Rick Rule, legendary natural resource investor and founder of Rule Investment Media, joins Steve Barton on Rule Classroom for a high-impact session dissecting the real value behind today's mining stocks. With sharp analysis and decades of industry insight, Rick explains why gold producers may actually be undervalued—despite rising share prices—when adjusted for current gold prices using net present value models.

He exposes the flood of financings hitting the sector and teaches how to separate shareholder-friendly raises, like IA Gold & Silver's strategic $145M deal, from the dilutive ones. Rick weighs in on Ivanhoe's operational setback and long-term value, and offers a clear-eyed view of Hot Chili's copper-gold project, citing IRR concerns and upside potential.

Expanding the discussion globally, Rick breaks down the implications of Ecuador's new mining fees, and ranks top emerging companies including Surge Battery Metals and Meteoric Resources. This session is a masterclass in evaluating mining feasibility, financing risk, and company potential across the resource spectrum.

Whether you're a seasoned speculator or new to mining stocks, Rick delivers an unfiltered blueprint for navigating the commodities bull market. Don't miss this episode packed with data-driven strategy and contrarian investment wisdom.

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🔥 Key Topics Discussed

✅ Gold Producer Valuations vs. Current NPV Models

✅ Strategic Financing in Mining – Good vs. Dilutive Deals

✅ Ivanhoe Mines: Operational Issues & Long-Term Outlook

✅ Hot Chili Project: IRR Analysis & Growth Potential

✅ Ecuador's New Mining Fees and Company Impact

✅ Rankings & Commentary on IA Gold, Perpetua, Surge, Meteoric

✅ Outlook on Silver Stocks & Royalties

✅ Emerging Uranium Investments and Geopolitical Risks

✅ Oil, Gas, and Natural Resource Market Trends

✅ How to Evaluate Junior Explorers & Management Teams

If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!

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Chapters:

00:00 Rule Classroom Introduction

06:41 Ranking Hot Chili

09:05 Evaluating CEOs and Project Metrics

10:55 Impact of Ecuador's New Mining Fees

12:36 Perpetua and IA Gold & Silver Assessment

16:21 Rankings on Surge Battery Metals and Sierra de Pasco

18:44 Brazil's Support for Aclara and Meteoric

22:54 Guardian, Stillwater, and McEwen Discussion

24:52 Targa Exploration and Fortuna Mining Comments

26:11 Paladin Energy Opinion

28:21 Latin Metals Ranking

30:26 Doug Casey and Palantir Newsletter Discussion

32:49 Atex Resources Drill Result Reaction

35:53 Riverside Resources Post-Spinoff View

38:21 Dundee and B2Gold Updated Rankings

40:23 Empress Royalty Incentive Grant Review

42:02 KLD Ranking and Company Overview

43:10 Aftermath Silver and Devon Energy Commentary

44:35 Dividend Sustainability in Energy Stocks

47:24 Lotus and F3 Uranium Rankings

49:22 Challenger Gold and Queens Road Capital

50:47 Chicana Copper Status and Commentary

52:05 Alamos Gold Ranking

53:25 Visa Copper and Royalty Company Analysis

55:00 Silver Miner Rankings: Buena Ventura, Penoles, First Majestic

57:10 Armit Gold and Sandstorm Gold Updates

57:59 Oil and Gas Royalties Outside Franco Nevada

58:48 Rankings of Freehold, Prairie Sky, and Blackstone

59:06 Maple Gold Mines and Agnico Investment

59:49 Closing Remarks and Next Session Details

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

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