Member Info for InvestorPanda

Agree

Ron is not just any executive:

He ran Lundin Gold through the development, ramp-up, and operational maturity of the Fruta del Norte mine — Ecuador’s largest operating gold mine.

He is one of the few non-Equadorians with deep political and operational experience in Ecuador.

He knows Noboa, the ministries, the regulators, ENAMI, local communities, and the permitting bureaucracy inside out.

Now he has been moved deliberately into:

CEO of Vicuña Corp

(the BHP–Lundin Mining 50/50 JV consolidating Filo del Sol + José María + the broader Vicuna district).

This is a huge promotion — and signals that the Lundin family & BHP value Ron’s geopolitical and operational intelligence in Andean jurisdictions.

But the key for you:

Ron’s centre of gravity is still Ecuador, not Argentina/Chile.

That is intentional.

Surely the below has greater odds than 30/1. Its surely 5/1

Lundin Gold to merge with Vicuna

Vicuna to acquire Solgold

Today SP will fluctuate significantly leading into this weekends referendum

HOLD

20 Aug - BHP meets Donald Trump in Oval Office

25 Aug - US adds copper to their strategic metal list

15 Sep - Ron Hochstein, CEO of Lundin Gold joins Vicuna as CEO (Lundin / BHP entity)

29 Oct - Ron Hochstein, CEO of Vicuna (Lundin / BHP entity) states in interview.

'moving to ecuador was the best decision of my life',

'I absolutely love this country',

'the geological potential of this country is immense',

'I see Ecuador as one of the most untapped potential mining jurisdictions in the world today'.

https://www.youtube.com/watch?v=wMCtIhK1pow

14 Nov - US and Ecuador Trade Agreement

16 Nov - Ecuador Referendum

20 Nov - Noboa to meet Trump

Other potential catalysts:

- Merger of Lundin Gold into Vicuna

- Strategic Mineral deals between US and Noboa

- Solgold announcements re CIPA, EIA, cu offtake with Rio or Freeport.

Operating company will be Lundin Gold, or Vicuna

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1. How the U.S.–Ecuador Reciprocal Trade Framework Matters for Cascabel

Although the agreement is framed as “trade,” its actual function is broader: it is a geopolitical alignment instrument.

And that directly affects Cascabel.

Why?

Cascabel is the largest undeveloped copper-gold project in the Western Hemisphere.

Copper = strategic.

Critical minerals = strategic.

Ecuador = swing state between U.S. and China.

This agreement creates leverage for the U.S. over Ecuador’s regulatory, legal, and trade environment. That makes it easier and safer for Western miners to commit capital to a multi-billion-dollar copper mine in Ecuador.

Key ways it helps Cascabel:

(A) Regulatory & legal alignment with U.S. expectations

The Framework commits Ecuador to:

predictable permitting

stronger investment protections

trade-related transparency

digital, customs, and anti-corruption reforms

enforceable labor and environmental standards

Mining majors will read this as:

“Ecuador is being pulled into a U.S.-aligned rules-based orbit.”

That reduces political risk for a Western buyer of Cascabel.

20 Aug - BHP meets Donald Trump in Oval Office

25 Aug - US adds copper to their strategic metal list

14 Nov - US and Ecuador Trade Agreement

16 Nov - Ecuador Referendum

20 Nov - Noboa to meet Trump

Geez this is huge news….

US absolutely needs copper (and gold)

Cascabel will be ‘expedited’

The question is, how long have these bastards delayed us because of all these strategic agreements etc

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You seem to be watching this board pretty closely.... you've responded within two minutes of my post.

This must be your job

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Funny about that

The Lundins theoretically already control 20% of Solgold... Let that sink in...

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Artificial rise. More weight on ASK

2,6m on BID and 3,3m on ASK.

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