Afleveringen
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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
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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/ -
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/
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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/ -
Zijn er afleveringen die ontbreken?
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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/
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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/ -
At The Mining Event of the North conference in Quebec City, MSE host Bill Powers interviews strategic resource investor Michael Gentile about his long-term, venture-capital style approach to junior mining. Michael says that 90% of his net worth is currently in junior mining stocks and he is still deploying cash into new positions.
Gentile says his major win in Northern Superior Resources and a takeout of Arizona Sonoran validated and de-risked his process, and he plans to redeploy the gains while maintaining a 5 to 10-year horizon and diversified portfolio of about 35 companies, with deeper involvement in 15–20 issuers. He explains his risk control (starting with ~1% positions, adding to ~5% if aligned), the importance of management, cap-table quality, infrastructure, and disciplined technical due diligence via expert networks. Gentile discusses financings (holds vs “life” deals, avoiding life-with-warrant fast money), common retail mistakes (impatience and poor timing), commodity preferences (mostly gold/silver, some copper), and how his faith influences his work and charitable plans through the Apostles Fund.
00:00 Intro
00:40 Northern Superior Win
01:24 Venture Capital Playbook
04:30 Hands on Value Add
05:51 When Management Fails
08:19 Cap Table
09:46 Life Financing Debate
12:38 Process Refinements
14:36 Site Visits
16:35 Network Driven Due Diligence
19:54 Protect downside or seek upside?
22:26 Retail Mistakes Patience
25:18 Thinking Like a Major
27:24 Commodity Mix and Cycles
29:57 Can He Ever Quit?
31:45 More Precious than Gold: Faith and Giving Back
Sign up for Michael’s weekly email: www.SaturdayMorningMining.com
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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/ -
Atomic Eagle CEO Phil Hoskins stated: “Our 2026 goal of increasing Muntanga’s Mineral Resource is off to a great start. These initial results from Chisebuka build directly on the Company’s early success, which saw a 9.7Mlb uranium resource defined at Chisebuka in a matter of months. Chisebuka’s SW zone is now emerging as the next key addition with near-surface higher-grade results outside of the previous resource area and we’ve only scratched the surface of the planned holes into Chisebuka this year. Drilling is continuing with two rigs aiming to expand the higher-grade zones at Chisebuka whilst at the same time, we are conducting ground radiometric surveys to refine the exciting Namakande and Muntanga North targets.”
Hoskins says the company has grown the resource 24% from 47M lbs to 58M lbs and is running a major 30,000-meter drill program, with early Chisebuka holes largely hitting expected mineralization and potential for meaningful satellite resource growth. He outlines larger exploration upside at Muntanga North and Namakande using layered datasets including airborne and ground radiometrics, radon-in-soils, favorable host rocks, and structural targeting. Hoskins discusses expectations for consistent heap-leach metallurgy, progress toward environmental and resettlement approvals, infrastructure advantages, a low-cost option to acquire the Sitwi uranium project, recent board changes, ongoing Niger discussions on Madaouela as option value, and an OTC move from QB to QX.
00:00 Intro
00:26 Project Update Overview
01:21 Chisebuka Drilling Results
03:10 Next Big Targets
03:46 Targeting Methodology
05:07 Metallurgy and Economics
07:06 Zambia Trip Insights
09:34 Sitwi Project Option
11:48 Board and Leadership Changes
13:51 Permitting Status
14:20 Niger Asset Update
https://atomiceagle.com.au/
ASX: AEU - OTCQB: AEUXF
Press Releases Discussed:
https://wcsecure.weblink.com.au/pdf/AEU/03089414.pdf
https://wcsecure.weblink.com.au/pdf/AEU/03091279.pdf
https://wcsecure.weblink.com.au/pdf/AEU/03083026.pdf
https://wcsecure.weblink.com.au/pdf/AEU/03072398.pdf
Sponsor Atomic Eagle pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Atomic Eagle’s most-recent company slide deck found at www.AtomicEagle.com.au applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/ -
“We are pleased with the results of our 2025-2026 drilling exploration program and the quantity and quality upgrade provided to our Mineral Resources,” said First Phosphate CEO, John Passalacqua. “We are now able to continue to move the project forward with great confidence in our Mineral Resources.”
First Phosphate’s updated Mineral Resource Estimate saw a 378% increase in Indicated Mineral Resources for its Bégin-Lamarche project in Saguenay-Lac-Saint-Jean, Québec, Canada when compared to the Company’s Initial MRE dated September 9, 2024.
00:00 Intro
00:30 Resource Update Highlights
02:04 Feasibility Plan Funding
03:19 Cutoff Grade Explained
04:01 Warrants Shareholder Support
05:08 Clean Capital Structure
06:29 Agnico Deal Industry Signal
09:56 Investor Outreach Strategy
10:48 ADR: How It Works
12:25 Next Catalysts Timeline
13:03 Why Focus on Phosphate
First Phosphate Introductory Interview: https://www.youtube.com/watch?v=eD7t1Q7OZfU
Press releases discussed: https://firstphosphate.com/begin-lamarche-phosphate-resource-update-2026/
CSE: PHOS – FSE: KD0 – OTCQX: FRSPF – OTCQX-ADR: FPHOY
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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/ -
David Erfle of Junior Miner Junky says buy the current boredom and weak sentiment in gold and junior mining stocks amidst strong Q1 miner profits and historically low sector open interest. Erfle argues the recent sideways action after a sharp gold and silver run-up and correction is normal consolidation before another up leg, citing ongoing central-bank gold buying, selling of U.S. Treasuries, stagflation dynamics, and currency debasement risks. He notes that miners are showing relative strength near 200-day moving averages and are benefitting from lower oil prices. David compares undervalued gold equities like Newmont to expensive broader equities, discusses Equinox Gold’s acquisition of Orla and Perpetua’s EXIM Bank loan for the Stibnite project. Erfle emphasizes contrarian positioning, patience, and expecting false moves before breakouts.
00:00 Intro
01:55 Consolidation Not Collapse
04:30 Macro Gold Drivers
07:15 Fed Trap & Valuations
09:29 Equinox-Orla Merger
10:29 Perpetua’s EXIM Bank Loan
10:56 Speculating on Uncertainty
12:16 Novel Mining Methods
13:22 Gold Silver Copper Focus
14:47 Sentiment & Fake-outs
19:43 Buy Boredom Wrap Up
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 and Brian Leni discuss listener feedback and why shareholders often don’t push back when they are unpleased with management. The duo emphasizes building a disciplined investing process, protecting the downside, and avoiding FOMO. The conversation covers “luck” versus skill, learning from losses, and when to use other investors’/groups’ reputations as decision-making inputs. Brian’s talks about his Aurion investment that ultimately paid off despite timing delays. They also debate director compensation (cash vs options), red flags in board incentives, the power and danger of narrative-driven promotions, conference value (PDAC, Beaver Creek, Quebec City, Rick Rule’s), and avoiding market-timing seasonality.
00:00 Intro
01:18 Shareholder pushback
07:58 Skill vs luck
17:23 Responsibility and timing
23:23 Following smart money
27:20 Aurion takeover
31:24 Director incentives
37:59 FOMO and discipline
41:16 Picking conferences
43:56 Narratives and hype
52:14 Summer outlook
Brian’s website: https://www.juniorstockreview.com/
Brian’s YT: https://www.youtube.com/@FIELD_NOTES
Bill’s Twitter: https://x.com/MiningStockEdu
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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/ -
MSE host Bill Powers applies Howard Marks’ January 2020 memo “You Bet” to junior mining speculation, emphasizing that decision quality and outcomes aren’t the same because both luck and process drive results. Drawing on Annie Duke’s book “Thinking in Bets,” Powers urges probabilistic thinking, accurate assessment of one’s own skills and being comfortable uncertainty. Marks’ framework distinguishes games by hidden information, luck, and skill. Powers argues junior resource markets are less efficient “alpha markets” where skill does matter. A key lesson is evaluating the “proposition” (odds relative to the price) rather than just picking the “favorite” or “best.” Action items: read the memo, read Duke’s book, and audit recent investments for accurate proposition identification and probabilistic reasoning.
00:00 Mindset Reset
00:31 Howard Marks Memo
02:10 Process Not Outcome
04:34 Thinking in Bets
06:16 Games Luck Skill
08:19 Alpha Markets Edge
09:06 The Proposition
12:02 Nifty Fifty Junk Bonds
14:14 Eight Gambling Lessons
19:57 Second Level Thinking
20:27 Action Items
Howard Mark’s “You Bet” memo: https://www.oaktreecapital.com/docs/default-source/memos/you-bet.pdf?sfvrsn=785dbe65_8
Annie Duke’s “Thinking in Bets”: https://www.annieduke.com/books/
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Bill Powers is not a licensed financial advisor. 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/ -
MSE host Bill Powers interviews Contango Silver and Gold CEO Rick Van Nieuwenhuyse for a quarterly update. Contango produced about 8,000 oz of gold in Q1 from its 30% share of the Manh Choh Mine with 2026 guidance maintained at 40,000–45,000 Au oz due to the transition from the North Pit to pre-stripping the larger South Pit; production is expected to rise through the year, with higher output projected later (including 75,000–80,000 oz in 2027) and lower costs after pre-stripping. The company reduced its hedge book to ~22,000 oz and expects to be hedge-free and debt-free by year-end, and received a $9M JV dividend with three more expected this year. They discuss gold/silver price volatility, anticipated index buying, Lucky Shot drilling and feasibility work under a direct-ship ore model, Johnson Tract permitting and site prep with a March 2028 permit timeline, and a June Kitsault Valley resource update targeting near 100M oz silver followed by ~40,000 m of drilling, alongside evaluating mill acquisition options and post-merger integration.00:00 Intro00:48 Q1 Production and Guidance02:38 Hedges Debt and Dividends03:32 Gold Price and Cash Flow Outlook05:48 Hedging Strategy Explained06:55 Merger Stock Move and ETF Flows08:57 Lucky Shot Drill Program11:27 Direct Ship Ore Capex Risks13:18 Johnson Tract Permitting Roadwork15:48 Kitsault Valley Resource and Drilling19:18 Mill Acquisition Options19:59 NYSE Bell and IntegrationPress Release Discussed: https://contangoore.com/contango-announces-results-for-the-quarter-ended-march-31-2026/https://contangoore.com/NYSE & TSX: $CTGO Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Contango pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Contango’s most-recent company slide deck found at www.ContangoOre.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/
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MSE host Bill Powers interviews Midnight Sun Mining VP Adrian O’Brien for an update on the company’s Dumbwa copper discovery in Zambia’s Copperbelt. O’Brien shares how the company has now defined continuous copper mineralization over 5.3km of strike. He explains the release of assays from 99 drill holes after lab delays and QA/QC issues, saying results confirm continuity, scale, and a clear geological analog to Barrick’s neighboring Lumwana mine, with variable grades consistent with a bulk-tonnage system. He discusses the 20-km copper-in-soil anomaly, methodical fence-line drilling (four rigs, ~10,000 m/month, ~$160/m), expansion drilling to better discover and define the mineralization, and ongoing work toward completing the fully funded first 11 km of strike by end of Q3. The conversation also covers analyst reports, pending assays sent to Intertek, and plans to monetize the Kazhiba near-surface oxide resource (2.33 Mt at 1.41% Cu) to fund Dumbwa non-dilutively, plus general risk disclaimers about mining stocks.
00:00 Intro
00:49 Big Assay Release
02:35 Copperbelt Context
03:28 Market Reaction and Grade
08:06 Scale and Drill Plan
09:09 Funding and MRE Timing
10:25 Copper Clearings Explained
13:24 Analyst Coverage Takeaways
15:21 Kazhiba Oxide Monetization
16:52 Assay Lab QAQC Fix
19:18 Data Transparency and Next Steps
21:15 Expansion Drilling Adjustments
https://midnightsunmining.com/
TSXV:MMA OTCQX:MDNGF
Haywood Analyst Report (May 2026)
SCP Capital Analyst Report (May 2026)
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Sponsor Midnight Sun Mining pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Midnight Sun’s most-recent company slide deck found at www.MidnightSunMining.com applies to everything discussed in this interview. Bill Powers will not buy any MMA.v shares until five trading days after MSE’s initial interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy shares of any company featured on MSE, you should, for your own protection, assume MSE’s owner is personally selling you those shares. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/ -
Coppernico Metals CEO Ivan Bebek provides an update on the Sombrero Project in Peru, focusing on the Tipicancha target, where trenching/channel samples returned 22 meters of 0.6% copper and recent test pits suggest the mineralized footprint extends kilometers south within a large hydrothermal system. Ivan says Sombrero now has 7 drill-ready targets and a minimum 65-hole program over 18 months, with drilling to begin at Fierrazo, then Tipicancha, and later Nioc, while awaiting a major drill permit that could allow a couple hundred holes. He discusses strong interest for a strategic financing, macro tailwinds from a tight copper market and disruptions like Grasberg, ongoing community programs, and limited impact expected from Peruvian elections, concluding with standard mining-risk disclaimers.
00:00 Intro
00:19 Sombrero Project Update
01:07 Tipicancha Target Breakthrough
03:35 Drill Plan Seven Targets
04:34 Copper Macro Tailwinds
06:10 Permits and Timeline
06:36 Marketing and Share Price
09:17 Financing Strategy
11:32 Peru Politics and Community
14:22 Upcoming Catalysts Recap
Sponsor: https://coppernicometals.com/
TSX:COPR; OTCQB: CPPMF; FSE: 9I3
Press release discussed: https://coppernicometals.com/coppernico-advances-multi-kilometre-tipicancha-copper-gold-target-ahead-of-initial-drilling/
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Sponsor Coppernico Metals pays MSE a United States dollar seven thousand per month coverage fee. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/ -
Bill Powers interviews mining legend Ross Beaty, joined by investor Gianni Kovacevic, about Beaty’s Lumina “franchise” history of acquiring and monetizing large undeveloped deposits and the new IPO, Lumina Metals (TSX: LMCU). Beaty describes the company’s copper-silver discovery in Poland as potentially the world’s largest undeveloped copper-silver deposit, with over 1 billion ounces of silver resources and about 10 million metric tons of copper, plus a second target that could lift silver resources above 2 billion ounces. They discuss the April 30 IPO, a five-year path to mining license approval, strong infrastructure and workforce, proximity to an underfed smelter and a cooperation agreement with KGHM, Poland’s high copper tax and plans to reduce it, reasons for post-IPO share volatility, and intentions to pursue a U.S. listing after 12 months.
Ross Beaty stated: "So it's a global scale deposit; more than a billion ounces of silver in resources, about 10 million metric tons of copper in resources…So these are giant deposits…Another discovery we made, and we're going to be servicing value on that one. Maybe it will be the same size as Nowa Sól, which could take our silver resources to over two billion ounces. So that's pretty exciting. I think together right now they're about one and a half billion [ounces] between the two deposits. So it's absolutely world-class. However you cut it, we'll have the largest silver resources of any company on the planet, I think, and that will command a premium valuation once we get into that silver retail crowd who I know so well from having founded Pan American Silver"
00:00 Intro
00:46 Meet Ross and Gianni
01:36 Why Lumina Matters
02:54 Lumina Franchise Origins
05:12 Poland Copper Silver Breakthrough
07:58 IPO Timing and Advantages
10:42 Smelter Deal and Infrastructure
13:12 Poland Taxes and Royalties
14:12 IPO Price Action Explained
17:26 US Listing and Silver Upside
19:25 Exit Paths and Lassonde Curve
22:27 Wrap Up and Disclaimers
https://www.luminametals.pl/
TSX: LMCU
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This was not a sponsored interview. The forward-looking statement disclaimer found in Lumina Metals’ most-recent company slide deck found at https://www.luminametals.pl/ 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/ -
Scorpio Gold CEO Zayn Kalyan and VP Exploration Harrison Pokrandt explain the newest step-out discovery holes on the Zanzibar trend at the company’s consolidated Manhattan District in Nevada ten miles south of Kinross’ Round Mountain.
Hole 26MN-067 returned 10.40 g/t gold over 5.67 metres from 34.29 m, including 455.52 g/t gold over 0.49 m from 36.27 m.
Press release discussed: https://scorpiogold.com/scorpio-gold-drills-10-40-g-t-gold-over-5-67-m-including-455-52-g-t-gold-over-0-49-m-from-36-27-m-and-1-94-g-t-gold-over-17-07-m-from-55-47-m-along-the-zanzibar-trend/
TSX.V: SGN -- OTCQB: SRCRF -- FSE: RY9
www.ScorpioGold.com
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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/ -
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
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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/ -
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
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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/ -
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/
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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/ -
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/ -
“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/
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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/ -
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/
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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/ - Laat meer zien
