Jason Chang, EMR Capital: Copper is the Next Oil and Gas

TL;DR

Private capital is becoming more specialized and seeking investment opportunities in high-quality mining projects, with copper being the focus for many investors around the world.

Transcript

with the investing news network I'm Scott Tibbles today I'm reporting from the floor of the International mining and resources conference in Melbourne or I Mark and joining me now is Jason Chang of EMR capital thank you for joining me Jason thank you appreciate so for our listeners can you just tell me a little bit about what your role is EEMA and ... Read More

Key Insights

• ✋ Private capital is becoming more specialized and seeking opportunities in high-quality mining projects.
• 🫢 Copper has replaced oil and gas as a major focus for investors, with limited new discoveries and strong demand.
• 💗 Exploration for copper is expected to increase due to the growing global demand for the metal.
• 👋 Australia is a top country for mining investments due to its stable jurisdiction, good regulations, and expertise in mining.
• 🇨🇦 Other countries like Canada, the US, Chile, and Indonesia also offer attractive investment opportunities in the mining sector.
• ❓ The current price of copper does not fully reflect the positive themes impacting its demand and investment potential.

Questions & Answers

Q: How has the financing landscape for mining projects changed in the last decade?

The public markets are no longer seen as reliable sources of financing for mining projects, except for a few large mining houses. Private capital has become the preferred option, with specialized fund managers like EMR Capital partnering with mining houses.

Q: Is copper replacing oil and gas as a major focus for investors?

Yes, there is a consensus that copper is the next big investment opportunity. Investors recognize the limited new discoveries and strong demand for copper, particularly in relation to electric vehicles. Copper is expected to replace oil and gas as a key focus for investors.

Q: How can everyday investors get involved in copper investments?

It is advisable to have a diversified investment strategy, which includes investing in larger companies with significant copper assets and exploring copper-specific projects. Additionally, partnering with specialist fund managers like EMR Capital can provide access to copper investments.

Q: What were the biggest trends for copper in 2019?

The growth of Asian economies, especially China, has been a game-changer for copper consumption. Increasing regulations in the mining industry and the integration of technology into new sectors, like electric vehicles, are also driving the demand for copper.

Summary & Key Takeaways

• EMR Capital is a private equity firm specializing in mining investments, with a focus on acquiring mining projects and achieving returns for investors.

• Public markets have become less reliable for mining financing, leading to an emergence of private capital globally.

• Copper is highly sought after by investors, with limited new discoveries expected, and an increase in exploration for copper is predicted.