The Emperor’s New Clothes (and not just) for Panther
“…Everybody can see across almost every single commodity, a supply crunch and that supply crunch is imminent. It is becoming the king’s clothes. Everyone can see it, but the market isn’t reacting to it. We’re looking for nickel, copper, gold, zinc, platinum, and palladium. We’ve never been more confident with our own portfolio and we strongly believe that we’ve got discovery within there…”
The family offices can see it, the commodity traders are taking greater positions in it and the larger industry players know that the mining sector is rebalancing and back on the upward investment trajectory.
And Darren Hazelwood the chief executive of Panther Metals Plc knows it. He knows from the conversations being had with Tier One mining neighbours, the beefing up of exploration teams by larger peers and the lessons from economic cycles previous.
“Everybody can see across almost every single commodity, a supply crunch and that supply crunch is imminent,” says Hazelwood who references the materials and resources needed to nourish the upcoming economic trigger – the net zero deadlines with some as early as 2030.
“It is becoming the king’s clothes. Everyone can see it, but the market isn’t reacting to it. Ultimately, the market does catch up, ” says Hazelwood who cites intelligence from Tilman Galler, the Global Market Strategist for JP Morgan Asset Management. Galler talks about climate change policies which will, according to Hazelwood “create large redeployments of investment and capital that’s got to come into the mining industry.”
The need for minerals and materials is a constant and Hazelwood knows that what his assets in Canada contain will feed into the wants of the upcoming net zero economic reality.
“We’re looking for nickel, copper, gold, zinc, platinum, and palladium. We’ve never been more confident with our own portfolio and we strongly believe that we’ve got discovery within there.”
The market hasn’t bought into that so much says Hazelwood. “But I can tell you now for certain the industry has. We’ve got big players looking at what we’re doing on Obonga.”
In this interview with Sarah Lowther, Darren names the industry players eyeing Panther’s progress. He references the likes of Glencore and Palladium One and while regulation prevents further revelations: “We’re getting very close to being able to communicate to market exactly what our plans are going to be over the next 12 to 18 months. ”
Access the company’s Corporate Presentation
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The author was remunerated but does not hold shares in the company
