Mining Stock Education

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.

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.

“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.

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/

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.

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.

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/

Professional Trader Nick Santiago says that he does not have a lot of faith in the gold move right now to hold. He sees gold dipping below $1600/oz before it rockets much higher. Nick also discusses recent trades and how he is seeing the markets. 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.

"Following a highly successful drill program in 2022, we are excited to be returning to the Eau Claire resource and Percival Prospect. Our goal is to continue to expand the Eau Claire resource, which we know is open in all directions, while also looking for new discoveries elsewhere on the Eau Claire land package which we believe are possible at the Percival Prospect and to the East at our new targets discovered along the Cannard Deformation Zone," commented Tim Clark, CEO of Fury. "Additionally, we are thrilled that Fury will start the year with C$16.2 million in the treasury and about C$60 million in current value in shares in Dolly Varden Silver, which arguably makes Fury one of the best-financed juniors in the sector." Fury lays out its exploration plans for the Eau Claire project located in the Eeyou Istchee Territory in the James Bay region of Quebec in this episode. In 2023, the Company plans to drill between 15,000 and 20,000 metres at the project with the goals of 1) continuing expansion of the high-grade Eau Claire resource; 2) following up on the 2022 success at the Percival Prospect 14 kilometres to the east of Eau Claire; and 3) advancing several early-stage exploration targets along the Cannard Deformation Zone to the drill ready stage. https://furygoldmines.com/ Ticker: FURY Presentation: https://furygoldmines.com/site/assets/files/6456/fury_ir_pdac_mar2023_final.pdf Press Releases discussed: https://furygoldmines.com/site/assets/files/6464/2024-04-11-nr-fury-f5124gihoo.pdf Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Fury Gold Mines is a Mining Stock Education sponsor/advertiser. The forward-looking statement found in Fury Gold’s most-recent presentation found at www.FuryGoldMines.com applies to everything discussed in 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. 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 podcasts or 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.

Bill Powers offers practical advice for difficult financial times in this episode. For the past 12 years Bill has made financial and investment decisions in the light of possible extremely challenging financial and societal times. He reveals his thought process which includes making decisions that balance preparing for the worst while still seizing the enjoyments and opportunities life offers today. Lastly, Bill encourages you that the more difficult times get, the more generous you should become. And if you have prepared accordingly you will be in a position to help others. 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.