Replying to @resourcestock_
Some great insight and examples of how AI is being effectively used in the exploration sector
Sam Spring retweeted
Legendary Contrarian Investor Jeff Phillips on AI in Mining 🤖
Jeff Phillips, VP of Business Development & Co-Founder of Geomorphic AI, discusses how AI-assisted geological analysis is being applied to mineral exploration and prospect generation.
⛏️ He shares his perspective on gold, copper, silver, uranium, junior mining stocks, and the challenges of contrarian resource investing.
🧠 Learn how specialized #AI agents and geological expertise can help organize historical exploration data, evaluate projects, and identify potential targets for further technical review.
The conversation also covers market cycles, tax-loss selling, management quality, portfolio diversification, and liquidity risk.
Click to watch:
👉 youtube.com/watch?v=icM1xK_z…
@geomorphicai @mdouglassumner @mercenarygeo @RSDigest @nickchodge #Mining #PreciousMetals
Many thanks to @MarketOpenAUS for the opportunity to discuss our recent results at Nevertire South as we vector in on the first #porphyry #copper #gold system & increase scale with a pipeline of other potential systems across a >40km strike
Sam Spring retweeted
The copper market doesn't just have a supply problem., It has an exploration problem.
Grassroots exploration has fallen to a record-low 21% of global exploration budgets, while copper exploration expenditure in Australia has dropped 66% in three years. The majors cut much of their internal greenfield capability during the last commodity cycle, and rebuilding those teams, geological knowledge and project pipelines is not something that happens overnight.
Full Deep Dive Now Live: kamoacap.com/copper-the-capa…
Sam Spring retweeted
BHP: "Mining remains undervalued."
Demand for commodities is broader than in previous cycles, especially for copper. Here are two more nice charts from the world's biggest miner. ⛏️👇
Sam Spring retweeted
UBS on copper
We reiterate our market deficit estimate of 520,000 mt for 2026. Against this backdrop, we prefer to maintain a long position in copper and would look to add on price pullbacks.
Sam Spring retweeted
A compelling conversation on how the prospect generator model is reshaping mineral exploration.
The discussion, featuring insights from Rick Rule and Jeff Phillips, highlights why this approach is gaining global traction.
Key takeaways:
🔹 “Portfolio” approach vs single-asset risk
🔹 Leveraging major #mining companies for capital & expertise
🔹 Importance of management and share structure
🔹 Upside of carried interests and royalties
In a sector with 1 in 3,000 odds of success, this model shifts the equation.
If you follow mining or resource #investing, this is worth a look.
👉 resourcestockdigest.com/mark…
@RealRickRule @RSDigest @nickchodge #ProspectGenerator
Sam Spring retweeted
Supercycle bros are back 🥂
Jeff Currie Says Commodities Are Poised for Supercycle
youtube.com/watch?v=ukK8ayV4…
Sam Spring retweeted
Sam Spring, CEO and President of Kincora Copper | Rule Symposium 2026: R... youtu.be/8ut6B9oumJs?si=E2OZ… via @YouTube 5-19-2026 A preconference interview, in support of the Natural Resources Investment Conference, July 6-10 Kincora Copper, copper - gold exploration, Australia
Sam Spring retweeted
A growing number of experts see copper as the next metal bull market. Veteran investor @RickRuleRulz agrees, citing a structural supply deficit and falling global production - despite prices already performing well.
Watch his interview: xitter.cf/realrickrule/status/20…
@KincoraCopper
Rick Rule: Oil/Gas Move is Inevitable, but Copper is Next Bull Market youtu.be/j4RZ1VNeGqo?si=s3AF… via @YouTube 1-29-2026 VRIC interview
Sam Spring retweeted
In a recent interview with Smarter Markets @abaxx_tech, Robert Friedland explained why we haven't seen anything yet in this metals bull market:
"We’re also in the very very early stages of a raw materials bull market. Now, a lot of people alive have never lived through a bull market in metals. But when we found Voisey’s Bay, which was the largest nickel discovery in the world in 1995/1996, our shares went from $1/share to $181/share adjusted for splits in 13 months.
And that kind of performance was before we had internet shares. I had taxi cab drivers recommending Diamond Fields Resources to me because our shares went up $1/day, and there were stretched limousines, and there were women drinking champagne out of their shoes, and wild parties. It was a real bull market in metals shares.
But that was 30 years ago.
So the younger generation of kids who are allocating capital have never lived through a real bull market in metals. You talk to Frank Giustra, an old-timer who used to run Yorkton Securities, a lot of us of that age we lived through what is a true bull market in metals. Recently things have been a little bit effervescent, but this is not a real bull market. At some point in our life real things will come fully back into fashion, they’ll probably trade on Abaxx exchanges, and they’ll trade at astronomic relative valuations.” @robert_ivanhoe @Frank_Giustra
Sam Spring retweeted
Dr. Copper 🌍 ⛏️ and hitting $5.56 a pound - my number 1 pick - @KincoraCopper CEO @Sam_J_Spring - folks I am biased and everyone needs to do their own due diligence but rockstar CEO, board, technical team & advisory board. #KCC #copper #gold
Sam Spring retweeted
Brent Cook is a renowned exploration analyst and economic geologist with more than 40 years of experience in mineral exploration, mining and related financial sectors, having worked in over 60 countries and in virtually all geological environments. Brent has been and remains a highly respected consultant to various funds, major mining companies and junior explorers.
@BrentCookgeo joins @LelSmits from The Stock Network to discuss how shifting exploration appetite among major miners may shape the next phase of the commodity cycle and how he is seeing the resource market, particularly from a North American perspective.
🌍 Track record working in more than 60 countries
📈 Mining cycle outlook and why majors are revisiting growth
🔎 Commodities to watch and emerging districts in 2026
⚒️ Role and relevance of prospect generator models
💼 Where Brent Cooper is investing time and capital
Watch the full interview ⚡youtu.be/lbkMHS7HNyc
Sam Spring retweeted
Sam Spring, CEO of @KincoraCopper (KCC: ASX & TSX.V) explains why the prospect generator model works. A great interview with Kerry Stevenson Host of Making Money Matter. youtu.be/9_lClwk3CLk
Sam Spring retweeted
Some very insightful analysis by @benchmarkmin highlighting the challenges on the #copper supply side
“In the third quarter of 2025, 18 of the largest 25 copper miners reported quarter-on-quarter decreases in their output, including the top four miners”.
source.benchmarkminerals.com…
Sam Spring retweeted
My latest for @StockheadAU from #IMARC: Newmont’s chief geoscientist is excited by @MineralsWaratah’s Spur discovery and the further potential in the Macquarie Arc for explorers like @KincoraCopper and @LegacyMinerals $NEM $WTM $KCC $LGM stockhead.com.au/resources/w…
























