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
Feb 15, 2021 • 34min
What to Look for When Investing in Gold Producers with Retired IAMGOLD CEO Steve Letwin
Retired IAMGOLD CEO Steve Letwin discusses what to look for when investing in gold producers. Steve Letwin was appointed President and Chief Executive Officer and director of the Board of IAMGOLD on November 1, 2010. Specializing in corporate finance, operational management, and mergers and acquisitions, Mr. Letwin brought to IAMGOLD over 30 years of experience from the highly-competitive resource sector. During his time with IAMGOLD, he aligned the Company with a vision of an intermediate, pure gold play, managed government relations with our partners in Suriname, Burkina Faso and Senegal, and led corporate strategy. In January 2021, Steve retired from IAMGOLD. In February 2021, Steve took on the role of president and CEO of the Mancal Corporation in the energy sector. Steve has been on the board of Mancal since its inception in 1999.
0:00 Introduction
2:04 What can the gold sector can learn from the oil sector?
4:33 Will gold producer CEOs make the same mistakes as last cycle?
5:44 Consolidation needed among gold mid-tier producers?
7:43 Best M&A transaction in past year?
9:07 What should execs do so that excesses of the last gold peak do no reoccur?
11:48 Balancing investor short-term expectations with company’s long-term interest
15:03 Investor misconceptions
18:26 Advice to gold execs developing their first producing asset
21:00 Using debt to grow a gold producer
22:42 Ideal gold development project
26:34 Outlook for oil and gas sector
29:35 Steve’s new role
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Sponsor info: https://americaneaglegold.ca/
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.
Feb 9, 2021 • 30min
Analyst Chris Temple on The Best Trades for 2021
In this interview analyst Chris Temple shares where he is seeing the best possible trades in 2021. He also provides commentary on a range of topics such as the oil price, inflation expectation, mining stock picks and Ecuador as a mining jurisdiction in light of the recent presidential election developments.
Chris Temple is editor and publisher of The National Investor. He has had a more than three-decade career in various areas of the financial services industry. Temple is a ought-after guest on radio stations all across America, as well as a sought-after speaker for organizations. His commentaries and some of his recommendations have appeared in Barron's, Forbes, the Dick Davis Digest, Investors' Digest, PrudentBear.com, Kitco.com, and numerous other media.
0:00 Introduction
1:04 Best trades for 2021?
3:36 Oil
6:22 Inflation expectations
14:40 Uptick rule and short selling
15:59 Small-cap portfolio positioning
18:52 Mining stock picks
21:55 Ecuador’s presidential election a risk to mining investors?
https://nationalinvestor.com/
Email: Chris@nationalinvestor.com
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Sponsor info:
https://www.miningstockeducation.com/2021/02/genuine-opportunity-for-a-world-class-nickel-discovery-with-fpx-nickel-ceo-martin-turenne/
https://fpxnickel.com/
https://www.goldterracorp.com/
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.
Feb 8, 2021 • 24min
Silver Could Be $60/oz Now but Not $1,000/oz says Kerry Lutz
Silver could be $60/oz now but not $1,000/oz says Kerry Lutz of the Financial Survival Network. Kerry discusses silver in light of recent WallStreetBets Reddit group’s attempted #SilverSqueeze. He also shares how hedge funds probably functioned on both sides of the squeeze attempt as it was not purely a David vs. Goliath event. Kerry provides a reasonable argument for why silver could legitimately be priced at $60/oz today. Finally, he offers the reminder that silver is ultimately a financial insurance policy but it could also yield major riches.
0:00 Introduction
1:14 Hedge funds’ role in the WallStreetBets’ organized short squeezes
7:57 #SilverSqueeze commentary
9:32 Silver price manipulation commentary
12:24 Silver price commentary
17:13 Millennials awakened to #silver last week
18:23 Silver insurance policy that could yield major riches
Kerry’s website: http://www.financialsurvivalnetwork.com/
Sponsor: https://silverone.com/
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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.
Feb 5, 2021 • 41min
2021 Commodities Outlook with Expert Paul Robinson
Paul Robinson has over 25 years’ experience in commodity industries working across the metals, mining and power sectors. Paul is an analyst and director with the CRU Group which offers business intelligence on the global metals, mining and fertilizer industries through market analysis, price assessments, consultancy and events. In this interview, Paul shares his 2021 commodities outlook on the precious metals, base metals, battery metals, oil, iron ore and fertilizer sectors.
0:00 Introduction
1:27 Silver
7:27 Gold
8:52 What are you most bullish on?
13:03 Is there one commodity’s outlook that changed most for CRU Group due to a Biden presidency?
15:32 How do you factor in political and societal unrest to your supply/demand forecasts?
19:04 Copper over $4/lb in 2021?
22:28 Nickel
26:39 Iron Ore
28:18 Oil
30:54 Lithium
32:20 Cobalt
33:56 Aluminum
35:09 Fertilizers
Follow Paul Robinson on Twitter: https://twitter.com/BaseMetals
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.
Feb 3, 2021 • 24min
Billionaire Pierre Lassonde on #SilverSqueeze , Gold Mining Business & Advice for Speculators
Mining Billionaire Pierre Lassonde discusses the #SilverSqueeze , gold mining business and offers key advice for speculators. Pierre comments on the silver price in historical perspective and where it might be headed. He shares his number one advice for executives of gold producers as well as what type of mining investment he likes now outside the precious metals. Pierre talks about the current-day gold royalty sector and what is necessary for a start-up royalty company to succeed. He discusses a couple key traits mining speculators must have in order to succeed. Finally, Pierre discloses that he believes “that we are ripe for massive new discoveries…And I think we're due for one. And if and when it happens, it's going to juice up, the energy of people. And I would be looking very much for that kind of event over the next few years. I just know in my bone, it's going to happen.”
0:00 Introduction
1:45 #SilverSqueeze commentary
3:47 Where is the silver price headed?
5:33 Dow-Gold ratio 1:1
6:47 Type of new gold royalty company you’d invest in today?
8:28 Thoughts on prospect-generative approach to royalty generation?
9:29 Consolidation needed in the gold royalty space?
10:18 Do the best royalty opportunities reside in the base metal space?
12:04 Number one advice for executives of gold producers
13:22 Commentary on gold producer at-the-market mergers
15:03 What gold price do you use to analyze a development project?
15:50 “Copper is the metal of the future”
17:04 Becoming a successful mining speculator
20:14 Final advice
Interview Transcript: https://www.miningstockeducation.com/2021/02/billionaire-pierre-lassonde-on-silversqueeze-gold-mining-business-advice-for-speculators/
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.
Feb 2, 2021 • 29min
Genuine Opportunity for a World-Class Nickel Discovery with FPX Nickel CEO Martin Turenne
An opportunity for a potential world-class nickel discovery is hidden away in one of Canada’s best Nickel development companies FPX Nickel Corp. (TSXV:FPX; OTC:FPOCF). FPX Nickel is primarily known for its PEA-stage Baptiste nickel deposit in its 100%-owned Decar nickel district in British Columbia. But CEO Martin Turenne shares in this interview that he does not believe the market has realized the Decar nickel district’s massive exploration potential which is about to be drilled this year.
FPX Nickel will begin this summer the first ever drill program at its Van target. Martin shares regarding Van’s prospectivity: “Most notably at the Van target, where we have delineated a drill target there based on outcropping surface samples of bedrock that covers an area about three square kilometers of outcrop. So that is the target scale. By way of comparison, the lateral footprint of Baptiste is only about two and a half square kilometers. And the other thing that we see at Van is not only is it larger in its scale conceptually at surface than Baptiste, but the grades are higher. The grades are about 10% to 15% higher in surface samples (0.16% DTR Ni).”
0:00 Introduction
1:40 Bullish on nickel
4:49 Baptiste world-class nickel deposit at Decar project in BC
7:30 FPX Nickel future upside after nice share price run
9:12 Why Baptiste’s metallurgy is so important
10:54 Baptiste’s “clean nickel” appeals to majors & investors
13:18 Is FPX Nickel only a leverage play on nickel prices?
14:47 Baptiste’s CAPEX relative to other nickel projects
16:23 Van target is a potential world-class nickel discovery
18:22 “Nickel discoveries always do well because of their rarity”
20:22 Share structure with no warrant overhang
22:14 Treasury and burn rate
23:22 Upcoming catalysts in 2021
FPX Nickel Presentation: https://fpxnickel.com/wp-content/uploads/2017/08/FPX-Nickel-Corporate-Presentation.pdf
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Bill Powers owns shares of FPX Nickel and FPX Nickel 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. 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.
Feb 1, 2021 • 23min
Full-Time U.S. Mining Stock Trader Pays ZERO Capital Gains Tax
Alan Rizer is a full-time, self-employed trader who moved to Puerto Rico to avoid paying any capital gains taxes. Puerto Rico offers an incentive program to U.S. citizens not currently living in the territory to move there and be exempt from capital gains taxes as well as most business taxes. Alan describes his thought process of concluding he would move to Puerto Rico as well as the pros and cons of living in Puerto Rico. Finally, he shares a little about how he’s made money in mining stocks and some mining stocks he likes for 2021.
0:00 Introduction
2:15 Alan’s background
3:40 Puerto Rican tax incentive for U.S. citizens
5:29 What if Democrats make Puerto Rico a new state in the Union?
6:30 Program is for any U.S. citizen not currently in PR
8:35 Some big-name Americans that moved to PR for tax benefits
9:27 Practical DD steps to looking into moving to PR
12:08 Some cons of moving to PR
14:09 Developing community in PR
15:37 Alan’s trading approach
Alan’s Twitter: https://twitter.com/Algarete_PR
Sponsor: https://furygoldmines.com/ Ticker:FURY
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 28, 2021 • 22min
First Majestic Silver Corp. versus Short Sellers with CEO Keith Neumeyer
There is a movement currently gaining steam on social media to burn the silver short sellers. So, hear what First Majestic Silver Corp.’s CEO Keith Neumeyer has to say about the largest short seller position currently occurring in his company’s stock (12:09 mark). Will silver and First Majestic short sellers be delivered a painful lesson?
Keith also provides an overview of First Majestic’s current operations and discusses possible divestitures, acquisitions and ways to possibly continue to grow the company. Keith mentioned that this silver upcycle should last at least 3-5 years.
0:00 Introduction
0:48 Silver mining industry in 2020
2:49 Covid-19’s impact on silver mining in 2020
4:26 First Majestic has 60% revenue from silver production
5:29 Potential project divestitures
6:49 Type of project First Majestic would acquire
9:10 ATM for silver producers?
12:09 Massive short position on $AG
14:58 First Majestic’s new dividend policy
16:32 One more company up your sleeve?
https://www.firstmajestic.com/ TSX:FR NYSE:AG
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Silver One Resources is a sponsor of MSE but this was not a sponsored interview by First Majestic Silver. 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 27, 2021 • 15min
Aurcana Silver Raises C$34M Explains CEO Kevin Drover
In this interview, Aurcana Silver CEO Kevin Drover explains the purpose of the oversubscribed C$34M financing and why the company offered it at the terms they did.
Aurcana Corporation has 100% ownership of the world’s highest-grade silver mine (P&P): the Revenue-Virginius mine in Ouray, Colorado, USA. This fully-permitted mine will also be one of the lowest-cost silver producers in the world at only US$8/oz Ag (AISC) after byproduct credits. Aurcana is financed to production and expects to begin production in late Q2 or early Q3 this year.
Kevin Drover has over 40 years of both domestic and international experience. He was previously VP Worldwide Operations at Kinross Gold and possesses experience in all aspects of mining industry operations, process re-engineering, project development and corporate management.
http://www.aurcana.com/ TSXV:AUN OTC: AUNFF
Press release discussed: https://www.miningstockeducation.com/2021/01/aurcana-announces-pending-closing-of-previously-announced-non-brokered-private-placement-with-lead-order-from-palisades-goldcorp/
Aurcana’s Investor Presentation: http://www.aurcana.com/_resources/presentations/Corporate_Presentation.pdf
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Aurcana is an MSE sponsor. The forward-looking statement found on Aurcana’s website and current presentation 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. 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 27, 2021 • 14min
Doré Copper Mining Advances High-Grade Joe Mann Gold Mine with CEO Ernest Mast
Doré Copper Mining’s (TSXV: DCMC - OTCQB:DRCMF) assets contain some of the highest-grade undeveloped copper and gold deposits in North America. The company’s projects are located just 14 km from the town of Chibougamau in mine-friendly Quebec and are one of Canada’s premier near-term redevelopment opportunities. Doré Copper is debt-free and owns a 2,700 tpd mill with a 8.0Mt tailings facility. There is already power to site and it is accessible by paved highway and rail. The goal is to
produce a profitable hub-and-spoke operation of +100,000 oz/yr AuEq or +60 M lbs CuEq by 2023/2024. Because of the existing infrastructure and location, a low capex is anticipated to recommence production. In this interview, Doré Copper Mining’s president and CEO Ernest Mast provides an update on the company’s C$6M financing, recent share price action, Joe Mann drill results and upcoming catalysts.
0:00 Introduction
0:38 C$6M financing & type of investors
1:44 Recent share price action
2:32 Joe Mann gold mine drill results
8:50 Corner Bay deposit update
TSXV: DCMC OTCQB:DRCMF https://www.dorecopper.com/en/
Most-recent presentation: https://www.dorecopper.com/wp-content/uploads/2021/01/DCMC-CP_01-10-2021_Corporate-Presentation.pdf
https://www.miningstockeducation.com/2020/12/high-grade-gold-and-copper-on-the-pathway-to-production-with-dore-copper-mining-ceo-ernest-mast/
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Doré Copper Mining is a sponsor of Mining Stock Education. Doré Copper Mining’s forward-looking statement found in the company’s presentation applies to the content of this podcast. 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.


