Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Brian Leni - A Deep Dive Into Hot Chili: Copper-Gold Development Potential with a Strategic Water Advantage

18:34
 
Share
 

Manage episode 480118922 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Brian Leni, Founder and Editor of Junior Stock Review, joins us to share his investment thesis on Hot Chili (ASX:HCH, TSX.V:HCH, OTCQX:HHLKF), a copper-gold developer in Chile with a unique value proposition.

While the Costa Fuego project alone justifies a higher valuation, it’s Hot Chili’s water rights that could be the game-changer according to Brian. Brian also discusses why he believes investors are overlooking Hot Chili’s optionality, and what catalysts might force the market to take notice.

In this interview, we cover:

  • The scale and economics of the Costa Fuego project (PFS outlines ~$1.2B NPV at 8%)
  • Why the company’s rare maritime water concession may be the most valuable asset - especially for nearby major copper assets.
  • The Huasco Water business, its potential IRR, and how future offtake deals could re-rate the company
  • Exploration upside at the La Verde Porphyry Target, where near-surface higher-grade mineralization could enhance project economics
  • Market valuation disconnect, share price weakness, and strategic positioning in the Atacama region of Chile

Click here to visit the Hot Chili website, and please send us your thoughts and any questions you have on the company.

Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in.

  continue reading

262 episodes

Artwork
iconShare
 
Manage episode 480118922 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Brian Leni, Founder and Editor of Junior Stock Review, joins us to share his investment thesis on Hot Chili (ASX:HCH, TSX.V:HCH, OTCQX:HHLKF), a copper-gold developer in Chile with a unique value proposition.

While the Costa Fuego project alone justifies a higher valuation, it’s Hot Chili’s water rights that could be the game-changer according to Brian. Brian also discusses why he believes investors are overlooking Hot Chili’s optionality, and what catalysts might force the market to take notice.

In this interview, we cover:

  • The scale and economics of the Costa Fuego project (PFS outlines ~$1.2B NPV at 8%)
  • Why the company’s rare maritime water concession may be the most valuable asset - especially for nearby major copper assets.
  • The Huasco Water business, its potential IRR, and how future offtake deals could re-rate the company
  • Exploration upside at the La Verde Porphyry Target, where near-surface higher-grade mineralization could enhance project economics
  • Market valuation disconnect, share price weakness, and strategic positioning in the Atacama region of Chile

Click here to visit the Hot Chili website, and please send us your thoughts and any questions you have on the company.

Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in.

  continue reading

262 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play