1

Leading critical materials CEOs discuss the rising world demand for copper, nickel and zinc

In this InvestorIntel PDAC 2022 Panel on “Rising Demand for Critical Materials – Copper, Zinc & Nickel”, host Tracy Weslosky is joined by Claudia Tornquist, President, CEO, and Director of Kodiak Copper Corp. (TSXV: KDK | OTCQB: KDKCF), Fjordland Exploration Inc. (TSXV: FEX) President, CEO and Director James Tuer, Terry Lynch, CEO of Power Nickel Inc. (TSXV: PNPN | OTCQB: CMETF),  and Metallum Resources Inc.‘s (TSXV: MZN) President, CEO, and Director Kerem Usenmez to discuss the future of critical materials.

In the video, which can also be viewed in full on the InvestorIntel YouTube channel (click here), Kodiak Copper Corp. President and CEO Claudia Tornquist talks about copper’s “very big demand on the horizon driven by the green revolution energy transition”, including its increased use in EVs, and wind and solar power technologies. James Tuer, President and CEO of Fjordland Exploration Inc. discusses prolific and nickel-friendly jurisdictions, such as Manitoba and Labrador. The future demand for nickel will be driven by increasing world urbanization and electrification, according to panelist Terry Lynch, CEO of Power Nickel Inc. World demand for zinc will also increase as a crucial battery metal and coating says Metallum Resources President and CEO, Kerem Usenmez.

While all members of the panel agree that demand for critical materials such as copper, nickel and zinc will continue to increase rapidly in the near future, they also caution that “we have to be cautious about prices getting ahead of the market right now” or be in danger that “it will tear down what we’re trying to build up.”

However, “we’re in the right spot right now,” says James Tuer of Fjordland Exploration, “because we know that even in an inflationary market these commodities are are going to do well because they’re required for what the world is saying they want to do and where they want to go, so politically it’s going to push us in the in the right direction.”
To access the full InvestorIntel interview, click here

Don’t miss other InvestorIntel videos. Subscribe to the InvestorIntel YouTube channel by clicking here.

About Kodiak Copper Corp.

Kodiak is focused on its 100% owned copper porphyry projects in Canada and the USA. The Company’s most advanced asset is the MPD copper-gold porphyry project in the prolific Quesnel Trough in south-central British Columbia, Canada. MPD has all the hallmarks of a large, multi-centered porphyry system. Kodiak has made the Gate Zone discovery of high-grade mineralization within a wide mineralized envelope, and MPD hosts several other targets with similar discovery potential. Kodiak also holds the Mohave copper-molybdenum-silver porphyry project in Arizona, USA, near the world-class Bagdad mine. Kodiak’s porphyry projects have both been historically drilled and present known mineral discoveries with the potential to hold large-scale deposits.

Kodiak’s founder and Chairman is Chris Taylor who is well-known for his discovery success with Great Bear Resources. Kodiak is also part of Discovery Group led by John Robins, one of the most successful mining entrepreneurs in Canada.

To learn more about Kodiak Copper Corp., click here

About Fjordland Exploration Inc.

Fjordland Exploration Inc. is a mineral exploration company that is focused on the discovery of large-scale economic metal deposits in Canada.

In collaboration with Ivanhoe Electric Inc. and Commander Resources Ltd., Fjordland is exploring the SVB “Pants Lake Intrusive” target which is in a geologic setting analogous to the nearby nickel-cobalt-copper Voisey’s Bay deposit. Fjordland has earned a 75% interest in the project.

Fjordland, as operator, has an agreement to acquire 100% of the Renzy nickel-project located near Maniwaki, Quebec. The project encompasses the former Renzy Mine where, during the period from 1969 to 1972, 716,000 short tons were mined with average grades of 0.70% nickel and 0.72% copper. Fjordland has staked additional claims to increase the size of the project to 530 sq. km.

As well, Fjordland has 2 copper-gold properties in the Quesnel Trough of central British Columbia, The West Milligan copper-gold project is a joint venture with Northwest Copper Corp. located within 4 km of Centerra’s Mount Milligan copper-gold mine. The 103 sq. km. Witch copper-gold project is located another 35 km west of the Milligan mine.

To know more about Fjordland Exploration Inc., click here

About Power Nickel Inc.

Power Nickel is a Canadian junior exploration company focusing on high-potential copper, gold, and battery metal prospects in Canada and Chile.

On February 1, 2021, Power Nickel (then called Chilean Metals) completed the acquisition of its option to acquire up to 80% of the Nisk project from Critical Elements Lithium Corp. (CRE:TSXV)

The NISK property comprises a large land position (20 kilometers of strike length) with numerous high-grade intercepts. Power Nickel, formerly Chilean Metals is focused on confirming and expanding its current high-grade nickel-copper PGE mineralization historical resource by preparing a new Mineral Resource Estimate in accordance with NI 43-101, identifying additional high-grade mineralization, and developing a process to potentially produce nickel sulphates responsibly for batteries to be used in the electric vehicles industry.

Power Nickel (then called Chilean Metals) announced on June 8th, 2021 that an agreement has been made to complete the 100% acquisition of its Golden Ivan project in the heart of the Golden Triangle. The Golden Triangle has reported mineral resources (past production and current resources) in a total of 67 million ounces of gold, 569 million ounces of silver, and 27 billion pounds of copper. This property hosts two known mineral showings (gold ore and magee), and a portion of the past-producing Silverado mine, which was reportedly exploited between 1921 and 1939. These mineral showings are described to be Polymetallic veins that contain quantities of silver, lead, zinc, plus/minus gold, and plus/minus copper.

Power Nickel is the 100-per-cent owner of five properties comprising over 50,000 acres strategically located in the prolific iron-oxide-copper-gold belt of northern Chile. It also owns a 3-per-cent NSR royalty interest on any future production from the Copaquire copper-molybdenum deposit, recently sold to a subsidiary of Teck resources Inc. Under the terms of the sale agreement, Teck has the right to acquire one-third of the 3-per-cent NSR for $3-million at any time. The Copaquire property borders Teck’s producing Quebrada Blanca copper mine in Chile’s first region.

To know more about Power Nickel Inc., click here

About Metallum Resources Inc.

Metallum Resources owns 100% of the Superior Lake Zinc and Copper Project in Ontario, Canada.  The Project ranks as the highest grade zinc project in North America with a resource of 2.35 Mt at 17.9% Zn, 0.9% Cu, 0.4 g/t Au and 34 g/t Ag.

The Company completed a positive Feasibility Study that highlights the Project will rank in the lowest quartile of operating costs (C1 costs – C$0.44 / lb; AISC C$0.51 / lb).  These low costs driven by the high grade of the Project drive robust economic returns. The majority of permits and licenses are in place allowing for a quick re-development following a Final investment Decision.

To learn more about Metallum Resources Inc., click here

Disclaimer: Kodiak Copper Corp., Fjordland Exploration Inc., Power Nickel Inc., and Metallum Resources Inc. are advertorial members of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp., (IIC), does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on Sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please contact us at +1 416 792 8228 and/or email us direct at info@investorintel.com.




Claudia Tornquist on the global copper supply shortage and why Kodiak Copper is aiming for a bigger drill program in 2022

In a recent InvestorIntel interview, Chris Thompson spoke with Claudia Tornquist, President, CEO, and Director of Kodiak Copper Corp. (TSXV: KDK | OTCQB: KDKCF) about the global copper supply shortage and about identifying new high-priority drill targets near high-grade Gate Zone copper-gold deposit on Kodiak’s MPD porphyry project in British Columbia.

In this InvestorIntel interview, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), Claudia Tornquist said that the results of ground geophysical and soil geochemical surveys from the MPD project highlight the potential to further extend the mineralization at Gate Zone substantially. With NYSE listed Teck Resources Limited as its largest shareholder, Claudia went on to say that Kodiak Copper aims for a bigger drill program this year and to take the model that brought success at Gate Zone and replicate that on other high priority drill targets.

To watch the full interview, click here.

About Kodiak Copper Corp.

Kodiak is focused on its 100% owned copper porphyry projects in Canada and the USA. The Company’s most advanced asset is the MPD copper-gold porphyry project in the prolific Quesnel Trough in south-central British Columbia, Canada, where the Company made a discovery of high-grade mineralization within a wide mineralized envelope in 2020. Kodiak also holds the Mohave copper-molybdenum-silver porphyry project in Arizona, USA, near the world-class Bagdad mine. Kodiak’s porphyry projects have both been historically drilled and present known mineral discoveries with the potential to hold large-scale deposits.

Kodiak’s founder and Chairman is Chris Taylor who is well-known for his gold discovery success with Great Bear Resources. Kodiak is also part of Discovery Group led by John Robins, one of the most successful mining entrepreneurs in Canada.

To learn more about Kodiak Copper Corp., click here

Disclaimer: Kodiak Copper Corp. is an advertorial member of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp., (IIC), does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on Sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please contact us at +1 416 792 8228 and/or email us direct at info@investorintel.com.




Claudia Tornquist on the demand for copper and Kodiak’s drill program at its MPD project

In a recent InvestorIntel interview, Chris Thompson spoke with Claudia Tornquist, President, CEO, and Director of Kodiak Copper Corp. (TSXV: KDK | OTCQB: KDKCF) about the current copper market and Kodiak’s drill program at its MPD porphyry project highlighting significant copper-gold grades.

In this InvestorIntel interview, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), Claudia Tornquist provided an update on the acquisition of Kodiak’s sister company, Great Bear Resources Ltd., by Kinross Gold Corporation for approximately C$1.8 billion. She went on to explain how Kodiak, by applying Chris Taylor’s successful formula at Great Bear, was able to make a high-grade Gate Zone copper-gold discovery in its maiden drill program. Highlighting the demand potential for copper to meet electrification and net zero emission targets, Claudia told InvestorIntel that the world needs more copper mines to be found and built.

To watch the full interview, click here.

About Kodiak Copper Corp.

Kodiak is focused on its 100% owned copper porphyry projects in Canada and the USA. The Company’s most advanced asset is the MPD copper-gold porphyry project in the prolific Quesnel Trough in south-central British Columbia, Canada, where the Company made a discovery of high-grade mineralization within a wide mineralized envelope in 2020. Kodiak also holds the Mohave copper-molybdenum-silver porphyry project in Arizona, USA, near the world-class Bagdad mine. Kodiak’s porphyry projects have both been historically drilled and present known mineral discoveries with the potential to hold large-scale deposits.

Kodiak’s founder and Chairman is Chris Taylor who is well-known for his gold discovery success with Great Bear Resources. Kodiak is also part of Discovery Group led by John Robins, one of the most successful mining entrepreneurs in Canada.

To learn more about Kodiak Copper Corp., click here

Disclaimer: Kodiak Copper Corp. is an advertorial member of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp., (IIC), does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on Sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please contact us at +1 416 792 8228 and/or email us direct at info@investorintel.com.




Critical Minerals Corner focuses on Copper with Jack Lifton, Claudia Tornquist and Byron King

In this episode of the Critical Minerals Corner, Tracy Weslosky is joined by Critical Minerals’ industry expert and InvestorIntel Editor-in-Chief Jack Lifton, Critical Minerals Corner Co-Host & InvestorIntel Columnist Byron King, and Claudia Tornquist, President, CEO, and Director of Kodiak Copper Corp. (TSXV: KDK | OTCQB: KDKCF). They spoke about the rising demand for copper and about how Kodiak’s copper projects will contribute to the North American supply chain.

In this InvestorIntel interview, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), the panel highlighted the several decades of under exploration and underinvestment in the copper sector. They went on to discuss the global shift towards localizing the supply of critical materials and why it is critical to bring online new copper projects such as Kodiak’s MPD copper-gold porphyry project located in the safe and mining-friendly jurisdiction of British Columbia. With NYSE listed Teck Resources as the largest shareholder, Claudia went on to provide an update on Kodiak’s high-grade Gate Zone discovery at the MPD Project located in the vicinity of large producing copper mines.

To watch the full interview, click here

About Kodiak Copper Corp.

Kodiak is focused on its 100% owned copper porphyry projects in Canada and the USA. The Company’s most advanced asset is the MPD copper-gold porphyry project in the prolific Quesnel Trough in south-central British Columbia, Canada, where the Company made a discovery of high-grade mineralization within a wide mineralized envelope in 2020. Kodiak also holds the Mohave copper-molybdenum-silver porphyry project in Arizona, USA, near the world-class Bagdad mine. Kodiak’s porphyry projects have both been historically drilled and present known mineral discoveries with the potential to hold large-scale deposits.

Kodiak’s founder and Chairman is Chris Taylor who is well-known for his gold discovery success with Great Bear Resources. Kodiak is also part of Discovery Group led by John Robins, one of the most successful mining entrepreneurs in Canada.

To learn more about Kodiak Copper Corp., click here

Disclaimer: Kodiak Copper Corp. is an advertorial member of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp., (IIC), does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on Sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please contact us at +1 416 792 8228 and/or email us direct at info@investorintel.com.




Doctor Copper is in the Kodiak House.

The expression Doctor Copper is market terminology for the base metal that is reputed to have a “Ph.D. in economics” because of its ability to predict the overall health of the global economy. Because of copper’s widespread applications in most sectors of the economy, from homes and factories to electronics and power generation and transmission, demand for copper is often viewed as a reliable leading indicator of economic health. Copper prices have been on a tear since the start of November when it became apparent that China was already well into its post pandemic recovery. With the price rallying 42% from US$3.05/lb to a high of US$4.35/lb in late February.

Since that time we have seen copper prices consolidate in the US$4.00/lb range. But in recent weeks the US’s key economic numbers have been providing optimistic signals that the country’s recovery is accelerating as citizens get vaccinated and the economy returns to something more representative of normal. Layer on that, the Biden Administration’s infrastructure plan and the global push for a greener economy and you can see why momentum continues to build, not just for copper, but many base metals. And this isn’t just a short term trend, this energy transition should last for at least another decade.

There are several ways to play the copper trade but one option to get exposure to copper is with Kodiak Copper Corp. (TSXV: KDK | OTCQB: KDKCF). Kodiak gives an investor the leverage of having a discovery with exploration upside at the 100% owned, 9,733-hectare MPD copper-gold porphyry project near Princeton, British Columbia plus additional exploration upside at the 100% owned Mohave copper-molybdenum-silver porphyry project in Mohave County, Arizona. The MPD project is in a proven, mineral producing belt with mines nearby (Copper Mountain, Highland Valley, New Afton), some with similar geology and mineralization. Additionally, MPD is easily accessible via highways with excellent road and trail access, close to nearby mines, transmission corridor and the towns of Merritt and Princeton making this a cost-effective location to explore.

Recent drill results at MPD have reported 213 m of 0.65% Copper and 0.37 g/t Gold (1.00% CuEq) and 171 m of 0.62% Copper and 0.43 g/t Gold (1.03% CuEq). Kodiak’s drilling has encountered significant copper-gold mineralization and altered porphyritic host rocks that display all the hallmarks of a well-developed alkalic porphyry system (See image below).

On March 15, 2021, Kodiak announced the drill program has resumed on its exploration program at the MPD copper-gold porphyry project. Kodiak is fully funded for up to 30,000 metres of drilling as well as further geophysical and geochemical surveying, prospecting and geotechnical studies.

This exciting exploration opportunity is combined with a pedigreed leadership team with a track record of discovery and shareholder returns. The team is led by CEO & President Claudia Tornquist formerly General Manager at Rio Tinto working extensively with Rio Tinto’s diamond and copper operations. She also held the position of EVP Business Development for the streaming company Sandstorm Gold. Additionally, Kodiak’s founder and Chairman is Chris Taylor who also is founder, CEO and President of TSXV listed Great Bear Resources Ltd., which made a recent district-scale gold discovery in Canada. As well, Kodiak is also part of Discovery Group led by John Robins, one of the most successful mining entrepreneurs in Canada whose resume includes being founder and Director at Kaminak Gold through to its acquisition by Goldcorp for $520 million in 2017.

Kodiak has $14 million in the treasury, a tight share structure with just over 45 million shares outstanding, and backing from a world-class mining company in Teck Resources which owns 9.3% of the company. There’s a lot to be excited about for the coming weeks and months at Kodiak Copper as they return to drilling the MPD project and anything else they find the time for.




Kodiak Copper sees its stock almost triple on drill results

Discovery viewed as “transformative”

Today I take a look at junior copper miner, Kodiak Copper (TSXV: KDK | OTC: KDKCF). Kodiak saw its stock price almost triple in the past week after announcing drill results, including 282 m of 0.70% Copper and 0.49 g/t Gold (1.16% CuEq) at their advanced MPD copper-gold porphyry project in British Columbia, Canada.

Kodiak Copper almost triples on a drill result last week

The copper price, currently at US$2.98/lb, has started to recover lately as global activity comes back from the initial shock of COVID-19. Looking further ahead, in the next 10 years there is a clear demand surge about to hit from the coming booms in electric vehicles and renewable energy.

From a supply perspective declining global copper grades and a lack of new projects means less copper output is expected. Higher copper prices will be needed to incentivize new copper projects.

Any copper companies that can bring a growing, low cost, production of new copper supply to market this decade should do very well.

Analysts are forecasting a future copper deficit to emerge in the 2020s

Source: Courtesy CRU Group

Copper demand vs. supply forecast

Source

The drill results

Kodiak announced on September 3, 2020 the discovery of a significant high-grade copper-gold extension of the recently discovered Gate Zone at the company’s 100% owned MPD copper-gold porphyry project in southern British Columbia, with a drill result of “282 m of 0.70% Copper and 0.49 g/t Gold (1.16% CuEq), Including 45.7 m of 1.41% Copper and 1.46 g/t Gold (2.75% CuEq).”

Chris Taylor, Chairman of Kodiak commented that, “as compelling as our 2019 discovery of the Gate Zone was, it now appears we had only grazed the margins of a much stronger copper-gold zone which we have now successfully targeted.  Our new results include discovery of a central high-grade copper-gold zone within the wider copper-gold mineralized envelope of the Gate Zone.  These drill results are among the strongest that have been reported from this well-established copper mining district in southern British Columbia.”

Claudia Tornquist, President and CEO of Kodiak, added they viewed “this new discovery as transformative for the project, and by extension for Kodiak, and pointed specifically to the “new high gold values, which we would have viewed as a successful stand-alone gold discovery in the absence of any copper.” She said that Kodiak anticipates “a very active remainder of 2020, and that 2021 will be our most exciting and productive year so far.”

Kodiak Copper’s projects

Kodiak is focused on its portfolio of 100% owned copper porphyry projects in Canada and the USA.

  • MPD Copper-Gold Porphyry Project in the prolific Quesnel Trough in southern British Columbia, Canada, where the Company made a discovery of high-grade mineralization in 2020 (as mentioned above).
  • Mohave Copper-Molybdenum-Silver Porphyry Project in Arizona, USA, near the world-class Bagdad Mine.
  • Kahuna Diamond Project in Nunavut, Canada, hosts a high-grade, near surface inferred diamond resource and numerous kimberlite pipe targets.

Note: Both of Kodiak’s porphyry projects have been historically drilled and present known mineral discoveries with the potential to hold large-scale deposits.

Kodiak Copper’s 3 projects location map

Source

Kodiak was founded by Chris Taylor who is well known for founding Great Bear Resources (TSXV: GBR) (Market cap C$897m), which made a highly significant gold discovery. Kodiak is also part of the Discovery Group of companies led by John Robins, one of the most successful mining entrepreneurs in Canada.

Closing remarks

Juniors that can find and grow good size copper resources will be handsomely rewarded, especially if their project is located in a safe jurisdiction. It is still very early days for Kodiak Copper as they continue to explore and work to develop a resource. Further drill results are expected before the end of the year.

As experienced resource investors know, porphyry projects are usually lower grade but large. What excited the market so much last week was that Chris Taylor may have again discovered something big in Canada. Given the market cap is still only C$65m, if the project can continue to progress and grow a significant resource this may only be the beginning for Kodiak Copper.