Financial journalist John Carl informs us that the world’s biggest and most powerful tech companies are all desperate for more copper.
But they don’t want just any old copper. In order to build expensive new AI technology, Big Tech needs copper that’s 99.99% pure and one “Blue Water” Copper stock is about to supply it.
We reveal it for free in this teaser review.
The Teaser
Open pit mines, ore crushers, refineries. All of these things define traditional copper mining.
John Carl is an editor at Nick Hodge's and Gerardo Del Real's Digest Publishing. He also likes to travel the world per his bio, from “cannabis greenhouses in Canada to Bitcoin cities in Guatemala.”
The teaser surprisingly starts with John saying “This is something completely different” from traditional copper mining.
But before we get to that, why is copper demand soaring higher than inflation?
According to Bloomberg, the world now has more than 7,000 major data centers, with hundreds more under construction as we speak.
This is because every large and not-so-large business with some resources is trying to get a piece of the trillion-dollar AI market.
As we already know, AI has “a ravenous appetite for electricity.”
A standard server rack uses about 10 kilowatts of electricity during normal operations, but an AI server rack uses 40 kilowatts, which is four times that.
And this is for every single server rack.
It's a big reason why the International Energy Agency (IEA) says data centers will more than double energy usage over the next 12 months and continue to increase.
Goldman Sachs says power demand could increase by 160% over the next few years and all of it requires a whole lot of copper.
So, the world’s tech companies are quickly realizing that their big, trillion-dollar plans for AI and data centers will only be possible with more copper.
John says “They’re desperate for solutions” and this is where his “perfect resource play” comes in.
The answer could be new, advanced “Blue Water” copper.
The Pitch
One special report dubbed “The Copper Junior with Major Potential: Why “Blue Water” Copper Will Save US Copper and Supply the AI Revolution” reveals all the details.
The report is ours with a subscription to the newly launched research service called Digital Dispatch.
Inconspicuous tech opportunities, like the one being teased here, are what this service is all about. It costs $199 to join for the first year and includes new recommendations every month, a model tech portfolio, a Quarterly Tech Summit, which is an online Q&A discussion, and more.
What in the World is “Blue Water” Copper?
More than 80% of the world’s copper is trapped in billions of tons of low-grade waste rock.
It’s what miners call a “stranded resource.”
For hundreds of years, it’s been piled into useless heaps, with all the copper stuck in rock that’s too low-grade to justify sending to the smelter.
Until now…
Because new technology and chemical formulas have made it possible to pull the copper out of this rock.
As one industry expert put it: this is the “Holy Grail” of discoveries.
Turning Trash Into Treasure
This next-generation copper leaching concentrates copper from 0.5% to 99.99%.
And it does so in three steps:
- The formula is sprayed over a mountain of this waste rock and it seeps through the rock and leaches out the copper trapped inside.
- This formula is concentrated into pools, which is the moment it turns blue.
- Once concentrated, it’ll be pumped into a big pool that’s filled with a grid of metal slots. Each slot contains two electrodes: an anode and a cathode. The copper ions in the solution are attracted to the cathode and stick to it, forming a layer of pure copper.
Once the sheet reaches its maximum thickness, it’ll be pulled up out of the solution, and boom, we have a hardened sheet of shiny 99.99% pure copper.
Each sheet is worth thousands of dollars and can be shipped directly to be shaped into power lines, power supplies, and most importantly, computer chips.
Now, my first question upon learning this is, why hasn't this tech been rolled out already?
The answer is that the last of the high-grade copper reserves are now being depleted, so there was no urgent need for it.
But now that copper prices are climbing, firms are searching for solutions, and John's junior miner is among the first to implement this innovative new leaching technology. Let's find out what it is.
Revealing Digest's “Blue Water” Copper Stock
Here is everything we know about “the company with major potential.”
- It is based in America's copper mining breadbasket – Arizona.
- The junior miner boasts an exclusive partnership with mining mega-cap Rio Tinto.
- In the middle of the Arizona desert, it has a warehouse that acts as a testing lab for this new technology.
It took some sleuthing, given the general descriptions, but the pick here is Arizona Sonoran Copper Company Inc. (OTC: ASCUF).
- As per its name, Arizona Sonoran is a Tempe, Arizona-based company.
- Late last year, ASCUF announced an option to JV with Nuton LLC, a wholly-owned subsidiary of Rio Tinto, to use Nuton's proprietary leaching technology at its main Cactus Mine Project.
- The company's mine site and facilities are located 70 km south of Phoenix, just outside the city of Casa Grande.
Easy 730% gains or Higher?
Digest Publishing has been pushing its “Blue Water” pick since at least the first quarter of last year.
Since that time, Arizona Sonoran has been trading in a narrow range on very light trading volume.
This could mean one of two things:
- Everyone has diamond hands and is holding for the long term because they know they have something huge.
- Or existing shareholders have forgotten they even own it and there are no new investors because there's no progress.
The answer is a bit of both.
Arizona Sonoran is currently going through the extensive mine permitting process and has almost received all major permits, with just a few minor permits and amendments left to go. So much for not being a “traditional miner” I guess.
At this juncture, assuming project financing is in place, the Cactus Project is expected to go into production at some point in 2026.
On the topic of financing, the company just announced the closing of a $30 million bought deal common share offering, which will primarily be used for exploration and development at the Cactus Project.
So from this standpoint, it could be the best time to load up on the stock before it breaks ground and the valuation goes up.
If you're the high-risk, high-reward type looking for a potential 7-10-bagger, then this play could be for you.
On the other hand, if you're looking for value and income from a resource play, then Rio Tinto Group (NYSE: RIO), which owns the subsidiary licensing the bio-heap leaching technology to ASCUF, is for you.
Quick Recap & Conclusion
- Financial journalist John Carl informs us that the world’s biggest and most powerful tech companies are all desperate for more copper and one “Blue Water” Copper stock is supplying it.
- We learn that “Blue Water” is a next-generation copper leaching technique that concentrates copper from 0.5% to 99.99% and one junior miner is putting it to work before anyone else.
- One special report dubbed “The Copper Junior with Major Potential: Why “Blue Water” Copper Will Save US Copper and Supply the AI Revolution” reveals all the details on it, and it is ours with a subscription to the newly launched research service, Digital Dispatch, which costs $199 for the first year.
- We were able to reveal this stock for free as Arizona Sonoran Copper Company Inc. (OTC: ASCUF).
- Arizona Sonoran is a high-risk, high-reward junior miner currently in the permitting stage, which is licensing bio-heap leaching technology from a Rio Tinto subsidiary called Nuton LLC.
Is leaching technology the best way to produce copper? Share your thoughts and insights in the comments.