Episode
The Biggest Canadian Mining IPO Since 2010: Ross Beaty's Secret Copper Play
- Published
- Jul 2, 2026
- Duration seconds
- 2398
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- https://share.transistor.fm/s/4e2b2f0b
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Summary
The biggest Canadian mining IPO since 2010 is betting on a country few investors associate with mining: Poland. On this episode of In the Money with Amber Kanwar , Amber sits down with Jordan Pandoff, CEO of Lumina Metals, to discuss the IPO which raised over $400 million, and the investment case behind one of the world's largest undeveloped copper and silver projects. Backed by mining legend Ross Beaty, Lumina spent more than a decade advancing the project before taking the company public. Jordan explains why Poland is emerging as a critical minerals powerhouse. The country already produces more than 500,000 tonnes of copper and 40 million ounces of silver annually, has more copper in the ground than any other NATO country, and more silver in the ground than any country in the world. If Poland's punitive mining tax regime is reformed, it could move from just outside the world's top 10 copper-producing nations into the global top five. The conversation also explores why governments, institutional investors, and the military are suddenly laser-focused on critical minerals. From supply chain security and NATO to Europe's growing dependence on imported copper, Jordan explains how geopolitics has transformed mining into a strategic industry—and why government officials and global investors are paying closer attention than ever before. Finally, Jordan discusses Lumina's path to production, the key catalysts investors should watch over the next several years, how the company plans to finance one of the world's largest mining projects, and whether Ross Beaty's ultimate strategy is to build the mine—or follow his proven playbook of de-risking the asset before selling it. Timestamps 00:00 Trailer 02:20: Intro 03:40 The biggest mining IPO in Canada since 2010 05:00 From Glencore…