Mining Stock Education

“Oil looks even more attractive than gold right now” says portfolio manager Tavi Costa of Crescat Capital. Tavi Costa shares that even though he expects gold over $2900/oz and silver touching over $40/oz before year-end 2024, he is even more bullish oil and possibly other non-precious metals. A year from now, Tavi sees inflation running significantly higher while the Federal Reserve refuses to rat...

“Smart money is seeing the opportunity in these silver stocks, because silver has a lot of catching up to do with the gold price and because there is really not a lot of quality silver juniors out there,” says David Erfle. In this MSE episode, David Erfle also provides commentary on the gold price, the broader junior mining sector and how he is managing his portfolio. David Erfle is a self-taught...

“I’ve Never Seen Such a Strong Divide between Senior and Junior Gold Stocks” explains fund manager Willem Middelkoop. He also reveals his ideal portfolio allocation. Willem offers commentary on the current gold stock market and the recent changes at Rupert Resources. Furthermore, he discusses bigger macro financial issues such as CBDC’s, a Fed pivot and Chinese stimulus. Willem Middelkoop is the c...

Tim Kingsley, Coppernico Metals’ Vice President of Exploration, commented, “We are very encouraged by the geological features we are intersecting. The pace at which our team is gaining geological insights through drilling has been impressive, each hole is improving our model and allowing us to have greater confidence in our interpretations of geophysical signatures. The Ccascabamba Area represents...

David Erfle stated: “We’ve had the SILJ now showing relative strength to the GDXJ. GDXJ is showing relative strength to the GDX. And the miners and silver are showing relative strength to the gold price. So that is what you need to see happening; and it started to happen this week as the Fed is ready to reverse its monetary policy, which is huge.” In this MSE episode, David Erfle also provides com...

Five Professionals Explain How Mining Investors Should Use Analyst and Technical Reports in this MSE episode. You will hear a compilation of the wisdom from selected professional investors featured on MSE dating back to 2018. Their timeless advice can help you discern truth and avoid mistakes when making your mining investment decisions. 0:00 Introduction 2:27 How to use analyst company reports (M...

“We continue to make great progress at Opinaca. These results from our first ever gold-focused exploration program on the project have narrowed down our search for gold considerably on this 85,000ha property”, commented Targa CEO, Cameron Tymstra. “A gold till anomaly approximately 7km x 5km in size has been identified down-ice from an east-west lineament, which has been interpreted from regional...

“The Stars Are Lining Up for Junior Gold Stocks” says Pro Investor David Erfle in this MSE episode. He points out that gold is now beating inflation causing the producer’s margins to expand. David explains that the gold-silver ratio needs to trend below 80 and gold stocks and gold price need to decouple from the stock market in order for the junior gold stocks to begin to rise. He also shares why...

Rick Rule reveals the best high-growth gold producer to buy. He also shares which major gold producer is best-in-class. Rick also offers many junior mining stock investing tips and timeless wisdom. He talks about why he is now so vocal on X regarding his libertarian philosophy. And Rick gets into the minutia of private placements and discusses why understanding this funding mechanism is crucial to...

Seasoned analyst Ron Stewart provides expert mining investment sector insights in this MSE episode. He comments on a range of recent M&A and jurisdictional activity. Ron shares what metal he sees performing the best over the next six to twelve months. And throughout the interview with host Brian Leni, Ron offers professional advice on a range of junior mining investment issues to help you grow as...

Geologist Aaron McMahon explains how A.I. can help identify potential mining stock 10-baggers in this MSE episode. He reveals his competitive advantage in finding potential outsized opportunities in early-stage exploration mining stocks. Aaron reviews the reasons for common modeling errors in mineral resource estimation. Furthermore, he also shares how retail investors can learn to invest like a f...

Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian explains why gold and gold stocks are presenting a “very unusual circumstance.” He shares his take on a variety of recent mining transactions and jurisdictional happenings. Adrian also reveals the qualities he looks for in a senior miner. 0:00 Intro 0:53 Lundin/BHP...

CEO Ivan Bebek describes Coppernico Metals’ goal of finding multiple copper discoveries at the Sombrero project in Peru in this MSE episode. The company is fully funded for over a year of drilling and is currently engaged in its phase one drill program of approximately 6,500 metres using one drill rig. Coppernico is also pleased to announce that it has received conditional approval to list its com...

Joe Mazumdar of Exploration Insights explains how machine learning can help identify potential “unicorn” gold deposits. He also shares why Victoria Gold failed and how this affects not only the Yukon, but also other Canadian provinces. Joe, furthermore, discusses the importances of identifying red flags early on and offers his firsthand take on the recent Rick Rule Symposium. Joe Mazumdar is co-ed...

Claude Bejet is the editor of the Swiss Gold Letter. He is a seasoned junior mining investor and gold stock speculator. In this MSE episode, Claude runs through the top gold and silver stocks in his portfolio. He also offers sage advice on the current gold market, tips on how to optimize your portfolio for maximum gains as well as a range of topics pertinent to junior mining stock investors. 0:00...

David Erfle is expecting Newmont $NEM to report “blowout” quarterly earnings next week. The gold price averaged $2090/oz in Q1 ’24, but it averaged $2340/oz in Q2, David pointed out. “So you’ve got the largest gold miner in the world that is about to announce [earnings] results [next week]. And basically, [production] costs have flattened out but the gold price is almost $350/oz higher. So, it is...

“A lot of people start with management; I start with the project. Is the project actually good? Because there [are] a lot of good management that have really bad projects unfortunately. What we have is a shortage of good projects in this industry. [You] see a lot of recycling of the old assets.”…“We have to improve something about the industry; where the capital goes. It has to start going into sm...

“By far my largest percentage holdings are the junior [gold] development stocks because I think you are looking at anywhere from a five-bagger to a potential twenty-bagger in some cases,” says fund manager Dave Kranzler in this MSE episode. He also is expected gold to be north of $2500/oz and silver in the mid-$30’s/oz range by year-end 2024. Dave is the editor of the Mining Stock Journal. He retu...

In this episode, Dr. Rob Stevens teaches investors what to consider when interpreting exploration company maps and sections. Dr. Stevens (Ph. D., P.Geo.) is a professional geologist and educator. He has trained numerous brokers, analysts, and investors in the basics of mineral exploration and mining via his training course. After teaching this course for many years, he eventually published its con...

In this MSE episode, FPX Nickel CEO Martin Turenne explains why the company opened a community office in Fort St. James, British Columbia to further engage the local community as the Baptiste Project advances towards permitting. “In preparation for our entry into the Provincial and Federal environment assessment next year, we are very pleased to establish a full-time, year-round local presence in...

Fury Gold Mines is pursuing two new gold discoveries this year at their Eleonore South target and the Serendipity step-out target at its Eau Claire project, both in Quebec. Currently, Fury has a market cap of C$75M with a treasury of about C$65M ($10M cash and $55M $DV.v and other equities). In this MSE episode, CEO Tim Clark and SVP Exploration Bryan Atkinson provide an update and explain the com...

Pro gold stock investor David Erfle offers key advice for junior mining speculators from his two decades of experience investing in the junior gold mining sector. He also provides commentary on the recent gold and silver price action. Furthermore, David shares his analysis of I-80 Gold Corp. and why he is still holding onto the stock despite being down fifty percent from his purchase price. David...

CEO Ivan Bebek describes Coppernico Metals’ Sombrero project’s “Rare and Unique” copper discovery potential in this MSE episode. After just completing a $19.37 million financing, which included a $8.77 million investment by Teck Resources, Coppernico is now fully funded for over a year of exploration drilling, which is scheduled to begin in July 2024. Coppernico Metals is an exploration company fo...

Tyron Breytenbach shares expert mining stock investment advice and pro tips in this 40-minute MSE episode. He also reveals where he sees contrarian investing opportunities and discusses some stocks in which he is invested. Tyron is a former equity analyst at Cormark Securities and Stifel Canada where he interacted extensively with the international investment community. Prior to joining Lithium Af...

Bill Powers offers twelve reasons to sell a junior mining stock. In this MSE episode, you will learn about: -The 3 main selling categories -A non-exhaustive list of reasons to sell a junior mining stock -A half-million-dollar mistake Bill made 0:00 Introduction 2:48 Be your own advisor 6:17 Three main selling reasons 8:42 Personal selling reasons 15:08 Macro selling reasons 22:42 Company-specific...