Dec. 4 at 3:12 AM
$TMQ Cleanest high grade copper junior just went from “dead” to “highly probable” overnight.
Bornite (100 % Trilogy):
1) >2.6 % Cu (top-decile global grade)
2) 17-year LOM,
$866 M capex fully engineered
3) Only real hurdle was the 211-mile Ambler Road
4) Late 2025: Doug Burgum re-issues full permit under
5) Trump 2.0 → road now fully permitted
Key advantages:
• Re-uses Arctic mill (no new plant capex)
• 50 % tailings backfill + closed-loop trucking
• 2.5 km creek lined with HDPE for water control
• Deep NANA partnership already locked in
Current EV today ~
$55–60 M for a permitted, tier-1 U.S. copper asset while the market still thinks the road is blocked.
Copper deficit widening fast. Domestic high-grade supply will command huge premiums.
Long
$TMQ – strongest risk/reward I’ve seen in the copper juniors right now. Not financial advice, but this setup speaks for itself.
https://youtu.be/Dc4FBZ9Pebs