Mining Stock Education

Mining Stock Education

By Bill PowersBusiness
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Mining Stock Education episodes

  • “There’s a Catch-Up Trade Coming for Contango Silver and Gold Post Merger” says Shawn Khunkhun
    Bill Powers interviews Shawn Khunkhun, CEO of Dolly Varden Silver, for an update on Dolly Varden’s proposed merger with Contango Ore. The merger is expected to close around March 26 after shareholder votes and final court approval, with the combined company trading as CTGO on NYSE American and also listing on the TSX. Khunkhun outlines a $50M ETF/index buying “catch-up trade” expected soon after closing, and emphasizes a $50M exploration budget funded by roughly $100M cash plus cash flow from an the Alaskan Mahn Choh producing mine, alongside $14.5M debt. He provides guidance targeting a 50% increase in silver inventory toward 100M ounces, improved gold resource conversion and grade, and discusses planned growth including Lucky Shot (production by 2028) and Johnson Tract capex, potential hub-and-spoke processing, and a scenario of up to $250M free cash flow in 2027.
    00:00 Intro
    00:27 Merger Timeline and Approvals
    02:17 Exploration Strategy and Budgets
    04:25 Balance Sheet and Funding Plan
    05:26 Resource Growth Guidance
    06:56 Jurisdiction and Catchup Trade
    10:02 ETF Rebalance and US Domicile
    10:44 Grants and Permitting Upside
    11:54 2027 Free Cash Flow Outlook
    14:04 Valuation Framework and Comps
    17:33 Capex Roadmap and Production Build
    19:03 Hub and Spoke Processing Model
    21:43 Silver Price Guidance and Equity Catchup
    24:38 NewCo Leadership and Share Structure
    Learn more about the merger: https://contango-ore-to-merge-with-dolly-varden-silver.com/
    Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
    Sponsor Dolly Varden Silver Corp. pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Dolly Varden’s most-recent company slide deck found at www.DollyVardenSilver.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/
    29 min
  • “We’re Selling Oil Stocks Now” says Resource Fund Manager Adrian Day
    Bill Powers interviews resource fund manager Adrian Day about market volatility tied to war in Iran, comparisons to the late 1970s, and positioning in gold, oil, and commodities. Day argues the U.S. is moving into stagflation as employment and retail weaken while inflation remains stubborn, citing issues with unemployment data, rising credit card debt, and consumers trading down. He explains gold often rises before geopolitical events and then sells off as profits are taken, while remaining bullish on gold over the next 6–12 months. On oil, he says the oil stocks have rerated and are not especially cheap, so he has been selling oil stocks recently. Day expects commodities to benefit from underinvestment cycles and discusses copper supply constraints, demand risks from EVs and data centers, and his investment in Lara Exploration.
    00:00 Intro
    00:29 War Iran and 70s Echoes
    01:42 Why Gold Shrugs Off War
    04:12 Long Term Gold Bull Case
    04:49 Oil Setup and ESG Headwinds
    07:31 Stagflation Jobs and Spending
    13:57 Inflation Reality Check
    16:00 Commodities and Supply Cycles
    18:27 Copper Shortage and Substitution
    20:14 EVs Data Centers Demand Debate
    25:11 Copper Investing and Recycling
    28:00 How to Play Gold Stocks
    35:37 Lara Exploration Thesis
    39:44 Website Resources and Wrap Up
    https://adriandayassetmanagement.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/
    44 min
  • Canada Funds First Phosphate & Incentivizes Domestic Phosphate Production with CEO John Passalacqua
    Bill Powers interviews First Phosphate CEO John Passalacqua following PDAC, where the company received a non-repayable C$16.7M grant and highlighted government support for critical mineral supply chains. Passalacqua says the funding de-risks the company through feasibility, permitting, and toward a final investment decision, with drilling nearly complete and a feasibility study targeted for December 2026. He explains LFP batteries are largely phosphate-based and that First Phosphate’s high-purity igneous phosphate resource in Quebec is rare and advantaged by proximity to infrastructure and a deep-sea port. He discusses phosphate being added to Canada’s critical minerals list and related tax credits for downstream facilities, outlines a 10,000 tpa LFP CAM plant concept pending tariff clarity, and reviews U.S. market access via OTCQX and a new 10:1 ADR, along with insider share purchases and recent stock highs.
    00:00 Intro
    00:54 Canada Grant Impact
    02:11 Drilling and Feasibility Timeline
    03:02 Why LFP Needs Phosphate
    04:05 Infrastructure and Location Edge
    05:29 Critical Minerals List Benefits
    07:55 Downstream Plant and Tariff Pause
    09:03 Europe and US Strategy
    10:20 OTCQX Tickers and ADR Explained
    14:07 Insider Buying and Alignment
    15:05 Valuation and Execution Outlook
    16:53 Wrap Up and Disclaimers
    First Phosphate Introductory Interview: https://www.youtube.com/watch?v=eD7t1Q7OZfU
    Press releases discussed:
    https://firstphosphate.com/first-phosphate-nrcan-funding-16-7m/
    https://firstphosphate.com/canada-critical-minerals-phosphate-clean-tech/
    https://firstphosphate.com/first-phosphate-adr-program-fphoy-otcqx/
    https://firstphosphate.com/
    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/
    20 min
  • New Copper Discovery with Multi-Billion Tonne Potential explains Midnight Sun’s Adrian O’Brien
    Bill Powers interviews Adrian O’Brien of Midnight Sun Mining at PDAC in Toronto about the company’s copper discovery in the Zambia–DRC copper belt amid competing US- and China-backed rail corridors to access regional copper. O’Brien recounts the company’s transformation from a ~$20–25M market cap to ~C$300M after regaining 100% ownership of its flagship Dumbwa target, raising C$10M and later C$30.5M, building institutional support, and hiring COO Kevin Bonel (formerly Barrick) to apply a Lumwana-style exploration approach. Midnight Sun is drilling its 20 km Dumbwa target soil anomaly systematically on a grid with multiple rigs, targeting a large near-surface basement-dome copper system, awaiting many assays, and positioning as an explorer aiming for eventual M&A while also monetizing an oxide resource.
    https://midnightsunmining.com/
    TSXV:MMA OTCQX:MDNGF
    00:00 Intro
    00:28 Meet Midnight Sun
    01:34 From Microcap to Funded
    03:29 De Risking the Story
    05:14 Africa Copper Hotspot
    07:41 Rail Corridors Clash
    09:33 Why First Quantum Missed
    12:14 Basement Dome Geology
    14:37 Valuation and M&A Benchmarks
    16:10 Kevin Bonel Joins
    18:45 Grid Drilling Like a Major
    21:34 Assay Backlog Reality
    23:08 Explorer to Sale Strategy
    24:12 Data Room Interest
    25:09 Methodical Not Boring
    26:55 Geology Twists and Bornite
    28:29 What Makes a Great Hole
    29:56 Lens Model and Grades
    31:42 Treasury and Drill Costs
    33:42 Financing Discipline
    36:22 Assay Turnaround and Visual Core
    37:50 Tickers and Contact Info
    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/
    42 min
  • Junior Mining Stock Ghosts, PDAC Sentiment & Canada Funds Miners with Bill Powers & Brian Leni
    In this month’s Junior Mining Insights discussion, Bill Powers and Brian Leni recap the past month in junior mining with a North American focus after attending Vancouver’s Metals Investor Forum and PDAC in Toronto. They evaluate Canadian government initiatives and grants around critical minerals and processing capacity, with Brian expressing skepticism but acknowledging speculative implications when support validates strong projects. Bill shares lessons from high-net-worth investors and explains the three types of junior mining “ghosts” that spook your equities. The duo further discusses investor psychology, volatility management, due diligence, management vision, and caution around the growing trend of bulk sampling.
    00:00 Intro
    01:06 MIF & PDAC Sentiment
    04:00 Canada processing push
    05:34 Politics and US ties
    08:57 Government signals investing
    12:44 PDAC day two crowds
    15:41 Bull market and rumors
    17:41 Volatility and psychology
    20:58 High net worth playbook
    26:33 Junior mining ghosts
    29:59 Spotting Hidden Power
    30:55 Using Ghost Categories
    32:08 Macro Marketing Moves
    35:16 Conviction Over Speculation
    38:31 When Bad Actors Appear
    42:41 Bulk Sampling Trend
    48:22 Financing Frenzy Signals
    52:05 Attributing Price Moves
    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
    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/
    58 min
  • Uranium Insider’s Justin Huhn on Kazatomprom’s India Deal, Supply Tightness, SMRs & Uranium Stocks
    Host Brian Leni interviews Justin Huhn of UraniumInsider.com about uranium market fundamentals and investing. Huhn explains Kazatomprom’s India supply deal as a large long-term contract that signals more Kazakh production being committed to eastern sovereign buyers, tightening availability for Western utilities. He discusses opaque contracting terms, utility inventory practices, producer forward sales, and expected production declines at major mines, plus Kazatomprom’s sulfuric acid constraints and value-over-volume strategy. Huhn outlines how contract structures have shifted from fixed pricing to market-referenced contracts with floors and high ceilings, supporting upside price exposure. He cites key risks such as a major nuclear accident, while arguing supply deficits persist on a 5–7 year view. They cover “Project Vault” uncertainty, geopolitics, China’s role in Namibia, data centers de-risking reactor life extensions, potential tech offtake financing for NexGen’s Arrow, SMR progress in the US and Canada, conversion as a bottleneck, and his view that small-cap uranium explorers/developers offer strong equity upside with a $150–$200/lb price target.
    00:00 Uranium Bull Case
    00:38 Kazatomprom India Deal
    03:45 How Much Supply Is Left
    08:41 Sulfuric Acid Constraints
    14:00 Contract Terms Shift
    20:28 Bear Case Scenarios
    26:42 Project Vault Impact
    28:52 Deglobalization Strategy
    31:26 Uranium Trade Diversification
    31:59 Geopolitics In Africa
    33:58 Namibia And China Control
    35:38 Data Centers Demand Debate
    36:38 Life Extensions And Upgrades
    40:21 Hyperscalers Fund Uranium
    44:39 Small Modular Reactors
    50:01 Fuel Cycle Bottlenecks
    53:32 Equity Upside And Cycles
    57:07 Where To Follow Justin
    58:26 Supply Fragility Wrap Up
    https://www.uraniuminsider.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/
    1 hr 3 min
  • “Highest-Probability” Discovery Targets Defined says Coppernico Metals VP Exploration Tim Kingsley
    Tim Kingsley, VP Exploration of Coppernico Metals, commented, “We are very pleased with the outcome of the [gravity, magnetic and photogrammetry] surveys. Initial results are being used to provide clearer definition of these significant, multi-kilometre-scale skarn and porphyry targets which remain mostly untested by drilling.”
    Ivan Bebek, Chair and CEO of Coppernico Metals, commented, “The new gravity and magnetic datasets represent a major advancement in our understanding of the geology between Antapampa and Tipicancha, and have highlighted several large-scale targets that remain untested. With this technical foundation in place, Coppernico is now strongly positioned to launch a comprehensive, multi-target drill program that could deliver several opportunities for a transformational discovery.”
    Sponsor: https://coppernicometals.com/
    TSX:COPR; OTCQB: CPPMF; FSE: 9I3
    0:00 Introduction
    2:32 Phase 1 Drilling Results & Iterative Approach
    4:21 Survey Results & Target Refinement
    6:32 Las Bambas Analog & Regional Context
    8:10 Scale & Grade Potential
    9:44 Phase 2 Drilling Strategy
    12:48 Tipicancha Target Discussion
    13:50 Antapampa Target
    14:53 Timeline, Financing & Permits
    17:31 Long-term Strategy & Market Timing
    18:52 NYSE Listing Plans?
    19:40 Closing Remarks
    Press release discussed: https://coppernicometals.com/coppernico-completes-gravity-and-magnetic-surveys-and-refines-large-skarn-porphyry-targets/
    Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
    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/
    23 min
  • Russian 100-Baggers & Insane Profits via Jurisdictional Contrarian Courage with Rick Rule
    In this episode of Mining Stock Education, host Bill Powers interviews natural resource investing expert Rick Rule from Rule Investment Media. Rick shares how his jurisdictional contrarian courage led him to a Russian 100-bagger immediately after the fall of the Berlin wall as well as insane profits in Peru and Congo. He reflects on his 2025 portfolio performance and what he learned. Rick provides insights into the recent silver stream sales by BHP and Lundin Gold and what they mean for the industry. He comments on Lara Exploration and shares his experience with André Gaumond as Rick was the largest shareholder of Virginia Gold Mines at one point. Learn from one of the junior mining industries best participants and educators in this MSE episode.
    0:00 Intro
    0:26 “Third best year of my career”
    5:32 Recent BHP & Lundin Gold Silver Streams
    12:21 Lara Exploration
    15:03 André Gaumond & Virginia Gold Mines
    18:47 Investing in pure explorers
    21:06 Analyst gold & silver prices for valuing miners
    23:13 Precious metals euphoria
    25:14 Junior Mining Management is better now than 10yrs ago
    28:43 Insane profits via jurisdictional contrarian courage
    33:36 Russian 100-bagger
    37:57 Platinum & palladium upward move
    39:24 PDAC
    40:21 Why you must grow your network
    44:04 Rule Investment Media offerings
    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/
    54 min
  • Mexican Silver Junior Mining Stocks: Buy, Sell or Hold? - Pro Investor David Erfle
    Pro Investor David Erfle reveals how he is playing the Mexican silver miners. In light of Vizsla Silver’s mine workers who were kidnapped and killed by the cartel recently, are Mexican silver miners a buy, sell or hold? David shares what he sold and what he is holding. He also provides commentary on the precious metals prices and junior mining sector.
    David Erfle is a self-taught mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a growing sector of the market. After researching the gains made from the 2001 bottom in the tiny gold and silver complex, he became fascinated with this niche market. So much so that in 2005 he decided to sell his home and invest the entire proceeds from the sale into junior mining companies. When his account had tripled by September, 2007, he decided to quit his job as the Telecommunications Equipment Buyer at UCLA and make investing in this sector his full-time job. David founded the Junior Miner Junky subscription-based newsletter in April, 2017 and writes a weekly column for precious metals news service Kitco.com, whose website attracts nearly a million visits every day.
    David’s website: https://juniorminerjunky.com/
    00:00 Intro
    00:29 Gold and Silver Macro Drivers
    02:49 Miner Valuations and Bull Market Mindset
    05:03 Rotating into Riskier Juniors
    07:29 Mexico Cartel Risk Visa Silver
    11:32 Jurisdiction Lessons and Other Mexico Plays
    16:43 PDAC Plans and Deal Hunting
    18:38 JMJ update
    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/
    24 min
  • “Mega Uranium Mine Concept” via Rapid Resource Growth explained by Atomic Eagle CEO Phil Hoskins
    Atomic Eagle offers a compelling entry into the uranium bull market, backed by a proven team from Matador Capital—the original architects behind Boss Energy's success and Lotus Resources' recent mine restart. Through a strategic RTO of GovEx Uranium, they've acquired the advanced Muntanga project in mining-friendly Zambia: a 47.4M lb resource at 344 ppm U3O8, with a feasibility study showing robust economics at $90/lb uranium.
    But the current investment thesis is not that of a mine build story. Atomic Eagle’s focus is on aggressive exploration to double resources via a current 50,000m drill program, targeting a 40-100M lb upside which conceptually could see a mega-mine producing 4-5M lbs/year through low-cost heap leaching (90%+ recovery with low acid consumption). Well-funded with ~A$20M cash, Atomic is undervalued when compared, on an enterprise value to pounds-in-the-ground basis, to ASX peers like Deep Yellow and Bannerman.
    Near-term catalysts: Resource upgrade (early March), feasibility re-release, and exploration drill results. Bonus optionality: Potential recovery of the world-class Madaouela asset in Niger (120M lbs at >1,300 ppm), if current talks with the Niger government are fruitful. In this MSE episode, listen to Atomic Eagle CEO Phil Hoskins explain the company’s full investment thesis.
    https://atomiceagle.com.au/
    ASX: AEU - OTCQB: AEUXF
    00:00 Intro
    00:34 Meet Atomic Eagle: ASX RTO of GoviEx & Who’s Behind It
    01:28 Matador’s Uranium Track Record: Boss Energy to Lotus Restart Success
    03:12 Why the GoviEx Deal Happened: ASX Valuation Comps & Timing
    04:31 US OTCQB Listing: Tapping North American Uranium Investors
    06:05 Friedland Connections & Geopolitics: US/China/Russia in Africa
    08:26 The Muntanga Project Breakdown: Resource, Tenure & 2025 FS Context
    10:08 Growth Strategy: New Drilling, Resource Upgrade & 4–5M lb/yr Heap Leach Concept
    12:32 Funding & 2025 Drill Plan: 50,000m Program and Priority Targets
    14:15 Zambia Advantage: Mining-Friendly Jurisdiction, Infrastructure & Export Route
    17:12 The Niger Asset: Expropriation, Arbitration & Potential Upside
    19:27 Near-Term Catalysts + Technical Upsides: Recovery, Acid Use, Permitting
    21:42 Wrap-Up, Tickers, and Sponsor Coverage Ahead
    Sponsor Atomic Eagle pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Atomic Eagle’s most-recent company slide deck found at www.AtomicEagle.com.au 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/
    25 min

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