Policy is the new geology, panel hears

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From the left: Northern Miner Group president Anthony Vaccaro, Rosseau Asset Management founder Warren Irwin, Bear Creek Mining chair Catherine McLeod-Seltzer and CEO Jonathan Goodman of financier Dundee on stage at the Precious Metals Summit in Beaver Creek, Colorado. Credit: Henry Lazenby

Beaver Creek, Colorado – The single biggest driver of returns now isn’t what’s in the rock, it’s what’s on the books, a panel heard on Tuesday at the Precious Metals Summit in Beaver Creek, Colorado. Permitting timelines, disclosure discipline and where the world’s metals are refined are set to be the gatekeepers to industry success.

Moderator Anthony Vaccaro, president of The Northern Miner Group, framed the discussion against a backdrop of record bullion, fragile geopolitics and a scramble for “strategic” metals. The panel featuring hedge fund manager Warren Irwin, Bear Creek Mining (TSXV: BCM) chair…

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