Show Notes
Ross Beaty's track record is one of the most elite you'll ever see in mining.
Founder of Pan American Silver, creator of the Lumina group of companies, and again founder of Equinox Gold.
He's in the pantheon of biggest wealth creators in our sector. We wanted to learn how he did it.
In this episode, Ross covers:
• The chart that convinced him to buy every copper deposit in the Americas in 2002
• Losing Fruta del Norte to Lukas Lundin, and what he bought for $3m instead
• Getting the Ducat silver deposit taken off him in Russia
• What he regrets selling most
• Why he thinks the critical minerals mania will completely collapse, and what smart investors should be doing now
……………
TIMESTAMPS (0:00) Why Ross Beaty Matters (7:20) Copper Sine Wave Bet (19:20) Ecuador Deals and CMOC (25:40) Financing the Lumina Model (37:50) Buying Frameworks and Terms (44:30) Metal Bull Market Warning (51:20) Closing Thanks and Wrap ……………
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