading

572 에피소드

Artwork
icon공유
 
Manage episode 498722375 series 2487333
Rob Tyson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rob Tyson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode we chat to Dan Myerson, Executive Chairman and CEO of Foran Mining, a company at the forefront of the copper revolution and one of the only single-asset copper developers actively building a mine anywhere in the world.In this episode, we dig into why Foran remains undervalued despite its remarkable progress at the McIlvenna Bay project — now nearing 50% completion and on track for commercial production by mid-2026.

Dan shares insights on market sentiment toward pre-production copper companies, the strategic importance of Foran’s Saskatchewan jurisdiction, and why now might be a pivotal moment for investors to take a closer look. We also explore what lies beyond McIlvenna Bay, and how Foran is positioning itself in a copper market grappling with supply constraints and long-term demand growth. Stay tuned as we unpack the milestones, the macro trends, and the big vision driving one of Canada's most exciting copper stories.

KEY TAKEAWAYS

  • Despite its achievements, Foran Mining is perceived as undervalued in the market. The disconnect between perceived and actual risk is a factor, suggesting that the company's fundamentals do not align with its current valuation.

  • Saskatchewan is recognised as one of the best mining jurisdictions globally, with a supportive government and low after-tax cash costs

  • Beyond McIlvenny Bay, Foran Mining has significant exploration potential with discoveries like the Tesla and Bridge zones. These areas could lead to increased production capacity

  • With the company positioned at a critical juncture before production, there is a strong argument for investment.

BEST MOMENTS

"We are the only single asset company building an actual greenfield copper mine in the world today, which when you actually say that out loud is quite amazing."

"The actual risk versus the perceived risk is very different... the perceived risk that's still involved is much higher than the actual risk."

"The valuation where it's at is the cheapest it's ever been in its history... now is the best time that you could ever have to buy the stock."

"Saskatchewan is one of the best jurisdictions in the world... very pragmatic and practical government. I'd say that's the best thing."

VALUABLE RESOURCES

Mail: [email protected]

LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/

X: https://twitter.com/MiningRobTyson
YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast

Web: http://www.mining-international.org

GUEST SOCIALS

https://foranmining.com/

https://www.facebook.com/people/Foran-Mining-Corporation/100086125762836/

https://x.com/foranmining

https://www.linkedin.com/company/foran-mining/posts/?feedView=all

@foranmining


CONTACT METHOD

[email protected]

https://www.linkedin.com/in/rob-tyson-3a26a68/

Podcast Description

Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

  continue reading

572 에피소드

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