Mining Stock Education Bill Powers

“Platinum could easily rise 50% to 100% in 12-18 months,” says portfolio manager Sam Broom in this MSE episode. He is also bullish on certain rare earth companies and has his eye on potash as a contrarian play.

Sam Broom is a geologically trained portfolio manager with Sprott Global. In this interview, he provides commentary on where he sees value in the resource sector and how he is advising his clients. Generalist institutions are becoming interested in mining stocks, he shares. Sam also compares the ASX mining market to the TSX and explains why less US dollars are flowing into small Canadian miners.

0:00 Introduction
0:52 Generalist institutions interest in mining stocks
5:33 Mining sector becoming momentum play
7:55 Timing entry points in a bull market
11:53 Only get 1-2 good investment opportunities every 2-3yrs?
15:32 Bullish certain rare earth companies
17:16 Bullish platinum
21:20 Bullish potash
22:23 Less USA investment dollars funding Canadian jr miners
26:13 Mine restart plays
29:55 ASX vs TSX
37:38 What Sam offers HNWs

Sam’s email: SBroom@sprottglobal.com
Sam’s bio: https://www.sprottusa.com/our-firm/our-team/sam-broom/#

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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/

The lithium price has bottomed out but don’t expect new highs for 5-6 years says battery metals analyst Matt Fernley. Matt is an analyst and editor of the Battery Material Review newsletter, which focuses on investment within the battery materials portion of the mining sector. In this interview, Fernley provides commentary on several topics such as lithium price expectations, battery chemistry, EVs, Graphite and where is the best value in the battery metals sector right now.

0:00 Intro
0:48 Lithium price
5:33 Lepidolite
9:33 Direct lithium Extraction
12:22 Li batteries versus Sodium Ion
14:38 Ni Price bifurcation
22:01 Security of supply
26:00 Complexity of hybrid EVs
30:39 Why are Chinese EVs cheaper?
38:03 Graphite
41:46 Best Value in the battery materials market right now?
43:56 Battery Materials Review

Battery Materials Review - https://www.batterymaterialsreview.com/

Junior Stock Review Premium - https://www.juniorstockreview.com/premium-subscription/

Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39

The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

“The Most Exciting Gold Till Anomaly in Canada” is explained by Targa Exploration CEO Cameron Tymstra in this MSE episode. Targa’s Opinaca project in in the James Bay region of Quebec saw a 5km x 4km gold-in-till anomaly discovered in late 2023. Targa acquired 100% ownership of the Opinaca Project from Kenorland Minerals in December 2022. As experts at gold-in-till anomalies, Kenorland remains the operator of the project to the benefit of Targa shareholders. The 2024 exploration program begins in June.

This MSE episode begins with Bill Powers explaining why he made a speculative investment in Targa. The investment rationale is shared via applying the Triple-I sifter approach Bill outlined in a previous MSE episode. Triple-I YouTube teaching is linked below in the show notes.

0:00 Intro
1:03 Understanding exploreco risk/reward
3:26 Why Bill invested in Targa
6:36 Targa Igniters
7:17 Targa Incentives
9:29 Targa Inhibitors
11:01 Opinaca project overview with CEO Cameron Tymstra
14:06 Large gold till anomaly
17:40 Opinaca gold till comparisons
20:36 Opinaca 2024 exploration program
24:56 Regnault discovery case study
28:41 Why Cameron joined Targa
30:21 Discovery Group & Inventa Capital Targa partnership
32:24 Kenorland Minerals leading Opinaca exploration
34:37 Upcoming newsflow

Targa Exploration Corp. tickers: CSE: TEX | FRA: V6Y | OTCQB: TRGEF

Bill’s teaching regarding his “Triple-I Sifter” or “Triple-I” approach to junior mining stocks: https://youtu.be/yMeCNMpyzKI?si=mbup3JCwccwhJvr4

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Disclosure/Disclaimer: Targa Exploration is an MSE sponsor and Bill Powers owns shares purchased through the recent private placement. Therefore, Bill Powers and MSE are favorably biased towards Targa. Bill intends to sell his Targa shares at some unannounced point in the future for a profit. Targa's forward-looking statement found in the company's presentation applies to the content of this interview and write-up. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our podcasts or videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Pro gold stock investor David Erfle explains why you should not buy a junior gold mining stock unless it has 3x-10x upside. David also provides commentary on the gold price and shares the rationale behind selling one of his gold stocks in order to purchase two different outperforming junior mining precious metals stocks.

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 Introduction
0:46 Gold price commentary
2:58 Selling one junior mining stock to buy two others
7:03 Buying a mine build junior mining stock
9:21 Deploying money into an outperforming mining stock
13:54 Why you need your watchlist prepared
15:28 Time to buy gold explorers?
18:11 West African gold mining stocks
20:18 Importance of timing in junior mining speculation
21:14 Gold producers
25:40 Keeping an eye of gold mines Newmont is divesting

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

The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

“It is a very exciting time. It is a time to invest in gold equities which have not really reflected the performance of the gold price…There are a lot of equities which are screaming for attention,” explains analyst Jayant Bhandari.

In this interview, Jayant gives his view on gold equities, how to value a junior mining company, why you need to internationalize your wealth, and three junior mining arbitrage opportunities.

Jayant Bhandari of Anarcho Capital, is constantly traveling the world to look for investment opportunities, particularly in the natural resource sector. He advises institutional investors about his finds. He was a Director on the board of Gold Canyon, a publicly-listed Canadian company, until its merger with another entity. Earlier, he worked for six years with US Global Investors (San Antonio, Texas), a boutique natural resource investment firm, and for one year with Casey Research. Before emigrating from India, he started and ran Indian subsidiary operations of two European companies. Jayant runs a yearly philosophy seminar in Vancouver entitled, “Capitalism & Morality.”

0:00 Introduction
0:50 Gold
3:16 Why the divergence between the gold price and the equities?
7:36 Using a Discounted Cash Flow Model to assign value to a company
10:52 Effect of Canadian government increasing the capital gains tax
14:20 Opinion on current M&A: Silvercorp acquires Adventus
17:30 Diversification
20:57 Internationalization of your wealth
23:42 Biggest risk to your resource portfolio
27:10 Three Jr mining Arbitrage opportunities
28:52 Capitalism and Morality

http://jayantbhandari.com/
https://twitter.com/JayantBhandari5

Junior Stock Review: https://www.juniorstockreview.com/

Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39

The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Investors Brian Leni of JuniorStockReview.com and Bill Powers of MiningStockEducation.com share key junior mining stock investing tips that newbies ignore to their own peril. Junior mining stocks can often yield 10x or 1/10th your money. Listen to this discussion and consider how you are approaching this high-risk, high-potential reward sector.

0:00 Introduction
0:44 Losing money on a good decision
3:07 Keeping track of your emotions
6:44 Betting too much on one company
8:54 “I know now how much risk I actually took”
10:31 External reasons to sell can save you
14:44 Don’t irrationally hold on to losers
17:51 Emotionally detaching from losers and move on
21:21 Don’t overidealize a bullish take on a commodity
26:53 Online echo chambers
28:05 Would you invest if you think management is sub-par?
31:10 What to do with management projections?

Brian Leni’s website: http://www.juniorstockreview.com/
Brian’s Twitter: https://twitter.com/Junior_Stock

YouTube Playlist for New Mining Investors: https://www.youtube.com/watch?v=7SW96tD9Kdg&list=PLEk-3nAisq6z3BTO_g_M_tg7JoC-dAsP8

Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39

The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.