Mining Stock Education

Strategic resource investor David Lotan and Michael Gentile share mining stock insights, tips and advice from their decades of experience investing in resource companies. Have a listen to this 45-minute roundtable discussion hosted by Bill Powers and Brian Leni of JuniorStockReview.com. David Lotan is the President of LHI an investment company focused on natural resource opportunities. In his previous career David was the founder and CEO of the structured finance operations of Polar Capital – a Canadian merchant bank and alternative asset manager, acted as a portfolio manager for the Ontario Teachers’ Pension Plan and was a risk management consultant with PricewaterhouseCoopers focused on commodities and rates. He is a Chartered Accountant and CPA and also the non-executive chairman of Aurion Resources. Michael Gentile has 20 years of Investment Management experience and has spent the last 3 years being an active strategic investor in the metals and mining sector. He takes an active role in transforming and reinvigorating high potential exploration companies through 19.99 percent ownership stakes, board appointments or strategic advisory roles. In August 2021 Michael became a founding partner and senior PM at Bastion Asset Management (BAM). Bastion offers fundamental bottom up long short equity strategies to institutional and high net worth investors. Michael is currently a strategic advisor to Arizona Metals (AMC) and a director for Northern Superior Resources (SUP), Roscan Gold (ROS), Solstice Gold (SGC) and Radisson Mining (RDS). He holds a CFA and graduated with great distinction from the John Molson School of Business (Concordia University) in 2003. 0:00 Introduction 0:39 Assessing a Jr miner training at a discount to value 6:00 Why Dave & Michael inject supportive and catalytic capital into junior miners 10:39 Look at the track record of “strategic resource investor” 11:59 Current market psychology and flow of funds 15:46 Some juniors trading at cash in the bank 16:51 Would you invest in a privateCo now? 20:35 Assessing jurisdictional risk 24:25 Mining is getting more difficult in all jurisdictions 27:04 Selling at the right price 31:57 Price targets of analysts useful? 33:27 Seeing through your own inherent bias 38:20 Strategy to minimize the role emotions play in speculating 42:47 Learn from your mistakes 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.

Regenx Tech Corp. is a precious metals recovery first mover in the USA with near-term cashflow explains CEO Greg Pendura and President of US Operations Rick Purdy. Regenx has proprietary clean technology which it is employing at its plant in Johnson City, TN to recover platinum and palladium from used diesel catalytic converters (CC). 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. Regenx has just started its pilot plant in Johnson City, TN after proving the effectiveness of its technology in Vancouver. The pilot plant serves to optimize the scaling up to commercial production of eventually 10 tpd. Regenx will begin to procure equipment for the commercial plant this summer and hopes to begin commercial production later this year. First year free cashflow to Regenx should be over US$10mm from its first plant. After the first plant is up and running the company plans to expand its processing capacity at its initial plant and then build and operate multiple plants throughout North America. 0:00 Introduction 2:34 What is Regenx Tech Corp? 3:28 Platinum & Palladium price expected to stay strong 4:35 Davis Recycling will supply used diesel catalytic converters 6:00 Pt & Pd recycling business a hard business to get into 6:45 Proprietary technology recovers 90% of Pt & Pd 8:14 Can a competitor steal your expected market share? 9:45 No environmentally permits needed 10:19 Near-term cashflow opportunity 13:34 US$20mm net profit in year one + growth plans 16:20 Abundance of diesel catalytic converters waiting to be recycled 17:08 Possible carbon credits with Regenx business model 17:47 Financing, capex 18:38 Inflationary or supply chain issues to overcome? Website: https://regenx.tech/ Presentation: https://irp.cdn-website.com/e7655f48/files/uploaded/RegenX%20May%202022%20%284%29-min.pdf Tickers: TSX-V: MWX I OTCQB: MWXRF I FSE:YRS (tickers will change in June) *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 new MSE sponsor. Bill is visiting the Johnson City, TN plant on June 1st. 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. 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 this episode, Bill Powers shares his analysis and lessons learned from investing in Aurcana Silver from January 2020 until now. Last week Bill sold his final Aurcana shares for about C$.18/share. Bill initially invested via a private placement in early 2020 at C$.22/share with a full C$.375 three-year warrant. At one point in early 2021 Bill was up almost 10x on his Aurcana investment (when considering the in-the-money value of the warrants in addition to the equity). After exiting the stock last week Bill’s net gain on Aurcana was about 200%. Aurcana was a show sponsor from January 2020 until September 2021. Stock discussed: https://aurcana.com/ Tickers: AUN on TSXV and AUNFF on OTC 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.

Richard Radez spent his 30 years in the brokerage industry recommending people invest 10% of their portfolios in natural resource related investments – to hedge against worldwide political and economic uncertainties. He founded the International Association of Natural Resource Brokers and is president of Global Resource Expos. He also has worked with select natural resource companies on a consulting basis. David Tice, Manager of the Prudent Bear Fund called Richard “One of the Top Natural Resource Stock Guru’s in the Industry today.” He is one of the leading alternative investment specialists in the country. He has visited over 300 mining properties in 12 countries and 18 states. Mr. Radez is a graduate of Purdue University and the Wharton Business School S.I.A. Forum. He was also elected the Indianapolis Stock and Bond Club Member of the year. This interview was recorded live at the 2022 Strategic Investment Insights Conference in Chicago. Rich’s conference website: https://strategicinvestmentinsights.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.

In this interview pro mining investor David provides his commentary on the gold price and junior gold stock sector. He believes we need to see a solid $2,000/oz gold price floor before the junior gold stocks really begin to move. 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.

Torq Resources discovers a new copper and gold sulphide system as a result of its maiden 4,075 metre reverse – circulation (RC) drill program at its Margarita Iron-Oxide-Copper-Gold (IOCG) project, located in northern Chile about 65 kilometres north of the city of Copiapo. Drill hole 22MAR-013R intersected 90 m of 0.94% copper and 0.84 g/t gold at a depth of 50 m – 140 m. This discovery successfully identified the copper and gold sulphide source mineralization to the abundant copper oxide mineralization observed on the southern margin of the project, validating the Company’s exploration thesis, and represents the potential for a significant new IOCG discovery in the Cretaceous Coastal Cordillera belt in northern Chile. Shawn Wallace, Executive Chair stated, “This copper and gold discovery drill hole is a remarkable success for Torq. After only acquiring the Margarita project a year ago, our team was able to uncover the potential for an entirely new IOCG deposit in Chile from its maiden 13-hole drill program on a project that had never been drilled before. We are incredibly impressed by the work of our technical team and their ability to move quickly and methodically in recognizing the opportunity at Margarita at an early stage and then delivering the kind of results all exploration companies strive for. We are now diligently preparing for a follow-up drill program and will update shareholders and stakeholders of our plans in the very near future.” Michael Henrichsen, Chief Geological Officer, state: “In the first ever modern drill program at the Margarita project, the Company has demonstrated the true potential of the property with a meaningful discovery. The mineralization has a clear signature over a 1 km strike length, and we believe there is significant potential for the project to host a substantial mineralized body. We greatly look forward to the second phase of drilling this summer when we will aim to outline a world-class IOCG deposit.” Waldo Cuadra, General Manager of Chile, stated: “Rarely does an exploration team on its first drill program achieve noteworthy success with the discovery of a significant mineralized section. The Margarita project has the potential to be Chile’s next major IOCG discovery, and after a long process of monitoring this project over the years, it is very gratifying to drill Margarita successfully with a team of experienced and motivated geologists as well as the full support of our executive team in Vancouver. I am proud to lead our team of geologists in Chile toward our objective of defining an IOCG – type deposit.” https://www.torqresources.com/ TSXV: TORQ | OTCQX: TRBMF Press release discussed: https://www.torqresources.com/news-media/news/2022/torq-makes-new-discovery-at-its-margarita-iron-oxide-copper-gold-project-90-metres-of-0.94-copper-and-0.84-g-t-gold/ 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. 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.

Silver will be the trade of the decade and quality silver stocks will be the biggest winners says Peter Krauth of SilverStockInvestor.com. Peter has been covering silver investments for over 15 years and is the author of the just-published book, “The Great Silver Bull: Crush Inflation and Profit as the Dollar Dies.” He clearly articulates, in this interview, the investment thesis for silver at this time in history as well as some things to consider when buying silver stocks. Peter says there is 50x to 100x potential gains with the right silver stocks. 0:00 Introduction 1:06 Silver is the trade of the decade 2:02 Silver is the irreplaceable metal 3:31 Silver supply profile 6:06 Silver during a recession? 12:35 Putting together a silver mining stock portfolio 14:35 Bullish on broader commodity complex? 15:41 Silver investing risk 20:29 Extreme profit potential of silver stocks (100x potential) 21:40 Advice for new silver investors 24:13 Info on Peter’s book Peter’s website: https://silverstockinvestor.com/ The Great Silver Bull on Amazon Canada: https://www.amazon.ca/dp/B09YYZT32S Amazon USA: https://www.amazon.com/dp/B09YYZT32S 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.

Craig Hutton discusses the many nuances and variables to valuing an ore deposit in this 50-minute episode. He is the author of 'Mining Economics Explained: A Guide for Boards, Executives, Managers and Investors'. Craig is a veteran of 35 years in the international mining arena holding qualifications in geology, economics and finance, as well as a Masters degree in Business Administration. His theoretical grounding combined with over 25 years of experience in applied mining economics serves as the foundation to the writing of his book and approach to valuing ore bodies. 0:00 Introduction 1:38 Craig’s career & qualifications 6:45 Impetus for Craig’s book ‘Mining Economics Explained’ 10:34 Undercapitalized developers today vs overcapitalized miners a decade ago 14:05 Will gold producer CEOs make the same mistakes of last cycle? 16:09 Percentage of feasibility studies that achieve forecasted economics? 19:36 How to factor in inflation into project valuations 21:44 What discount rate to use for valuation? 26:02 Craig’s experience overseeing feasibility studies 27:50 Can we trust feasibility studies? 30:05 Juniors should move from PEA to completed feasibility study within 18mos 35:40 PEA should be a viability study not a feasibility study 38:53 PEA should be more than a marketing document 41:50 Question to ask a development company CEO during due diligence 45:29 Analyzing a past-producing ore body Craig on LinkedIn: https://www.linkedin.com/in/craig-h-3755a612 Craig’s book on Smashwords: https://www.smashwords.com/books/view/1142111 UK Amazon: https://www.amazon.co.uk/Mining-Economics-Explained-Executives-Investors-ebook/dp/B09XRD2ZFB USA Amazon: https://www.amazon.com/Mining-Economics-Explained-Executives-Investors/dp/B09XSS78QY Canada Amazon: https://www.amazon.ca/Mining-Economics-Explained-Executives-Investors/dp/B09XSS78QY 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.

Rick Rule shares a key strategy that has repeatedly yielded him outsized mining stock profits in this 40-minute discussion with Bill Powers and Brian Leni of JuniorStockReview.com. Rick shares how the Ukraine conflict has effected the USD as well as his approach to resource investing. Numerous other topics pertinent to resource investors and speculators are addressed (see timestamps below). Finally, Rick shares about his upcoming symposium and offers to review listener’s mining portfolios. 0:00 Introduction 1:00 Anti-USD hostilities in overdrive due to Ukraine conflict? 3:24 Thoughts on Swiss franc 4:19 Ukraine conflict’s impact on Rick’s resource investing 6:36 U.S. mining & O&G investment risk & hypocrisy 8:42 West Africa excellent gold mining jurisdiction 10:43 Is being contrarian solely a quantitative matter or also qualitative? 13:12 Rick’s key strategy for outsized mining stock profits 16:00 Being too early, too often (valuing opportunity cost) 19:00 When to exercise in-the-money warrants? 20:51 Thoughts on junior producers that pay a dividend? 24:44 When a serially-successful mining entrepreneur doesn’t make you money 29:30 Dealing with adversity of bearish markets 32:48 Rick Rule’s Symposium (July 26-29 in Boca Rotan, FL) Rick’s Symposium: https://opptravel.zohobackstage.com/TheRuleSymposiumofNaturalResourceInvesting#/ If you would like Rick to review your mining stock portfolio reach out to him at: https://ruleinvestmentmedia.com/ Rule Investment Media YT channel: https://www.youtube.com/user/SprottGlobal Brian Leni’s website: 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 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.

Fury Gold Mines’ CEO Tim Clark and Chairman Ivan Bebek provide an update on the company’s progress in this episode. Fury now has CAD$76mm in the Treasury (C$16mm cash & C$60mm marketable securities) and has recently commenced a 15,000m drill program at its flagship Eau Claire deposit in the James Bay Region of Quebec with the goal of expanding the resource and demonstrating further growth potential. Through the just-closed C$11mm financing, Fury has brought on board a Canadian corporate investor as well as a U.S. institutional investor. Of these two new investors and the prospective nature of expanding the Eau Claire deposit, Tim Clark stated: “We are thrilled to achieve the support from two highly regarded shareholders. The Company is well-financed, currently drilling, and our management team is very excited about several of our robust exploration targets that we will be testing within the next 12 months.” Fury Gold Mines is a Canadian-focused high-grade gold exploration company strategically positioned in two prolific mining regions: the James Bay Region of Quebec and the Kitikmeot Region in Nunavut. https://furygoldmines.com/ Ticker: FURY Presentation: https://furygoldmines.com/site/assets/files/6243/fury_march_2022_conference_smi_final.pdf Press Releases discussed: https://furygoldmines.com/site/assets/files/6245/2022-04-07_fury_nr_ecdrillingcommenced_final.pdf https://furygoldmines.com/site/assets/files/6254/2022-04-19_fury_nr_financingclosing.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. 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.