Gold stock investing is a high-risk, high-reward endeavor and you will want to learn from as many successful investors as possible to increase your probability of success. In this episode, investment manager Lawrence Lepard of Equity Management Associates shares how he was able to achieve a 97.9% gain in his gold stock fund in 2019. Lawrence explains his approach to gold stock investing and how he manages his fund. He mentions numerous names that his gold stock fund is invested in. Lawrence has a successful track record of investing in the venture capital markets and has focused on gold stocks now for over a decade.

0:15 Introduction

1:03 How Lawrence began gold stock investing

3:15 Lawrence’s fund’s approach to gold stock investing

6:09 Producers Lawrence’s fund is invested in

9:04 Discussing takeover bid disappointment

10:58 Developers Lawrence’s fund is invested in

12:27 How Lawrence approaches “drill story” speculation

18:33 Battered Gold Bull Syndrome

21:01 Multi-year gold bull market

22:45 Info on Lawrence’s gold stock fund

Lawrence’s contact info and Twitter handle:

https://twitter.com/LawrenceLepard

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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.

Lumina Gold Corp. was launched several years ago out of mining legend Ross Beaty’s vision to develop a large gold deposit that could be monetized via a sale to a major gold producer during a gold upcycle. The company is on track to fulfill Ross’ vision as it has developed a world-class, massive 17-million-ounce gold resource at its Cangrejos project in Ecuador. Ross Beaty owns nearly 20% of Lumina Gold Corp. The management team of Lumina Gold believes the company offers substantial value to gold investors, not just for its gold ounces in the ground, but also because they have the company primed for a potential takeover which could deliver a substantial premium to shareholders.

Scott Hicks is the Vice President of Corporate Development and Communications for Lumina Gold Corp. Scott was previously an investment banker working with RBC Capital Markets and BMO Capital Markets. He also served as VP Corporate Development and Communications of Anfield Gold Corp. He also currently serves as the VP Corporate Development and Communications of Luminex Resources. Over the last decade he has worked on a variety of equity, debt and advisory assignments while working in Canada and Australia. Mr. Hicks holds a Bachelor of Commerce with Honours from the University of British Columbia.

https://luminagold.com/ TSXV:LUM OTC:LMGDF

Lumina Gold Corp.’s presentation: https://luminagold.com/assets/docs/presentations/2020-01-06-CP-LUM.pdf

0:15 Introduction

2:15 Lumina Gold’s management team’s successful history

4:07 Overview of 17M AuOz Cangrejos project

8:42 Cangrejos’ CAPEX versus peers

10:21 Making sure Cangrejos advances towards monetization

12:09 Catalysts for 2020

13:32 Optimizing for takeover not adding ounces now

14:10 Treasury and burn rate

14:50 Share structure and owners

16:12 Ecuador as mining jurisdiction

19:02 Recent M&A activity and a future Lumina Gold takeover

20:12 Market Cap versus historic sunk costs

20:47 Addressing possible challenges

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Lumina Gold Corp. is an MSE sponsor. 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.

Felix Lee is the 37th President of the Prospectors and Developers Association of Canada (PDAC). An economic geologist with over 30 years of experience, Felix is a Director and Principal Consultant with CSA Global Canada, an international mining and geological consulting firm, where he manages the day-to-day operations of the firm’s Toronto office in conjunction with the firm’s twelve other offices worldwide. Prior to his current position, Felix was owner and president of Toronto-based mining and geological consultancy, A.C.A. Howe International Limited. Felix is a registered Professional Geoscientist (P.Geo.) in the province of Ontario and a member of the Society of Economic Geologists. He received his B.Sc. in Geology from McMaster University, and earned his MBA at York University and Northwestern University.

In this interview, Felix Lee shares his insights on the state of the mineral exploration industry and why mining investors should attend this year’s PDAC Convention. The Convention is the world’s largest mining conference and is held in downtown Toronto March 1-4th, 2020. To learn more go to: https://www.pdac.ca/convention

0:15 Attend PDAC to develop your network

3:20 Felix’ background and path to 37th PDAC President

5:40 Key trends mining investors should know

8:21 Positive mining trends and laws

9:20 Discussing challenges women in mining face

12:10 Advocating for more mining-friendly laws

15:32 Discussing mining jurisdictions

19:23 Why attend the PDAC Convention

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.

Rick Rule, president and CEO of Sprott US Holdings, provides his insights on investing in today’s junior resource market and shares a possible 2020 sleeper commodity. He shares thoughts on speculating in silver stocks as well as investment strategies he is stressing for this gold bull market. Rick discusses how gold stocks might perform in a recession and additionally shares possible speculative ways to profit in a recession. Furthermore, he provides his view regarding whether uranium speculators expectations are too high for the expected bull market. Rick ends the interview with insights on assessing mining company management teams.

If you would like Rick to review your portfolio, per the instructions he provided in the interview, email him at [email protected]

0:05 Introduction

1:25 Silver stock speculating

4:30 Investment strategies for this gold bull market

8:28 Discussing Newmont Goldcorp

12:00 Gold stocks in a recession

14:40 Speculative profits in a recession

16:15 Incorporating macro political and economic analyses into an investment thesis

20:26 Possible 2020 sleeper commodities

23:58 Uranium speculators expectation too high?

27:20 Assessing management teams

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.

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 (Q1 2020) securing the final capex needed to commence production which it expects to accomplish in Q4 2020. In this interview, Aurcana CEO Kevin Drover provides an overview of the Revenue-Virginius mine and Aurcana’s investment value proposition.

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.

0:05 Introduction

2:22 World’s Highest-Grade Silver Mine

4:06 Feasibility study highlights

5:42 Percentage silver of total resource

6:18 Fully-permitted and ready for production

7:40 Securing funding now for targeted Q4 2020 production

8:37 Significant expansion potential

10:32 Expected long mine-life

12:17 Compelling valuation relative to peers

13:33 Self-funding options

14:20 CEO Kevin Drover’s background and qualifications

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

Aurcana’s Investor Presentation: http://www.miningstockeducation.com/wp-content/uploads/2020/01/Aurcana-Corporate_Presentation.pdf

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Aurcana Corporation is an MSE sponsor. 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.

Dave Kranzler of Investment Research Dynamics returns to the program to provide his commentary on the gold price and the junior gold sector. Dave provides commentary on several junior mining stocks and discusses his approach to mining stock investing.

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.

0:05 Introduction

1:20 Outlook for 2020

2:49 Gold sentiment

6:26 Gold COT report

10:38 Discussing when to sell a gold stock

20:28 Discussing one of Dave’s winning mining stock picks

26:11 Updated commentary on Fortuna Silver

To learn about Lumina Gold Corp: https://luminagold.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 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.

Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, and adviser. In this interview, Adrian states that he believes that gold is the best risk-reward investment option right now. He provides commentary on the state of the gold mining industry and analysis of the 2019 major gold miner merger and acquisition activity. Adrian also shares his thoughts regarding what he is bullish on other than gold and copper.

0:05 Introduction

1:34 What does 2019 M&A activity indicate about where we are in the gold cycle?

5:20 Peak gold?

7:02 Major gold miners competing with ETFs for generalist investor dollars?

14:07 Newmont Goldcorp’s $1B share buyback

15:34 Downside to investing in smaller developers in light of Barrick’s desire for massive projects?

18:44 Kirkland Lake’s buying of Detour Gold

20:23 What are you bullish on other than gold and copper?

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.

In this interview Jamie Strauss, discusses key trends in mining investment that he is observing and hearing about as we head into 2020. Jamie also provides an update on the progress of Digbee, which is a new data and research platform for the mining industry which matches appropriate experts with mining feasibility studies to create objective, original and concise reports.

In addition to founding Digbee, Jamie Strauss is the founding partner of Strauss Partners Ltd. He has worked as a stockbroker in the City of London for over 30 years specializing for 20 years within the resources industry. He was previously Managing Director of UK Equity product at BMO Capital Markets, prior to which he was a director of Hargreave Hale Ltd where he founded, developed and then sold a mining institutional sales and research department. Jamie started his career in 1986 at Strauss Turnbull (subsequently bought by Société Générale). Jamie has experience in sales, research, transaction structuring, IPO’s and syndication. He is a non-executive director of several mining companies.

0:05 Introduction

1:36 Key mining investment trends

3:25 Greater takeover premiums forthcoming?

5:33 Environmental, social and governance (ESG) trends

8:51 Where Jamie is focusing his investment dollars

10:51 Why do base metal royalties trade at a discount to gold royalties?

15:06 Update on the Digbee research platform

https://thedigbee.com/

May 2019 interview with Jamie Strauss regarding the launching of Digbee: http://www.miningstockeducation.com/2019/05/jamie-strauss-equipping-investors-to-analyze-feasibility-studies/

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.

Otis Gold Corp. President and CEO Craig Lindsay provides an update on the successful resolution of a permitting issue at the company’s Kilgore Project in Idaho. Craig also discusses Otis Gold’s drill plans in 2020 at both the Kilgore and Oakley projects and how the company intends to fund the programs. Furthermore, Craig explains the company’s share structure and how Otis is tightly-held by a number of very committed owners.

Press Release discussed in this interview: http://www.miningstockeducation.com/2019/12/federal-court-confirms-status-of-kilgore-plan-of-operations-2/

Otis Gold Corp. is focused on the acquisition & development of quality precious metal deposits in the Western USA. The company is currently developing its flagship Kilgore Project and exploring at its Oakley project, both of which are in Idaho. Agnico Eagle is a key strategic investor owning 9% of the company and management owns 27.7%. Otis recently announced a positive preliminary economic assessment for the Kilgore project and the company is looking a number of potential catalysts over the next six to twelve months.

www.OtisGold.com TSXV:OOO OTC:OGLDF

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https://twitter.com/MiningStockEdu

Otis Gold Corp. is a sponsor of Mining Stock Education. Otis Gold Corp.’s forward-looking statement found in the company’s most-recent presentation applies to the content of this podcast. 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, Jamie Keech shares his take on the recent gold mining mergers and acquisitions and why he believes it is very bullish for the gold price. Jamie also discusses how the Resource Insider group of accredited investors approaches mining stock investing. Jamie is a Vancouver-based financier with a background in mining engineering. Having worked on mining projects across the world, he is focused on providing catalytic capital to high quality teams in the mining and natural resources sector, which he believes is on the cusp of reversing its multi-year trend of being an unloved market.

0:05 Introduction

1:18 Commentary on recent gold mergers and acquisitions

4:07 More internal brownfield exploration for gold producers instead of joint-ventures?

5:48 Must an exploration company have a current resource for you to invest?

8:03 Do your private deals have to have warrants?

10:36 Assessing management teams’ focus

11:50 Assessing jurisdictional risk in South America

14:43 Management teams trying to ‘strike while the iron is hot’

20:07 Recommended gold stock

If you are an accredited investor and want to learn more about Resource Insider you can do so here: https://resource-insider.com/?orid=23206&opid=41

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.