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Mining Stock Education

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May 23, 2023 • 20min

Debt Ceiling Drama Overhyped & Where Traders Should Focus with Pro Trader Nick Santiago

Professional Trader Nick Santiago provides his take on the debt ceiling drama in the U.S. and shares where traders should focus. Nick reveals his best and worst trades of the past and provides a traders take on some commodities. Nicholas Santiago started trading in 1991. In 1997, he became a licensed Series 7 and 63 registered representative. He successfully managed money for a large, affluent private client group. Nick is an expert in Technical Analysis. He is a highly regarded and accomplished technician in the studies of Elliot Wave, Gann Theory, Dow Theory and Cycle Theory. Nick now co-heads the education department at InTheMoneyStocks.com and enlightens thousands of members, along with providing consulting services to hedge funds and institutions. Nick’s Twitter: https://twitter.com/NickSantiago01 Nick’s website: https://inthemoneystocks.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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May 19, 2023 • 48min

“Pure Coal Plays Trading at HUGE Discount to Inherent Values” says Analyst Jayant Bhandari

“The pure coal plays are trading at a huge, huge discount to inherent values. The price to earnings tends to be about 1.5 to 2 for these companies, which means you are getting as much as 50% of the share price in cash and after-tax earnings every year” explains analyst Jayant Bhandari. In this interview Jayant gives his view on the mining sector’s current M&A landscape, security of supply, geopolitical risk, cash allocation in a portfolio, his top picks and much more. Jayant Bhandari of Anarcho Capital, is constantly traveling the world to look for investment opportunities, particularly in the natural resource sector. He advises institutional investors about his finds. He was a Director on the board of Gold Canyon, a publicly-listed Canadian company, until its merger with another entity. Earlier, he worked for six years with US Global Investors (San Antonio, Texas), a boutique natural resource investment firm, and for one year with Casey Research. Before emigrating from India, he started and ran Indian subsidiary operations of two European companies. Jayant runs a yearly philosophy seminar in Vancouver entitled, “Capitalism & Morality.” 0:00 Introduction 0:44 Company Valuations are low, why isn’t there more M&A? 3:18 Pure coal plays trading at discount to inherent value 4:20 M&A discussion 10:03 Which companies are most likely to be acquired? 11:46 Security of Supply - Critical Minerals 16:31 Geopolitical risk 22:28 U.S. Bank Failures 25:00 Are known risks less risky? 26:58 Is the end of the USD imminent? 32:53 Equity valuation lag in relation to metal prices 35:00 Confirmation Bias 37:01 Valuation discrepancy between developers and explorers 41:11 Top Picks 43:25 Capitalism and Morality Conference http://jayantbhandari.com/ https://twitter.com/JayantBhandari5 Junior Stock Review: https://www.juniorstockreview.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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May 16, 2023 • 22min

Gold Price Warning and Junior Gold Stock Commentary from Pro Investor David Erfle

In this interview pro mining investor David Erfle provides his commentary on the gold price and junior gold stock 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/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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May 11, 2023 • 26min

Expert Junior Mining Sector Analysis with Pro Investor Joe Mazumdar (risks & opportunities)

Joe Mazumdar of Exploration Insights provides expert junior mining sector analysis of the current risks and opportunities. He provides commentary on the newly approved Mexican mining reforms as well as Chile’s lithium mining policy. Joe also shares his thoughts on Glencore’s bid for Teck Resources and discusses whether the financing window is open for juniors now. Finally, he describes a common mistake he sees resource investors making. Joe Mazumdar is co-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 0:20 Mexican mining reforms 4:29 Mexican assets to be valued less now? 6:29 Less silver supply now from Mexico? 7:30 Chile’s lithium policy 10:05 Glencore’s bid for Teck Resources 13:27 Bristow’s comments re: acquiring projects not companies necessarily 17:26 Financing window for juniors opening? 18:48 Decarbonization movement & overlooked minerals needed 20:55 What resource investors are miscalculating right now? 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 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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May 9, 2023 • 33min

Three Junior Gold Stock Picks from Fund Manager Dave Kranzler

Dave Kranzler is the editor of the Mining Stock Journal and returns to the program to provide his commentary on the banking crisis and share three 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 analytic and trading jobs on Wall Street. For nine years of those years he traded junk bonds for a large bank. For the past 16 years, Dave has been an avid student of the precious metals markets and steadfast proponent of holding physical gold and silver in one’s portfolio. Currently, he co-manages a precious metals and mining stock investment fund in Denver. Dave’s stated goal is to help people understand and analyze what is really going on in our financial system and economy. 0:00 Introduction 1:10 Banking crisis commentary 6:07 Managing gold stock portfolio amidst banking crisis 10:15 Has last difficult 2yrs as jr gold speculator changed your approach? 15:52 Mining stock pick #1 20:17 Mining stock pick #2 22:46 Avoid small ‘optionality’ gold plays? 24:47 Mining stock pick #3 https://investmentresearchdynamics.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 None of the companies Dave mentions in this interview are MSE sponsors or owned by Bill Powers. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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Apr 25, 2023 • 59min

Expert Advice for Predictable Junior Mining Stock Profits with Dr. Nicole Adshead-Bell

“In our sector [junior mining] it’s never different. And so its very, very predictable corporate behavior and investment behavior. It’s trying to having a layer of objectivity to understand where you are in that cycle and invest accordingly. And so when you start to see, I’ll call it ‘low-risk M&A’, that’s normally the sign that you are at the beginning of a sustained movement in the underlying commodity price and obviously those equities tend to follow that,” shared Dr. Adshead-Bell Nicole Adshead-Bell is the Director of Cupel Advisory. She is a PhD geologist by trade and has worked in the resource sector for more than 24 years. Her roles within the sector have varied from analyst to M&A facilitator to junior resource company board member. In this interview, Nikki provides commentary on a number of topics such as the current M&A market, risk in the market, importance of selling and a few comments on Hot Chili and Bravo Mining. 0:00 Intro 3:24 - Mega M&A deals in the resource sector 6:27 - Does financial market risk affect the M&A market? 8:51 - Where does jurisdiction rank in importance when it comes to M&A? 10:35 - Risk in the market 12:50 - External versus internal risk 19:10 - Metal price bet and outlook for profit 21:10 - Equity valuations in the current market 25:25 - What would a recession’s effect on copper price be? 27:12 - What’s the biggest risk to the copper bull thesis? 28.50 - Are you a value investor? 31:05 - How important is learning how to sell? 32:43 - How big of a concern is confirmation bias? 36:45 - Overview of Hot Chili and Bravo Mining 46:30 - Does value trump jurisdictional risk? 52:57 - Is a mineral resource a limiting news event? Junior Stock Review Premium - https://www.juniorstockreview.com/premium-subscription/ Nicole’s website: https://www.cupeladvisory.com/about Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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Apr 21, 2023 • 16min

Regenx Begins Exponential Growth Phase: $30M to $1B Market Cap over 3-4yrs says CEO Greg Pendura

Regenx Tech Corp. just commissioned module one of a four module plant in Tennessee. Commercial production from module one is expected to begin within 90 days. This is the first of a minimum of four plants Regenx expects to build throughout the USA. Each plant will yield around US$15mm/year and clean tech companies can expect to receive a 15x cashflow multiple. Some clean tech companies over a billion-dollar market cap receive a 60x multiple. CEO Greg Pendura says that as Regenx executes its growth plan over the next 3-4 years the company’s market cap should rise from its C$30mm market cap to over $1billion. Regenx has proprietary clean technology which it is employing at its plant in Tennessee to recover platinum and palladium from used diesel CCs. Historically, smelting has been the dominate commercial method to recover Pd and Pt from used CCs. But smelters have a limited capacity, are environmentally hazardous and now refuse to accept diesel CCs due to the processing inefficiencies they create. This opens up a projected US$39.3 billion per year used diesel CC market by 2025. Regenx is poised to capitalize on the massive opportunity in the used diesel CC market via its processing and supply chain competitive advantages. First, Regenx has, via its proprietary technology, an ability to precipitate Pt and Pd into concentrate and recover about 90% of the metals in an environmentally-friendly manner. Second, Regenx has an exclusive partnership with Davis Recycling which will provide more spent diesel CCs than the company will initially be able to process. Website: https://regenx.tech/ Presentation: https://uploads-ssl.webflow.com/6287493474dce538ca2d8c63/6397e1ec3c019a185feb2d55_Regenx%20Corporate%20Presentation%20(Q4%202022)%20%20(4)-min.pdf 90-day commissioning RGX email update: https://mailchi.mp/regenx/thank-you-for-joining-our-emerging-growth-presentation-9325841?e=98d745dfed Tickers: TSXV:RGX, OTCQB:RGXTF, FRANKFURT:J64:GR *Regenx Tech Corp was formerly Mineworx Technologies Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Regenx is a 2023 MSE sponsor/advertiser. Bill is visited the Johnson City, TN pilot plant as well as Davis Recycling on June 1, 2022 and took a position in RGX during Q4 2022 at about C$.075/share cost basis. Regenx’s forward-looking statement applies to the content of this interview. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. Full MSE disclaimer: https://www.miningstockeducation.com/disclaimer/
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Apr 18, 2023 • 22min

Gold Breaks Out after a $2,100/oz Monthly Close says Pro Mining Investor David Erfle

In this interview pro mining investor David Erfle provides his commentary on the gold price and junior gold stock sector. David believes that once the gold price has a monthly close above $2,100/oz, the gold price will break out to the upside. 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/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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Apr 16, 2023 • 23min

Discerning Bias in the Mining Investment Sector with Bill Powers (Don’t be a dupe!)

Bill Powers discuses discerning bias in the mining investment sector in this monologue. As an investor, every source of information you consume is biased. It is your job to discern and filter through both the positive and negative biases of the content providers you listen to. You should make use of honest negatively biased critiques to your advantage. But you also must realize that there are negatively biased commentators that are motivated by factors other than simply providing an honest critique. Bill shares examples of some of the most egregious examples of dishonest negative bias that he has personally experienced in the junior mining investment sector. 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 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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Apr 13, 2023 • 14min

Torq Begins Drilling Untested Porphyry Systems in a World-Class Belt with Michael Henrichsen

Torq Resources has commenced its first drill program at the Santa Cecilia gold – copper project located in the world-class Maricunga belt in northern Chile, approximately 100 kilometres east of the city of Copiapo. The Santa Cecilia project is located immediately adjacent to the Norte Abierto project, held by Newmont and Barrick, which is comprised of the Caspiche and Cerro Casale gold – copper porphyry deposits. The initial drill program at Santa Cecilia is expected to consist of a total of approximately 15,000 metres over the next 14 months with a break of four months anticipated between June – September for the Chilean winter. Approximately 7,000 m of the drilling is expected to take place in 2023, with the first two drill holes planned for the northeastern flank of the Cerro del Medio target area, where mineralization from a 2012 drill hole intercepted 925.7 m of 0.21g/t gold, 0.27% copper, and 82 ppm molybdenum in a porphyry system located immediately below the epithermal gold system that was defined from 1988 – 1990 by a major mining company. Importantly, the mineralization intercepted in the 2012 drill hole is known to be in wall rock, and the Company is targeting a higher-grade causative intrusion. Torq has also defined new targets at its Margarita IOCG discovery in Chile. Chief GEO Michael Henrichsen stated, ““We are very pleased with the results from our gold and multi-element soil geochemistry grid, as it has delineated clear target areas across the project for our next drill program. The gold results from the untested Remolino and Cototuda targets have reaffirmed their potential and the new gold anomalies delineated in the northern portion of the project near our Falla 13 discovery have demonstrated the potential to define a significant IOCG system at the project.” https://www.torqresources.com/ TSXV: TORQ | OTCQX: TRBMF Press releases discussed: https://torqresources.com/news-media/news/2023/torq-commences-drilling-at-its-santa-cecilia-gold-copper-project-in-chile/ https://torqresources.com/news-media/news/2023/torq-defines-multiple-new-targets-based-on-gold-geochemical-results-at-the-margarita-iron-oxide-copper-gold-project/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Torq Resources is an MSE sponsor. Torq’s forward-looking statement found in its most-recent presentation applies to the content of this discussion. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

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