Jordan Pandoff

Jordan Pandoff is the Chief Executive Officer of Lumina Metals Corp. (TSX: LMCU), the Canadian junior developer advancing what is pitched as Europe's largest copper-silver district at Nowa Sól in western Poland. He matters to resource investors because he is steering a project that, on published numbers, could rival some of the world's biggest copper operations — and he is doing it from a publicly listed shell that took less than a year to go from prospectus to a market capitalization measured in hundreds of millions of dollars.

Pandoff's track record in mining dates back to the late 2000s. He spent several years at Glencore plc in a senior role on the trading and investment side, then in 2023 led the sale of the Cobar copper mine in New South Wales, Australia. He took the CEO seat at Lumina and, in April 2026, brought the company public on the TSX at C$12.50 per share, raising over C$406 million — roughly triple the original target, with mining financier Ross Beaty among the backers. The deal priced into a copper market being pulled by electrification, grid build-out and AI-driven power demand, and demand for the IPO outstripped supply three-to-one.

His stated approach with Lumina is to underwrite one district, scale it hard, and align it with Europe's downstream buyers. The Nowa Sól project, plus nearby Mozów and Sulmierzyce, hosts an estimated resource of roughly 9 million tonnes of copper and ~900 million ounces of silver (some disclosures cite up to 1.2 billion ounces). Pandoff has framed the plan as two mines each producing about 150,000 tonnes of copper and 15 million ounces of silver per year — a combined 300,000 tonnes of copper annually that, in his words, "would be one of the largest copper mines in the world." Capital intensity is high: he has publicly sized the build-out at roughly US$3 billion of additional capital and is targeting a mining concession by 2030.

Follow Pandoff for his read on European copper and silver supply, not for generalist commodity calls. The strategic thread is a May 2026 Letter of Intent with KGHM — Poland's state-linked copper miner and Europe's largest smelter — for cooperation and copper concentrate supply, alongside a secondary listing on the Warsaw Stock Exchange (GPW). His near-term focus is technical studies, permitting and offtake at Nowa Sól, with the explicit thesis that, as he has put it on BNN Bloomberg, "the EU will not have mineral independence without Poland."