Afleveringen
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Dr. Neil Adshead shares insights on how to find mining stock winners in this MSE episode. He is an economic geologist based in Vancouver, who incorporates his extensive theoretical and practical experience in mineral deposit geology, mineral exploration and mining into investment-related decision-making. After earning a Ph.D. in Economic Geology in 1995, he spent ten years working for Placer Dome subsidiaries – at the time, one of the largest mining companies in the world – in Canada, Australia, and Papua New Guinea. For the seven-plus years sandwiched between Placer Dome and Sprott, Neil worked as the Vancouver-based senior mining-exploration analyst for a San Francisco-based investment firm. Currently, he is a consulting analyst and fund manager.
0:00 Intro
1:08 Neil’s background
2:57 Turmoil in Mali
6:08 Capex Debt to Equity Ratios
9:14 Government funding mining
10:45 Fund managers & redemption risk
12:24 Open versus Closed End funds
13:41 Junior mining sector sentiment
15:13 Fund management biggest changes
19:51 Prospect Generator vs. true explorer
22:54 Worthless advisors?
24:48 “Luck does not exist”
26:09 Bullish copper & gold
27:38 Niche metals market
29:54 Stock picks
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This interview was not sponsored. 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/ -
Kinross Gold Corp. board chair Catherine McLeod-Seltzer explains how to profitably master the mining cycle in this MSE episode. She shares firsthand insights and success stories from her illustrious career in the junior mining sector.
Ms. McLeod-Seltzer has been the Non-Executive Chair and a director of Bear Creek Mining since 2003 and was the Non-Executive/Independent Chair and a director of Pacific Rim Mining Corp until November 2013. She had been an officer and director of Pacific Rim Mining Corp. since 1997. From 1994 to 1996, she was the President, Chief Executive Officer and a director of Arequipa Resources Ltd., a publicly traded company which she co-founded in 1992. From 1985 to 1993, she was employed by Yorkton Securities Inc. as an institutional trader and broker, and as Operations Manager in Santiago, Chile (1991-92). She has a bachelor’s degree in business administration from Trinity Western University.
0:00 Intro
1:18 Success stories and insights
8:07 Raising money now versus the 90s
9:57 Board of Directors importance to a junior
11:55 Evaluating management team
15:06 Buy the “best of the best”?
16:09 Americans and Canadian junior mining
17:35 Management team vs jurisdictional risk
21:19 Do company advisors hold any value?
22:26 Canadian companies re-domiciling
25:44 Smelting in Canada
26:56 Timing the mining cycle
28:40 How to be contrarian
30:35 Project Generation
36:07 Juniors investing in another junior
37:35 Bear Creek Mining
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This interview was not sponsored. 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/ -
Zijn er afleveringen die ontbreken?
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Gianni Kovacevic reveals the speculative “must-buy” battery metal and explains why uranium demand is overestimated in this MSE episode. Gianni Kovacevic is a renowned expert on incumbent energy systems and a sought-after strategist in the divestment movement. He has invested over 20,000 hours of research and experience in the analysis of the natural resource sector. His specific expertise on copper markets has brought him to lecture at institutions and think-tanks around the world. An avid proponent of realistic environmentalism, Gianni is frequently interviewed by the media and his new book, My Electrician Drives a Porsche? was published in 2016 and is available in multiple languages at book sellers everywhere. Gianni is a graduate of electrical studies from The British Columbia Institute of Technology, fluent in English, German, Italian and Croatian, he is a founding member of the CO2 Master Solutions Partnership and has co-founded junior mining companies.
https://twitter.com/GianniKov
https://kovacevic.com/
0:00 Introduction
1:09 ‘Must-buy’ battery metal
6:02 EV demand
7:07 China & lithium
9:58 Overhyped EV demand?
13:48 Copper vs aluminum
17:00 Four ways to profit via copper juniors
18:18 Natgas base lode generation
19:37 Uranium demand overhyped
26:50 Copper vs lithium?
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This interview was not sponsored. 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/ -
Investor David Erfle offers pro buying tips for junior mining tax-loss selling season in this MSE episode. He also discusses where he expects the gold price to go under Trump. Furthermore, David shares how he is positioning his junior mining portfolio and reveals what he considers when selling a junior mining stock.
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
0:57 Gold price under Trump
5:12 Miners’ performance relative to gold price
6:55 When to buy during tax loss selling season
9:51 Wanting to sell, but waiting to sell a junior
12:18 Lassonde curve development trough too long
14:22 Current opportunities
16:39 Fully financed pre-production companies
18:43 Unknown risks in junior mining
21:20 “Put yourself in the position to be lucky”
24:36 How Dave consumed mining newsletter content
26:03 Miners and silver will tell you when gold will bottom
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. 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/ -
Bill Powers reveals how mining stock investment newsletter writers succeed in this episode. Should you pay for a stock picking newsletter? This show will help you decide.
In this MSE episode, you will learn:
• Mining newsletters’ role in the sector ecosystem
• The four main products newsletter writers sell
• Lesser-known investment newsletter facts
• Common mining stock newsletter writer biases
• Effective sales tactics & hidden tricks of the trade
• What you should consider before buying a sub
0:00 Intro
2:12 Newsletters within sector ecosystem
4:35 Four main products newsletters sell
8:34 Newsletter writer backgrounds
9:51 Lesser-known newsletter facts
19:09 Common newsletter writer biases
23:14 Newsletter sales funnel
24:39 Sales tactics and tricks
26:14 Teaser stock sales tactic
29:17 Final recommendations
How To Make Your First Million Dollars via Junior Mining Stocks with Bill Powers:
https://www.youtube.com/watch?v=yMeCNMpyzKI
Follow Bill on Twitter: https://twitter.com/MiningStockEdu
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Bill Powers is not a registered investment advisor. 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/ -
“Finding anomalous gold values in a dozen samples, including up to 6.7g/t, on the first ever prospecting trip to the target trend is a huge success for the project and our team”, commented Targa CEO, Cameron Tymstra. “Every trip we have made to Opinaca we have come back with more encouraging data to support our thesis that a gold system exists in the area. We have gone from a geochemical anomaly to a 7km trend supported by gold grain data and now for the first time we have found anomalous gold in boulders spread across the trend. We are continuing to work with Kenorland Minerals to make plans for a return to Opinaca in 2025 to continue advancing the project towards discovery.”
Targa’s Opinaca project in in the James Bay region of Quebec saw a 5km x 4km gold-in-till anomaly discovered in late 2023. Targa acquired 100% ownership of the Opinaca Project from Kenorland Minerals in December 2022. As experts at gold-in-till anomalies, Kenorland remains the operator of the project to the benefit of Targa shareholders. The June 2024 exploration program has concluded and the company is planning to commence a Sept 2024 work program shortly.
Targa Exploration Corp. tickers: CSE: TEX | FRA: V6Y | OTCQB: TRGEF
https://targaexploration.com/
Press release discussed: https://targaexploration.com/targa-finds-up-to-6-7g-t-au-in-boulders-at-opinaca-gold-project/
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Disclosure/Disclaimer: Targa Exploration is an MSE sponsor and Bill Powers owns shares purchased through the May 1st, 2024 private placement. Therefore, Bill Powers and MSE are favorably biased towards Targa. Bill intends to sell his Targa shares at some unannounced point in the future for a profit. If you buy Targa shares, assume Bill Powers is on the other side of that trade selling you his shares. Targa's forward-looking statement found in the company's presentation applies to the content of 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/ -
“Silver is ready to respond to gold,” says Analyst Brien Lundin. In this episode, Brien shares mining stock picks, discusses what Trump’s win means for gold and offers resource investing insights. He concludes by sharing about the New Orleans Investment Conference (November 20-23) and what the conference offers attendees. He is the editor of the Gold Newsletter and CEO of the New Orleans Investment Conference.
New Orleans Investment Conference Link:
https://neworleansconference.com/online-registration/
Brien’s newsletter: https://goldnewsletter.com/
0:00 Intro
0:40 Trump's win and Gold
4:08 Is the Fed Trapped?
6:32 "The West could use Bitcoin to Checkmate the East"
10:13 Strength of next gold bull market
12:06 Tax Loss Season
14:00 Senior gold companies’ diversification into copper?
17:00 US big board listing
20:13 Gold and silver year-end prices
21:22 “Silver is ready to respond to gold” & stock picks
26:27 New Orleans Investment Conference
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/ -
Joe Mazumdar of Exploration Insights reveals his best high-margin gold producer. He also explains what the Trump election means for metals and miners. Joe discusses Barrick’s production target miss and junior mining market inefficiencies. Furthermore, Joe shares insights on Wyoming and Mexico as mining jurisdictions.
Joe Mazumdar is the 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
0:45 Trump trade for metals and miners
5:55 U.S jurisdiction risk
8:09 Junior mining market inefficiencies
10:05 Barrick production target miss
12:53 Best high-margin gold producer
16:31 When a gold producer should be acquired
19:10 Tax loss selling season
25:13 Analyzing smelter costs
28:26 A.I. in mining due diligence
30:50 Mexico mining jurisdiction
31:48 Wyoming mining jurisdiction
Joe Mazumdar’s website: https://www.explorationinsights.com/
Follow Joe on Twitter: https://twitter.com/JoeMazumdar
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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/ -
Ivan Bebek, Chair and CEO, commented, “We are well-financed and in the early stages of our budgeted 30-hole core drill program (49 holes permitted), with eight holes completed and assays back from our first five holes. We are highly encouraged with the early indications of the mineralized porphyry/skarn system in hole 4 on the edge of our Hojota target vectoring toward stronger mineralization, and the technical team advancing at a great pace.
The efforts to expand our permits to allow for additional holes and drill rigs reflect our increased confidence in the system and multiple targets, as we look forward to receiving the results of the next holes and continuing to drill the target-rich skarn and porphyry system. This is just the beginning of an opportunity that could provide multiple significant copper and gold targets and discoveries.”
Sponsor: https://coppernicometals.com/
Press Release discussed: https://coppernicometals.com/news-media/news-releases/coppernico-drills-19-meters-of-0.50-copper-in-first-5-holes-and-applies-for-additional-permits-at-sombrero/
TSX:COPR
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Coppernico Metals is an MSE sponsor. 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/ -
“Since acquiring 100% ownership of the Éléonore South joint venture earlier this year from Newmont, the Éléonore style anomaly has been at the top of our prospective list,” commented Tim Clark, CEO of Fury. “Given the size, scale, and proximity to Newmont’s Éléonore Mine, we believe any success could create potential upside for investors and thus we are excited to commence drilling in Q1 of 2025.”
Fury Gold Mines has finalized drill targeting after completing a surficial geochemical survey at the Éléonore South gold project located in the Eeyou Istchee Territory in the James Bay region of Quebec. Drilling will target robust geochemical gold anomalies within the same sedimentary rock package that hosts Newmont’s Éléonore Mine. The completed biogeochemical sampling survey covered an interpreted fold nose within the Low Formation sediments where an orientation level study identified a large-scale gold anomaly in a similar geological, geophysical, and structural setting to that of the nearby Éléonore Mine (see news release dated March 5, 2024). Six priority drill targets across over 3 kilometres of prospective folded sedimentary stratigraphy have been identified. These six targets encompass multi point gold anomalies above the 90th percentile of the data and correlate with moderate pathfinder elemental anomalies, most notably arsenic which is associated with gold mineralization at the Éléonore Mine. The Company intends to mobilize crews in Q1 2025 for an initial fully funded 3,000 – 5,000 metre diamond drilling program.
CEO Tim Clark and SVP Exploration Bryan Atkinson provide a company update in this MSE episode.
Sponsor: https://furygoldmines.com/
Ticker: FURY
Presentation: https://furygoldmines.com/investors/presentations/
Press Releases discussed: https://furygoldmines.com/fury-finalizes-six-eleonore-style-drill-targets-at-the-eleonore-south-gold-project/
0:00 Intro
1:26 Éléonore South gold project: six targets
6:39 Gold till anomalies at Éléonore South
8:25 Prioritizing three projects
11:05 Serendipity gold discovery
12:32 Committee Bay project update
18:15 Fury owns $70M of Dolly Varden Silver shares
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Fury Gold Mines is a Mining Stock Education sponsor. 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/ -
Pro Small-Cap Investor Mark Zaret Reveals his proven formula for resource stock 9-baggers. He recaps the investment rationale for the stock pick Tenaz Energy he shared on MSE in October 2022 when the stock was only $1.40/share. Today, it is over $13.00/share. Throughout the interview, Mark shares his approach to small cap speculating which has produced tremendous wealth for himself over the decades.
Mark began investing in the early 1990’s and achieved a significant net worth by focusing on Canadian micro-cap companies, especially junior resource stocks. Success was achieved through a disciplined approach of investing primarily in early life-cycle companies with low market caps, high insider ownership, and executive boards with strong credentials. Mark is currently working at Spartan Fund Management as an analyst and strategist in the area of small and micro-cap investing. Be inspired and educated by a 30-year mining stock veteran in this interview.
0:00 Introduction
048 Proven formula for small-cap 9-bagger
7:57 Small-cap loser (so far)
12:02 Needing the macro to make money with the micro
14:29 Why invest in shell companies
17:08 Biggest lesson learned in past year?
18:50 Resource stock pick flat after two years
22:22 Sports betting vs speculative resource stocks
26:55 How to find the best small cap speculations
29:55 Buying slowly
Mark advises the Spartan Fund: https://spartanfunds.ca/spartan-fund/teraz/
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None of the stock picks Mark mentioned are MSE sponsors or owned by Bill Powers at the time this episode was published. 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/ -
“Despite the strong gold price environment we are in, a lot of juniors in the gold space are still really struggling…to raise money. That to me shows we are not in a crazy bull market. A crazy bull market is moose pasture in the middle of nowhere being able to raise thirty million dollars at a drop of a hat. To me that is the sell signal…we have not yet seen the generalist into this sector,” shared Dr. Adshead-Bell. She also provided commentary on the best practices for investing in the junior gold mining sector.
Nicole Adshead-Bell is the Director of Cupel Advisory. She is a PhD geologist by trade and has worked in the resource sector for more than 24 years. Her roles within the sector have varied from analyst to M&A facilitator to junior resource company board member.
0:00 Intro
1:06 US Election’ impact on resource sector
2:27 Newmont's 2nd project sales
10:47 Recent M&A and where we are in the cycle
19:57 Porphyry vs low tonnage/high grade copper projects
24:22 Impact of Re-Domiciling of Solaris Resources
29:05 Understanding jurisdictions
31:39 Is it time to buy marginal ounces in the ground?
36:15 Importance of strategic investors
39:58 Breaking bad investor habits in 2025
Junior Stock Review Premium - https://www.juniorstockreview.com/premium-subscription/
Nicole’s website: https://www.cupeladvisory.com/about
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/ -
“Oil looks even more attractive than gold right now” says portfolio manager Tavi Costa of Crescat Capital. Tavi Costa shares that even though he expects gold over $2900/oz and silver touching over $40/oz before year-end 2024, he is even more bullish oil and possibly other non-precious metals. A year from now, Tavi sees inflation running significantly higher while the Federal Reserve refuses to rate interest rates. When this happens, metals and commodity prices will run higher, he anticipates. Tavi also reveals Crescat’s approach to portfolio allocation in the mining sector.
Tavi is a Member and Portfolio Manager at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.
0:00 Introduction
1:01 US Interest Payments
4:18 Foreign ownership of US Debt
9:59 CBDCs role in the future
17:45 Mieli Effect?
24:46 Is Brazil the next economy to truly emerge?
27:15 Tensions in the Middle East
28:44 Silver
29:54 Oil is more attractive than gold now
31:15 AI potentially fixes USA debt problem
34:46 Inflation vs Metal Prices
41:13 Crescat Portfolio Allocation
48:44 Gold Price above US$2900/oz?
49:09 Silver Price above US$40/oz?
50:38 Crescat's Live Market Call
Crescat Capital: https://www.crescat.net/
Tavi’s Twitter: https://twitter.com/TaviCosta
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/ -
“Smart money is seeing the opportunity in these silver stocks, because silver has a lot of catching up to do with the gold price and because there is really not a lot of quality silver juniors out there,” says David Erfle. In this MSE episode, David Erfle also provides commentary on the gold price, the broader junior mining sector and how he is managing his portfolio.
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
1:04 Gold price
4:40 What would cause you to sell your gold juniors?
5:22 Smart money sees opportunity in silver stocks
12:04 “I like quality PEA-stage companies now”
16:54 Get multiple opinions
21:32 Junior miners and dumb money
29:05 Knowing went to sell junior miners
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. 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/ -
“I’ve Never Seen Such a Strong Divide between Senior and Junior Gold Stocks” explains fund manager Willem Middelkoop. He also reveals his ideal portfolio allocation. Willem offers commentary on the current gold stock market and the recent changes at Rupert Resources. Furthermore, he discusses bigger macro financial issues such as CBDC’s, a Fed pivot and Chinese stimulus.
Willem Middelkoop is the chairman of the Commodity Discovery Fund’s management team and is ultimately responsible for the fund’s investment policy. Willem is one of the pioneers of discovery investing and is the author of seven books on economics and financial markets.
0:00 Intro
1:14 Fed Pivot and Chinese Stimulus
2:05 Too much choice in the market?
6:20 Is money available to the junior miners?
7:35 The Big Reset - "planned reset in conjunction with chaos"
10:50 Cost of living vs. electrification of the world
14:00 CBDC
18:00 Bitcoin vs Gold
20:40 Portfolio Allocation
23:55 Rupert Resources changes
29:50 Canadian Government's block of Zijin's investment into SLS
34:04 CDF's contrarian investments
35:30 What differentiates CDF from the other funds out there?
Willem’s fund: https://www.cdfund.com/
Willem’s Twitter: https://twitter.com/wmiddelkoop
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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/ -
Tim Kingsley, Coppernico Metals’ Vice President of Exploration, commented, “We are very encouraged by the geological features we are intersecting. The pace at which our team is gaining geological insights through drilling has been impressive, each hole is improving our model and allowing us to have greater confidence in our interpretations of geophysical signatures. The Ccascabamba Area represents a large, very active hydrothermal system, and the extent of skarn alteration and the presence of sulphide minerals in hole 4 support our exploration thesis. This, combined with the complexity of the vein systems, indicates that we are in a highly prospective zone. As we move forward, we remain committed to deploying best practices in exploration, ensuring that we meet our environmental and social responsibilities.”
CEO Ivan Bebek and VP of Exploration Tim Kingsley provide an update on the Sombrero exploration program. The company is currently on hole 6 of a 30-hole planned program.
Coppernico Metals is an exploration company focused on creating value for shareholders and stakeholders through the exploration and discovery of world-class copper-gold deposits in South America. The Company’s management and technical teams have a successful track record in raising capital, discovery and monetization of exploration successes. The Company is currently focused on the Sombrero project in Peru. Coppernico Metals is listed on the TSX under the ticker “COPR”. In this interview, Ivan Bebek, President and CEO, provides an update on the company’s progress and plans.
0:00 Introduction
1:29 Tim Kingsley intro
3:16 Hole #4 “proves our thesis”
5:27 Follow the geophysics
6:04 Why a visuals-only press release?
9:51 Drilling hole 6 now into chargeability
10:21 Strategy of the current one-drill program
11:08 COPR applying for 200-hole permit
11:44 Most-frequent investor questions?
15:43 Assays time and releasing results
Press Release discussed: https://coppernicometals.com/site/assets/files/6176/2024-09-09_coppernico_drill_update_and_conferences_final.pdf
Sponsor: https://coppernicometals.com/
TSX:COPR
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Coppernico Metals is an MSE sponsor. 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/ -
David Erfle stated: “We’ve had the SILJ now showing relative strength to the GDXJ. GDXJ is showing relative strength to the GDX. And the miners and silver are showing relative strength to the gold price. So that is what you need to see happening; and it started to happen this week as the Fed is ready to reverse its monetary policy, which is huge.”
In this MSE episode, David Erfle also provides commentary on the gold price and the broader junior mining sector. He also shared his firsthand observations from last week’s Beaver Creek Precious Metals Summit where industry investors and issuers gathered together.
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
0:41 Beaver Creek Precious Metals Summit observations
2:22 Legal rumors?
3:43 Time to invest in gold explorers?
4:54 Mexican open pit mining ban
9:26 Any buys or sells recently?
13:24 Silver price
15:03 “Juniors never been this cheap”
17:09 Gold juniors won’t fall with stock market
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. 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/ -
Five Professionals Explain How Mining Investors Should Use Analyst and Technical Reports in this MSE episode. You will hear a compilation of the wisdom from selected professional investors featured on MSE dating back to 2018. Their timeless advice can help you discern truth and avoid mistakes when making your mining investment decisions.
0:00 Introduction
2:27 How to use analyst company reports (Michael Gentile)
3:54 Can you trust sell-side research reports? (Tyron Breytenbach)
7:08 Where dishonesty most frequently surfaces in official regulatory filings (Warren Irwin)
10:54 Key things to look for in a technical report (Tyron Breytenbach)
13:55 How to vet a Definitive Feasibility Study (Rick Rule)
18:29 Why you must discern bias and usefulness of the mining investment content you consume (Bill Powers)
20:59 How long does it take non-technically trained investors to gain the knowledge needed to be successful in the resource sector? (Dr. Rob Stevens)
Follow Bill on Twitter: https://twitter.com/MiningStockEdu
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/ -
“We continue to make great progress at Opinaca. These results from our first ever gold-focused exploration program on the project have narrowed down our search for gold considerably on this 85,000ha property”, commented Targa CEO, Cameron Tymstra. “A gold till anomaly approximately 7km x 5km in size has been identified down-ice from an east-west lineament, which has been interpreted from regional magnetic gradient data and topographic features. This was previously identified as an area of interest and with this new data has now evolved into our prime target at Opinaca. All the HMC samples containing notable gold grain counts in the area occur along or just down-ice from this 7km-long target, further supporting the trend. Pristine gold grains make up 25-50% of the grains counted in many of these samples, suggesting a short transport distance. Our team is excited to be heading back to Opinaca in just a few weeks to further refine the target and plan for a future drill program. With at least 7km of strike length of overlapping gold in fine fraction till and gold grains in HMC sampling, our team believes this trend offers a lot of opportunity and potential for future gold discovery.”
Targa’s Opinaca project in in the James Bay region of Quebec saw a 5km x 4km gold-in-till anomaly discovered in late 2023. Targa acquired 100% ownership of the Opinaca Project from Kenorland Minerals in December 2022. As experts at gold-in-till anomalies, Kenorland remains the operator of the project to the benefit of Targa shareholders. The June 2024 exploration program has concluded and the company is planning to commence a Sept 2024 work program shortly.
0:00 Intro
0:42 Opinaca project recap
1:47 Exploration goals
2:13 “Possible gold bedrock source”
4:46 Next stage of exploration
6:02 Drill program 2025
7:52 Kenorland’s thoughts so far?
11:28 Eastern gold till anomaly
12:48 Treasury & future funding
14:16 Share price
15:29 Lithium projects
16:09 Upcoming news flow
Targa Exploration Corp. tickers: CSE: TEX | FRA: V6Y | OTCQB: TRGEF
Press release discussed: https://targaexploration.com/targa-issues-shares-to-complete-property-acquisitions-2/
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Disclosure/Disclaimer: Targa Exploration is an MSE sponsor and Bill Powers owns shares purchased through the May 1st, 2024 private placement. Therefore, Bill Powers and MSE are favorably biased towards Targa. Bill intends to sell his Targa shares at some unannounced point in the future for a profit. If you buy Targa shares, assume Bill Powers is on the other side of that trade selling you his shares. Targa's forward-looking statement found in the company's presentation applies to the content of 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/ -
“The Stars Are Lining Up for Junior Gold Stocks” says Pro Investor David Erfle in this MSE episode. He points out that gold is now beating inflation causing the producer’s margins to expand. David explains that the gold-silver ratio needs to trend below 80 and gold stocks and gold price need to decouple from the stock market in order for the junior gold stocks to begin to rise. He also shares why seven out of ten of his investments will probably fail in this risky 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
0:47 Gold price
2:43 Buyout M&A money rotating back into juniors
4:44 Gold beating inflation
6:07 “Stars are lining up for junior gold stocks”
8:03 Catalysts for junior gold stock move
9:48 Proposed Mexican open pit mining ban
14:59 Yukon after Victoria Gold Corp’s failure
16:46 “Seven out of ten of my investments probably will fail”
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. 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/ - Laat meer zien
