Ivan Bebek, Chair and CEO, commented, ““Drilling to date has been completed under budget and on time, and is continuously providing valuable insights into our thesis that a large, mineralized skarn system could be present. Our knowledge of the controls of the system and the vectoring towards key mineralized areas of the skarn continues to improve, while programs have also identified new robust targets for discovery. The identification of the Tipicancha and Antapampa targets are significant as th...
Mar 04, 2025•17 min
“If you just appreciate what this sector does once momentum gets started. Look at any historic junior chart, once momentum starts it just feeds on itself. What is weird is that it has not really happened; not even gold to three thousand [dollars] has been able to do that. I also think it points to how irrational this sector is. And it is all about momentum,” says private investor Erik Wetterling in this MSE episode. Erik, furthermore, shares his current views on the junior mining sector and how ...
Feb 25, 2025•46 min
Pro Investor David Erfle sees a “totally different gold stock bull market” in 2025 when compared to his experience in the 2000s. He also analyzes Equinox Gold’s purchase of Calibre Mining. Other topics discussed are gold stock seasonality, Newmont’s Q4 earnings and what David looks for in growth-oriented producers. 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 g...
Feb 25, 2025•33 min
Joe Mazumdar of Exploration Insights reveals how he is safely playing the antimony bull run. He comments on Barrick’s potential redomicile to the USA. And Joe talks about the resource sector significance of President Trump’s executive order directing the Justice Department to pause prosecutions of Americans accused of bribing foreign government officials while trying to win or retain business in their countries. Also, further topics discussed are why ASX African projects are valued higher than T...
Feb 18, 2025•39 min
Kenorland Minerals CEO Zach Flood describes the proven gold discovery machine he and his team have developed over the past nine years, in this MSE episode. Zach explains how the company has demonstrated the ability to discover in a “best-in-class” capital efficient manner. Kenorland is a cash-generating and partner-funded exploration company, which provides significant and low-risk exploration upside for investors. Seasoned investors, such as Rick Rule, believe that Kenorland’s market cap is jus...
Feb 16, 2025•35 min
Fund manager Josh Young reveals his newest oil stock pick and explains why oil bulls likely will win in 2025 in this MSE episode. Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, achieving benchmark outperformance as Bison’s CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Und...
Feb 10, 2025•1 hr 1 min
Fund manager Dave Kranzler reveals three junior mining stock picks in this MSE episode. He also discusses the impact of tariffs on the gold price and why the Federal Reserve recently paused rate cuts. Dave is the editor of the Mining Stock Journal. He returns to the program to provide his commentary on precious metals and reveal some junior gold stock picks. Dave holds an MBA from the University of Chicago with a concentration in accounting and finance. Over the years he has worked in various an...
Feb 04, 2025•44 min
Mining Equity Analyst Vukasin Pekovic shares his bottom-up approach to uncovering junior mining stock gems in this episode. Vukasin shares how he values junior miners, mitigates risk and views management compensation. He concludes by sharing several junior mining stock picks. 0:00 Introduction 0:55 Where to deploy money? 3:15 Metal agnostic? 5:31 Jurisdictional risk 8:35 Valuing explorecos 12:19 Prospect generators 17:01 Risk Mitigation 23:03 Board of directors’ importance 28:50 $NEM sells Porcu...
Jan 31, 2025•47 min
Bill Powers reveals the small-cap success paradigm you must utilize before speculating in junior mining stocks. Bill explains the proper lens through which you must view speculative small-caps and shares stories from his past decade of investing in both private and publicly-traded junior resource stocks. 0:00 Intro 2:25 Best lens for speculative small-caps 5:17 No promoters, then no progress 8:40 Worst promoters 9:59 How promoters leverage 19:13 Potential causes of your downfall 21:45 What you M...
Jan 28, 2025•37 min
“Sentiment’s changed. I’ve got the bug,” shared pro junior mining investor Brian Leni. While pro investor David Erfle sees “incredible opportunities” in junior resource equities. Both Brian and David discuss current investor sentiment, resource sector opportunities, copper developers, lessons learned and promoter’s forward-looking statements. Bill Powers facilitates the discussion. 0:00 Introduction 1:09 Leni: “I’ve got the bug” 5:31 Notetaking is critical 11:43 Erfle: “Incredible opportunities”...
Jan 22, 2025•40 min
In this episode, Dr. Rob Stevens teaches investors why major miners outsource exploration to junior mining companies. 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 content in his book, Mineral Exploration and Mining Essentials. 0:00 Intro 2:51 Types of funding 6:05 Why major...
Jan 19, 2025•35 min
“We m*rdered the shorts,” Rick Rule boasts and tells how in this MSE compilation episode. Listen to Rick and numerous past MSE guests dating back to 2018 offer expert opinions regarding how they approach the idea of shorting junior mining stocks. 0:00 Intro 1:31 Should the uptick rule be reinstated? 11:13 Ideal junior mining short squeeze set up 16:26 Never short high-quality deposits 24:17 How to hedge a mining stock portfolio without shorting Follow Bill Powers on Twitter: https://twitter.com/...
Jan 11, 2025•31 min
Mining investor Brian Leni forecasts a “fantastic 2025 resource sector led by precious metals.” He also explains why physical gold trumps bitcoin as a safe haven investment. Furthermore, Brian reviews his past successful 2024 year of resource investing after a tough previous two years in 2022-2023. 0:00 Introduction 0:56 Gold trumps Bitcoin 6:52 Bitcoin’s volatility favors traders 8:50 Gold investment thesis gaining strength 9:40 Brian’s 2024 portfolio review 12:44 Learning from experience 13:52...
Jan 06, 2025•20 min
In this MSE episode you will hear a compilation of timeless junior mining stock wisdom shared on the podcast over the past year by numerous sector experts. 0:00 Intro 0:57 Tips for profiting from the mining boom-bust cycle 5:04 Why you must master selling 7:08 What to watch out for after a big win 12:14 Good investment decisions put probability in your favor 14:46 Why most should not speculate in junior mining stocks 16:53 Advice on how to start developing your own network 26:25 What is more imp...
Dec 29, 2024•35 min
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,...
Dec 16, 2024•36 min
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 ...
Dec 07, 2024•43 min
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 propo...
Dec 05, 2024•32 min
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 ...
Dec 03, 2024•34 min
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 ...
Nov 30, 2024•35 min
“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 i...
Nov 26, 2024•12 min
“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-regist...
Nov 19, 2024•32 min
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 tha...
Nov 14, 2024•39 min
Ivan Bebek, Chair and CEO, commented, “We are well-financed and in the early stages of our budgeted 30-hole core drill program (49 holes permitted), with eight holes completed and assays back from our first five holes. We are highly encouraged with the early indications of the mineralized porphyry/skarn system in hole 4 on the edge of our Hojota target vectoring toward stronger mineralization, and the technical team advancing at a great pace. The efforts to expand our permits to allow for additi...
Nov 13, 2024•16 min
“Since acquiring 100% ownership of the Éléonore South joint venture earlier this year from Newmont, the Éléonore style anomaly has been at the top of our prospective list,” commented Tim Clark, CEO of Fury. “Given the size, scale, and proximity to Newmont’s Éléonore Mine, we believe any success could create potential upside for investors and thus we are excited to commence drilling in Q1 of 2025.” Fury Gold Mines has finalized drill targeting after completing a surficial geochemical survey at th...
Nov 11, 2024•27 min
Pro Small-Cap Investor Mark Zaret Reveals his proven formula for resource stock 9-baggers. He recaps the investment rationale for the stock pick Tenaz Energy he shared on MSE in October 2022 when the stock was only $1.40/share. Today, it is over $13.00/share. Throughout the interview, Mark shares his approach to small cap speculating which has produced tremendous wealth for himself over the decades. Mark began investing in the early 1990’s and achieved a significant net worth by focusing on Cana...
Nov 09, 2024•37 min
“Despite the strong gold price environment we are in, a lot of juniors in the gold space are still really struggling…to raise money. That to me shows we are not in a crazy bull market. A crazy bull market is moose pasture in the middle of nowhere being able to raise thirty million dollars at a drop of a hat. To me that is the sell signal…we have not yet seen the generalist into this sector,” shared Dr. Adshead-Bell. She also provided commentary on the best practices for investing in the junior g...
Oct 31, 2024•45 min
“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 rate interest rates. When this happens, metals and commodity prices will run higher, he anticipates. Ta...
Oct 24, 2024•57 min
“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 mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a...
Oct 15, 2024•36 min
“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 chairman of the Commodity Discovery Fund’s management team and is ultimately responsible for the fund...
Oct 02, 2024•46 min
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 a large, very active hydrothermal system, and the extent of skarn alteration and the presence of su...
Sep 19, 2024•20 min
