Husband, Dad. 🇦🇺 🇮🇪 Managing Director @KaokoMetal
Perth, WA
Joined October 2011
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A very solid start to the campaign, looking forward to the rigs continuing to turn
A very solid start to drilling at Chalkos with visual mineralisation intercepted in our first two holes. DDOT002 intersected 60.25m while DDOT001 intersected 51.83m of visible copper mineralisation
@dinosaurman1 @ger_od @JodyDahrouge
cdn-api.markitdigital.com/ap…
Gerard O'Donovan retweeted
The copper market has CRACKED. Spot prices flared out into a MASSIVE backwardation of over $300 per tonne as stocks continue to be pulled off the LME. This is the largest spread since 2021, and we all remember what happened then…
Gerard O'Donovan retweeted
Wall Street’s leading metals & mining analyst, Chris Lefemina at @Jefferies, just made this bullish comment on copper:
“We had been accused of being too bullish on copper in recent years, but our price deck now appears to be overly conservative, as we forecast an average price of just ~$5.84/lb from 2026-2030. We believe an environment of >$8/lb copper for an extended period is increasingly likely over the next 3-5 years.”
Gerard O'Donovan retweeted
Copper officially closed at record weekly prices today.
This increasingly looks like the beginning of a true price-discovery phase for the metal.
It reminds me of gold once it finally cleared the $2,000/oz level and the market began adjusting to a completely different pricing regime.
Copper remains one of the most compelling supply-demand disconnects anywhere in markets today.
open.substack.com/pub/tavico…
Gerard O'Donovan retweeted
Kaoko Metals Limited is pleased to advise it will list on the ASX this Thursday at 11am AWST.
#copper #ipo
@ger_od @dinosaurman1 @JodyDahrouge
@CumulusWealth
RT @KaokoMetals: Wondering why copper is a good bet…
lnkd.in/giqJU9xS
#ipo #copper #silver
@dinosaurman1 @JodyDahrouge @ger_od
Gerard O'Donovan retweeted
Namibia is a jurisdiction we are proud to be associated with & Marion Rae from Stockhead outlines in her piece the vast amount of activity across all sectors which truly demonstrates the advanced nature of the Namibian resources industry
#ipo #copper
stockhead.com.au/resources/n…
Gerard O'Donovan retweeted
Kaoko Metals is set to accelerate its high-grade copper hunt in Namibia having launched its IPO ahead of a proposed listing on the ASX next month.
buff.ly/ZNRLCLr
Really happy to be involved with such exciting projects and assisted and guided by exceptional board members #kaokometals #copper
Kaoko stands at the forefront of opportunity in the highly prospective Kaoko Belt of north-western Namibia, an emerging copper province that is drawing increasing interest from the global metal mining community. @dinosaurman1 @JodyDahrouge
Gerard O'Donovan retweeted
Copper Supply is getting decimated all while 2.6% y/y demand growth continues. @TaviCosta @RonStoeferle
Gerard O'Donovan retweeted
ASX Announcement: High Grade surface silver results up to 𝟵𝟮𝟬𝐠/𝐭 𝐀𝐠 recorded ~300m to the north and ~150m to the south of Elizabeth Hill mineralisation
🔗 Read full announcement: wcsecure.weblink.com.au/pdf/…
$ERW #Silver #WestCoastSilver #ASXNews #StockNews #ASX #MiningNews #MiningStocks #ElizabethHill #Mining #PreciousMetals #silversqueeze
Gerard O'Donovan retweeted
Charted: Silver Supply & Demand (2016-2025F)
Read more: miningvisuals.com/post/silve…
Gerard O'Donovan retweeted
$ERW featured in @australian - "Explorers Podcast: Rejuvenating a historic silver mine in WA".
🔗theaustralian.com.au/busines…
@StockheadAU
#Silver #WestCoastSilver #ASXNews #StockNews #ASX #MiningNews #MiningStocks #ElizabethHill #Mining #PreciousMetals #silversqueeze
