Ian Harris Predictions
CEO of Copper Giant Resources
Track Ian Harris's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
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[2:32] the industry cannot respond even at these higher prices, meaning it's it can only keep going up until it uh that uh creates that response. There's just not enough copper.
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[34:18] this is one that you haven't missed the boat on, right? This is a cycle that will play out over, I think, a decade. It will take a decade to unsolve it, right? Um where the supply demand, you know, kind of the divergence starts starts happening because it takes so long to incentivize new production
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[25:49] we we made some strategic decisions and they're playing out. One of the big one is be ready to do a a PEA basically as soon as you have a new president... We have a PEA that will be coming out, which will be the first preliminary economic assessment on the project by the end of the year.
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[18:17] AI power demand right now is 4.4% 4% and it's going to move to 12% by 2028. That's 2 years from now. It is unbelievable uh that this is going on.
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[34:33] this year, I think everybody has flopped. They're saying deficit this year, 400,000 tons this year. Um the entire stockpiles of the world, I think, are like uh a million tons, right? So you can see that already you've just eaten up half of the uh stockpile by the by the end of the year.
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[9:56] we're only in the very very beginning of this this rotation on the equity side that and it's starting to play out right so um I I think that's the dynamic that's going on and really the pool of I think if you look at the valuation of all miners versus the rest of everything. It's like 1% of the total uh capitalization of of market right now. It's a at a historical low. So even as just little things start a couple drips come into it, but it these drips could quickly turn into a to into into a flood
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[11:34] the technology companies can become and forced to become more vertically integrated. I think that's what you're going to see. I've been saying it I I called it probably way too early... they're going to invest in order to um in order to have offtake, right?
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[0:30] sooner or later it's going to really break free
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