UBS on copper
We reiterate our market deficit estimate of 520,000 mt for 2026. Against this backdrop, we prefer to maintain a long position in copper and would look to add on price pullbacks.
A compelling conversation on how the prospect generator model is reshaping mineral exploration.
The discussion, featuring insights from Rick Rule and Jeff Phillips, highlights why this approach is gaining global traction.
Key takeaways:
🔹 “Portfolio” approach vs single-asset risk
🔹 Leveraging major #mining companies for capital & expertise
🔹 Importance of management and share structure
🔹 Upside of carried interests and royalties
In a sector with 1 in 3,000 odds of success, this model shifts the equation.
If you follow mining or resource #investing, this is worth a look.
👉 https://t.co/R5dbbujS5d
@RealRickRule@RSDigest@nickchodge #ProspectGenerator
Sam Spring, CEO and President of Kincora Copper | Rule Symposium 2026: R... https://t.co/asLbsUiic5 via @YouTube 5-19-2026 A preconference interview, in support of the Natural Resources Investment Conference, July 6-10 Kincora Copper, copper - gold exploration, Australia
A growing number of experts see copper as the next metal bull market. Veteran investor @RickRuleRulz agrees, citing a structural supply deficit and falling global production - despite prices already performing well.
Watch his interview: https://t.co/Rd2LLEQLts
@KincoraCopper
In a recent interview with Smarter Markets @abaxx_tech, Robert Friedland explained why we haven't seen anything yet in this metals bull market:
"We’re also in the very very early stages of a raw materials bull market. Now, a lot of people alive have never lived through a bull market in metals. But when we found Voisey’s Bay, which was the largest nickel discovery in the world in 1995/1996, our shares went from $1/share to $181/share adjusted for splits in 13 months.
And that kind of performance was before we had internet shares. I had taxi cab drivers recommending Diamond Fields Resources to me because our shares went up $1/day, and there were stretched limousines, and there were women drinking champagne out of their shoes, and wild parties. It was a real bull market in metals shares.
But that was 30 years ago.
So the younger generation of kids who are allocating capital have never lived through a real bull market in metals. You talk to Frank Giustra, an old-timer who used to run Yorkton Securities, a lot of us of that age we lived through what is a true bull market in metals. Recently things have been a little bit effervescent, but this is not a real bull market. At some point in our life real things will come fully back into fashion, they’ll probably trade on Abaxx exchanges, and they’ll trade at astronomic relative valuations.” @robert_ivanhoe@Frank_Giustra
Dr. Copper 🌍 ⛏️ and hitting $5.56 a pound - my number 1 pick - @KincoraCopper CEO @Sam_J_Spring - folks I am biased and everyone needs to do their own due diligence but rockstar CEO, board, technical team & advisory board. #KCC#copper#gold
Brent Cook is a renowned exploration analyst and economic geologist with more than 40 years of experience in mineral exploration, mining and related financial sectors, having worked in over 60 countries and in virtually all geological environments. Brent has been and remains a highly respected consultant to various funds, major mining companies and junior explorers.
@BrentCookgeo joins @LelSmits from The Stock Network to discuss how shifting exploration appetite among major miners may shape the next phase of the commodity cycle and how he is seeing the resource market, particularly from a North American perspective.
🌍 Track record working in more than 60 countries
📈 Mining cycle outlook and why majors are revisiting growth
🔎 Commodities to watch and emerging districts in 2026
⚒️ Role and relevance of prospect generator models
💼 Where Brent Cooper is investing time and capital
Watch the full interview ⚡https://t.co/8QRTd6tb6z
Sam Spring, CEO of @KincoraCopper (KCC: ASX & TSX.V) explains why the prospect generator model works. A great interview with Kerry Stevenson Host of Making Money Matter. https://t.co/QoVjyjsSwK
Some very insightful analysis by @benchmarkmin highlighting the challenges on the #copper supply side
“In the third quarter of 2025, 18 of the largest 25 copper miners reported quarter-on-quarter decreases in their output, including the top four miners”.
https://t.co/jHzwUUcdI0
My latest for @StockheadAU from #IMARC: Newmont’s chief geoscientist is excited by @MineralsWaratah’s Spur discovery and the further potential in the Macquarie Arc for explorers like @KincoraCopper and @LegacyMinerals $NEM $WTM $KCC $LGM https://t.co/VWNx6cx86F
🎙️ On the floor at IMARC with Sam Spring, CEO of @KincoraCopper $KCC
💰 C$4M raise backed by Rick Rule & Jeff Phillips
⛏️ Drilling across up to 7 licences – true ‘shots on goal’ strategy
🎬 https://t.co/fcU1n54naU
#IMARC#MiningNews#ASXKCC
Kincora Copper (TSX-V: KCC)(OTC: BZDLF) CEO Sam Spring on Discovery Drilling in a Copper & Gold Bull Market $KCC.V @KincoraCopper https://t.co/5AP7e14Fzm
Kincora Copper (ASX/TSXV: KCC) President & CEO @Sam_J_Spring sits down with Kerry Stevenson to share the company’s vision, strategy, and why top investors like @RickRuleRulz & Jeff Philips are backing Kincora.
Watch interview here: https://t.co/DHVW22B1tn @KincoraCopper $KCC
Kincora Copper (ASX:KCC) was featured by Rick Rule on Resource Stock Digest, who highlighted its Macquarie Arc strategy with JV partners that bring expertise and conduct due diligence at no cost.
Kincora at the 7:15 mark, watch it here: https://t.co/V5mBFLPs5o
@KincoraCopper
Kincora Copper (ASX/TSXV: KCC) has announced the date of its AGM (27 August at 4pm PST in Vancouver & via webcast) and also released a July 2025 Corporate Strategy Update
https://t.co/qnFgtVoqs0
https://t.co/ZjKQMnVlbW
@KincoraCopper
Set against the vibrant backdrop of Noosa,
@JMM_Australia hosted its annual Investor Lunch on July 19, bringing together 12 ASX-listed and pre-IPO companies. https://t.co/PCmC01RgDR