Mining Stock Education

Bill Powers

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.

  1. 2 DAYS AGO

    First Phosphate Secures EUR 170M Commitment & Targets 2029 Production with CEO John Passalacqua

    John Passalacqua, CEO of First Phosphate, provides an update on the company’s Quebec igneous phosphate project intended to produce purified phosphoric acid for LFP batteries. Passalacqua discusses a Danish Export Credit Agency LOI for up to 170 million euros for equipment and services, building on prior support including a Canadian federal non-repayable $16.7 million contribution and a similar 170 million US dollar EXIM Bank LOI, alongside a definitive bankable offtake agreement with some prepayment. He explains milestones needed to convert LOIs to definitive financing, with feasibility targeted by end-2026 and permitting in early 2027, supporting an aggressive 2029 production target. The conversation also covers completion of ~40,000 meters of infill drilling, discovery of two new zones that may expand the pit and resource, and the rationale for building a local North American/Western LFP supply chain amid geopolitical supply-chain disruptions. 00:00 Intro 00:56 Danish Financing LOI 02:25 Trade Tensions and Cooperation 03:04 From LOI To Definitive 04:25 Offtake Agreement De-Risking 06:18 Capex and Capital Stack 08:33 Drilling Results New Zones 10:50 Open Pit Depth and Mine Design 13:01 Geopolitics Supply Chain Resilience 15:21 North America and Europe Focus 16:11 Wrap Up and Tickers First Phosphate Introductory Interview: https://www.youtube.com/watch?v=eD7t1Q7OZfU Previous interview: https://youtu.be/mF2XegyOoEU Access press releases discussed: https://firstphosphate.com/news/ https://firstphosphate.com/ CSE: PHOS – FSE: KD0 – OTCQX: FRSPF – OTCQX-ADR: FPHOY Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor First Phosphate pays Mining Stock Education a United States dollar ten thousand per month coverage fee. First Phosphate’s forward-looking statement found in the company's presentation applies to the content of this interview. 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/

    20 min
  2. 3 DAYS AGO

    “We’re on the Threshold of the Mother of All Resource Bull Markets” says Pro Speculator John Kaiser

    Veteran junior mining speculator John Kaiser of KaiserResearch.com, believes we are “in the third inning” and on the threshold of a three to five year “mother of all resource bull markets.” John explains how he is playing this bull market and offers his current forecast in this MSE episode. 00:00 Bull Market Setup 00:54 Gold Pause Outlook 02:46 Rotating Winners 04:24 Portfolio Framework 07:19 Small Cap Focus 08:39 AI Research Tools 10:39 Critical Metals Reality 17:02 Prospect Generator Strategy 20:40 LIFE Financing Debate 22:29 Management Versus Project 26:59 Third Inning Timeline John’s subscription services: https://www.kaiserresearch.com/g11/Home.asp https://kaiserresearch.substack.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/

    32 min
  3. 4 DAYS AGO

    “Our Planalto Copper Project will be a Mine” explains Lara Exploration CEO Simon Ingram

    Lara Exploration President and CEO Dr. Simon Ingram provides an update focused on the company’s recently closed C$33M (about US$25M) financing at C$3/share with no warrants. Ingram says the funding provides several years of runway to advance the Planalto copper-gold open-pit project from PEA toward feasibility by drilling the resource (moving inferred/indicated toward indicated/measured) and completing technical and environmental studies. A European copper producer, Atalaya Mining, invested at the corporate level for a 7% stake with no special rights, alongside other institutions, and management also participated. Ingram stated his belief that the Planalto project will be a copper mine and is currently undervalued, which presents a compelling investment proposition. Near-term catalysts include ongoing drill results and follow-up drilling on the Silica Cap trend into the Atlantica license, targeting potentially higher-grade copper mineralization. 00:00 Intro 01:01 Why Raise C$33M? 01:49 Funding Planalto Workplan 03:00 Market Timing and Pricing 04:15 Corporate Investor Explained 06:08 Atalaya Role and Expertise 07:51 Shareholder Base and Insider Buy 09:44 Drilling Budget Breakdown 10:53 Near Term Catalysts 11:54 Atlantica Trend Upside 13:27 Conclusion https://laraexploration.com/ TSXV:LRA -- OTC:LRAXF Listen to MSE’s first Lara interview: https://www.youtube.com/watch?v=sN6oqEUsmTk Sponsor Lara Exploration pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Lara Exploration’s most-recent company slide deck found at www.LaraExploration.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/

    17 min
  4. 10 APR

    Seven Discovery Targets to be Drilled over the next 18 months explains Coppernico CEO Ivan Bebek

    Coppernico Metals CEO Ivan Bebek shares the rationale behind optioning key adjacent concessions near its Tipicancha epithermal-porphyry target prior to commencing drilling at its Sombrero copper-gold project in Peru. Coppernico has identified seven large-scale targets to be drilled over the upcoming 18 months, Ivan explains. Drilling is expected to begin in May 2026. Sponsor: https://coppernicometals.com/ TSX:COPR; OTCQB: CPPMF; FSE: 9I3 00:00 Intro 00:26 Sombrero Claims Update 00:59 Tipicancha Target Rationale 03:16 Land Position Strategy 03:41 Seven Drill Targets Overview 04:55 Drilling Timeline and Sequence 06:35 Financing Plans and Demand 08:33 Community Access and Permitting 09:40 Drill Program Scale and Methods 10:45 New Targets and Learnings 12:56 Good Lucky Target Discussion 14:13 Conclusion Press release discussed: https://coppernicometals.com/coppernico-options-key-concessions-at-sombrero/ 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/

    17 min
  5. 9 APR

    Proven Investment Strategies for the “Energy Decade” with Resource Insider’s Jamie Keech

    Host Bill Powers interviews returning guest Jamie Keech of ResourceInsider.com, a former mining engineer, on why his “energy decade” thesis is strengthening as tech-driven demand (especially data centers) pushes huge new power requirements. Keech explains how Resource Insider evolved from a gold-and-copper newsletter into a larger team with expanded exposure to uranium, lithium, and privately built energy businesses including an Oklahoma energy royalty venture and a North Dakota terminal acquisition that has begun paying dividends. In mining stocks, he says their historic performance showed consistent outperformance in advanced-stage explorers with resources/data, strong teams, and stable jurisdictions, while grassroots exploration largely failed unless returns came from private-to-public arbitrage. He updates Mayfair Gold after Muddy Waters’ board changes and announces a new public stock-picking product alongside their historic private-placement focus. 00:00 Intro 00:30 Energy Decade Thesis 01:02 Carrying Capacity and Data Centers 04:18 Resource Insider Evolution 06:28 Mining Strategy Sweet Spot 09:23 Private Arbitrage Wins 10:47 Mining vs Energy Allocation 12:25 Terminal Business Exit Plans 16:16 Predator or Prey Ethics 20:04 Mayfair Gold Update 21:53 Using AI for Diligence 22:47 New Stock Picking Service 24:32 Newsletter Competitive Edge 26:29 Wrap Up and Contact https://resourceinsider.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. MSE receives no compensation if you buy a Resource Insider product. 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/

    30 min
  6. 6 APR

    “Decade of the Miner”: Generational Opportunity & Smarter Due Diligence with Expert Jonathan Goodman

    Dundee Corporation CEO Jonathan Goodman argues mining has entered a “generational opportunity” after generalist investors largely abandoned the sector post-2010 and amid growing recognition that North America needs secure domestic supply chains and new mines. Goodman expects Canada and the U.S. to streamline permitting, citing direct government outreach and the view that permitting should not take a decade. Drawing on mine-building experience at Dundee Precious Metals in Bulgaria and Serbia, he explains why discounted cash flow and NI 43-101 stage-gate studies can mislead and can often be no more than marketing documents. He urges investors to focus on recommendations and risk sections of studies and to assess orebody quality first. He shares insights regarding stakeholder biases, Dundee’s approach to independent technical review, preference for mainstream metals, examples of contrarian success, why merchant banks trade at NAV discounts, and Dundee’s strategy to add predictable cash flow, including its Westhaven Gold Corp. deal and cash-heavy valuation discount. 00:00 Intro 00:48 Decade of the Miner 03:20 Permitting Tailwinds 05:15 Building Mines Lessons 06:35 Why DCF Fails 09:00 PEA PFS Reality Check 13:24 Financing with Banks 14:39 Biases Across Mining 17:11 Merchant Bank NAV Discount 19:12 Independent Data Edge 21:48 Ore Body vs Management 24:49 Let Rocks Speak 25:55 AI and Small Fund 27:40 Metals to Focus On 29:06 Contrarian Win Case Study 32:04 Start Small Scale Up 37:09 Advice for Retail Investors 40:31 Westhaven Due Diligence 44:01 Dundee Value Proposition Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 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/

    48 min
  7. 3 APR

    “A Great Stepping Stone”: 24% Resource Increase at Muntanga Project - Atomic Eagle CEO Phil Hoskins

    Atomic Eagle CEO Phil Hoskins stated: “To deliver a 24% increase in total resources from our maiden drill program – and to do so at a cost of just US$0.05 per pound – is a strong endorsement of our exploration approach and the potential scale of the uranium resources across our Muntanga Project area. This resource upgrade is a great start to achieving the Exploration Target we announced for the Project late last year. The Company aims to materially increase the mineral resource to underpin a significantly larger uranium mine in Zambia. We’re embarking on the largest drill program for the Project in almost 20 years later this month and we see clear scope for this program to significantly expand the Project’s resource inventory and unlock further value for shareholders.” https://atomiceagle.com.au/ ASX: AEU - OTCQB: AEUXF Press Release Discussed: https://wcsecure.weblink.com.au/pdf/AEU/03063707.pdf 00:00 Intro 00:26 Resource Up 24% 02:12 Why This Project 03:55 New Targets Ahead 05:43 Low-Cost Uranium Drilling 08:40 Feasibility Study Re Release 10:34 Peers 11:41 North America Roadshow 12:53 Nigeria Asset Update 14:30 ETF Inclusion Sponsor Atomic Eagle pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Atomic Eagle’s most-recent company slide deck found at www.AtomicEagle.com.au 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/

    20 min
  8. 1 APR

    “Hole 57 is a Discovery Hole”: Scorpio Gold Hits at Black Mammoth Target explains Leo Hathaway

    Host Bill Powers interviews Scorpio Gold CEO Zane Kalyan and Executive Technical Director Leo Hathaway about exploration at the consolidated Manhattan District in Nevada ten miles south of Kinross’ Round Mountain. Hathaway explains why the underexplored trend with historic pits and workings attracted him, his role overseeing exploration and communicating a Lumina Group-style plan to grow the current 740,000-ounce pit-constrained inferred resource toward a 2-million-ounce year-end target and possibly beyond. They discuss Black Mammoth’s geology on the Reliance Fault and why hole 57 is viewed as a “discovery hole,” highlighted by 40.23m of over 1 g/t gold from 195m downhole, with systematic 50 m step-outs and additional holes underway. They also review early Iron Queen diamond-drill results, ongoing three-rig drilling, six holes recently shipped for assays, claim diligence, and additional targets such as Keystone Jumbo and Hooligan, plus the district’s April Fool claim history. 00:00 Intro 00:43 Why Leo Chose Scorpio Gold 03:10 Nevada District Overview 03:58 Exploration Strategy and Goals 05:37 Black Mammoth Discovery 08:17 Underground Development Angle 10:01 Discovery Hole and Step Outs 11:44 Iron Queen Results 13:11 Drilling Update and Assays 14:38 April Fool Deposit History 16:11 Claims and Title Security 17:43 Conclusion TSX.V: SGN -- OTCQB: SRCRF -- FSE: RY9 www.ScorpioGold.com Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Scorpio Gold Corp. pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found Scorpio Gold’s most-recent company slide deck found at www.ScorpioGold.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. If you buy shares of any company featured on MSE, you should, for your own protection, assume MSE’s owner is personally selling you those shares. 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/

    22 min

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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.

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