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. 1 dag geleden

    Gold Stock Valuation Tips for a “Generational Opportunity” - Analyst Ron Stewart

    Seasoned analyst Ron Stewart (Red Cloud) provides expert mining investment sector insights in this MSE episode. Stewart shares his bullish outlook for metals and comments on the current pullback in mining stocks. He sees a “generational opportunity” in gold stocks and offers valuation tips for producers and developers. Ron further comments on sector M&A, risks for juniors attempting to build mines and the current financing environment. 00:00 Intro 00:42 Market Shift Q1 to Q2 03:36 Gold Opportunity Now 04:34 Best Gold Equity Value 06:46 Jurisdiction and Management 10:42 M&A Drivers in Gold 13:37 Build or Sell the Mine 18:13 Capex and Project Economics 21:26 Copper Outlook and Demand 24:33 Small Copper Deposits 28:17 Royalties Dividends and Reinvestment 35:15 Project Generators and Exploration 37:13 Financing Market Update 39:02 Analyst Models and Assumptions 44:53 Replacement Value Advantage 45:50 Where to Follow Ron https://redcloudsecurities.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/

    49 min.

  2. 4 dgn geleden

    Scorpio Gold Confirms Round Mountain (16M AuOz) Mineralization in New 5 sq km Target – Zayn Kalyan

    Scorpio Gold CEO and director Zayn Kalyan provides an update on the exploration progress at the 100%-owned Manhattan District on Nevada’s Walker Lane trend. Callion reviews the prior 740,000-ounce inferred MRE at 1.26 g/t and the ongoing 50,000 m drill campaign with three rigs, nearly 100 results reported and ~27,000–28,000 m drilled year-to-date, with an updated resource targeted for December/January while maintaining a two-million-ounce goal. He explains a new “caldera thesis” tied to the Manhattan caldera shared with Kinross’ historic 16M AuOz producer Round Mountain (10 miles away), citing early proof-of-concept mineralization in volcanic/tuff units that could support bulk-tonnage expansion, including an intercept of ~0.6 g/t over ~60 m near Black Mammoth. Callion also notes deferred Mineral Ridge sale payments, explores potential low-risk, non-dilutive cash flow from historic tailings/leach pads (six-month evaluation), and says a U.S. uplisting is nearing completion with steady news flow continuing every 1–2 weeks. 00:00 Show Intro 00:19 Manhattan District Overview 01:21 Caldera Thesis Explained 03:00 Volcanics Proof of Concept 05:16 Resource Target Timeline 06:45 Cash Position Update 07:06 Strategy in Weak Market 08:48 Tailings Cash Flow Idea 10:18 Up Listing Progress 10:38 Drilling News Flow 11:13 Investor Sentiment Check TSX.V: SGN -- OTCQB: SRCRF -- FSE: RY9 www.ScorpioGold.com Press Release discussed: https://scorpiogold.com/scorpio-gold-drills-6-95-g-t-gold-over-11-98-metres-from-242-99-metres-within-caldera-volcanics/ 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/

    15 min.

  3. 23 jun

    David Erfle’s Current Gold Stock Approach and Exit Strategy Explained

    Pro mining investor David Erfle of JuniorMinerJunky.com explains his current gold stock strategy and the needed psychology of a successful junior mining speculator. Erfle argues his prior “buy the boredom” message still applies, describing recent weakness as a sentiment washout with the gold miner’s bullish percentage index hitting zero for the first time since late 2015, alongside decade-low COMEX open interest—conditions he says can precede major bottoms. He contrasts investor interest in AI/SpaceX with miners’ record profits, strong margins, improved balance sheets, and cheap valuations, noting low volumes and continued disinterest. Erfle explains his approach: accumulate during capitulation, trim during parabolic “rhino horn” moves, manage exits stock-by-stock, and focus on undervalued juniors and potential buyouts He shares his portfolio performance history and a few specific examples. 00:00 Intro 00:24 Buy the Boredom 01:41 Sentiment Hits Zero 04:20 Rhino Horns and Fishing Lines 08:09 Why Miners Look Cheap 10:37 Buy Small Undervalued Juniors 12:18 Contrarian Mindset 15:43 Portfolio and Exit Plan 20:11 Risk Management Example 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/

    28 min.

  4. 22 jun

    Fury Hits 7.86 g/t Gold over 9.43m at Eau Claire during PFS Drilling - CEO Tim Clark

    Host Bill Powers interviews Fury Gold Mines CEO Tim Clark for an update focused on advancing the Eau Claire project in Quebec’s James Bay toward development. The company has engaged Canadian engineering firms BBA and SGS to drive a pre-feasibility study targeted for the first half of next year (around Q2 latest) alongside a resource update. Tim discusses strong drill results (including 7.86 g/t gold over 9.43 meters), ongoing metallurgical and environmental work, and potential M&A interest in the district. 00:00 Intro 00:36 Eau Claire Progress Update 01:44 Camp Visit and Team Buildout 03:23 PFS Push and Engineering Partners 04:16 M&A Interest and Dhilmar Context 07:02 Gold Price Upside and Rerate Catalysts 09:16 Drilling Results and Resource Growth 11:41 Treasury and Asset Portfolio 14:39 MRE and PFS Timeline Sponsor: https://furygoldmines.com/ Ticker: FURY Press Releases discussed: https://furygoldmines.com/fury-engages-leading-firms-to-advance-eau-clairepre-feasibility-study-work/ https://furygoldmines.com/fury-reports-7-86-g-t-gold-over-9-43-metres-in-infill-drilling-at-the-eau-claire-gold-project-quebec/ 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.

  5. 19 jun

    First Phosphate Endorsed by G7 Summit & Prime Minister Carney: New Partners & Definitive Offtake

    First Phosphate Corp. (CSE: PHOS | OTCQX: FRSPF) just landed a wave of international backing at the 52nd G7 Summit in Évian, France — and CEO John Passalacqua joins MSE to break down what it means for the company's mine-to-market LFP battery supply chain build-out in Quebec. This episode digs into the details of the agreements signed under the Critical Minerals Resilience and Production Alliance, including: • A letter of interest for up to CDN $275 million in guarantees from Denmark's export credit agency (EIFO) to help finance the Bégin-Lamarche mine • LOIs from Italy's SACE, CDP, and SIMEST, alongside engineering group MAIRE, to support First Phosphate's phosphoric acid plant at Port Saguenay using Ballestra technology • A definitive offtake agreement for a minimum of 200,000 tonnes per annum of phosphate concentrate from Bégin-Lamarche • A definitive offtake agreement for a minimum of 60,000 tonnes per annum of phosphoric acid from the Port Saguenay plant John explains how these deals fit into the broader G7 alliance launched by PM Carney in 2025, what each piece of financing and offtake actually de-risks for the project, where things stand on permitting and construction timelines, and why he believes First Phosphate is positioned to lead North America's push for a secure, traceable battery-grade phosphate supply chain. If you're tracking the critical minerals buildout, North American LFP battery supply chains, or First Phosphate specifically, this is a must-watch update straight from the source. 00:00 Intro 00:57 What the G7 Backing Means 02:33 Offtakes and Italy Partnership 04:19 Deal Terms Revenue and Pricing 05:27 Valuation and LFP Market Upside 08:31 Financing and Shareholder Demand 09:57 Timeline Catalysts and Execution 11:56 How the Alliance Came Together 14:07 Treasury and Capital Stack Press releases discussed: https://firstphosphate.com/first-phosphate-g7-investment-offtake-deals/ https://www.pm.gc.ca/en/news/backgrounders/2026/06/17/prime-minister-carney-secures-new-partnerships-defence-and-critical https://www.pm.gc.ca/en/news/statements/2026/06/17/g7-leaders-declaration-securing-supply-chains-critical-minerals https://www.reuters.com/world/asia-pacific/china-defends-critical-minerals-export-controls-after-g7-statement-2026-06-18/ Tickers: 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/

    18 min.

  6. 16 jun

    Rick Rule: I’m Buying This Type of Junior Mining Stock (Ignored Value=Opportunity)

    Rick Rule explains the type of ignored junior mining stock he is currently buying. Rule says recent exploration spending is yielding spectacular drill results, but the market is not fully pricing discoveries yet, creating opportunity for savvy buyers like himself; he prefers open-market buying over private placements due to weak warrant terms. Rick discusses navigating junior mining during geopolitical “black swan” volatility, emphasizing a watchlist of target companies and prices and a current bias to accumulate on expected summer weakness as juniors have been hit harder than majors. He discusses assessing CEOs’ capital-raising and marketing strategies, contrasts specialist mining brokers with New York generalists, and explains focusing on the price–value gap rather than pre-market signals. Rule strongly favors at-the-market (ATM) financings for big board-listed miners, explains his PDAC “floor intel” around the G Mining/G2 Goldfields transaction, and comments on the Aurion/Agnico deal. Rick discusses trucking ore to existing mills in the Abitibi, why he generally avoids niche metals, and outlines how AI can help analyze large datasets without replacing experienced questioning. 00:00 Intro 00:41 Black Swan Buying Plan 02:22 Rotating Back to Juniors 04:47 Financing Market Reality 06:29 CEO Marketing Strategy 09:13 New York Brokers Explained 10:44 Price Versus Value Mindset 12:19 ATMs and Capital Raising 15:54 PDAC Deal Signals 19:11 G Mining and G2 Thesis 20:30 Abitibi Trucking Model 25:14 Exploration Strategy Shifts 27:42 Avoiding Niche Metals 30:20 Value Added Investor Role 32:00 Helium Speculation Story 35:08 Mexico and Carlos Slim 36:54 AI in Mining and Oil 40:49 Rule Conference Preview 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/

    48 min.

  7. 12 jun

    Nickel’s Perfect Storm, Mid East Supply Shocks & Battery Metals Outlook with Analyst Matt Fernley

    Battery Metals Expert Matt Fernley explains the three reasons for nickel’s perfect storm. Matt also shares insights into the oil market and critical materials markets amidst the Middle East conflict. Other metals market dynamics analyzed are manganese, graphite, aluminum, cobalt and rare earths. 00:00 Intro 00:40 Middle East Fallout 04:17 Inflation and Demand 07:38 Nickel Market Reset 10:26 Manganese Cathodes 12:59 Oil Majors in Lithium 18:45 Graphite Reality Check 26:40 Price Floors and Policy 29:25 Rare Earths and M&A 34:42 Picking Metals Ahead 38:02 About RK Equity RK Equity: https://rkequity.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/

    43 min.

  8. 9 jun

    Larry Lepard: Silver Miners Easily Double as Monetary Debasement Drives Commodity Supercycle

    MSE host Bill Powers interviews gold-stock fund manager Larry Lepard of Equity Management Associates (ema2.com) about the sharp junior-miner selloff, which he attributes to a strong jobs report and renewed rate-hike fears, and why he still expects higher gold and silver prices amid unavoidable monetary debasement. Lepard compares today’s environment to 1970s-style inflation waves, argues new Fed chair Kevin Warsh may be more dovish than expected, and says a future monetary reset could drive gold toward $10,000/oz+ and silver far higher, boosting silver equities. He outlines his preferred “sweet spot” of emerging, growing producers, discusses jurisdiction risks, portfolio management and profit-taking, and shares favorite stock picks. 00:00 Intro 00:17 Market Selloff 02:19 Inflation Waves and Fed Outlook 03:22 Monetary Reset and Metal Targets 04:26 Warsh Pivot and Rate Cuts 06:52 Fund Flows and Commodity Shift 09:26 Where Value Hides in Miners 14:18 Favorite Producers and Jurisdictions 17:27 Silver Price Upside and Taking Profits 20:44 Avino Silver 12-Bagger 21:47 Volatility and Taking Profits 23:08 When Mining Bets Fail 24:41 Refining the Investing Process 26:05 Tokenized Equities Debate 27:02 Monetary Debasement Thesis 29:36 Favorite Gold & Silver Stocks 33:27 How to Follow Larry Larry’s contact info and Twitter handle: https://twitter.com/LawrenceLepard Larry’s Newsletter Sign-up: http://eepurl.com/gOf1dT Larry’s Quarterly Fund Letter: https://ema2.com/quarterly-reports/ 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/

    38 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.

Informatie

  • Maker
    Bill Powers
  • Jaren actief
    2017 - 2026
  • Afleveringen
    500
  • Beoordeling
    Expliciet
  • Copyright
    © All rights reserved
  • Website van aflevering
    Mining Stock Education

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