ARC MINERALS LIMITED (ARCM) — Investor Presentation

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, and welcome to the ARC Minerals PLC Investor Presentation. Throughout today's recorded meeting, investors will be in listen only mode. Questions are encouraged. They can be submitted at any time just using the Q and A go Good Before we begin, we'd like to submit the following poll. I'm sure the company will be very grateful for your participation. I'd now like to hand over to the management team. Simon Remy, good afternoon. Thank you, Mark. Good afternoon, everyone, and thank you very much for your interest in ARC MINERALS and in this call. It's very exciting to be presenting the strategy for the year and beyond about this great company. So let me kick off now. So starting with a quick word on copper market. There is a case where we might be entering a super cycle for copper. The fundamentals are very strong. We have major supply disruption. We have a steady growth related consumption of copper. We have this new wave of electrification that will create a new layer of of demand, which we were not used to. And and we have also, which is fairly new, a strategic stockpiling of copper by the major countries in an environment of geopolitical tension and the potential economic war. So it's the perfect storm for copper. As you can see with the latest deck from Goldman Sachs, they expect copper prices to keep on rising all the way to around $15,000 per ton in the next few years. And effectively, it's all based on the fact that you need between four, five, 6,000,000 tons of new supply per year to meet the expected demand over the next few years. So so the key here is we are in the right space. There are many other commodities that are attractive, but copper is definitely one of them where you want to be involved and invested. Now let's tal...