About this episode
Our guests today are Jack and Adam Lundin, of the renowned Lundin Family, a name synonymous with value creation and long-term thinking in the mining sector. We were fortunate to record a conversation that delves into their philosophy and vision for the future. Among many topics, we cover: • Their approach to creating sustainable value in mining investments • Why the Vicuña joint venture is truly special, with insights on the Josemaría and Filo del Sol projects • The remarkable rise of Lundin Gold in Ecuador and the lessons learned • What they’ve learned working alongside Chinese miners Please enjoy the chat! This was recorded on 11/11/2025. …………… TIMESTAMPS (00:00) Introduction (05:09) Lundin Gold: Betting on Ecuador (11:50) Building Josemaria: Lessons from Others (14:33) Meeting Milei (18:41) Financing Vicuña (28:03) Tenke and the DRC (32:03) NGEx and the Birth of Lunar Royalties (37:11) Lundin Gold: Single Asset Risk (43:48) Legacy: Building for the Next Generation (46:39) Staying Lean: Culture Over Bureaucracy (48:10) "The Lundin Put" (49:31) Canada vs Australia: Capital Markets …………… Join 15k+ subscribers to the ?????????????????????????Director’s Special?????????????????????????: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: ???????????????????????Sandvik Ground Support??????????????????????? – The only ground support you’ll ever need ??????????????????????Focus by Marketech?????????????????????? – All your mining news and market needs in one powerful platform | ??????????????????????10-day free trial?????????????????????? …………… FOLLOW & CONNECT • YouTube: ?????????????????????????@MoneyofMine????????????????????????? • Twitter / X: ?????????????????????????@moneyofminepod????????????????????????? •
