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Brian Leni - A Deep Dive Into Hot Chili: Copper-Gold Development Potential with a Strategic Water Advantage
Manage episode 480118922 series 3374176
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.
262 episodes
Manage episode 480118922 series 3374176
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.
262 episodes
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