Mining Stock Education

Mining Stock Education

By Bill PowersBusiness
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Mining Stock Education episodes

  • Midnight Sun’s Dumbwa Copper Deposit Extends to 6.7 km of Continuous Mineralization - Adrian O’Brien
    Midnight Sun Mining VP Adrian O’Brien explains how the company has expanded its near-surface copper mineralization at the Dumbwa basement dome-hosted sulfide copper deposit in Zambia’s Domes region to 6.7 km strike within an 11.5 km phase-one program and a broader 20 km geochemical target. O’Brien explains the deposit’s close geological analogy to Barrick’s nearby Lumwana deposit, outlines a systematic “drill like a major” fence-drilling method with 50 m hole spacing and 100–200 m fence spacing enabled by low Zambian drill costs, and says the approach is designed to define edges, grade variability, and stacked, relatively flat mineralized lenses from surface to ~200 m depth. He discusses expectations for a first MRE in the fall, continued drill result releases, planned magnetics and metallurgical testing, reasons for share-price weakness despite operational progress, and ongoing but undisclosed monetization talks for the Kazhiba oxide resource.
    00:00 Intro
    00:28 Dumbwa Discovery Update
    01:15 Basement Dome Copper Explained
    04:10 Majors-Style Drill Strategy
    11:16 Data Modeling And MRE
    12:33 Deposit Scale & Geometry
    14:08 Share Price Disconnect
    19:19 Kazhiba Oxide Monetization
    20:32 Upcoming Catalysts Roadmap
    https://midnightsunmining.com/
    TSXV:MMA OTCQX:MDNGF
    Press release discussed: https://midnightsunmining.com/2026/midnight-sun-continues-rapid-strike-expansion-at-dumbwa-now-6-7-kilometres-of-near-surface-copper-mineralization/
    Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
    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/
    28 min
  • David Lotan Shows You How to Make Junior Mining Millions: Aurion & Fox River Buyouts Explained
    In this episode of Mining Stock Education, host Bill Powers sits down with pro resource investor and returning guest David Lotan. David buys nearly all his junior resource stocks in the open market and employs a process any retail investor can follow. You don’t need to be an accredited investor to make millions in mining stocks. David proves it!
    David shared: "Especially in the last decade, the real bargains are in the open market. It's, to me, far more valuable to find little companies trading for peanuts where management just is missing one of those ingredients. If you can grab a hold of that capital structure before it's ruined, and if management is well-intended and can follow an investor-friendly pathway, you can get fantastic outcomes."
    David shares how he went from just being an investor in Aurion Resources and Fox River Resources to becoming the chairman of both as a leading shareholder. The companies were recently independently bought out for just shy of C$600M total. He explains how the sales came about and shares a behind-the-scenes look into how M&A happens in junior mining. Listen to be educated and inspired in your junior mining journey!
    00:00 Intro
    01:26 Why Juniors Got Cheap
    03:02 Aurion Early Crisis
    05:20 Chairman and Financing
    05:55 Exit Expectations
    09:48 Agnico Buyout Details
    10:30 Investor Alignment
    12:52 Why Sale Took Years
    15:35 Rupert Conflict Timeline
    20:35 Market Forces Drive M&A
    23:42 Strategy During Skirmish
    29:43 Open Market Buying
    30:40 Cash Deal and Trust
    32:26 Trust and Win-Win
    41:05 Fox River Buyout
    45:39 Warrants and Bargains
    49:00 Tenaz Energy Win
    Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
    Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
    55 min
  • Planalto Copper-Gold Deposit’s Pre-Feasibility Pathway with Lara Exploration CEO Simon Ingram
    Dr. Simon Ingram, President & CEO of Lara Exploration, provides an update focused on the Planalto open-pit copper-gold project in Brazil’s Carajás district. After raising about US$25 million, the company is running seven drill rigs and has completed over 10,000 meters across 30+ holes to validate the geological model and upgrade resource confidence toward pre-feasibility, highlighting a higher-grade central core (around 0.6% to over 1% copper). Lara is also drilling south of the Silica Cap pit with encouraging intersections and working through permitting and land access for the nearby Atlantica license, a prospective 3 km extension. Parallel work includes water wells, geotechnical and metallurgical drilling (phase three), access/power studies, and water management. Upcoming catalysts include batch drill results, an updated resource estimate, pre-feasibility progress, and environmental studies leading to permit filings; Ingram also notes a nearby BHP asset sale for over $400 million.
    00:00 Intro
    00:37 Planalto Drilling Update
    02:29 Silica Cap Extension
    04:24 Model Validation Studies
    06:43 Pre-Feasibility Explained
    08:41 District M&A Activity
    09:49 Prospect Generator Portfolio
    11:03 Upcoming Catalysts Permitting
    https://laraexploration.com/
    TSXV:LRA -- OTC:LRAXF
    Press Release discussed: https://laraexploration.com/news/2026/lara-exploration-announces-14-000-metre-validation-drilling-program-underway-at-the-planalto-project/
    Listen to MSE’s first Lara interview: https://www.youtube.com/watch?v=sN6oqEUsmTk
    Sponsor Lara Exploration pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Lara Exploration’s most-recent company slide deck found at www.LaraExploration.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/
    16 min
  • Navigating the Sell-Off — Watch Lists, Capitulation, & New Trends with Bill Powers & Brian Leni
    Bill Powers and co-host Brian Leni sit down for their monthly Junior Mining Insights chat, recorded amid a sharp pullback in gold (down to ~$4,000 from a ~$5,500 high) and broad weakness across junior mining stocks.
    Topics covered:
    • Handling portfolio drawdowns — Bill shares being down 43% on a recent junior mining buy, and the two discuss how pre-assessing downside/upside risk (and tranche buying) helps investors stay rational during volatility
    • Bear-market psychology — why uncertain, quiet markets (especially summer) can be the best time to pick off quality companies with less competition
    • Rick Rule's "market as a facility" philosophy and how price action, while not predictive, still reflects real-time sentiment
    • Building and using a watch list — assigning value targets ahead of time so sell-offs can be acted on with discipline rather than panic
    • Discerning a real capitulation bottom — separating share-price drops tied to company-specific issues (management departures, forced sellers) from broader macro noise
    • Red flags from management meetings — Bill recounts recent CEO conversations from the Mining Event of the North (Quebec City) and Zoom calls, including executives running multiple companies and weak articulation of "undervaluation"
    • CEO archetypes — technical vs. promotional leadership, and why a mix of credibility and communication skill matters most at the sub-$50M market cap level
    • Direct Ship Ore (DSO) as a sector trend — both hosts express skepticism about companies leaning on DSO/bulk-sampling narratives without offtake agreements, permitting groundwork, or community buy-in; Bill outlines his go-to due diligence questions (offtake LOI status, trucking/permitting feasibility)
    • Canada's new semi-annual reporting pilot for smaller junior miners and mixed views on reduced disclosure requirements
    • Listener feedback segment — a note about industry jargon (e.g., "geos") prompts a discussion on why learning sector terminology is part of the investing process
    0:00 Market Volatility Reality Check
    1:36 Tranche Buying in Uncertainty
    3:39 Reading Price Versus Narrative
    7:17 Watchlists and Patience
    9:30 Timing the Next Bull Run
    12:13 Spotting Capitulation Bottoms
    16:53 CEO Credibility and Financing Plans
    23:17 Technical Versus Promotional CEOs
    28:51 Bear Market Strategy and Niche Metals
    32:38 Trading Not Investing
    33:57 Marketing Premium Setup
    34:30 Semiannual Reporting Debate
    37:46 CFO Role Questions
    38:41 Conference Takeaways
    39:44 Direct Ship Ore Trend
    42:09 DSO Hype Warning
    44:49 DSO Due Diligence
    51:30 Bigger Beats Faster
    54:33 Learning The Jargon
    Brian’s website: https://www.juniorstockreview.com/
    Brian’s YT: https://www.youtube.com/@FIELD_NOTES
    Bill’s Twitter: https://x.com/MiningStockEdu
    Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
    Bill and Brian are 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/
    1 hr 3 min
  • Gold Stock Valuation Tips for a “Generational Opportunity” - Analyst Ron Stewart
    Seasoned analyst Ron Stewart (Red Cloud) provides expert mining investment sector insights in this MSE episode. Stewart shares his bullish outlook for metals and comments on the current pullback in mining stocks. He sees a “generational opportunity” in gold stocks and offers valuation tips for producers and developers. Ron further comments on sector M&A, risks for juniors attempting to build mines and the current financing environment.
    00:00 Intro
    00:42 Market Shift Q1 to Q2
    03:36 Gold Opportunity Now
    04:34 Best Gold Equity Value
    06:46 Jurisdiction and Management
    10:42 M&A Drivers in Gold
    13:37 Build or Sell the Mine
    18:13 Capex and Project Economics
    21:26 Copper Outlook and Demand
    24:33 Small Copper Deposits
    28:17 Royalties Dividends and Reinvestment
    35:15 Project Generators and Exploration
    37:13 Financing Market Update
    39:02 Analyst Models and Assumptions
    44:53 Replacement Value Advantage
    45:50 Where to Follow Ron
    https://redcloudsecurities.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/
    50 min
  • Scorpio Gold Confirms Round Mountain (16M AuOz) Mineralization in New 5 sq km Target – Zayn Kalyan
    Scorpio Gold CEO and director Zayn Kalyan provides an update on the exploration progress at the 100%-owned Manhattan District on Nevada’s Walker Lane trend. Callion reviews the prior 740,000-ounce inferred MRE at 1.26 g/t and the ongoing 50,000 m drill campaign with three rigs, nearly 100 results reported and ~27,000–28,000 m drilled year-to-date, with an updated resource targeted for December/January while maintaining a two-million-ounce goal. He explains a new “caldera thesis” tied to the Manhattan caldera shared with Kinross’ historic 16M AuOz producer Round Mountain (10 miles away), citing early proof-of-concept mineralization in volcanic/tuff units that could support bulk-tonnage expansion, including an intercept of ~0.6 g/t over ~60 m near Black Mammoth. Callion also notes deferred Mineral Ridge sale payments, explores potential low-risk, non-dilutive cash flow from historic tailings/leach pads (six-month evaluation), and says a U.S. uplisting is nearing completion with steady news flow continuing every 1–2 weeks.
    00:00 Show Intro
    00:19 Manhattan District Overview
    01:21 Caldera Thesis Explained
    03:00 Volcanics Proof of Concept
    05:16 Resource Target Timeline
    06:45 Cash Position Update
    07:06 Strategy in Weak Market
    08:48 Tailings Cash Flow Idea
    10:18 Up Listing Progress
    10:38 Drilling News Flow
    11:13 Investor Sentiment Check
    TSX.V: SGN -- OTCQB: SRCRF -- FSE: RY9
    www.ScorpioGold.com
    Press Release discussed: https://scorpiogold.com/scorpio-gold-drills-6-95-g-t-gold-over-11-98-metres-from-242-99-metres-within-caldera-volcanics/
    Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
    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/
    15 min
  • David Erfle’s Current Gold Stock Approach and Exit Strategy Explained
    Pro mining investor David Erfle of JuniorMinerJunky.com explains his current gold stock strategy and the needed psychology of a successful junior mining speculator. Erfle argues his prior “buy the boredom” message still applies, describing recent weakness as a sentiment washout with the gold miner’s bullish percentage index hitting zero for the first time since late 2015, alongside decade-low COMEX open interest—conditions he says can precede major bottoms. He contrasts investor interest in AI/SpaceX with miners’ record profits, strong margins, improved balance sheets, and cheap valuations, noting low volumes and continued disinterest. Erfle explains his approach: accumulate during capitulation, trim during parabolic “rhino horn” moves, manage exits stock-by-stock, and focus on undervalued juniors and potential buyouts He shares his portfolio performance history and a few specific examples.
    00:00 Intro
    00:24 Buy the Boredom
    01:41 Sentiment Hits Zero
    04:20 Rhino Horns and Fishing Lines
    08:09 Why Miners Look Cheap
    10:37 Buy Small Undervalued Juniors
    12:18 Contrarian Mindset
    15:43 Portfolio and Exit Plan
    20:11 Risk Management Example
    David’s website: https://juniorminerjunky.com/
    Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
    Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. 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/
    29 min
  • Fury Hits 7.86 g/t Gold over 9.43m at Eau Claire during PFS Drilling - CEO Tim Clark
    Host Bill Powers interviews Fury Gold Mines CEO Tim Clark for an update focused on advancing the Eau Claire project in Quebec’s James Bay toward development. The company has engaged Canadian engineering firms BBA and SGS to drive a pre-feasibility study targeted for the first half of next year (around Q2 latest) alongside a resource update. Tim discusses strong drill results (including 7.86 g/t gold over 9.43 meters), ongoing metallurgical and environmental work, and potential M&A interest in the district.
    00:00 Intro
    00:36 Eau Claire Progress Update
    01:44 Camp Visit and Team Buildout
    03:23 PFS Push and Engineering Partners
    04:16 M&A Interest and Dhilmar Context
    07:02 Gold Price Upside and Rerate Catalysts
    09:16 Drilling Results and Resource Growth
    11:41 Treasury and Asset Portfolio
    14:39 MRE and PFS Timeline
    Sponsor: https://furygoldmines.com/
    Ticker: FURY
    Press Releases discussed:
    https://furygoldmines.com/fury-engages-leading-firms-to-advance-eau-clairepre-feasibility-study-work/
    https://furygoldmines.com/fury-reports-7-86-g-t-gold-over-9-43-metres-in-infill-drilling-at-the-eau-claire-gold-project-quebec/
    Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
    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/
    19 min
  • First Phosphate Endorsed by G7 Summit & Prime Minister Carney: New Partners & Definitive Offtake
    First Phosphate Corp. (CSE: PHOS | OTCQX: FRSPF) just landed a wave of international backing at the 52nd G7 Summit in Évian, France — and CEO John Passalacqua joins MSE to break down what it means for the company's mine-to-market LFP battery supply chain build-out in Quebec.
    This episode digs into the details of the agreements signed under the Critical Minerals Resilience and Production Alliance, including:
    • A letter of interest for up to CDN $275 million in guarantees from Denmark's export credit agency (EIFO) to help finance the Bégin-Lamarche mine
    • LOIs from Italy's SACE, CDP, and SIMEST, alongside engineering group MAIRE, to support First Phosphate's phosphoric acid plant at Port Saguenay using Ballestra technology
    • A definitive offtake agreement for a minimum of 200,000 tonnes per annum of phosphate concentrate from Bégin-Lamarche
    • A definitive offtake agreement for a minimum of 60,000 tonnes per annum of phosphoric acid from the Port Saguenay plant
    John explains how these deals fit into the broader G7 alliance launched by PM Carney in 2025, what each piece of financing and offtake actually de-risks for the project, where things stand on permitting and construction timelines, and why he believes First Phosphate is positioned to lead North America's push for a secure, traceable battery-grade phosphate supply chain.
    If you're tracking the critical minerals buildout, North American LFP battery supply chains, or First Phosphate specifically, this is a must-watch update straight from the source.
    00:00 Intro
    00:57 What the G7 Backing Means
    02:33 Offtakes and Italy Partnership
    04:19 Deal Terms Revenue and Pricing
    05:27 Valuation and LFP Market Upside
    08:31 Financing and Shareholder Demand
    09:57 Timeline Catalysts and Execution
    11:56 How the Alliance Came Together
    14:07 Treasury and Capital Stack
    Press releases discussed:
    https://firstphosphate.com/first-phosphate-g7-investment-offtake-deals/
    https://www.pm.gc.ca/en/news/backgrounders/2026/06/17/prime-minister-carney-secures-new-partnerships-defence-and-critical
    https://www.pm.gc.ca/en/news/statements/2026/06/17/g7-leaders-declaration-securing-supply-chains-critical-minerals
    https://www.reuters.com/world/asia-pacific/china-defends-critical-minerals-export-controls-after-g7-statement-2026-06-18/
    Tickers: CSE: PHOS – FSE: KD0 – OTCQX: FRSPF – OTCQX-ADR: FPHOY
    Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
    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/
    18 min
  • Rick Rule: I’m Buying This Type of Junior Mining Stock (Ignored Value=Opportunity)
    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
    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/
    49 min

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