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. 10 HRS AGO

    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

  2. 3D AGO

    “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

  3. 6D AGO

    “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

  4. APR 1

    “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

  5. MAR 31

    How to Manage a Junior Gold Stock Portfolio Amidst Volatility - Pro Investor David Erfle

    Pro Investor David Erfle reveals how he is managing the recent junior mining volatility and sell-off. David reminds listeners that in small resource stocks risk management is number one. Although he is not predicting it, he even sees the possibility where gold might trade down to $2,800/oz. If gold closes a week below $4,200/oz that is a threshold that David expects would trigger more selling. This recent sell-off, he explains, also creates a nice possible entry point for new gold stock investors. Dave emphasizes that fundamentals remain bullish longer term, but risk management, taking profits, and accumulating in tranches are essential, especially for newer entrants. 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. 00:00 Intro 00:52 Portfolio Moves in Volatility 01:59 Deleveraging and Forced Selling 04:33 Cash and Risk-Free Juniors 05:45 Key Gold & Silver Levels 07:21 Corrections in Bull Markets 08:59 Politics Rates and Miner Costs 11:41 Accumulating Fishing Lines 13:40 Valuations and $10,000 Gold Talk 16:54 GDX & GDXJ Support Targets 21:00 Tranche Buying 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/

    25 min

  6. MAR 29

    Junior Mining Volatility, Opportunity Cost, Overthink & ‘It’s Cheap Enough’ - Powers & Leni Discuss

    In this month’s Junior Mining Insights discussion, Bill Powers and Brian Leni discuss the topics of recent junior mining volatility, opportunity cost, overthinking and “it’s cheap enough.” The duo shares their investment psychology, observations of sector participants, first-hand experience, and real-life stories from their own lives and portfolios. Bill and Brian also reveal a few books that they have recently read. 00:00 Intro 00:22 Portfolio volatility 02:14 Handling Big Drawdowns 05:24 Signal Versus Noise 09:01 Bias and Vetting Ideas 11:15 Overthinking Pitfalls 17:11 Process Builds Confidence 19:32 Portfolio Allocation and Greed 21:37 Cash Flow and Real Assets 23:54 Opportunity Cost and Priorities 27:19 Books and Uruguay Trip 36:43 Cheap Enough and Valuation 40:49 Luck Versus Skill in Wins Brian’s website: https://www.juniorstockreview.com/ Brian’s YT: https://www.youtube.com/@FIELD_NOTES 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 Bill and Brian and not licensed financial advisors. 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/

    47 min

  7. MAR 27

    Eau Claire Gold Project Advances with 11.74 g/t gold over 6.63m with Fury Gold Mines CEO Tim Clark

    Tim Clark, CEO of Fury Gold Mines, provides an update on the advancements at the Eau Claire gold project in northern Quebec as well as an overall corporate update along with SVP Bryan Atkinson. The key Eau Claire highlight was infill drill hole 26EC-099, which targeted an inferred portion of the Eau Claire resource and intercepted 11.74 g/t gold over 6.63 metres approximately 40m down plunge from previous drilling. A second hole, 26EC-101, which is a further 40m step down plunge outside of the existing resource envelope has just been completed and results are pending. “Drilling at Eau Claire continues to reinforce resource continuity, confirming mineralization remains well-developed and predictable within the deposit,” stated Tim Clark. “Importantly, the program shows the potential to grow the deposit between resource blocks (the Gap Zone) in shallow previously untested areas, and we look forward to continued drilling to further de-risk and expand Eau Claire as we unlock additional value for shareholders.” 00:00 Introduction 00:28 2025 Advancements 2:21 Phillips Baker, retired Hecla CEO, joins Fury board 3:53 Eau Claire drill program 6:35 Treasury 8:51 2026 Anticipated spending 10:04 Committee Bay 10:55 Sakami project 13:06 Conclusion Sponsor: https://furygoldmines.com/ Ticker: FURY Press Release discussed: https://furygoldmines.com/fury-intercepts-11-74-g-t-gold-over-6-63-metres-from-infill-drilling-at-eau-claire-commences-phase-2-drilling/ 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/

    19 min

  8. MAR 26

    “People Call Me Crazy”: Three Contrarian Macro Trades from Tavi Costa

    Tavi Costa, founder and CEO of Azuria Capital, reveals three contrarian macro trades for which, he says, “people will call me crazy.” He also discusses the recent gold sell-off, which Costa argues does not fit a typical liquidation event since equities and treasuries were not crashing; he suggests an alternative possibility that Iran or other gray-area actors may have sold gold accumulated via oil trade outside the dollar system. Costa says the pullback created an oversold buying opportunity and expects gold to be multiples higher over 5–10 years, driven by dollar devaluation tied to U.S. twin deficits, central-bank buying, stagnant mine supply, deglobalization, and portfolio reallocation toward gold. He also addresses multipolarity and petrodollar concerns, favoring gradual shifts rather than a near-term reserve-currency change. Costa describes rotating across commodities, taking profits in energy, buying gold and quality miners, and adding contrarian options positions. 00:00 Intro 00:45 Gold Sell-off Explained 02:52 Middle East Gold Rumors 04:31 Buying the Dip 06:17 Gold Drivers Long Term 10:08 Petrodollar and Multipolarity 12:37 Commodity Rotation Strategy 15:40 How He Buys Gold 17:29 Three Mispriced Bets 20:29 Most Contrarian Wins 24:33 Brazil and Emerging Markets 26:59 Zeria Capital Mission 31:32 Where to Follow Tavi https://x.com/TaviCosta https://tavicosta.substack.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This was not a sponsored 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 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/

    36 min
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4.4
out of 5
51 Ratings

About

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.

Information

  • Creator
    Bill Powers
  • Years Active
    2017 - 2026
  • Episodes
    500
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Mining Stock Education

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