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Darren Gordon, Managing Director of Centaurus Metals, joins me at the 2026 Rule Symposium to discuss the company's Jaguar Nickel Project and why he believes it is one of the strongest undeveloped sulfide nickel projects in the market.
๐ Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
๐ https://www.centaurus.com.au
๐ฉ Free Newsletter
๐ Technical Analysis for Beginners
๐ Travel Channel
Recording Date 7-7-2026. In this episode, Darren explains how Centaurus built its position in Brazil over nearly two decades before acquiring the Jaguar project, assembling an experienced development team, advancing permitting, and preparing for construction. We discuss the company's debt-free balance sheet, shareholder structure, and the technical advantages of sulfide nickel over laterite deposits, including lower capital intensity, smaller environmental footprint, and competitive operating costs.
I also ask Darren about Jaguar's resource size, production profile, Glencore's strategic offtake agreement, and the financing process leading toward a final investment decision. We explore the project's cost position, long mine life, future underground expansion, and why management believes Jaguar can compete globally even during weak nickel markets. Darren also explains how project funding, strategic partnerships, and disciplined execution remain the final milestones before construction begins, positioning Centaurus to enter production as market conditions improve.
Key Insights In This Episode
โ Jaguar is a large low-cost sulfide nickel project.
โ Sulfide nickel offers lower processing costs than laterite.
โ Glencore's offtake validates the project.
โ Funding remains the final major milestone.
โ The project targets first production by 2029.
โ Management is focused on disciplined execution.
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Company Overview
00:57 Team And Experience
02:49 Shareholder Structure
04:34 Sulfide Vs Laterite Nickel
09:14 Jaguar Resource Size
11:08 Glencore Offtake Agreement
13:47 Project Financing
15:05 Nickel Market Outlook
17:12 Final Investment Decision
22:32 Closing Remarks
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #CentaurusMetals #DarrenGordon #SteveBarton #Nickel #NickelMining #CriticalMinerals #MiningStocks #BrazilMining #SulfideNickel #Glencore #BatteryMetals #ResourceInvesting #MiningInvestment #Commodities #MiningCEO #JaguarProject #RuleSymposium #Investing #EnergyTransition #StockMarket
Alex Horsley, Co-Founder and Director of Emperor Metals, joins me at the 2026 Rule Symposium to discuss how the company is combining advanced AI-assisted geological modeling with one of the strongest technical teams in the gold exploration industry.
๐ Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
๐ https://www.emperormetals.com
๐ฉ Free Newsletter
๐ Technical Analysis for Beginners
๐ Travel Channel
Recording Date 7-7-2026. In this episode, Alex explains why Emperor Metals has assembled experienced mining professionals with proven success at companies including Agnico Eagle, Barrick, BHP, and Detour Lake. We discuss the company's debt-free balance sheet, experienced leadership, shareholder alignment, and how AI accelerates geological modeling to improve drill targeting while relying on expert geological interpretation.
I also ask Alex about the growth potential of the Duquesne West flagship project, which currently hosts more than 1.4 million ounces of inferred gold resources, and the development plans for the Lac Pelletier project as a potential future source of cash flow. We explore upcoming resource updates, economic studies, infrastructure advantages within Quebec's Abitibi Greenstone Belt, and why management believes the company is positioned for long-term value creation. Alex also shares the personal philosophy that shaped Emperor Metals, emphasizing disciplined execution, strong partnerships, and building a company based on the investment principles taught by industry legends.
Key Insights In This Episode
โ AI helps accelerate exploration and drill targeting.
โ Duquesne West remains the company's flagship gold project.
โ Quebec offers world-class mining infrastructure.
โ Management is highly aligned with shareholders.
โ Upcoming resource updates could drive future value.
โ The company aims to become a future gold producer.
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Company Overview
00:57 Leadership Team
03:50 AI Exploration Strategy
05:46 Building The Right Team
06:56 Shareholder Structure
09:15 Resource Growth Strategy
10:59 Lac Pelletier Development
12:26 Abitibi Infrastructure
13:46 Risks And Execution
15:32 Closing Thoughts
16:24 Building Emperor Metals
19:03 Final Remarks
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #EmperorMetals #AlexHorsley #SteveBarton #Gold #GoldStocks #GoldExploration #MiningStocks #AIMining #QuebecMining #Abitibi #JuniorMining #PreciousMetals #ResourceInvesting #MiningCEO #GoldDiscovery #MiningInvestment #RuleSymposium #Investing #Exploration #StockMarket
Rick Rule, legendary natural resource investor, founder of Rule Investment Media, and one of the world's most respected mining and resource investors, joins me for another Rule Classroom Plus Q&A.
๐ Rule Symposium 2026
๐ฉ Free Newsletter
๐ Technical Analysis for Beginners
๐ Travel Channel
Recording Date 7-22-2026. In this episode, Rick answers dozens of audience questions covering gold, copper, oil, lithium, uranium, royalty companies, junior miners, and portfolio construction while sharing the valuation framework he has developed over decades of investing. Together we discuss Seabridge Gold and the potential KSM transaction, Wheaton Precious Metals, Franco-Nevada, Triple Flag, OR Royalties, Schlumberger, Ivanhoe Mines, Sovereign Metals, ReconAfrica, Riverside Resources, Bravo Mining, Collective Mining, Magna Mining, Luca Mining, and many other companies that investors are closely watching.
Throughout our conversation, I ask Rick to explain how he separates speculation from investing, why he focuses on three-to-five-year value instead of short-term price action, and why royalty companies remain among his favorite long-term holdings. We also explore his outlook for structural oil shortages beginning around 2029, the enormous future capital requirements for the copper industry, concerns surrounding direct lithium extraction, prospect generator investing, geopolitical risks, and the importance of disciplined portfolio management. Rick repeatedly emphasizes risk versus reward, patience, and buying quality assets at meaningful discounts while avoiding emotional investing and short-term market noise.
Key Insights In This Episode
โ Seabridge Gold remains deeply undervalued.
โ Wheaton offers strong long-term growth.
โ Oil shortages could emerge by 2029.
โ Diversify across prospect generators.
โ Buy value, not market momentum.
โ Patience beats short-term trading.
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Rule Classroom Opening Thoughts
1:20 Seabridge Gold And KSM Outlook
4:46 Near Term Mining Opportunities
6:01 Royalty Companies Comparison
7:38 NG Energy Colombia Discussion
9:24 BlackRock Silver Insider Filing
11:09 Wheaton Precious Metals Outlook
14:09 Oil Services And Schlumberger
15:19 Ivanhoe Mines And Sovereign Metals
20:09 Oceana Gold And Uranium Stocks
22:02 Abra Silver Leadership
23:24 ReconAfrica Update
25:10 Azimut And Exploration Stocks
27:03 China Physical Gold Market
28:24 Lithium And Surge Battery Metals
29:33 Royalty Valuation Framework
30:55 Sovereign Metals Ranking
32:05 China Energy Technology
35:28 Collective Mining Outlook
36:19 Riverside Resources
39:30 Bravo Mining
40:53 Lessons From Ned Goodman
43:12 Kincora Copper
44:04 Fortuna Mining
45:27 Kingfisher Metals
46:32 Magna Mining Financing
48:44 Coffee Deposit Update
49:34 Pelangio Gold
50:29 Luca Mining Outlook
52:22 Argentina Mine Tour
55:29 Battle Bank And Symposium
56:11 2027 Symposium Dates
57:43 Closing Remarks
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #RickRule #SteveBarton #Gold #GoldStocks #Copper #CopperStocks #Silver #MiningStocks #JuniorMining #ResourceInvesting #RoyaltyCompanies #WheatonPreciousMetals #FrancoNevada #SeabridgeGold #IvanhoeMines #OilStocks #Schlumberger #Lithium #Uranium #Investing
Allen Palmiere, CEO of Gold Group Mining and veteran mining executive, joins me alongside Javier Reyes, President and an experienced Mexican mining entrepreneur, to discuss the transformational merger that creates a new multi-asset precious metals producer.
๐ Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
๐ https://goldgroupmining.com
๐ฉ Free Newsletter
๐ Technical Analysis for Beginners
๐ Travel Channel
Recording Date 7-7-2026. In this episode, Allen explains how Gold Group Mining combines three producing and restart-ready assets across Mexico into a debt-free company with approximately C$900 million market capitalization, strong liquidity, and an ambitious plan to rapidly grow production. We discuss the company's operating mines, the restart of the San Francisco gold mine, the silver-dominant Don David operation, and the long-term strategy to build a leading mid-tier Mexican producer.
I also speak with Javier about the partnership that combines Allen's decades of global mine-building and corporate leadership with his deep operational experience and relationships throughout Mexico. Together we discuss shareholder alignment, production growth targets, resource potential, expansion opportunities, acquisition strategy, and why management believes the company can increase production to more than 150,000 gold equivalent ounces while generating substantial free cash flow to fund future acquisitions. The conversation concludes with operational priorities centered on execution, community relations, safety, and disciplined growth.
Key Insights In This Episode
โ Gold Group Mining combines three producing and restart-ready assets.
โ Management targets rapid production growth through mine optimization.
โ The company maintains a debt-free balance sheet.
โ Mexico remains the company's primary growth focus.
โ Strong cash flow is expected to fund future acquisitions.
โ Experienced leadership drives the long-term growth strategy.
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Company Overview
02:52 Allen Palmiere Experience
05:56 Javier Reyes Partnership
09:21 Shareholder Structure
13:21 Production Breakdown
16:12 Growth Strategy
20:08 Resources And Expansion
21:51 Execution Priorities
24:19 Closing Remarks
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #GoldGroupMining #AllenPalmiere #JavierReyes #SteveBarton #Gold #Silver #MiningStocks #GoldMining #SilverMining #MexicoMining #PreciousMetals #JuniorMining #MiningInvestment #Commodities #ResourceInvesting #GoldStocks #RuleSymposium #StockMarket #MiningCEO #Investing
Marc Bishop Lafleche, CEO of Ecora Royalties and a former investment banker specializing in mining finance and royalty transactions, joins me at the 2026 Rule Symposium to discuss how Ecora has successfully transformed itself from a coal-focused royalty company into one of the leading diversified critical minerals royalty businesses.
๐ Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
๐ https://www.ecoraroyalties.com
๐ฉ Free Newsletter
๐ Technical Analysis for Beginners
๐ Travel Channel
Recording Date 7-9-2026. In this episode, Marc explains the company's financial position, including its US$450โ500 million market capitalization, reduced debt, growing cash flow, and disciplined capital allocation strategy. We also discuss his background in investment banking, how that experience shaped Ecora's royalty acquisition strategy, and the company's long-term objective of building a portfolio capable of generating durable cash flow from copper, cobalt, nickel, uranium, and other critical minerals.
I also ask Marc about the decade-long transition away from coal royalties, the milestone where critical minerals became the dominant source of company revenue, and the multiple layers of future growth built into the royalty portfolio. We explore producing assets, mine expansions, development-stage royalties, and long-term exploration optionality, including exposure to NextGen's Patterson Corridor East discovery. Marc also breaks down Ecora's commodity mix, explains why the company offers unique leverage to copper and cobalt markets, discusses upcoming project de-risking milestones, and shares why he believes the market still underappreciates the company's long-term earnings potential.
Key Insights In This Episode
โ Ecora has successfully transitioned into a critical minerals royalty company.
โ Copper remains the company's largest long-term growth driver.
โ Cobalt and nickel provide strong battery metals exposure.
โ Growing cash flow continues to strengthen the balance sheet.
โ Multiple development projects support future royalty growth.
โ Management believes the portfolio remains undervalued.
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Welcome And Company Overview
00:42 Aya Financial Strength
02:02 Benoit La Salle Mining Track Record
04:42 Edine Project Development
06:06 Rare Pure Silver Geology
08:39 Shareholder Structure
10:14 Zgounder Growth Potential
11:27 Morocco And Boumadine Opportunity
14:32 Project Risks And Execution
16:10 Dilution And Funding Strategy
17:52 Closing Remarks
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #AyaGoldAndSilver #BenoitLaSalle #SteveBarton #Silver #SilverMining #GoldMining #MiningStocks #JuniorMining #PreciousMetals #SilverPrice #Gold #Investing #Mining #Commodities #Morocco #Boumadine #Zgounder #ResourceInvesting #RuleSymposium #StockMarket
Jason Jessup, Founder, President & CEO of Magna Mining and veteran Sudbury mining executive, joins me to discuss Magna's strategy to build a multi-mine base metals producer in one of the world's premier mining districts.
๐ Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
๐ https://magnamining.com
๐ฉ Free Newsletter
๐ Technical Analysis for Beginners
๐ Travel Channel
Recording Date 7-8-2026. In this episode, Jason walks me through Magna's financial position, operational progress, and his decades of experience in Sudbury, including helping build FNX Mining into a multi-billion-dollar company. We discuss McCreedy West's current production, Sudbury's exceptional copper, nickel and PGM grades, and why Magna's simple operating model of trucking ore to Vale's processing facilities allows the company to restart mines with significantly lower capital requirements.
I also ask Jason about the development timelines for Levack and Crean Hill, the recent US$140 million strategic investment from Alpayana, expected cash flow, exploration upside, and the flexibility to shift production between copper and nickel depending on commodity prices. We discuss the potential catalysts for higher nickel prices, Magna's production growth over the next several years, operational risks, safety culture, and the company's plan to aggressively expand exploration across its extensive Sudbury land package while advancing multiple producing mines simultaneously.
Key Insights In This Episode
โ Magna is advancing multiple Sudbury mines simultaneously.
โ High-grade copper discoveries continue to expand the resource base.
โ Recent financing fully supports near-term mine development.
โ McCreedy West is expected to generate positive operating cash flow.
โ Nickel production offers upside if prices strengthen.
โ Exploration remains a major long-term growth driver.
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Company Overview And Management Background
02:16 Sudbury Asset Portfolio
03:50 Exceptional Copper Grades
06:51 Processing Strategy With Vale
08:54 Levack Restart Progress
10:19 Production Timeline
11:24 Crean Hill Development
12:46 Strategic Financing Update
14:56 Copper And Nickel Strategy
16:44 Nickel Price Outlook
18:39 Potential Nickel Catalysts
20:16 Biggest Questions For Magna
21:06 Management And Safety Culture
22:01 Operational Risks
23:21 Exploration Growth Strategy
24:39 How To Follow Magna Mining
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #MagnaMining #JasonJessup #SteveBarton #Copper #Nickel #PGMs #MiningStocks #BaseMetals #Sudbury #CanadianMining #CopperStocks #NickelMining #ResourceInvesting #Commodities #MiningInvesting #Exploration #RuleSymposium #CriticalMetals #Vale #PreciousMetals
๐ฉ Free Newsletter
๐ Technical Analysis for Beginners
๐ Travel Channel
Recording Date 7-17-2026. The S&P 500 fell 1.6%, lost both the 20 day and 50 day moving averages, and left me with a lower bias after Friday's breakdown. The U.S. dollar slipped 0.2%, but I still see a possible bull flag, while the 10-year yield fell 0.3% and remains inside a multiyear triangle that could eventually produce a sharp move. Gold dropped 2.3%, and the chart looks more like a bear flag than a convincing double bottom, so I am watching $4,000 first and deeper support near $3,700 and $3,500 if a liquidity driven washout develops. I also explain how I am staging limit orders in PHYS, GDX, and GDXJ rather than trying to guess the exact bottom, with the biggest bids reserved for a fast capitulation move.
Silver fell 6.4% and is approaching major support around $52 to $54, although I see a broader possible floor between $48 and $54, with lower buy zones also discussed for PSLV and SIL. Copper slipped 0.3%, and I am treating its current structure as a bear flag unless it can clear roughly $6.44, while COPX may offer better entries around $70 and the low $60s. Uranium was nearly flat, but the Sprott Physical Uranium Trust remained at a 9.9% discount while holding 81.4 million pounds, and URNM fell 9.5%, which is exactly the kind of seasonal weakness I want for building positions. Energy was the clear leader as WTI surged 14.4% and Brent gained 17.4%, though I am watching resistance near $85 for WTI and $90 to $92 for Brent while XLE continues forming a larger bullish pattern. I finish with natural gas, coal, platinum, palladium, nickel, PICK, and Bitcoin, where palladium is attempting a breakout, nickel futures gained 2.2%, PICK remains a diversified core commodities position, and Bitcoin may bounce toward $65,000 to $66,000 even though I still see greater long term downside risk.
Key Insights in this episode
โ The S&P 500 fell 1.6% and lost key moving averages.
โ Gold dropped 2.3% with deeper support near $3,700 and $3,500.
โ Silver slid 6.4% toward support between $48 and $54.
โ URNM fell 9.5% while physical uranium traded at a 9.9% discount.
โ WTI surged 14.4% and Brent gained 17.4% into resistance.
โ Bitcoin faces resistance between $65,000 and $66,000.
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
0:00 S&P 500 Breakdown Dollar Outlook And Treasury Yield Setup
03:51 Gold Bear Flag Liquidity Risk And Miner Buy Levels
08:55 Silver Selloff Major Support And Miner Entry Targets
13:30 Copper Bear Flag COPX Support And Price Resistance
15:01 Uranium Discount URNM Selloff And Seasonal Buying Opportunity
16:47 WTI And Brent Oil Surge With Energy Bull Flags
19:13 Natural Gas Weakness And FCG Support Setup
21:13 Coal Market Trends Demand Risk And ETF Buy Zone
23:28 Platinum Uncertainty And Palladium Breakout Potential
25:14 Nickel Rebound PICK ETF And Diversified Mining Strategy
29:14 Bitcoin Bounce Potential And Long Term Downside Risk
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#SteveBarton #MondayMarketMoves #SteveBarton #InItToWinIt #MondayMarketMoves #SP500 #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Coal #Platinum #Palladium #Nickel #Bitcoin #CommodityInvesting #TechnicalAnalysis #MiningStocks #MagnaMining #RickRule
Benoit La Salle, Founder, President & CEO of Aya Gold & Silver and veteran mine builder with six successful mine developments, joins me to discuss Aya's explosive growth, exceptional cash flow, and the next stage of building one of the world's premier silver producers.
๐ Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
๐ https://www.ayagoldsilver.com
๐ฉ Free Newsletter
๐ Technical Analysis for Beginners
๐ Travel Channel
Recording Date 7-8-2026. In this episode, Benoit walks me through Aya's current financial strength, including its US$3 billion market capitalization, US$170 million in cash, positive quarterly cash flow, and industry-leading silver margins driven by low production costs and strong realized prices. We discuss how the company has consistently delivered projects on time and on budget, the transformation of the Zgounder Mine into a high-performing operation producing well above nameplate capacity, and why Aya's experienced construction team gives investors confidence as it advances its next major development.
I also ask Benoit about the fully permitted Edine project, the unique geology behind Aya's rare pure silver deposits, shareholder structure, exploration upside, and scalability across its Moroccan districts. We dive into Boumadine's potential as a Tier One asset with rapid capital payback, why management believes the market is undervaluing the company's future production profile, and the factors that could trigger a significant valuation rerating. Benoit also addresses operational risks including construction timing, water availability, staffing, dilution, funding strategy, and why Aya expects to finance future growth largely through internally generated cash flow while continuing an aggressive exploration program.
Key Insights In This Episode
โ Aya is generating strong cash flow with industry-leading silver margins.
โ Zgounder is a rare pure silver mine with high leverage to silver prices.
โ Edine remains on track for production by mid-2029.
โ Boumadine has the potential to become a Tier One mining asset.
โ Future growth is expected to be funded through operating cash flow.
โ Management sees significant upside through production growth and rerating.
Top of Form
Bottom of Form
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Company Size And Financial Overview
02:02 Benoit La Salle Mining Track Record
04:42 Boumadine Development Progress
06:06 Unique Geology Of Zgounder
08:39 Share Structure And Major Investors
10:14 Growth Potential At Zgounder
11:27 Morocco Investment Opportunity
14:32 Project Risks And Execution
16:10 Funding Growth Without Dilution
17:19 Massive Exploration Program
17:52 How To Follow Aya Gold And Silver
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #AyaGoldAndSilver #BenoitLaSalle #SteveBarton #Silver #Gold #SilverStocks #MiningStocks #MoroccoMining #JuniorMining #PreciousMetals #SilverMining #GoldMining #ResourceInvesting #MiningNews #CommodityInvesting #Exploration #BullMarket #RuleSymposium #MiningInvestment #SilverBull
Rick Rule, veteran natural-resource investor, financier, and founder of Rule Investment Media, joins me to evaluate today's most compelling opportunities across precious metals, base metals, and energy.
๐ Rule Symposium 2026
๐ Rule Classroom (Free)
๐ Rule Classroom Plus (2 Free Months)
Recording Date 7-16-2026. In this episode, Rick explains why higher US interest rates and a stronger dollar have restrained gold, and why a future political retreat from tight monetary policy could become the catalyst for another major precious-metals advance. I also ask him about weakening nickel prices, speculative inventory liquidation, lower economic liquidity, and the growing financing costs affecting commodity markets.
Rick then ranks and analyzes Freehold Royalties, Equinox Gold, Snowline Gold, Banyan Gold, Saturn Metals, Arras Minerals, Eco Atlantic, Cerro de Pasco, Honey Badger Silver, and several emerging explorers. We examine Equinox Gold after its 50% decline, including merger-related selling, Greenstone's cash-flow potential, possible asset sales, and Ross Beatie's likely next moves. Rick also discusses offshore oil exploration, frontier basins, indigenous royalties, mine-development timelines, warrants, infrastructure risk, and the importance of management discipline.
Key Insights In This Episode
โ Higher interest rates continue to pressure gold.
โ Lower rates could trigger the next major gold rally.
โ Equinox Gold's selloff has improved its valuation.
โ Arras Minerals delivered exceptional copper drill results.
โ Banyan and Snowline remain top Yukon exploration stories.
โ Strong management matters as much as great deposits.
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Symposium Recordings and Future Legends
04:25 Freehold Royalties and Centaurus Metals
07:47 Gold and Silver Market Catalysts
10:52 Banyan Gold and Snowline Gold
12:30 Rick Rule's Rare Number One Rankings
13:55 Osisko Gold and Cariboo Exploration
14:52 Saturn Metals Valuation Opportunity
16:06 Mogotes Metals Drill Results
17:47 Rio Tinto and the Copper Porphyry Alliance
19:30 Equinox Gold Falls 50 Percent
22:05 Equinox Selling Pressure and Ross Beaty
25:24 Ivanhoe Electric and I Pulse Technology
27:02 Rick Rule's Favorite Holiday Destinations
29:12 Offshore Oil Exploration in Frontier Basins
30:15 Osisko Warrants and First Nations
32:29 Valuing Banyan Before Its PEA
34:08 Seabridge Gold and Nation's Royalty
39:03 Contango Ore and Small Deposit Risk
40:08 Arras Minerals Tier One Potential
41:29 Brian Paes Braga and NG Energy
43:13 Honey Badger Silver After a 350 Percent Rise
45:05 Coeur Mining and Capital Allocation
46:43 Pitch Rick and Resource Shark Tank
48:39 Cerro de Pasco Silver Leverage
51:03 Heliostar Metals and NexGold
52:18 Eco Atlantic Oil and Gas
53:53 Falkland Islands Oil Exploration
55:10 Long Term Commodity Price Trends
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #RickRule #SteveBarton #RuleClassroom #GoldInvesting #SilverInvesting #CopperInvesting #OilInvesting #MiningStocks #ResourceStocks #CommodityInvesting #EquinoxGold #BanyanGold #SnowlineGold #ArrasMinerals #FreeholdRoyalties #IvanhoeElectric #NickelMarket #GoldPrice #SilverStocks #NaturalResources
Derrick Pattenden, Mining Engineer, CFA, CEO of Nations Royalty, and Kody Penner, Vice President of Corporate Development, to discuss how the company is pioneering Canada's first majority Indigenous-owned public royalty company by consolidating Indigenous mining royalties into a scalable royalty business.
๐ Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
๐ https://nationsroyalty.ca
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Recording Date 7-10-2026. In this episode, Derrick and Kody walk me through the company's unique structure, its current royalty portfolio, financial position, and why they believe Indigenous communities can unlock significantly greater long-term value by pooling royalty assets into a diversified public company rather than holding them individually. They explain the importance of the Bruce Jack royalty, the massive long-term upside of Seabridge Gold's KSM project, and how Nations Royalty intends to become the premier vehicle for Indigenous-owned mining royalties across Canada.
From my perspective, one of the biggest takeaways is that this story extends well beyond today's producing assets. Derrick and Kody explain why building relationships with Indigenous communities is their highest priority, why future partnerships represent the company's largest growth catalyst, and how additional royalty acquisitions could rapidly expand the portfolio. We also discuss management's extensive mining finance backgrounds, the support of industry leaders connected to Franco-Nevada and Wheaton Precious Metals, the importance of improving BC Mineral Tax cash flows, the potential impact of KSM's future development, and why they believe this business model could eventually expand internationally while creating lasting value for both Indigenous communities and shareholders.
Key Insights In This Episode
โ Nations Royalty is Canada's first majority Indigenous-owned royalty company.
โ KSM is the company's flagship long-life royalty asset.
โ New Indigenous partnerships are the biggest growth catalyst.
โ Brucejack provides growing royalty cash flow today.
โ Pooling royalties creates value through diversification.
โ Management is building long-term Indigenous partnerships across Canada.
Top of Form
Bottom of Form
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Welcome And Company Overview
00:20 Financial Position And Royalty Portfolio
02:20 Understanding The KSM Royalty
03:40 Company History And Indigenous Strategy
05:05 Building Partnerships With Indigenous Communities
07:34 Management Experience And Mining Backgrounds
11:58 Why KSM Could Transform The Company
13:37 Share Structure And Ownership
15:01 Future Growth Catalysts
19:51 Indigenous Branding And Company Culture
20:40 Risks And Business Challenges
23:26 Closing Thoughts And Investment Outlook
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #NationsRoyalty #DerrickPattenden #KodyPenner #SteveBarton #MiningStocks #GoldStocks #RoyaltyCompanies #Gold #Copper #SeabridgeGold #KSM #BruceJack #FirstNations #Indigenous #MiningInvesting #ResourceInvesting #JuniorMining #PreciousMetals #RuleSymposium #ValueInvesting
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