Ross Beaty Interview - Vancouver 2015

• Outlook has changed quite "profoundly" since last year. 
• Bearish on most metals, very bullish on gold, more bullish as the months have gone on. Nervous on copper.
• Metals move in cyles, make money on the way in, this is the kind of time to be buying. 
• Mostly investing in gold and silver stocks. Great couple of years ahead for silver. 
• Ecuador, mining industry as catalyst for country growth as oil turns down, Beaty and Lundin view.
• Still likes renewable energy, thinks dirty coal is dead, dustbin of history. Oil little to do with renewable energy - competes with coal and gas, low gas prices an issue.
• Strong pricing has encouraged over-supply for most metals. Zinc well balanced, copper energy metal not so over-supplied.
• Successful juniors de-risked large assets good management. 
• Been buying gold and silver junior stocks. Good discoveries rare but always a winner.
• Watching and buying a number of junior mining stocks undisclosed below 10% insider holdings.

Publicly holds : Pan American Silver, Alterra, Kaminak (with Lundin) , Odin Mining, Anfield Nickel, Nord Resources?, Amerigo,  Kivalliq