In this episode of Mining Stock Education, host Bill Powers interviews John Passalacqua, CEO, Founder, and Director of First Phosphate. They discuss the unique value proposition of First Phosphate in the lithium iron phosphate (LFP) battery market, the rising importance of purified phosphoric acid, and the company's promising high purity igneous phosphate project in Quebec. John explains the strategic advantages of First Phosphate and their focus on penetrating the technology market with purified phosphoric acid produced from the company’s Begin-Lamarche deposit in Quebec. The conversation covers the company's financials, milestones achieved, future plans including their aggressive timeline to production by 2029, and the strong governmental and industrial support they’ve garnered. Additionally, Passalacqua provides an in-depth look at the economics of their project, including potential market shortages and the critical role of phosphate in both food and battery technology sectors.

00:00 Introduction

01:23 First Phosphate Value Proposition

03:26 Phosphate Market Dynamics

05:23 Company Background and Leadership

8:45 Phosphate Critical Metal

09:20 Project Development and Milestones

12:51 Project Location Advantage

14:45 Offtake Agreement

15:49 Feasibility Study

17:40 First Phosphate Valuation

19:55 Massive Purified Phosphoric Acid Squeeze Coming

21:49 Share Structure & Share Price Performance

25:28 Government Risk

27:52 Conclusion and Final Thoughts

https://firstphosphate.com/

CSE: PHOS – FSE: KD0 – OTCQX: FRSP

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Sponsor First Phosphate pays Mining Stock Education a United States dollar ten thousand per month coverage fee. Bill Powers owns PHOS.cn shares at the time of this publication and seeks to sell them for profit at an unannounced future time. 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/

In this episode of Mining Stock Education, host Bill Powers and co-host Brian Leni discuss essential insights for junior mining investors in their monthly Junior Mining Insights chat. They delve into the importance of management competence and alignment for investors. The duo discusses the necessity of management teams to be receptive to investor criticism, the role of networks and mentorship in this sector, and the critical importance of introspection when learning from investment mistakes. They also explore investor psychology, particularly during market cycles, and share advice on avoiding emotional decisions when investing in junior mining stocks. Overall, this episode provides valuable guidelines and nuanced perspectives to help investors make informed decisions in the volatile junior mining sector.

00:00 Introduction to Junior Mining Insights

00:33 Competence vs. Incentive Alignment in Management

02:33 Evaluating Management and Company Structure

05:28 The Role of Financing and Share Structure

10:15 Technical Aspects and Engineering Firms

19:16 Investor Psychology and Market Cycles

30:30 The Illusion of Popularity

31:07 Building the Biggest Building

31:28 Researching Competitors

34:53 Handling Criticism in Meetings

37:19 The Importance of Management

43:01 Networking and Mentorship

44:45 Young CEOs and Success

51:57 Emotional Decision-Making

56:09 Final Thoughts and Reflections

Brian’s website: https://www.juniorstockreview.com/

Bill’s Twitter: https://x.com/MiningStockEdu

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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/

Gianni Kovacevic reveals battery metals opportunities with a “20-bagger future” in this MSE episode. Gianni is a copper and lithium speculator with deep insights into battery metals. Gianni shares his perspectives on the future of electric metals, focusing on the importance of lithium, phosphoric acid in LFP batteries, and emerging technologies like direct lithium extraction (DLE). He discusses his portfolio's heavy weighting in battery metals and provides a detailed analysis of why lithium and phosphate are poised for significant growth. Gianni also touches on his approach to speculation, the importance of thorough research, and learning from past investment mistakes. He concludes by offering his thoughts on the timeline for these emerging technologies and the potential for substantial returns.

00:00 Intro

00:26 Deep Dive into Battery Metals

01:51 The Future of Phosphate in Batteries

04:46 Speculating on First Phosphate

05:53 Macro Trends and Micro Opportunities

08:05 Lithium Market Insights

11:46 Direct Lithium Extraction (DLE) Technology

18:12 Cobalt and Other Battery Metals

22:05 China's Energy Market and Future Projections

23:55 China's Energy Transformation

24:53 The Role of Copper and Aluminum

25:35 Battery Storage and Lithium Demand

27:03 Traceability of Electric Metals

31:09 Speculation in the Mining Industry

40:22 Lessons from Past Mistakes

45:20 Final Thoughts and Advice

https://twitter.com/GianniKov

https://kovacevic.com/

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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/

In this episode of Mining Stock Education, host Bill Powers speaks with David Erfle from Junior Miner Junky. David believes that the gold producers and developers are cheap both relative to the gold price and also when compared to the 2011 bull market P/E and P/NAV miner valuations. He provides commentary on the gold and silver price while also sharing how he is managing his portfolio in this bull market. David also offers his analyses of Fresnillo’s bid for Probe Gold and Silver Tiger’s recent approval to construct the El Tigre Stockwork Silver-Gold Project in Sonora, Mexico.

00:00 Intro

0:44 Gold & Silver price commentary

2:29 Undervalued miners

6:20 Retail gold stock inflow

8:46 Silver Tiger permit & Fresnillo buying Probe Gold

13:32 Agnico Eagle to bid for Probe Gold?

15:30 M&A

17:47 Canada backs critical metals projects

18:39 Contract mining concerns?

19:38 JMJ sentiment

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/

Expert Brien Lundin sees gold going to $8,000/ounce in this upcycle, he explains in this episode of Mining Stock Education. Brien Lundin is the editor of the Gold Newsletter and host of the New Orleans Investment Conference. Lundin provides insights into gold price movements, the impact of federal policies on gold prices, and the historical trends in gold bull markets. They discuss the recent New Orleans Investment Conference, where Lundin emphasized the need to understand the implications of gold's recent performance. The conversation also covers managing investments in a bullish gold market, the importance of jurisdictional factors in mining investments, and the strategic approach of major mining companies in terms of mergers and acquisitions. Lundin shares his top investment picks and stresses the significance of being well-positioned in gold and silver amid potential financial reset scenarios.

00:00 Introduction

00:59 Key Takeaways from the New Orleans Investment Conference

01:39 Current Gold Market Analysis

04:55 Gold Price Predictions and Market Dynamics

13:52 Managing Risk in the Gold Market

18:39 Mergers and Acquisitions in the Mining Sector

21:22 Jurisdictional Considerations for Mining Investments

23:46 Investment Strategies for Senior Mining Companies

27:31 Opportunities in Exploration and Development

31:15 Monetary Reset and Future Gold Prices

34:31 Top Picks and Recommendations

36:12 Conclusion and Final Thoughts

39:54 Disclaimer and Cautionary Notes

New Orleans Investment Conference Link: https://neworleansconference.com/

Brien Lundin’s newsletter: https://goldnewsletter.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/

In this episode of Mining Stock Education, hosts Bill Powers and Brian Leni delve into the cyclical nature of junior mining stocks and the investor psychology driving their boom-and-bust cycles. They discuss the impact of greed and fear on market behavior, the importance of being rules-based, and share insights on their investing approaches. Notable quotes include Howard Marks on how changes in fundamentals filtered through investor psychology produce price changes, and the significance of sentiment change in a bull market. Bill and Brian also reflect on recent financing deals in the sector, the challenges of junior mining investments, and the importance of having an exit strategy. Additionally, they share their perspectives on the gold-silver ratio and the critical role of management integrity in junior mining ventures.

00:00 Introduction

01:07 Investor Psychology and Market Dynamics

03:17 Strategies for Junior Mining Investments

07:57 Greed and Fear in Investing

12:45 Marketing and Promises in the Mining Sector

16:55 Management and Investor Relations

20:08 Greasy founders hire legitimate operators

26:02 ATEX Financing and Dilution Concerns

31:05 Funding Challenges and Market Dynamics

33:20 Accelerator Clauses and Shareholder Concerns

35:01 Rights Offerings Explained

36:09 NexMetals: A Case Study

40:55 Probe Gold Acquisition

42:39 Debating the Gold-Silver Ratio

50:57 Investment Patience and Strategy

55:16 Final Thoughts and Advice

Brian’s website: https://www.juniorstockreview.com/

Bill’s Twitter: https://x.com/MiningStockEdu

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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/

Ivan Bebek, Chair and CEO of Coppernico Metals, explains the newest copper discovery target at the company’s Sombrero copper-gold project in Peru: ““As our exploration efforts are ongoing at various targets at our Sombrero Project, we continue to review opportunities in the region aiming to expand our pipeline of prospective discovery targets. The Rumi target is our 17th standalone target in our 56,400-hectare land position supporting our goal of pursuing multiple significant discoveries on the western side of the Andahuaylas-Yauri belt. Additional permitting updates and channel sampling results are expected in the coming weeks.”

Sponsor: https://coppernicometals.com/

TSX:COPR; OTCQB: CPPMF; FSE: 9I3

0:00 Intro

0:36 “You don't get paid for having a lot of ground. You get paid for having the right ground.”

3:45 New discovery target

6:11 Permit update

9:44 Potential acquisition update

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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/

In this episode of Mining Stock Education, host Brian Leni welcomes Nicole Adshead-Bell to discuss the psychology of participants in the junior mining sector. Listen as Nicole shares her insights on the current state of the gold and copper markets, the importance of profit-taking, and the dynamics driving M&A activity. Learn how understanding investor behavior and market cycles can help you make more informed and profitable investment decisions in the 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 25 years. Her roles within the sector have varied from analyst to M&A facilitator to junior resource company board member.

Notable quote from Dr. Adshead-Bell: " None of us can predict the top or the bottom, but I think behavioral characteristics in bull markets are very, very predictable.  There's been really interesting psychological studies done on this, people get more upset with their broker for selling a winning position too early than they do for holding onto a losing position. And you just think about how irrational that is."

00:00 Introduction

00:27 Insights on Precious Metals

00:45 Market Behavior and Investment Strategies

03:46 The Psychology of Selling and Profit Taking

08:42 Generalist Investors and Market Sentiment

18:29 Mergers and Acquisitions in the Bull Market

24:04 Understanding Incentive Compensation in Mining

25:12 The Aurion and Rupert Resources Deal

28:11 Copper Market Dynamics and Predictions

32:13 Challenges and Opportunities in Mining Companies

36:20 The Importance of Geologists in Mining

39:27 Financing Strategies in the Mining Sector

43:13 Investment Strategies and Time Horizons

45:33 Conclusion and Final Thoughts

Nicole’s website: https://www.cupeladvisory.com/about

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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/

In this episode of Mining Stock Education, host Bill Powers interviews Joe Mazumdar, editor of Exploration Insights, about managing a junior mining stock portfolio during a bull market. They discuss strategies for obtaining alpha, the impacts of global supply chain fragmentation, and financing dynamics in the mining sector. Joe shares insights on the advantages and risks of investing in early-stage projects, the critical metals trend, and the influence of artificial intelligence on mining stock due diligence. The conversation delves into financing challenges, jurisdictional risks, major developments with companies like Newmont and Barrick, and the potential of lithium and other critical metals in the market.

Joe Mazumdar is 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.

00:00 Introduction

00:39 Interview with Joe Mazumdar: Market Insights

00:59 Managing Junior Mining Portfolios

04:17 Equity Market Dynamics and Financing

06:21 Risks and Strategies in Junior Mining Investments

12:23 Success Stories and Jurisdictional Risks

16:39 Critical Metals and Government Involvement

27:04 Artificial Intelligence in Mining Stock Analysis

31:07 Conclusion and Final Thoughts

Joe Mazumdar’s website: https://www.explorationinsights.com/

Follow Joe on Twitter: https://twitter.com/JoeMazumdar

Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39

Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In this episode of Mining Stock Education, host Bill Powers welcomes back Dave Kranzler, editor of the Mining Stock Journal, to discuss the current gold and silver bull market and strategies for investing in junior mining stocks. Dave shares his investment thesis, emphasizing a high-risk, high-reward approach in his portfolio. The conversation covers various factors influencing gold prices, the role of precious metals in investment portfolios, the impact of central bank policies, and the potential risks associated with mining stocks. Dave also explains his approach to short selling and offers advice on navigating the volatile mining sector. This episode provides valuable insights for both seasoned investors and those new to the mining stocks space.

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

00:00 Introduction

01:37 Gold and Silver Market Analysis

06:36 Investment Strategies and Portfolio Management

14:55 Short Selling in Mining Stocks

20:39 Final Thoughts and Exit Strategies

https://investmentresearchdynamics.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/