u/EthanBrooks175

My husband and I have been together for 15 years and we have two children. We both worked throughout the marriage, so it was never a situation where only one person carried everything financially.

For a long time, he could raise his voice at me, control me, and even tell me what I was or wasn’t allowed to buy. I tried to tolerate it and explain it to myself, but over time it got worse. During arguments he can insult me, swear at me, and bring up old things from the past again and again. Many of our conflicts turn into scandals instead of normal conversations.

For the last year, I have not wanted intimacy with him at all. We have not had sex for about a year because I simply do not want him anymore. I feel like something inside me has completely switched off.

Six months ago, I left with the children and rented an apartment. We have been living separately since then. The strange thing is that I do not miss him. I feel calmer without him. He keeps calling and begging me to come back. He says he has changed and that he understands everything now, but when we talk, I still see the same aggression in him. It does not feel like it has really gone away.

Part of me feels sorry for him because 15 years is a long time, and we have children together. But another part of me feels like I already left emotionally a long time ago.

What would you do in this situation? Is it worth trying again for the family, or is the fact that I do not miss him and do not want him anymore already the answer?

The most important number in copper is not price. It is time.

The average mine takes about 17 years from discovery to production. More than 12 of those years happen before construction, covering exploration, permitting, and feasibility work.

Now compare that with demand.

Copper demand is expected to reach about 42 million tonnes by 2040, while supply could fall short by around 10 million tonnes annually without new projects.

That means the projects needed to close that gap have to be discovered and advanced now, not later.

The demand drivers are clear. Electricity consumption is rising globally, data centers could take up to 14 percent of US power demand by 2030, and EV adoption continues to scale.

All of these require copper.

This is where early stage explorers come in.

NоvaRed Mining is at the start of that timeline. The company has no resource and no drilling yet, but it controls a large copper gold project in a proven belt in British Columbia. It is moving through geophysics to define targets ahead of drilling.

That is the phase where projects enter the long development pipeline.

The gap between demand growth and supply timelines is what pushes attention toward names at this stage.

NFA.

Do you think the market is already accounting for the 17 year development cycle, or is that still underappreciated?

NVIDIA Corporation is no longer just “the AI stock” it’s starting to look more like core infrastructure for the entire space.

What stands out right now is that demand isn’t coming from one segment. You’ve got hyperscalers, enterprise, and even governments competing for access to high-performance compute. That creates a different type of demand curve less cyclical, more structural.

That’s also why the valuation debate keeps coming up. On traditional metrics it looks stretched, but if the company is effectively supplying the backbone of a multi-trillion-dollar industry, the comparison changes.

The real risk isn’t demand falling off it’s whether supply eventually catches up and compresses margins. Until then, dips getting bought isn’t surprising.

S&P Global's 10M tonne deficit peaks in the late 2030s. NRЕD's 15-year development path puts first production in 2037-2040. The if-then is simple: if the drill bit works, the timing works.

S&P Global forecasts a 10M tonne structural copper deficit by the late 2030s. The if-then on NRED is straightforward.

If Wilmac's 2027 drilling confirms a 500M+ tonne system, the standard development path is: resource estimate 2029, PEA 2031, feasibility 2033, construction 2033-2037, production 2037-2040.

The peak deficit years are 2038-2042. A mine starting production in 2038 feeds directly into the tightest supply market in history. The price environment for that copper is likely $6-8/lb, not $4.50.

At $6.81/lb (Goldman target), a 500M-tonne system at 0.3% Cu produces 3.3B lb of metal worth $22.5B. Even at 0.5% in-situ valuation, that is $112M of EV. NRЕD's current EV is $37M.

The risk/reward is in the timing alignment. NRЕD does not need to produce tomorrow. It needs to produce into the worst deficit in copper history. The 15-year clock is a feature, not a bug.

If the drill bit works, the timing works.

Scenario analysis. NFA.