Marathon Money Podcast - Roll With Marathon Money and Win the Stock Market Race · Marathon Money Podcast - Roll With Marathon Money and Win the Stock Market Race

Vizsla Copper Corp. (OTCQB: VCUFF | TSXV: VCU) Marathon Money Analyst Report

December 1, 2025·29 min·2 clips

Greg says Vizsla Copper bought a project for $15 million that should have been worth $500 million.

1. Marathon Money Podcast focuses on Vizsla Copper Corp. and Greg's argument that copper is entering a major boom phase. 2. Kenny hosts the segment, Greg presents the company, and Greg says he has led nine major discoveries, including NextGen Energy, ISO Energy, Eskay Creek, and Panuco. 3. The episode is used to explain why Vizsla Copper's assets in British Columbia and Alaska fit Greg's three-part framework for exploration. 4. Greg says his process comes from Rio Tinto, where he worked from 1999 to 2007 and learned to judge projects by size of the prize, cost of the test, and chance of success. 5. He says the size matters because the deposit must be large enough to justify shareholder spending, and the cost matters because drilling deep or remote targets is expensive. 6. He points to the Athabasca Basin for uranium, Mexico for silver, and British Columbia for porphyry copper as examples of where mineral systems are most prolific. 7. Greg says Vizsla Copper's Thera deposit in British Columbia is a new porphyry copper discovery made about two months earlier. 8. He says the Palmer Project in Alaska was acquired last week and sits in a region that hosts VMS deposits, including Windy Craggy across the border in Canada. 9. He says Palmer is about 40 kilometres from tidewater on the Pacific coast, which lowers exploration cost and improves access to markets. 10. Greg says the acquisition cost was $15 million, and he contrasts that with his view that similar assets should be valued far higher. 11. He says the company raised $44 million, after originally targeting $25 million, because investor demand was stronger than expected. 12. He says he personally put more than $2 million into the company, and he and his partners are putting about $6 million into the placement. 13. Greg says the Palmer Project already has intercepts such as 44 metres at 8.2% copper equivalent, 28 metres at 4% copper equivalent, and 24 metres at 11% copper equivalent. 14. He says the project has 17 million tonnes in total resource at a little north of 3% copper, and he repeats that Darwin Green thinks it could grow to 50 million tonnes. 15. Greg says the team includes Michael Connett, Simon Smurlack, Steve Bloer, Keith Bodnichuk, Dr. Chris Leslie, and Peter Mercer. 16. He says Simon Smurlack has built 43 mines around the world, Steve Bloer worked with him for 10 years, and Peter Mercer led Palmer exploration and development for the past three years. 17. Greg says the company will have a drill on the ground at Thera in late January, with news flow in February and continued drilling through the year. 18. He says Palmer drilling should start in May, with two or three rigs, assays in June, and a PEA targeted for early 2027. 19. Listeners who follow junior mining, copper supply, and Alaska projects will get the most from this episode. 20. Listeners seeking a broad-market conversation or non-mining content will probably skip it.

Listen to the show on

Apple Podcasts Spotify

Play clips from this episode More from Marathon Money Podcast - Roll With Marathon Money and Win the Stock Market Race