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 DAY AGO

    Newmont’s Stellar Q1, Arizona Capex Blowouts & Trump’s Project Vault with Analyst Joe Mazumdar

    Bill Powers interviews Joe Mazumdar of Exploration Insights about Q1 2026 results from major gold miners, focusing on Newmont’s 16% year-over-year production decline alongside a much higher realized gold price, modestly higher AISC, expanding EBITDA margins, and sharply higher free cash flow that is being directed to dividends and buybacks rather than major growth CapEx. Mazumdar argues reserve growth has relied on mega-mergers while organic reserve replacement and new-project spending remain limited, supporting higher commodity prices. The discussion then shifts to capital-cost blowouts at South32’s Hermosa/Taylor project and the negative-NPV PEA from Arizona Metals, emphasizing recurring risks in underground projects and how majors can absorb overruns unlike juniors. They cover Kodiak/Teck’s Arizona copper SpinCo concept, Trump’s proposed critical minerals “project vault” and price floors, and criminal fraud charges tied to altered assays at a junior, concluding with board oversight and compensation incentives. 00:00 Intro 00:16 Newmont Q1 Results Breakdown 01:16 Margins Surge on Gold Price 03:35 Cash Returns vs Reserve Growth 05:54 Do Majors Still Explore 08:48 Why Divest Small Mines 12:21 Incentives Drive Strategy 16:00 South32 Hermosa Capex Blowout 23:13 Arizona Metals PEA Shock 27:31 Underground Project Pitfalls 28:54 Supply Crunch and M&A 30:57 Arizona Copper Spinco 34:37 Founder Shares Concerns 36:32 Critical Metals Project Vault 41:14 Assay Fraud and Enforcement 45:00 Board Pay and Incentives 48:58 Newsletter and Site Visits Joe Mazumdar’s website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar 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

  2. 6 DAYS AGO

    Shady CEOs, Dirty Directors & the DCF Dilemma?! – Junior Mining Insights with Powers & Leni

    In this month’s Junior Mining Insights discussion, Bill Powers and Brian Leni bring back the ‘Shady, Scam or Strategic?’ segment. Three recent questionable actions by CEOs and directors in the junior mining sector are discussed. The duo also shares firsthand experiences with lying CEOs and scumbag directors. The episode concludes with chat about developers and the DCF dilemma?! 00:00 Intro 0:53 Shady CEO? 5:26 BCSC scam? 8:08 Lying CEO? 10:26 Mistaken Trust! 14:55 Dirty Director? 20:02 Scamming Execs? 26:30 Shady Projections? 29:11 Stealing CEO? 35:40 DCF Dilemma! Press Releases discussed: https://www.bcsc.bc.ca/about/media-room/news-releases/2026/23-ceo-pays-bcsc-25000-for-late-insider-reports https://www.emeritaresources.com/news-and-media/news-releases/emerita-resources-corp-discloses-osc-application-for-enforcement-proceeding-regarding-historical-matters https://canexmetals.ca/site/assets/files/5359/gold_basin_nr_26-3_termination_of_charles_straw_final.pdf 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/

    59 min

  3. 28 APR

    Bullish Setup for Junior Gold Miners: Accumulate on Pullbacks explains Pro Investor David Erfle

    Pro investor David Erfle provides commentary about gold, silver, and junior miners after a sharp correction. Erfle says the current “boring” 2–3-month consolidation is bullish base-building after roughly 200% moves in GDX/GDXJ, noting relative strength in the TSX Venture and miners versus silver, and COMEX open interest at 20-year lows as gold rises without heavy speculator leverage. He highlights strong central-bank physical buying and dollar diversification (including China’s continued purchases). Erfle discusses his approach of accumulating and trimming positions, his 23-stock junior portfolio and watchlist, a preference for earlier-stage sub-$150M market-cap names, due-diligence red flags for late-stage developers, and why Newmont’s strong earnings and free cash flow are positive for the sector, while also addressing insider selling and subscriber concerns. 00:00 Intro 00:26 Gold Silver Pullback 00:59 Bullish Consolidation Signs 03:33 Comex & Central Banks 06:26 Accumulate Juniors 08:15 Trim Profits Strategy 10:36 Developer Due Diligence 11:31 Early-Stage Focus 13:00 Newmont Earnings Impact 16:42 Insider Selling Signals 18:04 Subscriber Questions 22:09 Disciplined Seling 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. 26 APR

    Rick Rule on M&A Synergies, Agnico’s Strategy, Lithium Risks, and Uranium’s Energy-Security Tailwind

    Rick Rule discusses recent mining M&A including G Mining’s acquisition of G2 Goldfields, which Rule views as uniquely accretive due to roughly $1B in 10-year operating and capital synergies from developing a unified district. They also cover Agnico Eagle’s consolidation in Finland as a logical infrastructure-leveraging deal, its disciplined per-share accretion framework, and its junior investments as a “farm team” to gain toeholds and information advantages. Rule warns lithium is not scarce and sees many deposits chasing limited build capital, while noting uncertainty around direct lithium extraction. He argues Middle East energy shocks will most benefit uranium via energy-security policy shifts, explains factors in assessing mine builds and capital stacks, describes traits of elite geologists, and outlines his free natural-resource portfolio review service. 00:00 Intro 00:36 Rule Symposium Preview 03:40 G Mining Buys G2 06:29 Agnico Consolidates Finland 10:03 Agnico Junior Farm Team 13:52 Lithium M&A and DLE Risks 18:23 Middle East Shock Boosts Uranium 20:37 Can Juniors Build Mines 24:33 Spotting Elite Geologists 36:30 NextGen Uranium Premium 42:40 Portfolio Reviews and Wrap Up 43:58 Outro and Disclaimers 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/

    47 min

  5. 24 APR

    Fury Intercepts 12.50 g/t Gold over 7.02 Metres Outside the Eau Claire Block Model - CEO Tim Clark

    “Drilling at Eau Claire continues to reinforce resource continuity and demonstrate resource growth potential outside of the current block model between resource blocks in shallow previously untested areas,” commented Tim Clark, CEO of Fury Gold Mines. “Phase 2 drilling will continue to de-risk and expand Eau Claire, as we focus on connecting the current mineral resource outside of the PEA mineable portion to bring more of the existing gold ounces into a future development scenario, unlocking additional value for shareholders.” 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. 0:00 Introduction 0:23 Drill results 1:59 Expansion potential 3:03 Talent acquisition 4:50 Bryan’s new venture 7:00 Resource update 8:21 Treasury 9:27 Catalysts Sponsor: https://furygoldmines.com/ Ticker: FURY Press Release discussed: https://furygoldmines.com/fury-intercepts-12-50-g-t-gold-over-7-02-metres-outside-theeau-claire-block-model/ 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/

    14 min

  6. 23 APR

    Three Stock Picks Reviewed & Jurisdictional Insights Most Miss with Massif Capital’s Will Thomson

    Will Thomson of Massif Capital reviews three stock picks he has shared on MSE over the years and discusses two other stocks he currently owns. He also explains why “country risk” is company-specific and depends on the relationship between a firm and the state, not an inherent risk in a country. Thomson argues consistent returns in real-asset equities come less from predicting commodity prices and more from identifying management teams that execute, noting commodity price explains much of day-to-day moves but little of longer-term equity returns beyond about 90 days. 00:00 Show Intro and Guest 01:29 Easy Money vs Full Cycle 03:00 Why Commodities Cancel Out 07:15 Where Massive Cap Invests 09:05 Equinox Gold Playbook 12:17 Kazatomprom Fundamentals Win 15:10 Global Atomic and Niger Risk 22:05 Fixers Versus Bribes 23:06 Playing the Lobbying Game 24:29 Mexico Cartel Risk 27:17 Jurisdictional vs Geological Risk 27:57 Alphamin Exit Strategy 30:15 Security Versus Jurisdiction Risk 31:15 Lithium Americas Trade Lessons 32:54 Favorite Metals Right Now 33:45 Fund Management Marketing 36:46 Where to Follow Will https://x.com/wmthomson22 https://massif.substack.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/

    40 min

  7. 20 APR

    How to Identify Elite Geologists & New Discoveries Others Miss: Insights from Quinton Hennigh

    Quinton Hennigh, exploration geologist, fund advisor, and CEO of San Cristobal Mining, shares tips on how to identify elite geologists and new discoveries which others miss. He talks about the current exploration market and where the industry is in a metals bull cycle. Hennigh argues mining and exploration have been undercapitalized for years and that supply constraints, permitting delays, lab capacity limits, and shortages of technical staff and drillers create bottlenecks that could support a long bull market as gold and silver find new price floors. He discusses faster field-friendly assay approaches and why exploration often doesn’t require ultra-low detection limits. Hennigh explains what separates elite geologists—mentorship, system-scale thinking, efficient drilling strategy, metallurgy focus. Investors should notice early “100 gram-meter” intercepts—and uses Snowline as an example why. He outlines jurisdictional opportunity in Bolivia, San Cristobal’s community engagement through mining education support, and the company’s private, cash-flow-funded growth plan toward major silver production. 00:00 Intro 00:53 Bull Market Outlook 03:11 Gold Silver Price Floors 07:17 Exploration Funding Cycle 08:32 Bottlenecks Labs Drillers 10:26 Portable Assays XRF 14:35 Elite Geologist Edge 15:32 Mentors Scale Thinking 18:41 Metallurgy First Filter 20:30 Gram Meters Framework 21:09 Reading Early Drill Signals 21:51 Snowline Valley Breakthrough 23:56 Remote Risk and Jurisdiction 27:22 Prospector Instinct Explained 29:57 AI Tools vs Human Intuition 31:39 Where Discoveries Happen Next 33:47 Bolivia Education Outreach 37:10 St Cristobal Growth Plan 40:10 Closing and Disclaimers 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/

    43 min

  8. 15 APR

    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
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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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