Leo Hathaway

Giant Mining's Majuba Hill copper project in Nevada is a favorable speculative opportunity: Nevada is a premier mining-friendly jurisdiction with low taxes/royalties, good infrastructure, and a mining culture. The project sits on a major deep structure with a large geochemical/geophysical footprint, high-grade breccias, a leachable enrichment blanket, and evidence of three porphyry events over more than 100 million years. It has limited deep drilling, leaving untested targets that could yield a new discovery.

Leo is structurally bullish on copper: electrification, population growth, and construction are increasing demand, while copper has no comparable substitute for electrical conductivity. Supply is getting deeper, harder, and more expensive, and new deposits are increasingly in higher-risk jurisdictions; tariffs, embargoes, and disruptions such as Chilean mine strikes can tighten supply and cause price spikes. He says he cannot see copper going anywhere but up, with the main question being how high and when, not whether.