Mining Stock Education

Bill Powers
  • 4.1 (15)
  • BUSINESS
  • UPDATED TWICE WEEKLY

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. 3 HR AGO

    New Copper Discovery with Multi-Billion Tonne Potential explains Midnight Sun’s Adrian O’Brien

    Bill Powers interviews Adrian O’Brien of Midnight Sun Mining at PDAC in Toronto about the company’s copper discovery in the Zambia–DRC copper belt amid competing US- and China-backed rail corridors to access regional copper. O’Brien recounts the company’s transformation from a ~$20–25M market cap to ~C$300M after regaining 100% ownership of its flagship Dumbwa target, raising C$10M and later C$30.5M, building institutional support, and hiring COO Kevin Bonel (formerly Barrick) to apply a Lumwana-style exploration approach. Midnight Sun is drilling its 20 km Dumbwa target soil anomaly systematically on a grid with multiple rigs, targeting a large near-surface basement-dome copper system, awaiting many assays, and positioning as an explorer aiming for eventual M&A while also monetizing an oxide resource. https://midnightsunmining.com/ TSXV:MMA OTCQX:MDNGF 00:00 Intro 00:28 Meet Midnight Sun 01:34 From Microcap to Funded 03:29 De Risking the Story 05:14 Africa Copper Hotspot 07:41 Rail Corridors Clash 09:33 Why First Quantum Missed 12:14 Basement Dome Geology 14:37 Valuation and M&A Benchmarks 16:10 Kevin Bonel Joins 18:45 Grid Drilling Like a Major 21:34 Assay Backlog Reality 23:08 Explorer to Sale Strategy 24:12 Data Room Interest 25:09 Methodical Not Boring 26:55 Geology Twists and Bornite 28:29 What Makes a Great Hole 29:56 Lens Model and Grades 31:42 Treasury and Drill Costs 33:42 Financing Discipline 36:22 Assay Turnaround and Visual Core 37:50 Tickers and Contact Info Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Midnight Sun Mining pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Midnight Sun’s most-recent company slide deck found at www.MidnightSunMining.com applies to everything discussed in this interview. Bill Powers will not buy any MMA.v shares until five trading days after MSE’s initial 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/

    42 min

  2. 2 DAYS AGO

    Junior Mining Stock Ghosts, PDAC Sentiment & Canada Funds Miners with Bill Powers & Brian Leni

    In this month’s Junior Mining Insights discussion, Bill Powers and Brian Leni recap the past month in junior mining with a North American focus after attending Vancouver’s Metals Investor Forum and PDAC in Toronto. They evaluate Canadian government initiatives and grants around critical minerals and processing capacity, with Brian expressing skepticism but acknowledging speculative implications when support validates strong projects. Bill shares lessons from high-net-worth investors and explains the three types of junior mining “ghosts” that spook your equities. The duo further discusses investor psychology, volatility management, due diligence, management vision, and caution around the growing trend of bulk sampling. 00:00 Intro 01:06 MIF & PDAC Sentiment 04:00 Canada processing push 05:34 Politics and US ties 08:57 Government signals investing 12:44 PDAC day two crowds 15:41 Bull market and rumors 17:41 Volatility and psychology 20:58 High net worth playbook 26:33 Junior mining ghosts 29:59 Spotting Hidden Power 30:55 Using Ghost Categories 32:08 Macro Marketing Moves 35:16 Conviction Over Speculation 38:31 When Bad Actors Appear 42:41 Bulk Sampling Trend 48:22 Financing Frenzy Signals 52:05 Attributing Price Moves 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 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/

    57 min

  3. 6 DAYS AGO

    Uranium Insider’s Justin Huhn on Kazatomprom’s India Deal, Supply Tightness, SMRs & Uranium Stocks

    Host Brian Leni interviews Justin Huhn of UraniumInsider.com about uranium market fundamentals and investing. Huhn explains Kazatomprom’s India supply deal as a large long-term contract that signals more Kazakh production being committed to eastern sovereign buyers, tightening availability for Western utilities. He discusses opaque contracting terms, utility inventory practices, producer forward sales, and expected production declines at major mines, plus Kazatomprom’s sulfuric acid constraints and value-over-volume strategy. Huhn outlines how contract structures have shifted from fixed pricing to market-referenced contracts with floors and high ceilings, supporting upside price exposure. He cites key risks such as a major nuclear accident, while arguing supply deficits persist on a 5–7 year view. They cover “Project Vault” uncertainty, geopolitics, China’s role in Namibia, data centers de-risking reactor life extensions, potential tech offtake financing for NexGen’s Arrow, SMR progress in the US and Canada, conversion as a bottleneck, and his view that small-cap uranium explorers/developers offer strong equity upside with a $150–$200/lb price target. 00:00 Uranium Bull Case 00:38 Kazatomprom India Deal 03:45 How Much Supply Is Left 08:41 Sulfuric Acid Constraints 14:00 Contract Terms Shift 20:28 Bear Case Scenarios 26:42 Project Vault Impact 28:52 Deglobalization Strategy 31:26 Uranium Trade Diversification 31:59 Geopolitics In Africa 33:58 Namibia And China Control 35:38 Data Centers Demand Debate 36:38 Life Extensions And Upgrades 40:21 Hyperscalers Fund Uranium 44:39 Small Modular Reactors 50:01 Fuel Cycle Bottlenecks 53:32 Equity Upside And Cycles 57:07 Where To Follow Justin 58:26 Supply Fragility Wrap Up https://www.uraniuminsider.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. 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/

    1h 3m

  4. 26 FEB

    “Highest-Probability” Discovery Targets Defined says Coppernico Metals VP Exploration Tim Kingsley

    Tim Kingsley, VP Exploration of Coppernico Metals, commented, “We are very pleased with the outcome of the [gravity, magnetic and photogrammetry] surveys. Initial results are being used to provide clearer definition of these significant, multi-kilometre-scale skarn and porphyry targets which remain mostly untested by drilling.” Ivan Bebek, Chair and CEO of Coppernico Metals, commented, “The new gravity and magnetic datasets represent a major advancement in our understanding of the geology between Antapampa and Tipicancha, and have highlighted several large-scale targets that remain untested. With this technical foundation in place, Coppernico is now strongly positioned to launch a comprehensive, multi-target drill program that could deliver several opportunities for a transformational discovery.” Sponsor: https://coppernicometals.com/ TSX:COPR; OTCQB: CPPMF; FSE: 9I3 0:00 Introduction 2:32 Phase 1 Drilling Results & Iterative Approach 4:21 Survey Results & Target Refinement 6:32 Las Bambas Analog & Regional Context 8:10 Scale & Grade Potential 9:44 Phase 2 Drilling Strategy 12:48 Tipicancha Target Discussion 13:50 Antapampa Target 14:53 Timeline, Financing & Permits 17:31 Long-term Strategy & Market Timing 18:52 NYSE Listing Plans? 19:40 Closing Remarks Press release discussed: https://coppernicometals.com/coppernico-completes-gravity-and-magnetic-surveys-and-refines-large-skarn-porphyry-targets/ 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/

    23 min

  5. 25 FEB

    Russian 100-Baggers & Insane Profits via Jurisdictional Contrarian Courage with Rick Rule

    In this episode of Mining Stock Education, host Bill Powers interviews natural resource investing expert Rick Rule from Rule Investment Media. Rick shares how his jurisdictional contrarian courage led him to a Russian 100-bagger immediately after the fall of the Berlin wall as well as insane profits in Peru and Congo. He reflects on his 2025 portfolio performance and what he learned. Rick provides insights into the recent silver stream sales by BHP and Lundin Gold and what they mean for the industry. He comments on Lara Exploration and shares his experience with André Gaumond as Rick was the largest shareholder of Virginia Gold Mines at one point. Learn from one of the junior mining industries best participants and educators in this MSE episode. 0:00 Intro 0:26 “Third best year of my career” 5:32 Recent BHP & Lundin Gold Silver Streams 12:21 Lara Exploration 15:03 André Gaumond & Virginia Gold Mines 18:47 Investing in pure explorers 21:06 Analyst gold & silver prices for valuing miners 23:13 Precious metals euphoria 25:14 Junior Mining Management is better now than 10yrs ago 28:43 Insane profits via jurisdictional contrarian courage 33:36 Russian 100-bagger 37:57 Platinum & palladium upward move 39:24 PDAC 40:21 Why you must grow your network 44:04 Rule Investment Media offerings Rule Symposium July 6-10 in Boca Rotan, FL: https://cvent.me/XOqdLa?via=mse If you would like Rick to review your mining stock portfolio reach out to him at: https://ruleinvestmentmedia.com/ Rule Investment Media YT channel: https://www.youtube.com/@RuleInvestmentMedia 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. 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/

    53 min

  6. 24 FEB

    Mexican Silver Junior Mining Stocks: Buy, Sell or Hold? - Pro Investor David Erfle

    Pro Investor David Erfle reveals how he is playing the Mexican silver miners. In light of Vizsla Silver’s mine workers who were kidnapped and killed by the cartel recently, are Mexican silver miners a buy, sell or hold? David shares what he sold and what he is holding. He also provides commentary on the precious metals prices and junior mining sector. 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. David’s website: https://juniorminerjunky.com/ 00:00 Intro 00:29 Gold and Silver Macro Drivers 02:49 Miner Valuations and Bull Market Mindset 05:03 Rotating into Riskier Juniors 07:29 Mexico Cartel Risk Visa Silver 11:32 Jurisdiction Lessons and Other Mexico Plays 16:43 PDAC Plans and Deal Hunting 18:38 JMJ update 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/

    23 min

  7. 22 FEB

    “Mega Uranium Mine Concept” via Rapid Resource Growth explained by Atomic Eagle CEO Phil Hoskins

    Atomic Eagle offers a compelling entry into the uranium bull market, backed by a proven team from Matador Capital—the original architects behind Boss Energy's success and Lotus Resources' recent mine restart. Through a strategic RTO of GovEx Uranium, they've acquired the advanced Muntanga project in mining-friendly Zambia: a 47.4M lb resource at 344 ppm U3O8, with a feasibility study showing robust economics at $90/lb uranium. But the current investment thesis is not that of a mine build story. Atomic Eagle’s focus is on aggressive exploration to double resources via a current 50,000m drill program, targeting a 40-100M lb upside which conceptually could see a mega-mine producing 4-5M lbs/year through low-cost heap leaching (90%+ recovery with low acid consumption). Well-funded with ~A$20M cash, Atomic is undervalued when compared, on an enterprise value to pounds-in-the-ground basis, to ASX peers like Deep Yellow and Bannerman. Near-term catalysts: Resource upgrade (early March), feasibility re-release, and exploration drill results. Bonus optionality: Potential recovery of the world-class Madaouela asset in Niger (120M lbs at >1,300 ppm), if current talks with the Niger government are fruitful. In this MSE episode, listen to Atomic Eagle CEO Phil Hoskins explain the company’s full investment thesis. https://atomiceagle.com.au/ ASX: AEU - OTCQB: AEUXF 00:00 Intro 00:34 Meet Atomic Eagle: ASX RTO of GoviEx & Who’s Behind It 01:28 Matador’s Uranium Track Record: Boss Energy to Lotus Restart Success 03:12 Why the GoviEx Deal Happened: ASX Valuation Comps & Timing 04:31 US OTCQB Listing: Tapping North American Uranium Investors 06:05 Friedland Connections & Geopolitics: US/China/Russia in Africa 08:26 The Muntanga Project Breakdown: Resource, Tenure & 2025 FS Context 10:08 Growth Strategy: New Drilling, Resource Upgrade & 4–5M lb/yr Heap Leach Concept 12:32 Funding & 2025 Drill Plan: 50,000m Program and Priority Targets 14:15 Zambia Advantage: Mining-Friendly Jurisdiction, Infrastructure & Export Route 17:12 The Niger Asset: Expropriation, Arbitration & Potential Upside 19:27 Near-Term Catalysts + Technical Upsides: Recovery, Acid Use, Permitting 21:42 Wrap-Up, Tickers, and Sponsor Coverage Ahead 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/

    25 min

  8. 20 FEB

    When to Bet Big on Junior Mining Stocks with Investor Erik Wetterling

    Resource sector investor Erik Wetterling (a.k.a. The Hedgeless Horseman) shares insights about current conditions in gold and silver equities, market corrections, jurisdictional risk, and how he sizes positions. Erik shares his perspective of risk/reward set-ups and when he bets big on undervalued junior mining stocks. Furthermore, Erik discusses market psychology, volatility, some stock picks and what he looks for in a quality junior mining stock opportunity. 0:00 Intro 1:04 Market Correction After VRIC: Staying Fully Invested & Value Shuffling 2:46 Why Juniors Still Look Cheap: Patience, Boredom, and the ‘Wall of Worry’ 4:23 Sentiment Whiplash: Buying Misery vs. Hot Metals Markets 7:21 Beyond Gold & Silver: Copper, Nickel, and Macro Uncertainty (AI, Economy) 9:39 How to Play Base Metals: Producers vs. Developers + The Importance of Teams 12:29 Conference Circuit: First Vancouver Trip, PDAC Plans, and Why Events Matter Again 15:11 PDAC Talk Preview: Psychology, Volatility, and Being Comfortable Looking Stupid 18:03 Filtering the Noise: Social Media, Discipline, and Holding a 2-Year Thesis 22:12 Technicals vs. Fundamentals: Charts as Entertainment, Position Size as the Real Tool 25:58 People Matter: Evaluating CEOs, Communication, and Execution Ability 27:03 Why ‘Good People’ Beat ‘Hidden Gems’ in Mining Investing 28:50 Due Diligence Shortcuts: Third-Party Validation & Knowing What Success Looks Like 29:43 Vision Matters: 1–3 Year Roadmaps and 10-Year Mine Plans 31:19 People vs. Project: When the Asset Speaks for Itself 33:32 Low-Maintenance, Long-Term Portfolios (and Why People Matter More Over Time) 34:42 Jurisdictional Risk Spotlight: Mexico After the Tragedy 38:22 Positioning Through Metal Cycles: Invest Like It’s a Perpetual Bear Market 41:34 Concentration & Conviction: No Hard Rules on Position Size 45:01 Qualitative vs Quantitative Conviction: Choosing the Right Team Over ‘Cheap’ Numbers 49:06 Top Pick Breakdown 51:32 Wrap-Up, Where to Follow Erik’s website: https://www.thehedgelesshorseman.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/

    55 min
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4.1
out of 5
15 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
    499
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Mining Stock Education

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