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Adrian Day
Mining & resource stocks
Michael Gentile
Mining & resource stocks
Justin Huhn
Mining & resource stocks
Shawn Khunkhun
Mining & resource stocks
Shane Williams
Mining & resource stocks
Keith Neumeyer
Mining & resource stocks
John Feneck
Mining & resource stocks
Joe Mazumdar
Mining & resource stocks
Ross Beaty
Validated speaker
Equinox Gold
resource-focused investing in silver and copper discoveries
Analyzed appearances
9
Latest appearance
2026-06-13 07:00
Most seen on
VRIC Media
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Speaker snapshot
Research profile
Profile notes are still being inferred from transcripts.
Economic vision
resource-focused investing in silver and copper discoveries
Reliability notes
- Admin-validated speaker with linked X / Twitter profile.
- Preview built from 9 analyzed appearances.
- Latest tracked appearance: 2026-06-13 07:00.
- Most often seen on VRIC Media.
Mining company record (25)
25 transcript-backed statements from 2 appearances, covering capital needed, deposit type, milestone and other company claims. These reflect management's own framing and have not been independently verified.
What management keeps saying
the 5 most-stated themes
capital needed
about 240 million US to take through to mining license approval in 4 or 5 years
Repeated across 2 interviews
deposit type
copper-silver deposit, undeveloped
Repeated across 2 interviews
milestone
exploration, feasibility studies, environmental impact studies, mining license approvals, local zoning
Repeated across 2 interviews
resource size
about 10 million metric tons of copper in resources
Stated once
shares outstanding
billion dollar market cap
Repeated across 2 interviews
Key questions that remain
- Is the resource figure supported by a current NI 43-101 / JORC technical report — and is it measured, indicated or inferred?
- Is the stated grade a reserve grade, a resource grade, or a single drill intercept?
- Which study do these economics come from — PEA, pre-feasibility or feasibility?
- What metal price and discount rate underpin the NPV and IRR?
Explore the underlying statements
deposit type
2 statements
copper-silver deposit, undevelopedLumina Metals
our very first hole we discovered a deposit that subsequent drilling has developed into literally I would say almost certainly the world's largest undeveloped copper silver deposit.
10 May 2026
·
11 mines now, includes Greenstone, Valentine, Los Filos in Mexico, assets from Caliber deal including mines in Nicaragua and NevadaEquinox Gold
Included in that portfolio I think we have 11 mines now. Included in that portfolio or 10 mines maybe it depends on how you count Nicaragua. Um including the assets we got from val from the caliber deal.
10 Dec 2025
·
resource size
2 statements
about 10 million metric tons of copper in resourcesLumina Metals
Uh about 10 million metric tons of copper in resources.
10 May 2026
·
more than a billion ounces of silver in resourcesLumina Metals
So it's a global scale deposit more than a billion ounces of silver in resources.
10 May 2026
·
exploration upside
another discovery that could take silver resources to over 2 billion ounces, could be the same size as Nova SoulLumina Metals
Another discovery we made and we're going to be servicing value on that one. Maybe it will be the same size as Nova Soul which could take our silver resources to over 2 billion ounces.
10 May 2026
·
grade
Greenstone and Valentine are tier one, Los Filos in Mexico would be tier one except it's in difficult jurisdictionEquinox Gold
We've got a couple of tier ones now. We have greenstone and we have Valentine tier one. uh Los Filos in Mexico would be tier one except it's in a a difficult jurisdiction and it's been a headache mine since we acquired it.
10 Dec 2025
·
reserve size
20 or 25 million ounces of goldEquinox Gold
we probably had 20 or 25 million ounces of gold in reserves and resources.
10 Dec 2025
·
key assumption
25 or 30 year mine lifeLumina Metals
which would produce about 300,000 tons of copper a year and about 28 million or just under 30 million ounces of silver per year for about a 25 or 30 year mine life.
10 May 2026
·
operating cost
produce about 300,000 tons of copper a year and about 28 million or just under 30 million ounces of silver per yearLumina Metals
we're going to finance and build a very what are the world's largest uh copper and silver deposit silver mines which would produce about 300,000 tons of copper a year and about 28 million or just under 30 million ounces of silver per year for about a 25 or 30 year mine life.
10 May 2026
·
capital needed
2 statements
about 240 million US to take through to mining license approval in 4 or 5 yearsLumina Metals
we raised uh enough money as Johnny said to really we raised about 240 million US which is about enough to take us right through to a mining license approval in four or five years.
10 May 2026
·
not in mood to buy anything, looking at maybe divesting one or two assetsEquinox Gold
we're not we're not in any kind of mood to to buy anything. Uh in fact, we're looking at maybe divesting uh one or two assets still.
10 Dec 2025
·
milestone
2 statements
exploration, feasibility studies, environmental impact studies, mining license approvals, local zoningLumina Metals
we're going to be doing exploration as well as developing feasibility studies, environmental impact studies, mining license approvals, local zoning, doing all the detail work you need to do to to take a project from expiration through to uh mining.
10 May 2026
·
on the verge of producing a million ounces a yearEquinox Gold
we have now built a company which is on the verge of producing a million ounces a year.
10 Dec 2025
·
permit timing
5-year license to get to a mining license approvalLumina Metals
We have a 5-year license to get to a mining license uh approval.
10 May 2026
·
community agreement
signed cooperation agreement with KGHM Polish CopperLumina Metals
yesterday in Poland, we signed a cooperation agreement with that company specifically set on allowing us to feed that that smelter
10 May 2026
·
country
PolandLumina Metals
the Luminum metals, that story actually began in 2011 when our group went to Poland recognizing that there could be potential for very large undeveloped copper deposits in Poland.
10 May 2026
·
permit status
Los Filos in Mexico has been a headache mine since acquiredEquinox Gold
Los Filos in Mexico would be tier one except it's in a a difficult jurisdiction and it's been a headache mine since we acquired it.
10 Dec 2025
·
track record
2 statements
sold 13 companies from Lumina group; previous exits include Regalo Copper, Lumina Resources Casino deposit, Equinox Gold, properties in Peru, Chile, ArgentinaLumina Metals
I believe Ross has the record for selling companies. So, I don't know anyone else in the junior game that sold 13 companies
10 May 2026
·
started Equinox at end of 2017, this is my last operating company in my careerEquinox Gold
I've been bullish on gold since we started Equinox back at the just at the end of 2017. Um, and and we started the company because we were bullish on gold.
10 Dec 2025
·
stated risk
no significant risks; deposit underneath a national forest with no environmental or social issuesLumina Metals
The deposit is underneath a national forest. This is just a forest plantation. So there's absolutely no environmental or social issues here.
10 May 2026
·
cost curve position
will be the second largest copper development project in EuropeLumina Metals
it'll be probably the second largest copper development project in in in Europe.
10 May 2026
·
strategic interest
Europe needs critical minerals; smelter 20 km away underfed and importing concentrateLumina Metals
Europe itself needs critical minerals. It's a got a huge deficit between what it uses and what it produces within Europe.
10 May 2026
·
upcoming decision
mining license approval within 4-5 yearsLumina Metals
we raised about 240 million US which is about enough to take us right through to a mining license approval in four or five years.
10 May 2026
·
Every claim above was said by Ross Beaty in the interview it is dated to, and carries their own words. Nothing is added from filings, and nothing has been checked against them. Transcripts are automated — clearly mis-heard words are corrected for readability, never figures, dates or the speaker's own hedges. Not financial advice: an executive discussing their own company has an interest in it.
Themes and assets
Equinox Gold
2
gold bull market
2
AI data centers
1
Calibre merger
1
copper demand
1
copper price and miners
1
copper supply constraints
1
copper-silver deposits
1
Most discussed assets
Transcript previews
Every analyzed appearance we have for this speaker, newest first. Open any transcript preview to read the underlying transcript.
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