Episodes

  • How to Find Mining Stock Winners with Economic Geologist Neil Adshead

    How to Find Mining Stock Winners with Economic Geologist Neil Adshead
    Dec 16 2024
    Dr. Neil Adshead shares insights on how to find mining stock winners in this MSE episode. He is an economic geologist based in Vancouver, who incorporates his extensive theoretical and practical experience in mineral deposit geology, mineral exploration and mining into investment-related decision-making. After earning a Ph.D. in Economic Geology in 1995, he spent ten years working for Placer Dome subsidiaries – at the time, one of the largest mining companies in the world – in Canada, Australia, and Papua New Guinea. For the seven-plus years sandwiched between Placer Dome and Sprott, Neil worked as the Vancouver-based senior mining-exploration analyst for a San Francisco-based investment firm. Currently, he is a consulting analyst and fund manager. 0:00 Intro 1:08 Neil’s background 2:57 Turmoil in Mali 6:08 Capex Debt to Equity Ratios 9:14 Government funding mining 10:45 Fund managers & redemption risk 12:24 Open versus Closed End funds 13:41 Junior mining sector sentiment 15:13 Fund management biggest changes 19:51 Prospect Generator vs. true explorer 22:54 Worthless advisors? 24:48 “Luck does not exist” 26:09 Bullish copper & gold 27:38 Niche metals market 29:54 Stock picks Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. 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/
    Show more Show less
    36 mins
  • How to Master the Mining Cycle with Catherine McLeod-Seltzer (Kinross Gold Corp. Board Chair)

    How to Master the Mining Cycle with Catherine McLeod-Seltzer (Kinross Gold Corp. Board Chair)
    Dec 7 2024
    Kinross Gold Corp. board chair Catherine McLeod-Seltzer explains how to profitably master the mining cycle in this MSE episode. She shares firsthand insights and success stories from her illustrious career in the junior mining sector. Ms. McLeod-Seltzer has been the Non-Executive Chair and a director of Bear Creek Mining since 2003 and was the Non-Executive/Independent Chair and a director of Pacific Rim Mining Corp until November 2013. She had been an officer and director of Pacific Rim Mining Corp. since 1997. From 1994 to 1996, she was the President, Chief Executive Officer and a director of Arequipa Resources Ltd., a publicly traded company which she co-founded in 1992. From 1985 to 1993, she was employed by Yorkton Securities Inc. as an institutional trader and broker, and as Operations Manager in Santiago, Chile (1991-92). She has a bachelor’s degree in business administration from Trinity Western University. 0:00 Intro 1:18 Success stories and insights 8:07 Raising money now versus the 90s 9:57 Board of Directors importance to a junior 11:55 Evaluating management team 15:06 Buy the “best of the best”? 16:09 Americans and Canadian junior mining 17:35 Management team vs jurisdictional risk 21:19 Do company advisors hold any value? 22:26 Canadian companies re-domiciling 25:44 Smelting in Canada 26:56 Timing the mining cycle 28:40 How to be contrarian 30:35 Project Generation 36:07 Juniors investing in another junior 37:35 Bear Creek Mining Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. 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/
    Show more Show less
    43 mins
  • The “Must-Buy” Battery Metal and Uranium Demand Overhyped explains Analyst Gianni Kovacevic

    The “Must-Buy” Battery Metal and Uranium Demand Overhyped explains Analyst Gianni Kovacevic
    Dec 5 2024
    Gianni Kovacevic reveals the speculative “must-buy” battery metal and explains why uranium demand is overestimated in this MSE episode. Gianni Kovacevic is a renowned expert on incumbent energy systems and a sought-after strategist in the divestment movement. He has invested over 20,000 hours of research and experience in the analysis of the natural resource sector. His specific expertise on copper markets has brought him to lecture at institutions and think-tanks around the world. An avid proponent of realistic environmentalism, Gianni is frequently interviewed by the media and his new book, My Electrician Drives a Porsche? was published in 2016 and is available in multiple languages at book sellers everywhere. Gianni is a graduate of electrical studies from The British Columbia Institute of Technology, fluent in English, German, Italian and Croatian, he is a founding member of the CO2 Master Solutions Partnership and has co-founded junior mining companies. https://twitter.com/GianniKov https://kovacevic.com/ 0:00 Introduction 1:09 ‘Must-buy’ battery metal 6:02 EV demand 7:07 China & lithium 9:58 Overhyped EV demand? 13:48 Copper vs aluminum 17:00 Four ways to profit via copper juniors 18:18 Natgas base lode generation 19:37 Uranium demand overhyped 26:50 Copper vs lithium? Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. 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/
    Show more Show less
    32 mins
  • Pro Buying Tips for Junior Mining Tax-loss Selling Season with Investor David Erfle

    Pro Buying Tips for Junior Mining Tax-loss Selling Season with Investor David Erfle
    Dec 3 2024
    Investor David Erfle offers pro buying tips for junior mining tax-loss selling season in this MSE episode. He also discusses where he expects the gold price to go under Trump. Furthermore, David shares how he is positioning his junior mining portfolio and reveals what he considers when selling a junior mining stock. 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. 0:00 Introduction 0:57 Gold price under Trump 5:12 Miners’ performance relative to gold price 6:55 When to buy during tax loss selling season 9:51 Wanting to sell, but waiting to sell a junior 12:18 Lassonde curve development trough too long 14:22 Current opportunities 16:39 Fully financed pre-production companies 18:43 Unknown risks in junior mining 21:20 “Put yourself in the position to be lucky” 24:36 How Dave consumed mining newsletter content 26:03 Miners and silver will tell you when gold will bottom 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/
    Show more Show less
    34 mins
  • Investment Newsletter Success Secrets Revealed with Bill Powers - Key Considerations before Buying!

    Investment Newsletter Success Secrets Revealed with Bill Powers - Key Considerations before Buying!
    Nov 30 2024
    Bill Powers reveals how mining stock investment newsletter writers succeed in this episode. Should you pay for a stock picking newsletter? This show will help you decide. In this MSE episode, you will learn: • Mining newsletters’ role in the sector ecosystem • The four main products newsletter writers sell • Lesser-known investment newsletter facts • Common mining stock newsletter writer biases • Effective sales tactics & hidden tricks of the trade • What you should consider before buying a sub 0:00 Intro 2:12 Newsletters within sector ecosystem 4:35 Four main products newsletters sell 8:34 Newsletter writer backgrounds 9:51 Lesser-known newsletter facts 19:09 Common newsletter writer biases 23:14 Newsletter sales funnel 24:39 Sales tactics and tricks 26:14 Teaser stock sales tactic 29:17 Final recommendations How To Make Your First Million Dollars via Junior Mining Stocks with Bill Powers: https://www.youtube.com/watch?v=yMeCNMpyzKI Follow Bill on Twitter: https://twitter.com/MiningStockEdu Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Bill Powers is not a registered investment advisor. 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/
    Show more Show less
    35 mins
  • Targa Discovers Anomalous Gold in Boulders Across a 7km Gold Till Trend explains CEO Cameron Tymstra

    Targa Discovers Anomalous Gold in Boulders Across a 7km Gold Till Trend explains CEO Cameron Tymstra
    Nov 26 2024
    “Finding anomalous gold values in a dozen samples, including up to 6.7g/t, on the first ever prospecting trip to the target trend is a huge success for the project and our team”, commented Targa CEO, Cameron Tymstra. “Every trip we have made to Opinaca we have come back with more encouraging data to support our thesis that a gold system exists in the area. We have gone from a geochemical anomaly to a 7km trend supported by gold grain data and now for the first time we have found anomalous gold in boulders spread across the trend. We are continuing to work with Kenorland Minerals to make plans for a return to Opinaca in 2025 to continue advancing the project towards discovery.” Targa’s Opinaca project in in the James Bay region of Quebec saw a 5km x 4km gold-in-till anomaly discovered in late 2023. Targa acquired 100% ownership of the Opinaca Project from Kenorland Minerals in December 2022. As experts at gold-in-till anomalies, Kenorland remains the operator of the project to the benefit of Targa shareholders. The June 2024 exploration program has concluded and the company is planning to commence a Sept 2024 work program shortly. Targa Exploration Corp. tickers: CSE: TEX | FRA: V6Y | OTCQB: TRGEF https://targaexploration.com/ Press release discussed: https://targaexploration.com/targa-finds-up-to-6-7g-t-au-in-boulders-at-opinaca-gold-project/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Disclosure/Disclaimer: Targa Exploration is an MSE sponsor and Bill Powers owns shares purchased through the May 1st, 2024 private placement. Therefore, Bill Powers and MSE are favorably biased towards Targa. Bill intends to sell his Targa shares at some unannounced point in the future for a profit. If you buy Targa shares, assume Bill Powers is on the other side of that trade selling you his shares. Targa's forward-looking statement found in the company's presentation applies to the content of 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/
    Show more Show less
    12 mins
  • “Silver Is Ready to Respond to Gold” plus Stock Picks with Analyst Brien Lundin

    “Silver Is Ready to Respond to Gold” plus Stock Picks with Analyst Brien Lundin
    Nov 19 2024
    “Silver is ready to respond to gold,” says Analyst Brien Lundin. In this episode, Brien shares mining stock picks, discusses what Trump’s win means for gold and offers resource investing insights. He concludes by sharing about the New Orleans Investment Conference (November 20-23) and what the conference offers attendees. He is the editor of the Gold Newsletter and CEO of the New Orleans Investment Conference. New Orleans Investment Conference Link: https://neworleansconference.com/online-registration/ Brien’s newsletter: https://goldnewsletter.com/ 0:00 Intro 0:40 Trump's win and Gold 4:08 Is the Fed Trapped? 6:32 "The West could use Bitcoin to Checkmate the East" 10:13 Strength of next gold bull market 12:06 Tax Loss Season 14:00 Senior gold companies’ diversification into copper? 17:00 US big board listing 20:13 Gold and silver year-end prices 21:22 “Silver is ready to respond to gold” & stock picks 26:27 New Orleans Investment Conference 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/
    Show more Show less
    32 mins
  • Analyst Joe Mazumdar Reveals His Best High-Margin Gold Producer

    Analyst Joe Mazumdar Reveals His Best High-Margin Gold Producer
    Nov 14 2024
    Joe Mazumdar of Exploration Insights reveals his best high-margin gold producer. He also explains what the Trump election means for metals and miners. Joe discusses Barrick’s production target miss and junior mining market inefficiencies. Furthermore, Joe shares insights on Wyoming and Mexico as mining jurisdictions. Joe Mazumdar is the 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. 0:00 Introduction 0:45 Trump trade for metals and miners 5:55 U.S jurisdiction risk 8:09 Junior mining market inefficiencies 10:05 Barrick production target miss 12:53 Best high-margin gold producer 16:31 When a gold producer should be acquired 19:10 Tax loss selling season 25:13 Analyzing smelter costs 28:26 A.I. in mining due diligence 30:50 Mexico mining jurisdiction 31:48 Wyoming mining jurisdiction Joe Mazumdar’s website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar 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/
    Show more Show less
    39 mins