183. Hot Chili 2026: the move that changes Costa Fuego — La Verde becomes Phase 1
About this episode
The episode discusses Hot Chili's strategic shift with La Verde becoming Phase 1 and its implications for Costa Fuego's economics.
Hot Chili changes the plan: La Verde moves into Phase 1 and could reshape Costa Fuego’s economics. Potential NPV closer to 2 than 1.2 + negative TCRs: unusual signals from a very tight copper market.In this interview we update Costa Fuego and the biggest development of recent months: La Verde stops being a distant Phase 2 option and gets integrated into the core project due to its potential impact on NPV, IRR, mine life and payback, even if it requires adjusting the EIA schedule.⛏️ Join Truth Below GroundA research-driven mining investment community focused on technical and economic analysis — no paid promotion, no conflicts of interest.👉 https://www.truthbelowground.comFollow me:Twitter - @Charlandodminas Twitter - @TruthBelowGInstagram - @charlandodeminasLinkedin - https://www.linkedin.com/company/charlando-de-minas/Important DisclaimerThe content presented on Charlando de Minas does not constitute investment advice. Neither Amadeu Bonet nor the guests are financial advisors. We may have interests in the companies mentioned in this episode. Always assume that the speakers have a bias. These episodes are a record of my personal learning journey in natural resource investing.The…
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