Dave Kranzler is the editor of the Mining Stock Journal and returns to the program to provide his commentary on the junior gold sector. Dave discusses his approach to mining stock investing and reveals several MSJ mining stock picks.

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. Currently, he co-manages a precious metals and mining stock investment fund in Denver. Dave’s stated goal is to help people understand and analyze what is really going on in our financial system and economy.

0:00 Introduction

1:12 Current risks for mining speculators?

9:15 Using stop-losses in illiquid junior mining stocks?

14:04 What to look for in a junior mining IPO/RTO?

19:02 Dave shares a mining stock pick

25:35 Dave provides commentary on Great Bear Resources

28:01 Dave shares another mining stock pick

https://investmentresearchdynamics.com/

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The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

In this interview, mining sector expert John Feneck discusses how he approaches investing in palladium mining stocks. He mentions several palladium stocks throughout the discussion. John began his career in 1992 as an equity analyst on the Merrill Lynch global allocation fund (MALOX). From 1993-2019, John was a senior executive for Mutual Fund and ETF providers, spending most of his career at Merrill Lynch Funds (now Blackrock) and JP Morgan Chase Funds. He was ranked #1 in both gross and net sales once at Merrill Lynch and three times at JP Morgan Chase (out of 40 senior executives). He was a member of the precious metals PM team at Sprott in 2017 and has developed a compelling track record based on a proprietary methodology, which combines technical analysis with public information gathered from direct interaction with senior management of commodities companies. In September 2019, John launched Feneck Consulting LLC based on demand from commodity companies, especially those in the metals and mining sector.

0:00 Introduction

1:50 Deficit in palladium

3:17 PGM’S in Montana

3:53 Palladium’s found primarily in Russia and South Africa

5:25 What drove palladium’s price rise in last 5 years?

6:44 Bullish on palladium?

9:21 Leveraged ways to profit from palladium?

10:26 How do palladium miners differ from gold stocks?

11:54 Palladium bear argument

12:52 Political upheaval biggest jurisdictional risk in South Africa?

14:26 Nickel commentary

17:30 More bullish on gold stocks or palladium stocks?

18:50 Recapping silver stocks recommended in previous interview

19:56 John’s trading philosophy

John’s website: https://www.feneckconsulting.com/

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The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Energy analyst Bill Powers shares his outlook on oil, LNG, uranium, gold and USD in this interview. He also shares several energy sector and gold stocks that he likes. Bill is an independent analyst and private investor. He is the former editor of the Powers Energy Investor, the Canadian Energy Viewpoint and the US Energy Investor. Bill has published investment research on the oil and gas industry since 2002.

0:00 Introduction

1:34 Oil market commentary

2:51 U.S. and Canadian shale oil industry

4:09 Oil demand

5:05 Increasing energy input to produce a barrel of oil

6:27 Peak oil?

9:41 USD outlook

12:40 LNG outlook

14:45 Trump Administration and oil and LNG markets

17:24 Uranium outlook

19:00 Energy sector investing ideas

21:26 Gold stocks Bill likes

Follow Bill on Twitter: https://twitter.com/billpowers1970

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The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

In this interview, professional mining investor David Erfle, the Junior Miner Junky, provides his current commentary on the junior gold sector and how he is managing his personal portfolio. David believes new money is coming into the junior gold sector and therefore this is not the time for speculators to try and trade in and out because the sector will be climbing higher. He also answers many questions about how he goes about investing in the junior gold sector.

0:15 Introduction

0:43 Commentary on GDX

2:05 “Be right and sit tight” as a junior gold speculator right now

5:30 Will we see summer doldrums in 2020 in the gold mining sector?

8:38 Recent feedback from your subscribers?

9:31 Positive or negative if a junior miner has a large controlling shareholder?

10:22 Would you invest in a single asset producer in a non-tier 1 jurisdiction?

11:22 Researching a producer’s current and future production hedging

12:15 Would you invest in a junior miner that is building a mine based only on a PEA?

13:20 How can non-geologically trained retail mining investors be certain the technical studies are correct?

15:16 Ever seen a class action lawsuit recoup investor money lost on a failed junior miner?

16:35 What type of gold stock pick to recommend to someone with no gold sector knowledge?

17:23 Researching a gold royalty company’s base metals exposure

18:34 Willing to invest in a state-owned mining company?

19:51 Response to Katusa’s USD swap line jurisdiction only theory

20:41 Willing to invest in China as a jurisdiction?

David’s website: https://juniorminerjunky.com/

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The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Investment manager Nels Stemm is forecasting that gold miners will perhaps be the only industry that goes into a true bull market. In this interview Nels shares his expectations for the real estate market and what he currently looks for in a real estate debt deal. He explains why he is bullish on gold miners and why gold bullion is real savings with no counter-party risk. Furthermore, Nels discusses the possibility of a major financial crisis this fall similar to what we saw in 2008 with the Bear Stearns/Lehman Brothers collapse.

0:15 Introduction

1:20 What does Fairview Partners Investment Management do?

2:51 Expectations for real estate market?

5:04 What you look for in a real estate debt deal today?

7:26 Gold Miners perhaps only industry that goes into true bull market

8:58 Impetus for adding a gold fund to the business

12:05 Gold miners will diverge from broad market as it declines

13:13 We expect a Bear Stearns/Lehman Brothers situation perhaps this fall

16:06 What real assets will perform well in your forecast?

18:00 Gold is real savings and is not someone else’s liability

21:03 How to get in touch with Nels

Nels Stemm is a co-founding principal of Fairview Partners Investment Management, LLC and has led the firm’s investing and asset management activities for over 10 years. Nels has primary responsibility for the entire investment process of Fairview; including purchasing and originating loans, as well as managing real estate and working through distressed credits. Prior to Fairview, Nels was a development manager for the Kapalua Resort in Maui, Hawaii where he managed the development of multiple residential, retail, restaurant, and office properties. Nels holds a B.S. in Construction Management from the University of Washington.

Nels’ website: https://fairview-partners.com/

Nels’ Gold Fund overview: http://www.miningstockeducation.com/wp-content/uploads/2020/05/Fairview-Gold-Fund-Deck.pdf

Nels’ Investment Fund overview: http://www.miningstockeducation.com/wp-content/uploads/2020/05/Fairview-Investment-Fund-IV-LP-Marketing-Deck.pdf

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The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented.

Aurcana Corporation has 100% ownership of the world’s highest-grade silver mine (P&P): the Revenue-Virginius mine in Ouray, Colorado, USA. This fully-permitted mine will also be one of the lowest-cost silver producers in the world at only US$8/oz Ag (AISC) after byproduct credits. Aurcana is currently in the final stages of securing a debt facility for the the final capex needed to commence production. Production should occur seven months after closing the debt deal.

In this interview, Aurcana CEO Kevin Drover provides an update on the progress of the Revenue-Virginius mine. Amidst the COVID-19 crisis the company has been busy hiring a mine manager and numerous quality mine workers. There are now about 40 employees at the mine working on its development. Kevin noted that many generalist investors are looking for quality silver plays and as a result Aurcana’s share price is hitting 52-week highs and has tripled in price in the past two months.

Kevin Drover has over 40 years of both domestic and international experience. He was previously VP Worldwide Operations at Kinross Gold and possesses experience in all aspects of mining industry operations, process re-engineering, project development and corporate management.

0:15 Introduction

1:53 Kevin is in the process of moving to Ouray, CO to oversee mine development

3:29 Any COVID-19 cases in Ouray, CO and community sentiment?

4:20 We’ve been hiring miners…up to about 40 employees at the mine now.

5:24 Our COO Brian Briggs knows this mine inside and out (6 generations in Ouray)

6:19 We hired expert mine manager Mike Lee (40+yrs exp narrow vein mines)

8:06 Progress made during COVID-19 crisis

9:35 Acquired Blue Grass claim means more development and resource potential

11:17 Last week we started to receive money from exercised warrants

12:05 We have multiple banks offering us debt financing

14:55 Generalist investors are buying Aurcana for exposure to a quality silver play

http://www.aurcana.com/ TSXV:AUN OTC: AUNFF

January 7th interview: http://www.miningstockeducation.com/2020/01/worlds-highest-grade-silver-mine-targets-q4-2020-production-kevin-drover-interview/

March 5th interview: http://www.miningstockeducation.com/2020/03/kevin-drover-were-on-the-runway-to-2020-silver-production-aurcana-corporation/

Aurcana’s Investor Presentation: http://www.aurcana.com/_resources/presentations/Corporate_Presentation.pdf

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Aurcana Corporation is an MSE sponsor. The forward-looking statement found on Aurcana’s website and current presentation applies to the content of this interview. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented.

Lance Lewis has developed a propriety gold sector market timing model. In this interview, Lance shares that his model is giving him a strong signal regarding a near-term gold stock sell-off. He also discusses how he navigates the gold mining sector and offers some views on the general equities.

Lance J. Lewis (“Mr. Lewis”) is the President and founder of Lewis Capital and has more than 20 years of investment experience and has been President of Lewis Capital since its founding in March of 2002. Additionally, Mr. Lewis was the chief strategist at East Shore Partners, Inc. from March 2002 to June 2007 and was a junior partner in the Veneroso Gold Fund from 2004 to 2007. Prior to founding Lewis Capital in March of 2002, Mr. Lewis was a trader and a gold mining and technology analyst for David Tice & Associates, which managed the Prudent Bear and Safe Harbor mutual funds, from May 2000 to February 2002.

0:15 Introduction

1:20 Gold price expectations

2:11 I’m getting a strong signal for a near-term gold stock sell-off

5:35 How Lewis Capital, Inc. invests in the gold mining sector

10:20 What time of trading day do you typical enter a gold stock position?

11:32 DOW and S&P500 are separated from reality

14:04 How many years do you expect this gold bull market to be?

16:39 Investment opportunities outside the mining sector?

18:21 Info on Lance’s gold sector market timing service

Lance’s website: http://www.dailymarketsummary.com/today.asp

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The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Professional trader and market commentator Chris Vermeulen says gold stocks are overbought and need a breather which would be good for the overall upward trend. Chris shares how he has and is trading the junior gold sector. He called the recent February 24th top in the gold stocks before the March crash. And now he is wanting to top of some gold stock positions during an expected pullback. Chris also address whether a lot of the gap-up’s in many gold stocks must be filled before they can run higher. This interview is full of advice from an experienced trader in the gold sector.

0:15 Introduction

1:25 Do these gap-up’s in the charts of many gold stocks need to be filled before they can go higher?

3:14 Liquid companies more likely to get their gap-up’s filled?

5:23 Chris called the Feb 24th high in the junior gold stocks

7:32 How do you time your entry into and exit out of tiny gold juniors?

11:03 What type of pull back in gold stocks should we expect?

12:37 How Chris approaches riskier trades

15:10 Navigating trading the futures market

16:22 How are you trading oil?

18:38 Extreme volatility leads you into cash?

20:00 CAD to trend lower against the USD?

21:12 Do you close your trades before a long weekend?

22:41 What makes your trading service unique?

Chris’ website: https://www.thetechnicaltraders.com/

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

The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Bob Hoye is a trained geologist, successful resource investor and economic historian. In this interview, Bob explains why he believes we are now in a deflationary economic environment. Amidst this environment, Bob sees the price of gold rising and gold stocks entering a multi-decade bull market.

0:15 Introduction

1:26 We are facing deflation now

9:03 Are you are short general equities and long commodities?

12:38 Deflationary environment yet gold will continue to rise?

13:34 Why won’t liquidity continue to flow into FANG stocks?

16:18 Deflation yet gold stocks will go up

19:55 The real price of gold will go up

24:16 Canada to seize gold mines?

Bob Hoye’s websites: http://www.pivotaladvice.com/ and https://chartsandmarkets.com/

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The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Joe Mazumdar of Exploration Insights provides expert resource sector commentary in this interview. He discusses the significance of the recent oversubscribed financings as well as the mergers and acquisitions occurring in the mining sector. Throughout the discussion, Joe shares how he is positioning his personal resource stock portfolio and mentions several companies in which he has invested.

Joe Mazumdar is co-editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company.

0:15 Introduction

0:59 Significance of recent oversubscribed financings

4:10 Tier two assets getting easier access to capital?

5:10 Recent M&A action: SSR Mining & Alacer Gold

10:01 Turkey as a mining jurisdiction

12:10 Only invest in a single asset producer in a tier one jurisdiction?

15:08 How did you manage your mining portfolio last two months?

17:41 Still 50% prospect generators in your portfolio now?

19:24 Your strategy for maximum profits in this gold bull market?

20:49 Expectations for the length of this gold bull market?

22:01 Investing advice for H2 2020

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

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The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.