Mining Stock Education
Bill Powers
Profit from resource and precious metals investing as you learn from the best in the industry and discover quality mining investment opportunities with the Mining Stock Education podcast.
Episodes
Mentioned books
Jan 11, 2023 • 23min
Trillion Energy Increases 2023 Production Guidance to 11 New Wells Explains CEO Art Halleran
Arthur Halleran, CEO of Trillion, stated: “During 2023 we are focusing on using the Uranus rig to increase production through new wells, sidetracks and workovers. An added benefit of drilling side-tracks from existing well boreholes is that they are already tied into the pipeline and production facility, so once drilled and completed the wells are immediately put on production. We are currently in the process of getting our partner’s feedback on the proposed side-tracks. We are pleased to have developed a work program which permits continuous drilling over the year to enable us to exit 2023 with 13 wells.”
Natural gas sale prices for January 2023 are about US $27/MCF, historically high pricing for the Turkiye region. As a comparison, Henry Hubb natural gas price is only about US$5.50 currently.
Trillion is an oil and gas producing company with multiple assets throughout Turkiye and Bulgaria. The Company is 49% owner of the SASB natural gas field, one of the Black Sea’s first and largest-scale natural gas development projects; a 19.6% (except three wells with 9.8%) interest in the Cendere oil field; and in Bulgaria, the Vranino 1-11 block, a prospective unconventional natural gas property.
Trillion Energy also has tremendous blue-sky potential on its natural gas license areas which it is currently seeking to expand. The company’s SASB gas field is located just 100km south of the largest gas discovery (19 TCF+) in 30 years in Europe and is the only nearology play in the region. Art is planning to test the most prospective structures he has identified in 2024 and beyond.
0:00 Introduction
1:10 TCF increases 2023 production guidance
3:20 Cashflow projections
4:35 Off-block exploration targeting huge discoveries
6:35 Could TPAO’s discoveries negatively impact TCF?
8:10 Third well in drill program on schedule
9:16 TCF being paid $27/mcf not HH price
12:13 TCF share price commentary
13:31 CEO Art Halleran’s skin-in-the-game
17:28 Dereick on-shore oil exploration license
18:49 Upcoming catalysts
https://trillionenergy.com/
CSE: TCF - OTCQB: TRLEF - Frankfurt, Z62, Forum
Company presentation: https://trillionenergy.com/wp-content/uploads/2022/12/Trillion_Energy_Intl_Corporate_Presentation_Dec_2022_V1-Web.pdf
Recent Press Release: https://trillionenergy.com/2023/01/10/trillion-energy-adds-additional-wells-to-sasb-work-program/
Analyst Report: https://www.miningstockeducation.com/wp-content/uploads/2023/01/TCF_01_10_23.pdf
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Trillion Energy is an MSE sponsor. Bill Powers is biased and, as a shareholder, hopes Trillion shares go much higher. Don’t buy this stock without consulting a qualified investment advisor. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Jan 10, 2023 • 22min
How to Trade Commodities, Gold & Equities in 2023 with Pro Trader Nick Santiago
Professional Trader Nick Santiago says that 2023 will be a difficult, yet opportunity-filled, year for traders. Nick discusses his outlook on equities, precious metals and commodities in this interview. 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.
Jan 9, 2023 • 28min
Don't Buy a Junior Mining Company IPO without Considering These 6 Points First explains Bill Powers
Bill Powers explains six points to consider before buying a junior resource stock IPO. The monologue warns retail investors to be discerning as not all founders and promoters want to make you money. Bill reveals why you have to take a particularly careful look at share structure to discern founders’ and management’s potential misalignment with investors as well as see how your entry point compares to other early investors in the company. He also encourages you to closely examine the founders’ and key players’ historic mode of operation. Furthermore, Bill also discusses examples from his own mining investing experience throughout this episode towards the end goal of helping you become a better mining stock investor.
0:00 Introduction
1:10 Bill’s personal experience investing in jr mining privateCos
9:10 6 key point to consider before buying a jr mining IPO
9:57 Analyze the historic mode of operation of key players
14:23 Analyze capital structure and cheap shares
21:39 Final points to consider
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.
Jan 5, 2023 • 23min
Gold Is Your Insurance for 2023 Risks & Uncertainty Says Pro Mining Investor David Erfle
In this interview pro mining investor David provides his commentary on the gold price and junior gold stock sector. David shares that gold is the best insurance policy for the risks and uncertainties of 2023 while at the same time being currently on sale. 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.
Jan 4, 2023 • 33min
Commodity Supercycle Assured Due to Supply-side Underinvestment explains Analyst Joe Mazumdar
Joe Mazumdar of Exploration Insights explains why the supply-driven commodity supercycle is easier to perceive than a demand-driven supercycle. He reveals the commodity he is most-bullish on for 2023 and offers thoughts on where gold and silver might trade in 2023. Joe also shares where he is seeing value in the mining sector and offers one stock pick.
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
0:51 Joe agrees with Goldman Sach’s 2023 commodity supercycle outlook
3:20 Supply-side driven commodity supercycle easier to see than demand-driven
5:21 Are low commodity inventories overhyped by bullish commentors?
7:00 Bullish copper (but H1 2023 is unpredictable)
9:47 Commodity prices hard to predict in short-term but easy in long-term
11:21 Gold and silver in 2023
13:15 Your worst macro-commodity forecast as an analyst?
15:37 How ESG movement affecting investing in miners
19:51 Where are you seeing value in the mining sector?
22:22 ESG movement’s impact on developing gold mines
24:02 Gold’s price not affected by supply-demand
26:18 CSA’s new rule allow small-caps to raise with no prospectus and no 4-mo hold
28:00 New stock pick
Joe Mazumdar’s website: https://www.explorationinsights.com/
Follow Joe on Twitter: https://twitter.com/JoeMazumdar
Goldman Sachs 2023 Commodity Report: https://www.goldmansachs.com/insights/pages/gs-research/2023-commodity-outlook-an-underinvested-supercycle/report.pdf
Canadian securities regulators adopt streamlined capital-raising option for Canadian-listed issuers: https://www.securities-administrators.ca/news/canadian-securities-regulators-adopt-streamlined-capital-raising-option-for-canadian-listed-issuers/
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.
Dec 31, 2022 • 40min
Ten Expert Resource Investing Tips (Highlights from the 2022 MSE Podcast)
Thank you for listening to the MSE podcast this past year. In this final 2022 episode, I re-present 10 timeless resource investing tips from 10 different expert guests we’ve featured on the show over the past year. Before some clips, I provide a little commentary myself. I wish you all the best in 2023. May you prosper not just at junior mining stock investing but in all aspects of your life! -Bill Powers
0:00 Introduction
2:55 Alexco debacle post-mortem masterclass
9:52 Bullish signs retail investors should look for in jr miners
14:44 Timing the bottom of a jr mining cycle
16:27 Rule-of-thumb for when to sell a successful exploreco
18:33 Analyst report price targets
20:29 Changing one’s macro-thesis
25:02 #1 trait of successful microcap investors
26:54 Time your buy and sell: Your failure can be someone else’s success
31:54 Humility is a necessary trait for resource investors
35:26 130-bagger & optimistic outlook of jr mining investors
38:26 Mining sector best place for potential 10-baggers
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
No current sponsors were mentioned in this episode. American Eagle Gold is a past sponsor company. 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.
Dec 29, 2022 • 48min
"Sub-$100/barrel Oil Never Again" Explains Oil Analyst Shubham Garg
Shubham Garg is the CEO & Founder of White Tundra Resources and White Tundra Investments. Producing Oil & Gas in a profitable, environmentally sustainable, and fun way is Shubham’s true passion. Having worked in the field throughout his career, he is using his boots-on-the-ground knowledge mixed with his detailed financial analysis and education in petroleum engineering to achieve long-term capital growth. His industry contacts and conversations with management allow him to feel confident in his in-depth valuations and offer deep insight into their operations.
Shubham is currently managing White Tundra Investments' portfolio focused on undervalued Canadian Oil & Gas E&P's. White Tundra operates on a concentrated model with 30-60% of our portfolio invested in one leveraged high-torque equity, 30-60% on a basket of low-growth cash-flow generating equities, and 10% on high potential small-cap and junior companies with unique technology, excellent operational performance and strong management teams. White Tundra is also Shubham’s next step in sharing his knowledge and simplifying Oil & Gas investing in order to attract more interest in the sector from those employed in our industry, retail investors, millennials, and ESG-focused investors.
0:00 Introduction
2:00 Shubham’s expertise
6:34 Addressing Oil Bear Thesis
13:39 Oil supply side
21:43 ESG & green transition=oil demand destruction?
27:40 Forced transition away from hydrocarbons not realistic
30:50 Oil price forecast for 2023?
34:20 Sub-$100/barrel oil never again
35:15 This oil cycle is a “sustained shift upward”
36:40 Geopolitical events impact on long-term oil price?
40:14 How to follow Shubham online
Shubham Garg’s website: https://www.whitetundra.ca/
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.
Dec 26, 2022 • 34min
Lithium Market Fundamentals Explained by Mining Analyst Koby Kushner (Bubble or Bull Market?)
The lithium market has been on the forefront of this worldwide electrification boom. Lithium’s inherent physical qualities make it invaluable to batteries and thus, vital for this major paradigm change. In this interview with Red Cloud Securities’ mining analyst, Koby Kushner, we cover the basics of the lithium market: deposit types, production, end products, security of supply and market dynamics heading into 2023. Not unlike the other battery metals, security of supply appears to be the biggest driver of price appreciation. Listen to Kushner overview of the lithium market’s state of supply. Enjoy!
0:00 Introduction
0:35 Lithium basics: Deposit types, how they were formed, breakdown of production
2:30 Clay deposits, why aren’t any in production?
3:34 Uses for lithium outside of batteries?
4:28 Lithium end products delivered to the battery makers?
4:50 Hydroxide versus carbonate?
6:50 Lithium substitution in the future?
9:17 Security of supply?
10:50 Canada as a jurisdiction for lithium exploration and development
13:10 Direct Lithium Extraction Technology
17:15 Impact of the lithium triangle on the lithium market
18:48 Is there a big difference technologically and economically between the hard rock and brine source of lithium?
22:01 EU’s lithium supply?
23:47 Recap the lithium market in 2022
26:05 Could a recession de-rail the lithium market in 2023?
28:40 Where’s the best place to track the lithium price?
30:01 Red Cloud Financial Services Offering – Pre-PDAC conference?
Red Cloud Securities: https://redcloudsecurities.com/
Junior Stock Review Premium - https://www.juniorstockreview.com/premium-subscript ion/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
This interview was not sponsored. 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.
Dec 21, 2022 • 40min
Gold Stock Mania is Coming says Fund Manager Lawrence Lepard
Gold stock fund manager and Austrian economist Larry Lepard shares that he expects a gold stock mania probably in the next two to four years. Larry discusses how he has positioned his fund for the gold bull market. He reveals numerous stocks he is investing in and which he likes. Larry also explains why he is bullish on bitcoin as well as gold.
Lawrence Lepard runs Equity Management Associates, LLC, an investment partnership which has focused on investing in precious metals since 2008. Prior to EMA, Mr. Lepard spent 25 years as a professional investor and venture capitalist. From 1991 to 2004 he was one of two Managing Partners at Geocapital Partners in New Jersey which managed six venture capital partnerships, the last of which was $250 million. Geocapital was very active in technology, software and computer investing and invested heavily in the internet starting in 1993. Geocapital was the lead investor in Netcom, Inc., the first internet service provider to complete an IPO in 1996. Prior to Geocapital Mr. Lepard spent 7 years as a General Partner at Summit Partners in Boston, MA. Summit is a large venture capital and private equity firm. He was employee number 4, joining 1 year after Summit was launched. Mr. Lepard holds an MBA with Academic Distinction from Harvard Business School and a BA in Economics from Colgate University
0:00 Introduction
1:20 What did you learn in 2022?
8:10 Any hedges in place for 2023?
10:00 Best performing stock last year?
14:05 Rise Gold Corp.
15:00 Larry names jr miners he likes
23:39 Perma-gold bull
24:25 Larry is also a bitcoin bull
31:40 Is bitcoin “digital gold”?
Lawrence’s contact info and Twitter handle:
llepard@ema2.com
Larry’s Newsletter: http://eepurl.com/gOf1dT
https://twitter.com/LawrenceLepard
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.
Dec 20, 2022 • 19min
Torq Resources Pursues “Rare Opportunity to Drill Untested Porphyry Systems in a World-Class Belt”
Torq Resources has initiated surface exploration at its Santa Cecilia gold–copper project located in the world-class Maricunga belt in northern Chile, approximately 100 km east of the city of Copiapo. The surface exploration program is focused on defining drill targets with the aim of initiating the first drill program at Santa Cecilia in Q1 2023.
Shawn Wallace, CEO & Chair, stated: “The initiation of work at our flagship Santa Cecilia project represents a major milestone for the Company as it brings us one step closer to our highly anticipated inaugural drill program at the project. With Gold Field’s C$15M investment, and additional financing mechanisms in place with longstanding shareholders, the Company is on solid footing heading into 2023, and we are looking forward to an exciting and prosperous year for all stakeholders.”
Michael Henrichsen, Chief Geological Officer, stated: “It is with great anticipation that we start surface work at the Santa Cecilia project, as it provides a rare opportunity to drill untested porphyry systems in a world-class belt. The application of modern exploration techniques with the benefit of the understanding of other porphyry discoveries in the district will put the Company in an excellent position for a potential discovery. We look forward to generating our first drill targets in the coming months as the we develop these crucial data sets.”
https://www.torqresources.com/ TSXV: TORQ | OTCQX: TRBMF
Press releases discussed:
https://torqresources.com/news-media/news/2022/torq-commences-exploration-at-its-santa-cecilia-gold-copper-project/
https://torqresources.com/news-media/news/2022/torq-extends-margarita-iron-oxide-copper-gold-discovery-190-metres-to-the-north-98-metres-of-0.94-g-t-gold-and-0.68-copper/
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Torq Resources is an MSE sponsor. 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.


