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Mining Stock Education

Mining Stock Education
Author: Bill Powers
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Profit from resource and precious metals investing as you learn from the best in the industry and discover quality mining investment opportunities with the Mining Stock Education podcast.
819 Episodes
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Ivan Bebek, Chair and CEO of Coppernico Metals, discusses the latest developments with the company’s Sombrero copper-gold project in Peru: “We are pleased to have amended our option agreement with Aceros, reflecting the collaborative nature of the relationship. This Amendment is an important step toward securing drill permits for our Fierrazo target, which we are advancing. Engaging with local communities and stakeholders has been a top priority for the Sombrero Project since its inception and will remain so moving forward, together with the commitment to a safe working environment and job creation. We believe that Sombrero has the potential to become a premier copper exploration district, given the scale of the numerous targets we are identifying and geological data being collected. This conviction complements our efforts to develop impactful agricultural programs in the region, with active participation from local communities and support from the government. We appreciate Aceros’ collaboration on this Amendment, which will help us advance the Project more efficiently. Further updates on permit progress, exploration results, and new claims in the region will follow in the near future.”
Sponsor: https://coppernicometals.com/
TSX:COPR; OTCQB: CPPMF; FSE: 9I3
0:00 Intro
0:24 Nioc & Fierrazo increased access
3:32 Ten large-scale exploration targets
5:55 Teck
6:39 Show feedback
8:24 USA gold project pursuit
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Sponsor Coppernico Metals pays MSE a United States dollar seven thousand per month coverage fee. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Bill Powers dives into the gold royalty sector with expert Alexandra Woodyer Sherron, CEO and President of Empress Royalties. They cover the basics of gold royalties, current trends, and major mergers and acquisitions within the sector. Alexandra shares her extensive background in mining finance, the unique strategies her company employs, and how investors should evaluate royalty companies. The conversation also touches on the competitive processes for obtaining royalties, the impact of new capital sources like Tether, and strategic advice for investors looking to enter the gold and silver royalty space.
00:00 Intro
02:48 Understanding Gold Royalties and Streams
04:38 Trends in the Gold Royalty Sector
06:51 Investment Strategies in Royalty Companies
10:37 Competitive Bidding and Investment Process
15:39 Macro Factors and Future Outlook
24:46 Final Thoughts and Advice for Investors
26:28 Conclusion
https://empressroyalty.com/
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This interview was not sponsored. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Bill Powers interviews mining sector veteran Michael Kosowan. Michael shares his journey from a family background in mining engineering in Northern Ontario to becoming a major investor in the mining sector. He offers valuable insights into the psychology of junior mining stock speculators and the importance of holding winners. Michael also discusses his investment strategies, significant stock picks, and the critical qualities he looks for in junior mining executives. This episode is packed with actionable advice for both novice and seasoned investors looking to profit from junior mining stocks.
00:00 Introduction to Mining Stock Education
00:40 Meet Michael Kosowan: From Mine Engineer to Investor
01:13 Early Career and Transition to Finance
06:17 The Impact of the Bre-X Scandal
10:44 Joining Rick Rule and Building a Client Base
14:48 Investment Strategies and Success Stories
19:23 The Importance of Founder Shares and Executive Focus
23:28 Investor Psychology in Junior Mining Speculation
25:20 Understanding Speculative Stocks and Hubris
25:38 Transitioning to the Issuer Side
27:18 Qualities of a Junior Mining Executive
30:05 Balancing Risk and Reward in Junior Mining
32:19 Personal Investment Strategies and Portfolio
37:03 Involvement with Eminent Gold Corp
37:52 Involvement with Torq Resources
40:00 Involvement with TDG Goldcorp
44:14 Exit Strategies and Long-term Vision
46:07 Final Insights and Advice for Investors
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Bill Powers is joined by junior mining investment pros Brian Leni and David Erfle at the Beaver Creek Precious Metals Summit. They discuss the recent performance of the GDX and GDXJ indices, the sentiment at the conference, and the abundance of opportunities in the junior mining stock market. The conversation touches on the importance of attending conferences, the potential impact of M&A rumors, and the strategic considerations for investing in junior mining stocks during a bull market. They also delve into themes like the significance of copper investments and the importance of U.S. big board listings for junior miners. The episode concludes with actionable advice for investors on managing risk, taking profits, and prioritizing investment opportunities.
00:00 Introduction
00:22 Market Sentiment and Conference Reflections
02:23 Rumors and Major Deals in the Sector
05:25 Investment Strategies and Market Trends
08:02 Valuation and Portfolio Management
11:18 Uplisting and Market Opportunities
16:55 Success Stories and Lessons Learned
20:47 When to Sell and Concluding Thoughts
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Bill Powers is joined by Jeff Phillips, a highly successful junior mining speculator and activist investor. Jeff shares his journey from entering the resource market in the 90s to his current role as a strategic consultant. He discusses the importance of understanding the speculative nature of junior mining stocks, key factors he looks for in investments like management ownership and share structure, and his multi-bagger formula for achieving massive returns. Jeff also highlights his experiences with notable companies and offers practical advice for navigating the junior resource sector.
00:00 Intro
00:28 Meet Jeff Phillips: A Successful Junior Mining Speculator
00:56 Jeff's Early Days in Resource Investing
01:29 The Bull Market and Learning Curves
02:11 Transition to Corporate Communications
03:20 Success in Oil and Gas Investments
04:41 Re-entering the Resource Market
05:52 Speculating vs. Investing in Junior Resources
06:49 The Thrill of Speculation and Key Success Factors
08:40 Importance of Share Structure and Management
14:27 The Role of Warrants and Shareholder Support
16:04 Consulting and Due Diligence in Early-Stage Projects
18:08 Investment Opportunities with Bob Dickinson
19:22 Exit Strategies and Market Dynamics
20:21 Success Stories in Lithium and Rare Earths
24:59 The Future of Natural Resources
27:32 Navigating the Junior Resource Sector
32:30 Concluding Thoughts and Advice
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Ivan Bebek, Chair and CEO of Coppernico Metals, discusses the latest high-grade copper hard-rock surface samples from the Nioc target on the company's flagship Sombrero project in Peru: "Is this the tip of the iceberg that you're seeing; kind of poke through that cover potentially? But what's most impressive is the grade. So the project's getting more exciting. These results are incredibly rare on the global copper scene to see this kind of grade coinciding with geophysics that really indicate the potential for something that could be what we would call globally significant or world class as an opportunity."
Sponsor: https://coppernicometals.com/
TSX:COPR; OTCQB: CPPMF; FSE: 9I3
0:00 Intro
0:29 High-grade results
4:37 Community access
6:15 Las Bambas analogue
7:17 “I didn’t expect the results to be this good”
8:14 Permits
9:09 Fierrazo target
10:27 Funding
13:00 Project acquisitions
14:20 Sombrero claim optimization
16:03 Incredible USA opportunities
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Sponsor Coppernico Metals pays MSE a United States dollar seven thousand per month coverage fee. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, Bill Powers and Brian Leni host their monthly discussion on junior mining investing. The conversation covers a wide range of topics relevant to both new and experienced investors in the mining sector. Bill and Brian respond to a listener’s question about the value of learning from investment successes versus failures, sharing personal stories and lessons learned from both. The discussion explores the challenges of knowing when to take profits, the risks of selling too early, and strategies for managing winners and losers in a portfolio. Advice for newcomers to junior mining is offered, including the importance of only investing what you can afford to lose, avoiding margin, and understanding your own financial situation. The hosts emphasize the need for skepticism regarding rumors, anonymous online accounts, and promotional activity in the sector. They discuss the importance of doing your own research and being aware of potential conflicts of interest. Bill and Brian share their perspectives on where we are in the gold cycle, the impact of macroeconomic factors, and how to manage expectations during bull and bear markets. Brian outlines his approach to position sizing, balancing risk and conviction, and tailoring allocations based on the type of mining company (explorer, developer, producer). The show addresses the issue of management accountability in junior mining, referencing recent lawsuits and the challenges of assessing management competence and intent. The conversation also touches on recent developments in Ecuador and how government actions can impact mining companies and investor decisions.
Notable Quotes:
“You really have to look at your failures and learn from them and adjust. That doesn’t mean you can’t learn from your successes too.”
“Don’t put more money in, even in a bull market, than you can afford to lose.”
“Skepticism is key—do your own due diligence, especially with anonymous accounts and online promotions.”
“Position sizing is one of the biggest things that has led to my success personally.”
00:00 Intro
00:21 Learning from success
01:09 Brian’s early investing lessons and the importance of taking profits
03:21 Taking profits too soon—can it hurt your portfolio?
05:08 Advice for new investors: risk management and avoiding margin
07:08 Skepticism, rumors, and due diligence in junior mining
13:14 Gold cycles, macro trends, and managing expectations
21:14 Position sizing strategies and risk allocation
31:00 Management accountability: Ascot Resources case and lawsuits
39:46 Spotting delusional or incompetent management
46:44 Ecuador mining climate and government risk
49:55 Final thoughts
Brian’s website: https://www.juniorstockreview.com/
Bill’s Twitter: https://x.com/MiningStockEdu
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
"The Eau Claire PEA scenarios each demonstrate an exceptional internal rate of return and net present value," commented Tim Clark, CEO of Fury. "The results validate our belief that the market has significantly undervalued the project within Fury’s broader asset portfolio. With strong infrastructure in place, including access to hydro power and roads, combined with favourable metallurgy, Eau Claire stands out as a highly attractive development opportunity with substantial exploration upside, presently hosting a combined Eau Claire and Percival resource of 6.39 Mt at 5.64 g/t gold containing 1.16Moz gold Measured and Indicated plus 5.45 Mt at 4.13 g/t gold containing 723koz gold Inferred."
Sponsor: https://furygoldmines.com/
Ticker: FURY
Press Releases discussed: https://furygoldmines.com/fury-announces-results-of-preliminary-economic-assessment-for-the-eau-claire-gold-deposit-with-a-base-case-after-tax-npv5-of-554m-and-after-tax-irr-of-41/
0:00 Intro
0:57 Three PEA scenarios
3:23 CEO commentary
6:03 New PEA vs old PEA
8:11 Toll milling partner
10:03 Base case vs toll milling timeline
11:08 Sensitivities
12:09 76% ounces M&I
13:41 Explorer to Developer
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Sponsor Fury Gold Mines pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement found in Fury Gold’s most-recent presentation found at www.FuryGoldMines.com applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Bill Powers interviews Steve Todoruk, a seasoned exploration geologist and stockbroker with Sprott Global. Steve dives into his strategies for investing in junior mining companies, particularly focusing on discovery hole investing. Drawing on his extensive experience in geology and finance, Steve explains how he identifies promising junior mining stocks, assesses their potential, and navigates investment risks. Listeners will gain timeless insights into maximizing their returns from early-stage mining stocks, making this episode a valuable resource for both novice and seasoned investors. This interview is a must-listen for savvy investors and was originally broadcasted on MSE in July 2017.
00:00 Intro
03:05 State of 2017 Junior Mining Exploration
04:28 Ideal Junior Explorer Profile
07:11 Investment Strategies: Prospect Generators
11:09 Discovery Drill Holes and Investment Timing
15:23 Case Studies: Successes and Failures
23:21 Investing in Uranium Explorers
26:27 Conclusion and Contact Information
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Brian Leni is joined by Michael Sinden, Managing Director, and Gordon Sobering, Director of Costing and Engineering at Costmine Intelligence. The discussion centers around mining cost analysis, project evaluation, and key factors affecting investment decisions in the resource sector. They delve into the expertise shared by Costmine Intelligence in providing high-quality, proprietary cost data, the impact of recent economic cycles, and the nuances of the cost elements in mining projects. Gordon and Michael also provide insights into the relevance of ESG factors, the importance of estimating reclamation costs, the variability in cost estimates at different stages of project studies, and emerging trends in alternative energy sources and automation in mining.
00:00 Introduction
02:01 Impact of the Pandemic on Mining Costs
03:37 Energy Costs and Future Predictions
05:18 Alternative Energy Sources in Mining
09:02 Challenges in Technical Studies and Cost Estimates
19:45 Jurisdictional Cost Differences in Mining
23:03 AI and Automation in Costing
23:17 Electric Vehicles and Data Sets
23:29 Challenges in AI and Automation Data
25:18 Automation in Steel Manufacturing
26:33 Patterns in Commodity Cost Data
27:38 Mineral Processing and Metallurgy
29:07 Bulk Sampling and Cost Viability
32:31 Inflation and Cost Indices
35:06 Focus on Gold, Copper, and Iron Ore
37:20 Bulk Commodities and Transportation Costs
38:59 Cost Mind Intelligence Services
41:05 Conclusion and Final Thoughts
https://www.costmine.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Bill Powers sits down with strategic resource investor and returning guest Dave Lotan. Broadcasting from his summer home in Ontario, Dave shares his extensive expertise on junior mining stocks, emphasizing the importance of understanding market cycles, capital flows, and government policy impacts on natural resources investments. He reflects on specific mergers and acquisitions within the sector, provides analysis on the impact of government interventions, and discusses the nuanced strategies around investing in small-cap mining stocks. Dave also addresses the significance of relationships and boots-on-the-ground research in his investment approach while offering a candid perspective on the competitive nature of resource investing.
00:00 Intro
00:42 Insights on Junior Mining Cycles
01:53 Understanding Capital Flow in Resource Sectors
03:29 Gold Sector Cycles and Investment Strategies
08:55 Government Policies and Their Impact on Resource Investments
17:06 AI in Resource Investing: Potential and Limitations
24:05 $MAI $HSTR $ITR
27:31 $TXG $PRYM
29:29 $PAAS $MAG
30:18 $EQX $CXB
32:31 $SAND $RGLD $HCU $ELE
35:51 The Role of Rumors in Mining Investments
37:21 The Flea Market Nature of Junior Mining
41:07 $HG Social Media Promotion
46:43 Final Thoughts and Disclaimers
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
A unique and often overlooked way to profit through investing in the junior resource sector is by taking advantage of arbitrage opportunities. These opportunities occur stunningly frequently in the sector and provide the astute investor with a lower risk avenue to consistently make high returns in an otherwise volatile sector. In this interview, Jayant Bhandari of Anarcho Capital Inc. explains how to profit from arbitrage in junior mining stocks. Jayant is one of the foremost voices in junior resources teaching about and lifting up arbitrage opportunities within the sector. Previously, he has worked for well-known natural resource investors Doug Casey and Frank Holmes. Currently, he advises institutional investors regarding investing in the junior mining sector. This interview is a must-listen for savvy investors and was originally broadcasted on MSE in June 2017.
0:00 Intro
3:05 How Jayant came to focus on junior mining stocks
4:10 Why Jayant focuses on arbitrage opportunities
4:54 Why arbitrage occurs in junior mining stocks
5:54 Where arbitrage occurs most frequently in junior resources
9:16 How many significant arbitrage opportunities occur each year
9:41 Past arbitrage opportunity of Sunridge Gold explained
12:08 Why arbitrage can grow over time in junior resources
13:01 What % arbitrage upside Jayant looks for before investing
14:49 What factors/risks to examine in an arbitrage opportunity
18:46 Profitable arbitrage trades Jayant has made
21:31 Final advice on profiting from arbitrage in junior resources
https://jayantbhandari.com/capitalism-morality/
Coupon Code for 10% off: MSE25
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Bill Powers interviews private investor Sultan Ameerali, who delves into his investment journey with junior miner Minera Alamos (TSXV:MAI; OTC: MAIFF). Sultan discusses the rationale behind his initial investment into the company in 2018 and the factors that led to his decision to recently sell the stock. The conversation highlights the importance of developing and understanding your investment process, not falling in love with management, keeping watch over your ego and the risks associated with balance sheet issues in the junior mining sector. Both Sultan and Bill explore the balance between upside potential and downside risk, offering valuable insights for thoughtful investors in the mining sector.
00:00 Introduction to Mining Stock Education
00:45 Guest Introduction: Sultan Am
01:24 Initial Investment in Minera Alamos
02:59 Challenges and Setbacks
03:54 Recent Developments and Decisions
06:44 The Permitting Halo and Financing
08:41 The Transformational Acquisition
14:10 Ego and Investment Decisions
18:14 Evaluating Management and Opportunity Cost
21:14 Understanding Risks and Opportunities in Mining
24:28 Balancing Upside and Downside in Investments
25:21 Special Situations and Downside Protection
28:57 Reflecting on Investment Strategies
34:36 Evolving Investment Processes
36:30 Final Thoughts and Future Plans
Press release discussed: https://mineraalamos.com/news/2025/minera-alamos-announces-transformational-acquisition-of-producing-gold-complex-from-equinox-and-appoints-jason-kosec-as-part-of/
Sultan’s Twitter: https://twitter.com/SultanAmeerali
Sultan’s Website: https://www.consolidatedrock.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Fury Gold Mines offers investors multiple gold discovery “shots on goal.” Drill results from the Committee Bay project, funded by Agnico Eagle, and the Sakami gold project are due within the next 60 days. In this episode, SVP Exploration Bryan Atkinson and CEO Tim Clark provide an update on Fury Gold Mines many projects across the portfolio, including the first drill hole at Sakami which yielded an intercept of 41.5m of 1.23 g/t gold.
Sponsor: https://furygoldmines.com/
Ticker: FURY
Press Release discussed: https://furygoldmines.com/fury-intercepts-41-5-metres-of-1-23-g-t-gold-at-sakami-gold-project-in-quebec/
0:00 Intro
0:43 Sakami project intercept: 41.5m of 1.23 g/t gold
4:31 Committee Bay drilling
6:02 Multiple discovery “shots on goal”
8:35 Eau Claire project
9:59 Kipawa rare earths project
11:51 Lithium project
13:37 SG&A & share dilution rate
16:53 Investor feedback
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Sponsor Fury Gold Mines pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement found in Fury Gold’s most-recent presentation found at www.FuryGoldMines.com applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Bill Powers is joined by John Kaiser of KaiserResearch.com, who brings 40 years of industry expertise to discuss the current state of the junior mining sector. Kaiser shares that the sector is offering the most lucrative pricing he has seen in decades, highlighting the importance of discerning valuable opportunities amidst a plethora of less promising companies. The conversation delves into Kaiser's rational speculative model for evaluating mining stocks, the impact of geopolitical and economic factors on resource juniors, and current and future trends in both precious and critical metals. Kaiser also touches on his shift in newsletter business model to rely solely on subscriber support and addresses the challenges and opportunities facing junior miners in North America.
00:00 Introduction
00:50 Current Value in the Junior Mining Sector
03:02 Rational Speculative Model Explained
04:32 Discovery and Valuation in Junior Mining
05:47 Challenges and Opportunities in Feasibility Studies
12:59 Speculative vs. Production Focus
20:14 Market Inefficiencies and Knowledge Arbitrage
23:42 Critical Metals vs. Precious Metals
25:13 Trump's War on Energy Transition
26:22 Navigating the Critical Metals Market
28:13 Challenges in American Mining Competitiveness
31:32 Global Mining Landscape and Geopolitical Influences
36:07 Innovative Approaches in Resource Exploration
39:59 Revolutionizing the Newsletter Business Model
48:06 Conclusion and Final Thoughts
John’s subscription services:
https://www.kaiserresearch.com/g11/Home.asp
https://kaiserresearch.substack.com/
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Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, Bill Powers hosts Dr. Rob Stevens, author of 'Mineral Exploration and Mining Essentials' and proprietor of MiningEssentials.com, to discuss the latest advancements in core scanning technology and the integration of artificial intelligence (AI) in the process. Dr. Stevens explains the fundamental technologies behind core scanning, such as XRF, hyperspectral sensors, and LIBS, and their roles in capturing invaluable geochemical and mineralogical data. The discussion also covers how AI can improve geological targeting and predictability in exploration projects by interpreting large datasets effectively. Additionally, Dr. Stevens highlights the applications and advantages of core scanning for investors and elaborates on how it can standardize core logging, optimize sample prioritization, and better guide future drill holes. Finally, insights are shared on the ethical considerations and the tangible benefits that investors should be aware of regarding core scanning technologies.
0:00 Introduction and Guest Introduction
0:30 Overview of Core Scanning Technology
1:51 Types of Core Scanning Methods
4:25 XRF Scanning Explained
6:14 Hyperspectral Scanning Explained
7:43 LIBS Scanning Explained
8:56 Case Studies and Examples
14:14 Advantages of Core Scanning
17:53 Role of AI in Core Scanning
19:28 Investor Considerations
22:31 Q&A Session
30:17 Conclusion and Final Thoughts
To learn about Rob’s book and online training courses: https://www.miningessentials.com/
Rob’s YouTube channel:
https://www.youtube.com/@mining-essentials
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This episode was not sponsored. MSE received no compensation to speak favorably of Rob Stevens’ book and has no revenue-sharing arrangement with Dr. Stevens. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, Bill Powers and Brian Leni each share one of their ten-bagger losses. The duo delves into the intricacies of investing in junior mining stocks through their monthly MSE chat. They tackle a listener’s question about missed investment opportunities and discuss the importance of establishing and adhering to a sound investment process. Brian shares his reasons for passing on Filo Mining due to jurisdictional risks and contrasts it with his success in investing in AbraSilver. The episode also covers investment strategies, such as balancing risk and return and the differences between conservative and speculative approaches. They analyze market dynamics, including the challenges of opaque markets like rare earth elements, and discuss the significance of due diligence, valuation, corporate transparency, and management credibility. Additionally, the episode explores the importance of learning from investment losses to refine one’s process and the contrasting approaches between “spray and pray” and targeted, strategic investing. Listen to these two full-time mining speculators share insights and reflect upon your own approach to junior mining speculation!
0:00 Introduction
0:31 Ten-bagger losses
7:39 Process modification
11:02 “Spray & Pray” vs Rifle approach
19:19 Conservative vs Speculative
22:36 Corp decks
28:10 New geological model speculation
31:43 Investing with failed management
36:50 Lower-tier management with cash
39:40 Director’s overcompensation
44:14 Pump-n-dump case study
49:22 Honorable founder’s shares escrow
52:13 Rare earths
Brian’s website: https://www.juniorstockreview.com/
Bill’s Twitter: https://x.com/MiningStockEdu
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Bill Powers interviews Don Durrett from GoldStockData.com. Don shares his experience in the mining stock sector, emphasizing his investment strategies and revealing how his investment in Crocodile Gold is turning into a 100-bagger. The discussion covers his views on various mining companies like Newmont, Agnico Eagle, and First Majestic Silver, and his thoughts on balancing risk with potential rewards in the mining sector. Don also provides valuable tips for evaluating mining stocks, highlighting the importance of strong projects, management teams, and having an investment edge.
0:00 Introduction and Guest Welcome
0:44 Analyzing Newmont's Q2 Earnings
3:04 Investment Strategies and Market Predictions
17:47 Mid-Tier Producers and Success Stories
21:13 Developer Checklist and Investment Criteria
24:10 Management Teams and Path to Production
27:29 Takeovers and Market Positioning
31:43 Trading Strategies and Stock Selection
32:28 Avoiding the OTC Pinks and Understanding Insiders
33:31 Bearish on Exploration Stocks
34:11 Optionality Plays in Gold and Silver
35:40 Early-Stage Exploration and the Lassonde Curve
38:33 Inelasticity of Exploration Stocks
43:38 Managing a Diverse Portfolio
55:28 AI in Mining Stock Analysis
1:00:30 Concluding Thoughts and Market Predictions
https://www.goldstockdata.com/
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This episode was not sponsored. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In this episode of Mining Stock Education, host Bill Powers welcomes Ivan Bebek, Chair and CEO of Coppernico Metals, as they discuss the latest updates on the company's flagship Sombrero project in Peru. Ivan shares details about the ongoing efforts to obtain permits and advance the project, highlighting the potential large-scale drill targets identified. Additionally, Ivan reveals the company's strategy to acquire new copper and gold exploration projects in the USA, aiming to balance and accelerate their portfolio as the market for junior mining companies appears poised for growth. Key topics include the status of current and upcoming permits, the broader land package at Sombrero, and the company's financial outlook.
Sponsor: https://coppernicometals.com/
TSX:COPR; OTCQB: CPPMF; FSE: 9I3
0:00 Intro
0:37 Sombrero
3:18 Near-term USA Gold asset addition
6:37 Expect COPR majority ownership with a quality partner
7:25 Catalysts
9:00 NYSE American uplist?
10:49 Working capital: 11-12mos
12:11 Corporate and institutional shareholders
14:09 Final thoughts
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Sponsor Coppernico Metals pays MSE a United States dollar seven thousand per month coverage fee. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Pro Investor David Erfle believes “gold stocks still need to catch up to the gold price.” He provides commentary on recent precious metals and miner price actions, discusses how he has managed his portfolio over the past month and shares where he currently sees value.
David Erfle is a self-taught mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a growing sector of the market. After researching the gains made from the 2001 bottom in the tiny gold and silver complex, he became fascinated with this niche market. So much so that in 2005 he decided to sell his home and invest the entire proceeds from the sale into junior mining companies. When his account had tripled by September, 2007, he decided to quit his job as the Telecommunications Equipment Buyer at UCLA and make investing in this sector his full-time job. David founded the Junior Miner Junky subscription-based newsletter in April, 2017 and writes a weekly column for precious metals news service Kitco.com, whose website attracts nearly a million visits every day.
0:00 Intro
0:42 Gold and Silver Market Analysis
3:20 Newmont and Generalist Investors
7:11 Company Financial Health and M&A Activity
9:09 Investment Strategies and Tax Considerations
13:18 Commodity Ratios and Market Trends
15:04 Private Placements and Market Listings
22:29 Junior Miners and Market Sentiment
28:55 Conclusion and Final Thoughts
David’s website: https://juniorminerjunky.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Thank you for defining tier 1. Well said.