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Joined November 2022
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This weekend, we wrapped the annual @AtlanticOneFi Investment Summit in Mallorca, Spain.
12 companies. 35 investors. 3 days of focused networking and company presentations.
@ConstantaCap was proud to return as media partner for the second year. Interviews with the companies’ CEOs and representatives will be released over the next two weeks.
The team: Amie Lauder | Mathieu Giusti | Michel Cornis | Tetiana Konstantynivska
Sponsors: John Kirk @HaywoodSec | @e3lithium
Constanta Capital: constantacapital.ca
Atlantic One Financial: atlanticonefinancial.com
Constanta Capital retweeted
Manufacturers used to take about a tenth of the world's silver. Shawn Khunkhun puts it closer to half today.
Silver has always had two kinds of buyers. What’s changed is they now want the same metal at the same time. Someone protecting their savings is bidding against global industrial players, and only one of them can walk away on price.
@ShawnKhunkhun, President & Director of @OreContango (TSX / NYSE American: $CTGO), has spent more than 20 years in precious metals and the last six fixated on this. In 2020, he took over a company the market had written off: 40 million ounces of silver in the ground, priced at 37.5 U.S. cents an ounce, half what comparable companies were getting. He thought the market had it wrong. Five years later, it merged in a billion-dollar deal.
In our debut episode of After the Bell, he takes on a question the sector still avoids: why do mining companies with the right project, in the right market, still fail to deliver?
Constanta Capital retweeted
Silver lags gold, then it overtakes it. Shawn Khunkhun has watched that happen twice, and he does not think this cycle will look like the last one.
The reason is the buyer. Industrial demand has climbed from 10% of the silver market to half of it, and those buyers are not investors. Solar, electric vehicles, electronics. They need the metal whether or not the price suits them. So the Samsungs of the world now compete for the same ounces as the investor trying to preserve his wealth.
He has also built on that conviction. In 2020 he backed a small, high-grade silver project in British Columbia that the market had written off, valued at $20 million. Five years later it was a billion-dollar merger and a New York listing, and the company was funding its own work for the first time.
The President & Director of @OreContango (TSX / NYSE American: $CTGO) on silver, conviction, and what changes when a junior stops depending on capital markets.
September 1, 2026 | After the Bell
Constanta Capital retweeted
Infrastructure can make or break an iron ore project.
While some global developments require tens of billions of dollars in rail and port infrastructure, Oceanic Iron Ore’s Hopes Advance Project benefits from direct tidewater access, a strategic advantage that has the potential to significantly improve project economics.
“It’s what makes Oceanic Iron Ore such an exceptional opportunity.”
— @Frank_Giustra, Major Shareholder
$FEO.V
Constanta Capital retweeted
Last week, Copper Giant’s team connected with hundreds of U.S. investors throughout the @RealRickRule Symposium in Boca Raton, while President & CEO, @IanHarrisMining, delivered both a breakout presentation and a luncheon presentation on the Company’s strategy and the Mocoa copper-molybdenum project.
With many investors increasingly focusing on copper now, Mocoa continues to stand out as one of the world’s largest undeveloped copper resources. As Copper Giant advances the project toward its upcoming PEA, discussions centered on its scale and potential to become a strategically important source of future copper supply.
A special thank you to Rick Rule and the entire Rule Symposium team for another outstanding event.
Stay tuned for interviews with Ian Harris recorded during the conference, where he shares more on Mocoa, the copper market, and what’s ahead for Copper Giant.
$CGNT.V $LBCMF
Constanta Capital retweeted
We are pleased to share that Copper Giant has been added to both of Sprott’s copper-focused ETFs:
COPJ – Sprott Junior Copper Miners ETF
• Holds 1,639,900 Copper Giant shares
• Valued at approximately US$842,572
• Represents 0.54% of total fund holdings
COPP – Sprott Copper Miners ETF
• Holds 280,213 Copper Giant shares
• Valued at approximately US$143,972
• Represents 0.05% of total fund holdings
What’s the difference?
COPJ focuses on junior copper miners and emerging growth stories, providing exposure to small- and micro-cap companies with significant upside potential.
COPP is designed for broader copper exposure, primarily investing in larger and mid-tier copper producers while also maintaining allocations to physical copper.
Inclusion in both ETFs reflects growing institutional recognition of Copper Giant and provides exposure to investors seeking participation in the long-term copper thematic through Sprott’s specialized products.
$CGNT.V $LBCMF
Constanta Capital retweeted
While gold dominates the headlines, our largest shareholder, @Frank_Giustra, believes one of the biggest investment opportunities may be unfolding in copper.
After 45 years financing and building mining companies, Frank argues the world is facing a structural copper supply deficit.
In his latest interview with @KitcoNewsNOW, Frank discusses:
- Why copper demand continues to accelerate
- The supply gap the market still isn’t pricing in
- How AI and data centres are becoming major copper consumers
- The long-term implications for copper producers and developers
- Why critical minerals are becoming increasingly strategic
For investors focused on the next major commodity cycle, this is an interview worth watching: youtu.be/bNuljOP4Ric?is=LQZm…
$CGNT.V $LBCMF
Constanta Capital retweeted
Gold has been on a remarkable run, but what comes next?
Tune in next Wednesday for our full interview with Frank Giustra, where he discusses his latest venture, Oceanic Iron Ore Corp. (TSXV: FEO), and shares his outlook on gold, mining equities, and the broader market.
#gold #silver @DanielaCambone @Frank_Giustra
For the third year in a row, Constanta Capital was honoured to serve as a media partner of the @AtlanticOneFi event in Mallorca, Spain, sponsored by @HaywoodSec.
A fantastic few days of company presentations and conversations with European investors in the mining sector.
Constanta Capital retweeted
Live from the @AtlanticOneFi Investment Summit in Mallorca, Spain where Copper Giant’s President & CEO, @IanHarrisMining, and VP Investor Relations, Tetiana Konstantynivska, are connecting with European investors and sharing the Copper Giant story.
Don’t miss Ian Harris’ presentation tomorrow, May 29 at 4:10 PM, for an update on the major developments since last year, including ongoing drill results from the 23,000m program at Mocoa, the upcoming PEA targeted for Q4 2026, and the broader momentum building around Colombia’s copper sector following recent permitting progress at Cordoba Minerals’ Alacrán project.
Copper Giant continues advancing Mocoa in Colombia, one of the world’s largest undeveloped copper-molybdenum systems.
$CGNTV $LBCMF @ConstantaCap
Constanta Capital retweeted
Join @ShawnKhunkhun, President of Contango Silver & Gold, this week at the Atlantic One Financial Investment Summit 2026 in Palma de Mallorca, where he will present the Contango story to more than 40 European fund managers and high-net-worth investors.
As Contango continues executing on its strategy of combining current cash flow with a growing pipeline of high-grade precious metals assets across North America, the Company looks forward to sharing updates on:
• Cash flow from Manh Choh
• Advancement of the fully permitted Lucky Shot project
• Growth potential across Johnson Tract & Kitsault Valley
$CTGO
Constanta Capital retweeted
📢 David Reading, Special Advisor to Collective Mining, will present at the Atlantic One Investment Summit on May 28 at 2:00 p.m., highlighting exploration progress at the Apollo System within the Guayabales Project, recent high-grade discoveries, and the Company’s fully funded 2026 exploration program.
Constanta Capital retweeted
NEWS RELEASE — MAY 25, 2026 — Oceanic Iron Ore Announces the Appointment of Ashley Kates as CFO & Corporate Secretary and Further Strengthens its IR, Marketing and Communications Initiatives Through an Agreement with @ConstantaCap
READ: oceanicironore.com/_resource…
$FEO.V
🤖 Made with AI
Constanta Capital retweeted
Long before building Contango Silver & Gold, Rick Van Nieuwenhuyse was a young geologist working Alaska’s rugged terrain with Anaconda Minerals in the late 1970s.
These two photos capture moments from Rick’s early years in Alaska and a generation of mining professionals who would later help shape the global mining industry.
The first photo, taken in 1978, shows Rick field mapping in Alaska’s Ambler District for Anaconda Minerals.
The second photo, taken in Southeast Alaska at the Niblack project in 1979, shows Rick alongside:
• Former Rio Tinto CEO Tom Albanese
• Former United States Geological Survey Mineral Resources Program Director Tom Crafford
• Former Newmont Senior VP Dave Baker
At the time, they were simply part of the Anaconda field crew: coiling waterline, mapping geology, and working long days in some of Alaska’s most prospective mineral districts.
Nearly 50 years later, Rick is still focused on building in Alaska through Contango Silver & Gold.
Some things change. The passion for discovery doesn’t.
$CTGO
Constanta Capital retweeted
This morning, Rick Van Nieuwenhuyse, CEO, and @ShawnKhunkhun, President, of $CTGO rang the New York Stock Exchange Opening Bell, marking the next chapter following our transformational merger.
In their interview on NYSE Live, they share what’s ahead: from scaling production to unlocking long-term value as a growing North American precious metals producer.
Constanta Capital retweeted
“Dr. Copper is breaking out.”
@IanHarrisMining joins @DanielaCambone to outline a tightening copper market, with global inventories sitting at ~2 weeks of supply.
Mocoa is one of the largest undeveloped copper systems globally (1.1+ billion tonnes), a rare, district-scale asset with the size and grade to matter in a structurally undersupplied market.
Watch the full interview: youtu.be/BQDjZ2Y2j10?si=kidg…
$CGNT.V $LBCMF @ITMTrading @Frank_Giustra
Constanta Capital retweeted
Frank Giustra and @IanHarrisMining sat down with @JeremySzafron at PDAC 2026 to talk about the coming copper squeeze and why the market may still be underestimating it.
Key takeaways from the conversation:
• A major infrastructure disruption in the DRC recently exposed just how fragile global copper supply chains can be. The DRC is one of the world’s largest copper producers.
• Copper demand is accelerating as electrification, AI data centers, and aging power grids drive a structural increase in energy infrastructure investment.
• Very few large, near-surface copper deposits remain undeveloped globally — making Tier-1 assets increasingly strategic for future supply.
• Recent industry transactions have highlighted a significant valuation gap between the price paid for copper resources in acquisitions and where many large copper deposits currently trade in public markets.
As Frank Giustra puts it: the majors will need to replace reserves and there aren’t many places left to look.
Watch the full conversation: youtu.be/0SJe0dLzNKA?si=qIgR…
$CGNT.V $LBCMF
Constanta Capital retweeted
“Last year was the year of bullion. This year will be the year of precious metals equities.”
I sat down with Shawn Khunkhun to break down why he believes 2026 will be the year mining stocks finally catch up to the metal price rally.
@SilverVarden @ShawnKhunkhun
Constanta Capital retweeted
At PDAC 2026 with our largest shareholder, Frank Giustra, at the Copper Giant booth.
Copper demand keeps rising. Supply isn’t.
AI, electrification, grid upgrades are all copper intensive. Meanwhile, very few large-scale projects are moving forward globally.
That’s why Mocoa matters.
✅ 1.1B-tonne resource.
✅ 23,000-metre drill program underway.
✅ District-scale potential.
Booth #3128. Come see the core and decide for yourself.
$CGNT.V $LBCMF
Constanta Capital retweeted
“Copper is next.”
Our largest shareholder, Frank Giustra, breaks down recent market volatility and why copper may be entering the next phase of the cycle in a recent @KitcoNewsNOW interview.
Watch: youtu.be/h8VfuKlED6o?si=AOaO…
$CGNT.V $LBCMF