Fred DuVal

Fred DuVal: Former AZ Regents Chair, Excelsior Mining Chair, DriveTime Director, President of DuVal & Associates, Sr. Clinton WH staff, Author.

[Fred DuVal @FredDuVal]

@dannowicki Great man

[Fred DuVal @FredDuVal]

As Gunnison Copper expands its asset portfolio it becomes a major national player in American copper and with 500 new jobs, a major new Cochise Cty economic driver.

https://t.co/LDT5oM29hx

[Gunnison Copper (TSX: GCU | OTC: GCUMF) @copper_gunnison]

Latest News! Gunnison Copper Reports Second Quarter 2026 Financial and Operational Results

Q2 2026 Revenue of US$23.6 Million and EPS of US$0.03 as Johnson Camp Ramp-Up Continues

Read the press release here: https://t.co/oWaT7RtawZ

TSX: GCU | OTCQB: GCUMF | FSE: 3XS0

#Copper #Mining #CriticalMinerals #Arizona #GunnisonCopper $GCU.TO $GCUMF

[Fred DuVal @FredDuVal]

Is there any minimum standard to be DefSec? Would knowing how many missiles we have available be it?

https://t.co/iyerQTzvPr

[Fred DuVal @FredDuVal]

@stephen_richer @LydiaGuzman @NBCNews Congrats! You will be great!

[Fred DuVal @FredDuVal]

@brahmresnik And a 1976 AZ Congressman whose seat Gabby subsequently won.

[Prerana Sannappanavar @PreranaRavindra]

Former Regent DuVal says dismantling UA’s Health Sciences enterprise as a single unit and dispersing its functions across campus is only an administrative restructuring, and that any notion the UA is closing it isn’t accurate. Read my exclusive:

https://t.co/AIDQm0hL9C

[Fred DuVal @FredDuVal]

Thank you Education Forward for your advocacy even through the headwinds and disappointments.@EdForwardAZ

[The Analyst @the_analyst_24]

$GCU.TO / $GCUMF Q1 2026 Earnings Update: A Transformational Quarter for Gunnison Copper

Gunnison Copper just dropped its Q1 2026 results, and the company is rapidly transitioning from a turnaround story into a strategically backed, cash-generating copper producer directly feeding the AI infrastructure boom.

Here is the breakdown of why this quarter is a massive de-risking event:

1️⃣ The AWS & Rio Tinto Catalyst
This is the showstopper. Gunnison announced a strategic collaboration with Rio Tinto and Amazon Web Services (AWS).

AWS will purchase Nuton-processed copper from the Johnson Camp Mine directly for their U.S. data centers. This completely validates the "Green Copper" thesis and secures a mega-cap tech off-taker for their low-carbon bio-leached production.

2️⃣ Pristine Balance Sheet & Debt Elimination
Gunnison completely eliminated its US$15M secured legacy debt with Nebari. The company’s net debt now sits at exactly US$0.

This materially strengthens the balance sheet and protects the equity structure as they advance the flagship asset. Additionally, a C$200M base shelf prospectus was filed, providing maximum financial flexibility for future optionality, though no immediate dilution is planned.

3️⃣ Q1 Financials & Free Cash Flow
The transition to production is showing up in the numbers:
• Mined 655,510 tons at an average grade of 0.36% Cu.
• Produced 2.1M lbs of copper cathode.
• Generated US$20.1M in revenue with a Gross Profit of US$11.3M.
• Delivered a Net Profit of US$1.6M (EPS of $0.004).

They are successfully generating cash while preparing to monetize their US$13.9M 48C tax credit, expected by mid-2026.

4️⃣ Massive Valuation Disconnect
Let's talk scale. The updated PEA outlines an after-tax NPV8 of US$2.0 Billion with a 23% IRR and a 3.9-year payback with a copper price of $4.60.

With real-time spot copper prices currently surging to around US$6.11/lb, the economic leverage on this project is staggering with a NAV of US$3.5 Billion

Despite this, the company is trading at a current market cap of just ~CAD $186M (Share price ~CAD $0.44). That means it is trading at less than 0.1x NAV, representing a massive discount to peers.

5️⃣ Clean Cap Structure & LeadershipThe historical Greenstone Resources equity overhang is completely gone, having been absorbed by new institutional investors. To lead the next aggressive growth phase toward the H1 2028 PFS and full open-pit permitting, Craig Hallworth has stepped in as the new President & CEO.

Bottom Line: Gunnison Copper is flawlessly executing its pivot. With the Rio Tinto Nuton technology de-risking extraction, AWS securing demand, and a cleaned-up balance sheet with zero net debt, the path to building a multi-billion dollar Tier-1 U.S. copper asset is clearer than ever.

Disclaimer: Not a financial advice. Always do your own DD.#Copper #Mining #Investing #AWS #RioTinto #GunnisonCopper #Commodities $GCU $GCUMF

[Fred DuVal @FredDuVal]

My friend Marlene has the momentum - and the positioning - to win AZ CD1. https://t.co/1QLhquvmSW

[Fred DuVal @FredDuVal]

This is an agenda for leading the 21st century. Thank you Mayor for your vision and commitment.

[Mayor Kate Gallego @MayorGallego]

We’re building a city that works better for every resident, with real results you can see and feel.

From bioscience and healthcare innovation to investments in housing, transportation, childcare, and public safety, we’re building a stronger Phoenix every day. #PHXSOTC26

[Stacey Barchenger @sbarchenger]

Candidate for #AZgov @hughforgovernor will be on the ballot as Maricopa County judge yesterday dismissed second of two cases trying to keep him off. The other case was dismissed last week.

Background at the link.
https://t.co/M1HF6kWawX via @azcentral

[Fred DuVal @FredDuVal]

The sad answer is Yes, more will close https://t.co/PIGg1P47zJ

[Fred DuVal @FredDuVal]

Gunnison flags ‘large-scale’ billion-dollar copper project - https://t.co/RwT0VYZ7zO https://t.co/tY1HpQl2qe

[Fred DuVal @FredDuVal]

Go Gunnison!

[Fred DuVal @FredDuVal]

Big news. We need more critical minerals to fuel the clean energy economy and @ResolutionCopper gets credit for a decade of stakeholder engagement to get to this green light.

[Dept. of Agriculture @USDA]

🚨 Today, @forestservice completed the Southeast Arizona Land Exchange and issued the final record of decision for the Resolution Copper Project. This project creates 1,500 jobs, generates over 1 billion tons of copper annually, and advances @POTUS' goal of mineral independence and energy dominance by boosting domestic mineral production. https://t.co/774UmQavMU

[Fred DuVal @FredDuVal]

Gene Sander was one of a kind and his loss is personal. He was beloved across the University of Arizona - and was the only person that could have held the campus together as President during a turbulent transition. Bless his memory.

[Fred DuVal @FredDuVal]

Today’s Wall Street Journal coverage on our Gunnison copper landmark deal with Amazon.

[Gunnison Copper (TSX: GCU | OTC: GCUMF) @copper_gunnison]

🚨 News Alert: Gunnison Copper announces a collaboration with @RioTinto and @awscloud (AWS) to bring low-carbon Nuton® copper from our Johnson Camp Mine to U.S. data centers.

This milestone marks the first use of Nuton copper in U.S. data centers—demonstrating how innovative bioleaching technology can deliver lower-carbon, Made-in-America copper at scale.

🎥 Watch SVP & CFO Craig Hallworth and Melissa Mackie, Director of IR & Communications, discuss why this matters for low-carbon copper, secure U.S. data infrastructure, supply-chain resilience - and national security, as copper underpins mission-critical systems.

🔗 Read more: https://t.co/WRfaMGqI9W

TSX: GCU | OTCQB: GCUMF | FSE: 3XS0

#GunnisonCopper #Nuton #Copper #CriticalMinerals #LowCarbon #DataCenters #MadeInAmerica #SupplyChain #Innovation #DoD $GCU.TO $GCUMF

[Fred DuVal @FredDuVal]

If they prevail does the East Wing go back up?
https://t.co/PIVxoLt4mI