Mining Stock Education Bill Powers

Joe Mazumdar of Exploration Insights explains how machine learning can help identify potential “unicorn” gold deposits. He also shares why Victoria Gold failed and how this affects not only the Yukon, but also other Canadian provinces. Joe, furthermore, discusses the importances of identifying red flags early on and offers his firsthand take on the recent Rick Rule Symposium.

Joe Mazumdar is co-editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company.

0:00 Introduction
0:57 Rick Rule Symposium sentiment
2:35 Machine learning helps identify “unicorn” gold deposits
9:25 Would machine learning predicted Eagle mine’s failure?
12:32 Mining accident negative news amplified
15:03 Yukon difficulties could spill over into other provinces
17:55 Recent impressive junior mining financings
22:16 Permitting private land more attractive than federal land challenges
27:06 Identify red flags early
28:38 Is the junior mining sector markets more efficient (than 20yrs ago)?
31:56 Computers writing stock articles

Joe Mazumdar’s website: https://www.explorationinsights.com/
Follow Joe on Twitter: https://twitter.com/JoeMazumdar

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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/

Claude Bejet is the editor of the Swiss Gold Letter. He is a seasoned junior mining investor and gold stock speculator. In this MSE episode, Claude runs through the top gold and silver stocks in his portfolio. He also offers sage advice on the current gold market, tips on how to optimize your portfolio for maximum gains as well as a range of topics pertinent to junior mining stock investors.

0:00 Introduction
0:55 Swiss Gold Letter
5:29 Euro vs NorthAm gold investors - are they different?
7:38 Does the quality of your network correlate with your success
11:47 Mining Investment Conferences: “feel the market”
13:58 Should Euro investors attend NorthAm events?
15:15 Overview of the gold market
22:09 Duration of the bull market - different from 2016 and 2020?
27:50 % of cash in portfolio
29:58 Top gold stock picks

https://www.swissgoldletter.com/

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None of the companies Claude mentions in this interview are MSE sponsors. 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/

David Erfle is expecting Newmont $NEM to report “blowout” quarterly earnings next week. The gold price averaged $2090/oz in Q1 ’24, but it averaged $2340/oz in Q2, David pointed out. “So you’ve got the largest gold miner in the world that is about to announce [earnings] results [next week]. And basically, [production] costs have flattened out but the gold price is almost $350/oz higher. So, it is likely to be another blowout quarter, and yet your generalist investor is not really paying attention,” Erfle stated in this MSE episode. David also provides commentary on the gold price and the broader 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.

0:00 Introduction
1:24 Gold price
3:38 Trigger for more gold stock interest
6:26 Next gold breakout price
12:20 Victoria Gold’s disaster
16:04 Risk tolerance for this cycle
17:57 Don’t sell your gold stocks too early
20:26 “Start with the project”?

David’s website: https://juniorminerjunky.com/

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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/

“A lot of people start with management; I start with the project. Is the project actually good? Because there [are] a lot of good management that have really bad projects unfortunately. What we have is a shortage of good projects in this industry. [You] see a lot of recycling of the old assets.”…“We have to improve something about the industry; where the capital goes. It has to start going into smarter projects,” shares investor and exploration geologist Joanna Ponicka of Equivest Capital.

0:00 Introduction
2:27 “Start with the project”
5:28 BHP Xplor program
7:49 Driver of senior miners investing in juniors
10:10 Majors vs juniors’ exploration goals
18:29 Cost of discovery increasing
24:46 Europe: jurisdictional risk
29:47 Copper exploration
33:26 Timely greenfield discoveries
35:10 Agnico Eagle’s nickel investment
37:31 ESG

https://www.equivestmetals.com/
https://x.com/equivest_explor

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/

“By far my largest percentage holdings are the junior [gold] development stocks because I think you are looking at anywhere from a five-bagger to a potential twenty-bagger in some cases,” says fund manager Dave Kranzler in this MSE episode. He also is expected gold to be north of $2500/oz and silver in the mid-$30’s/oz range by year-end 2024.

Dave is the editor of the Mining Stock Journal. He returns to the program to provide his commentary on precious metals and reveal some junior gold stock picks. Dave holds an MBA from the University of Chicago with a concentration in accounting and finance. Over the years he has worked in various analytic and trading jobs on Wall Street. For nine years of those years he traded junk bonds for a large bank. For the past 16 years, Dave has been an avid student of the precious metals markets and steadfast proponent of holding physical gold and silver in one’s portfolio. Currently, he co-manages a precious metals and mining stock investment fund in Denver. Dave’s stated goal is to help people understand and analyze what is really going on in our financial system and economy.

0:00 Introduction
0:50 Summer outlook for gold/silver
9:34 Year-end gold and silver price targets
10:31 In-the-money call options on gold & silver stocks
11:30 Silvercorp Metals Inc.
15:00 Calibre Mining Corp.
18:44 B2 Gold
21:50 Cabral Gold
27:04 Paramount Gold Nevada
29:58 U.S. Gold Corp.
33:50 Angus Gold
38:06 ASX exposure?

https://investmentresearchdynamics.com/

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None of the companies Dave mentions in this interview are MSE sponsors or owned by Bill Powers. 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/

In this episode, Dr. Rob Stevens teaches investors what to consider when interpreting exploration company maps and sections. Dr. Stevens (Ph.D., P.Geo.) is a professional geologist and educator. He has trained numerous brokers, analysts, and investors in the basics of mineral exploration and mining via his training course. After teaching this course for many years, he eventually published its content in his book, Mineral Exploration and Mining Essentials.

0:00 Introduction
2:14 Overview
3:45 Viewpoints in exploration
7:17 Key aspects of maps and sections
8:30 Map view
19:34 Cross-Section view
22:37 Long-Section view
29:48 Contour Maps
33:16 Three-dimensional views
36:49 Geological Models
41:57 Humorous illustration
44:55 Q&A with Bill Powers

YouTube Presentation of this episode: https://www.youtube.com/watch?v=FJ-ysxVphWU

To learn about Rob’s book and online training courses: https://www.miningessentials.com/

Rob’s YouTube channel:
https://www.youtube.com/@mining-essentials

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This was not a sponsored interview. MSE received no compensation to speak favorably of Rob Stevens’ book and has no revenue-sharing arrangement with Dr. Stevens. 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/