The KE Report

Brian Leni - A Deep Dive Into Hot Chili: Copper-Gold Development Potential with a Strategic Water Advantage


Listen Later

Brian Leni, Founder and Editor of Junior Stock Review, joins us to share his investment thesis on Hot Chili (ASX:HCH, TSX.V:HCH, OTCQX:HHLKF), a copper-gold developer in Chile with a unique value proposition.

 

While the Costa Fuego project alone justifies a higher valuation, it’s Hot Chili’s water rights that could be the game-changer according to Brian. Brian also discusses why he believes investors are overlooking Hot Chili’s optionality, and what catalysts might force the market to take notice.

 

In this interview, we cover:

  • The scale and economics of the Costa Fuego project (PFS outlines ~$1.2B NPV at 8%)

  • Why the company’s rare maritime water concession may be the most valuable asset - especially for nearby major copper assets.

  • The Huasco Water business, its potential IRR, and how future offtake deals could re-rate the company

  • Exploration upside at the La Verde Porphyry Target, where near-surface higher-grade mineralization could enhance project economics

  • Market valuation disconnect, share price weakness, and strategic positioning in the Atacama region of Chile

  • Click here to visit the Hot Chili website, and please send us your thoughts and any questions you have on the company.

     

    Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in. 

     

    ...more
    View all episodesView all episodes
    Download on the App Store

    The KE ReportBy KE Report

    • 4.3
    • 4.3
    • 4.3
    • 4.3
    • 4.3

    4.3

    11 ratings


    More shows like The KE Report

    View all
    Financial Sense(R) Newshour by Jim Puplava

    Financial Sense(R) Newshour

    376 Listeners

    The Peter Schiff Show Podcast by Peter Schiff

    The Peter Schiff Show Podcast

    5,673 Listeners

    Sprott Money News by Sprott Money

    Sprott Money News

    143 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,062 Listeners

    Quoth the Raven by Quoth the Raven

    Quoth the Raven

    932 Listeners

    Mining Stock Daily by Trevor Hall

    Mining Stock Daily

    95 Listeners

    Palisades Gold Radio by Collin Kettell

    Palisades Gold Radio

    252 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    91 Listeners

    The Grant Williams Podcast by Grant Williams

    The Grant Williams Podcast

    1,352 Listeners

    Doug Casey's Take by Matthew Smith

    Doug Casey's Take

    126 Listeners

    Wealthion - Be Financially Resilient by Wealthion

    Wealthion - Be Financially Resilient

    383 Listeners

    The Julia La Roche Show by Julia La Roche

    The Julia La Roche Show

    55 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    375 Listeners

    The David Lin Report by The David Lin Report

    The David Lin Report

    34 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    91 Listeners