In short: Auto-transcript "Lumin M Metals" — a new, heavily-oversubscribed TSX copper IPO from Ross Beaty (quietly scouting Polish copper for years). Cited as a "completely logical" reaction given the copper deficit and Beaty's track record.
Lumina Metals is a brand-new copper company that just IPO'd on the Toronto exchange (the auto-transcript mangles it as "Lumin M Metals"). It's run by Ross Beaty, a legendary mining investor who had quietly been scouting Polish copper for years. The IPO was heavily oversubscribed, which he reads as a "completely logical" sign that investors are finally waking up to the copper shortage and Beaty's track record.
44:33That could be a whole new market for a lot of these companies. — Absolutely. Um I wonder if you looked at um uh Lumin M Metals, which was a new IPO um on the TSX uh backed [clears throat] by Ross Beaty who'd been kind of scouting copper in Poland quietly uh for years it turned out, but maybe the fact that it was so oversubscribed signals that like investors are catching up to this kind of demand.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.