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
Mar 10, 2026 • 43min
“We’re Selling Oil Stocks Now” says Resource Fund Manager Adrian Day
Bill Powers interviews resource fund manager Adrian Day about market volatility tied to war in Iran, comparisons to the late 1970s, and positioning in gold, oil, and commodities. Day argues the U.S. is moving into stagflation as employment and retail weaken while inflation remains stubborn, citing issues with unemployment data, rising credit card debt, and consumers trading down. He explains gold often rises before geopolitical events and then sells off as profits are taken, while remaining bullish on gold over the next 6–12 months. On oil, he says the oil stocks have rerated and are not especially cheap, so he has been selling oil stocks recently. Day expects commodities to benefit from underinvestment cycles and discusses copper supply constraints, demand risks from EVs and data centers, and his investment in Lara Exploration.
00:00 Intro
00:29 War Iran and 70s Echoes
01:42 Why Gold Shrugs Off War
04:12 Long Term Gold Bull Case
04:49 Oil Setup and ESG Headwinds
07:31 Stagflation Jobs and Spending
13:57 Inflation Reality Check
16:00 Commodities and Supply Cycles
18:27 Copper Shortage and Substitution
20:14 EVs Data Centers Demand Debate
25:11 Copper Investing and Recycling
28:00 How to Play Gold Stocks
35:37 Lara Exploration Thesis
39:44 Website Resources and Wrap Up
https://adriandayassetmanagement.com/
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Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Mar 8, 2026 • 20min
Canada Funds First Phosphate & Incentivizes Domestic Phosphate Production with CEO John Passalacqua
Bill Powers interviews First Phosphate CEO John Passalacqua following PDAC, where the company received a non-repayable C$16.7M grant and highlighted government support for critical mineral supply chains. Passalacqua says the funding de-risks the company through feasibility, permitting, and toward a final investment decision, with drilling nearly complete and a feasibility study targeted for December 2026. He explains LFP batteries are largely phosphate-based and that First Phosphate’s high-purity igneous phosphate resource in Quebec is rare and advantaged by proximity to infrastructure and a deep-sea port. He discusses phosphate being added to Canada’s critical minerals list and related tax credits for downstream facilities, outlines a 10,000 tpa LFP CAM plant concept pending tariff clarity, and reviews U.S. market access via OTCQX and a new 10:1 ADR, along with insider share purchases and recent stock highs.
00:00 Intro
00:54 Canada Grant Impact
02:11 Drilling and Feasibility Timeline
03:02 Why LFP Needs Phosphate
04:05 Infrastructure and Location Edge
05:29 Critical Minerals List Benefits
07:55 Downstream Plant and Tariff Pause
09:03 Europe and US Strategy
10:20 OTCQX Tickers and ADR Explained
14:07 Insider Buying and Alignment
15:05 Valuation and Execution Outlook
16:53 Wrap Up and Disclaimers
First Phosphate Introductory Interview: https://www.youtube.com/watch?v=eD7t1Q7OZfU
Press releases discussed:
https://firstphosphate.com/first-phosphate-nrcan-funding-16-7m/
https://firstphosphate.com/canada-critical-minerals-phosphate-clean-tech/
https://firstphosphate.com/first-phosphate-adr-program-fphoy-otcqx/
https://firstphosphate.com/
CSE: PHOS – FSE: KD0 – OTCQX: FRSPF – OTCQX-ADR: FPHOY
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Sponsor First Phosphate pays Mining Stock Education a United States dollar ten thousand per month coverage fee. First Phosphate’s forward-looking statement found in the company's presentation applies to the content of this interview. MSE offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Mar 6, 2026 • 42min
New Copper Discovery with Multi-Billion Tonne Potential explains Midnight Sun’s Adrian O’Brien
Bill Powers interviews Adrian O’Brien of Midnight Sun Mining at PDAC in Toronto about the company’s copper discovery in the Zambia–DRC copper belt amid competing US- and China-backed rail corridors to access regional copper. O’Brien recounts the company’s transformation from a ~$20–25M market cap to ~C$300M after regaining 100% ownership of its flagship Dumbwa target, raising C$10M and later C$30.5M, building institutional support, and hiring COO Kevin Bonel (formerly Barrick) to apply a Lumwana-style exploration approach. Midnight Sun is drilling its 20 km Dumbwa target soil anomaly systematically on a grid with multiple rigs, targeting a large near-surface basement-dome copper system, awaiting many assays, and positioning as an explorer aiming for eventual M&A while also monetizing an oxide resource.
https://midnightsunmining.com/
TSXV:MMA OTCQX:MDNGF
00:00 Intro
00:28 Meet Midnight Sun
01:34 From Microcap to Funded
03:29 De Risking the Story
05:14 Africa Copper Hotspot
07:41 Rail Corridors Clash
09:33 Why First Quantum Missed
12:14 Basement Dome Geology
14:37 Valuation and M&A Benchmarks
16:10 Kevin Bonel Joins
18:45 Grid Drilling Like a Major
21:34 Assay Backlog Reality
23:08 Explorer to Sale Strategy
24:12 Data Room Interest
25:09 Methodical Not Boring
26:55 Geology Twists and Bornite
28:29 What Makes a Great Hole
29:56 Lens Model and Grades
31:42 Treasury and Drill Costs
33:42 Financing Discipline
36:22 Assay Turnaround and Visual Core
37:50 Tickers and Contact Info
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Sponsor Midnight Sun Mining pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Midnight Sun’s most-recent company slide deck found at www.MidnightSunMining.com applies to everything discussed in this interview. Bill Powers will not buy any MMA.v shares until five trading days after MSE’s initial interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy shares of any company featured on MSE, you should, for your own protection, assume MSE’s owner is personally selling you those shares. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Mar 4, 2026 • 57min
Junior Mining Stock Ghosts, PDAC Sentiment & Canada Funds Miners with Bill Powers & Brian Leni
In this month’s Junior Mining Insights discussion, Bill Powers and Brian Leni recap the past month in junior mining with a North American focus after attending Vancouver’s Metals Investor Forum and PDAC in Toronto. They evaluate Canadian government initiatives and grants around critical minerals and processing capacity, with Brian expressing skepticism but acknowledging speculative implications when support validates strong projects. Bill shares lessons from high-net-worth investors and explains the three types of junior mining “ghosts” that spook your equities. The duo further discusses investor psychology, volatility management, due diligence, management vision, and caution around the growing trend of bulk sampling.
00:00 Intro
01:06 MIF & PDAC Sentiment
04:00 Canada processing push
05:34 Politics and US ties
08:57 Government signals investing
12:44 PDAC day two crowds
15:41 Bull market and rumors
17:41 Volatility and psychology
20:58 High net worth playbook
26:33 Junior mining ghosts
29:59 Spotting Hidden Power
30:55 Using Ghost Categories
32:08 Macro Marketing Moves
35:16 Conviction Over Speculation
38:31 When Bad Actors Appear
42:41 Bulk Sampling Trend
48:22 Financing Frenzy Signals
52:05 Attributing Price Moves
Brian’s website: https://www.juniorstockreview.com/
Brian’s YT: https://www.youtube.com/@FIELD_NOTES
Bill’s Twitter: https://x.com/MiningStockEdu
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Feb 28, 2026 • 1h 3min
Uranium Insider’s Justin Huhn on Kazatomprom’s India Deal, Supply Tightness, SMRs & Uranium Stocks
Host Brian Leni interviews Justin Huhn of UraniumInsider.com about uranium market fundamentals and investing. Huhn explains Kazatomprom’s India supply deal as a large long-term contract that signals more Kazakh production being committed to eastern sovereign buyers, tightening availability for Western utilities. He discusses opaque contracting terms, utility inventory practices, producer forward sales, and expected production declines at major mines, plus Kazatomprom’s sulfuric acid constraints and value-over-volume strategy. Huhn outlines how contract structures have shifted from fixed pricing to market-referenced contracts with floors and high ceilings, supporting upside price exposure. He cites key risks such as a major nuclear accident, while arguing supply deficits persist on a 5–7 year view. They cover “Project Vault” uncertainty, geopolitics, China’s role in Namibia, data centers de-risking reactor life extensions, potential tech offtake financing for NexGen’s Arrow, SMR progress in the US and Canada, conversion as a bottleneck, and his view that small-cap uranium explorers/developers offer strong equity upside with a $150–$200/lb price target.
00:00 Uranium Bull Case
00:38 Kazatomprom India Deal
03:45 How Much Supply Is Left
08:41 Sulfuric Acid Constraints
14:00 Contract Terms Shift
20:28 Bear Case Scenarios
26:42 Project Vault Impact
28:52 Deglobalization Strategy
31:26 Uranium Trade Diversification
31:59 Geopolitics In Africa
33:58 Namibia And China Control
35:38 Data Centers Demand Debate
36:38 Life Extensions And Upgrades
40:21 Hyperscalers Fund Uranium
44:39 Small Modular Reactors
50:01 Fuel Cycle Bottlenecks
53:32 Equity Upside And Cycles
57:07 Where To Follow Justin
58:26 Supply Fragility Wrap Up
https://www.uraniuminsider.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Feb 26, 2026 • 23min
“Highest-Probability” Discovery Targets Defined says Coppernico Metals VP Exploration Tim Kingsley
Tim Kingsley, VP Exploration of Coppernico Metals, commented, “We are very pleased with the outcome of the [gravity, magnetic and photogrammetry] surveys. Initial results are being used to provide clearer definition of these significant, multi-kilometre-scale skarn and porphyry targets which remain mostly untested by drilling.”
Ivan Bebek, Chair and CEO of Coppernico Metals, commented, “The new gravity and magnetic datasets represent a major advancement in our understanding of the geology between Antapampa and Tipicancha, and have highlighted several large-scale targets that remain untested. With this technical foundation in place, Coppernico is now strongly positioned to launch a comprehensive, multi-target drill program that could deliver several opportunities for a transformational discovery.”
Sponsor: https://coppernicometals.com/
TSX:COPR; OTCQB: CPPMF; FSE: 9I3
0:00 Introduction
2:32 Phase 1 Drilling Results & Iterative Approach
4:21 Survey Results & Target Refinement
6:32 Las Bambas Analog & Regional Context
8:10 Scale & Grade Potential
9:44 Phase 2 Drilling Strategy
12:48 Tipicancha Target Discussion
13:50 Antapampa Target
14:53 Timeline, Financing & Permits
17:31 Long-term Strategy & Market Timing
18:52 NYSE Listing Plans?
19:40 Closing Remarks
Press release discussed: https://coppernicometals.com/coppernico-completes-gravity-and-magnetic-surveys-and-refines-large-skarn-porphyry-targets/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Sponsor Coppernico Metals pays MSE a United States dollar seven thousand per month coverage fee. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Feb 25, 2026 • 53min
Russian 100-Baggers & Insane Profits via Jurisdictional Contrarian Courage with Rick Rule
In this episode of Mining Stock Education, host Bill Powers interviews natural resource investing expert Rick Rule from Rule Investment Media. Rick shares how his jurisdictional contrarian courage led him to a Russian 100-bagger immediately after the fall of the Berlin wall as well as insane profits in Peru and Congo. He reflects on his 2025 portfolio performance and what he learned. Rick provides insights into the recent silver stream sales by BHP and Lundin Gold and what they mean for the industry. He comments on Lara Exploration and shares his experience with André Gaumond as Rick was the largest shareholder of Virginia Gold Mines at one point. Learn from one of the junior mining industries best participants and educators in this MSE episode.
0:00 Intro
0:26 “Third best year of my career”
5:32 Recent BHP & Lundin Gold Silver Streams
12:21 Lara Exploration
15:03 André Gaumond & Virginia Gold Mines
18:47 Investing in pure explorers
21:06 Analyst gold & silver prices for valuing miners
23:13 Precious metals euphoria
25:14 Junior Mining Management is better now than 10yrs ago
28:43 Insane profits via jurisdictional contrarian courage
33:36 Russian 100-bagger
37:57 Platinum & palladium upward move
39:24 PDAC
40:21 Why you must grow your network
44:04 Rule Investment Media offerings
Rule Symposium July 6-10 in Boca Rotan, FL: https://cvent.me/XOqdLa?via=mse
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/@RuleInvestmentMedia
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Feb 24, 2026 • 23min
Mexican Silver Junior Mining Stocks: Buy, Sell or Hold? - Pro Investor David Erfle
Pro Investor David Erfle reveals how he is playing the Mexican silver miners. In light of Vizsla Silver’s mine workers who were kidnapped and killed by the cartel recently, are Mexican silver miners a buy, sell or hold? David shares what he sold and what he is holding. He also provides commentary on the precious metals prices and junior mining sector.
David Erfle is a self-taught mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a growing sector of the market. After researching the gains made from the 2001 bottom in the tiny gold and silver complex, he became fascinated with this niche market. So much so that in 2005 he decided to sell his home and invest the entire proceeds from the sale into junior mining companies. When his account had tripled by September, 2007, he decided to quit his job as the Telecommunications Equipment Buyer at UCLA and make investing in this sector his full-time job. David founded the Junior Miner Junky subscription-based newsletter in April, 2017 and writes a weekly column for precious metals news service Kitco.com, whose website attracts nearly a million visits every day.
David’s website: https://juniorminerjunky.com/
00:00 Intro
00:29 Gold and Silver Macro Drivers
02:49 Miner Valuations and Bull Market Mindset
05:03 Rotating into Riskier Juniors
07:29 Mexico Cartel Risk Visa Silver
11:32 Jurisdiction Lessons and Other Mexico Plays
16:43 PDAC Plans and Deal Hunting
18:38 JMJ update
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Feb 22, 2026 • 25min
“Mega Uranium Mine Concept” via Rapid Resource Growth explained by Atomic Eagle CEO Phil Hoskins
Atomic Eagle offers a compelling entry into the uranium bull market, backed by a proven team from Matador Capital—the original architects behind Boss Energy's success and Lotus Resources' recent mine restart. Through a strategic RTO of GovEx Uranium, they've acquired the advanced Muntanga project in mining-friendly Zambia: a 47.4M lb resource at 344 ppm U3O8, with a feasibility study showing robust economics at $90/lb uranium.
But the current investment thesis is not that of a mine build story. Atomic Eagle’s focus is on aggressive exploration to double resources via a current 50,000m drill program, targeting a 40-100M lb upside which conceptually could see a mega-mine producing 4-5M lbs/year through low-cost heap leaching (90%+ recovery with low acid consumption). Well-funded with ~A$20M cash, Atomic is undervalued when compared, on an enterprise value to pounds-in-the-ground basis, to ASX peers like Deep Yellow and Bannerman.
Near-term catalysts: Resource upgrade (early March), feasibility re-release, and exploration drill results. Bonus optionality: Potential recovery of the world-class Madaouela asset in Niger (120M lbs at >1,300 ppm), if current talks with the Niger government are fruitful. In this MSE episode, listen to Atomic Eagle CEO Phil Hoskins explain the company’s full investment thesis.
https://atomiceagle.com.au/
ASX: AEU - OTCQB: AEUXF
00:00 Intro
00:34 Meet Atomic Eagle: ASX RTO of GoviEx & Who’s Behind It
01:28 Matador’s Uranium Track Record: Boss Energy to Lotus Restart Success
03:12 Why the GoviEx Deal Happened: ASX Valuation Comps & Timing
04:31 US OTCQB Listing: Tapping North American Uranium Investors
06:05 Friedland Connections & Geopolitics: US/China/Russia in Africa
08:26 The Muntanga Project Breakdown: Resource, Tenure & 2025 FS Context
10:08 Growth Strategy: New Drilling, Resource Upgrade & 4–5M lb/yr Heap Leach Concept
12:32 Funding & 2025 Drill Plan: 50,000m Program and Priority Targets
14:15 Zambia Advantage: Mining-Friendly Jurisdiction, Infrastructure & Export Route
17:12 The Niger Asset: Expropriation, Arbitration & Potential Upside
19:27 Near-Term Catalysts + Technical Upsides: Recovery, Acid Use, Permitting
21:42 Wrap-Up, Tickers, and Sponsor Coverage Ahead
Sponsor Atomic Eagle pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Atomic Eagle’s most-recent company slide deck found at www.AtomicEagle.com.au applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Feb 20, 2026 • 55min
When to Bet Big on Junior Mining Stocks with Investor Erik Wetterling
Resource sector investor Erik Wetterling (a.k.a. The Hedgeless Horseman) shares insights about current conditions in gold and silver equities, market corrections, jurisdictional risk, and how he sizes positions. Erik shares his perspective of risk/reward set-ups and when he bets big on undervalued junior mining stocks. Furthermore, Erik discusses market psychology, volatility, some stock picks and what he looks for in a quality junior mining stock opportunity.
0:00 Intro
1:04 Market Correction After VRIC: Staying Fully Invested & Value Shuffling
2:46 Why Juniors Still Look Cheap: Patience, Boredom, and the ‘Wall of Worry’
4:23 Sentiment Whiplash: Buying Misery vs. Hot Metals Markets
7:21 Beyond Gold & Silver: Copper, Nickel, and Macro Uncertainty (AI, Economy)
9:39 How to Play Base Metals: Producers vs. Developers + The Importance of Teams
12:29 Conference Circuit: First Vancouver Trip, PDAC Plans, and Why Events Matter Again
15:11 PDAC Talk Preview: Psychology, Volatility, and Being Comfortable Looking Stupid
18:03 Filtering the Noise: Social Media, Discipline, and Holding a 2-Year Thesis
22:12 Technicals vs. Fundamentals: Charts as Entertainment, Position Size as the Real Tool
25:58 People Matter: Evaluating CEOs, Communication, and Execution Ability
27:03 Why ‘Good People’ Beat ‘Hidden Gems’ in Mining Investing
28:50 Due Diligence Shortcuts: Third-Party Validation & Knowing What Success Looks Like
29:43 Vision Matters: 1–3 Year Roadmaps and 10-Year Mine Plans
31:19 People vs. Project: When the Asset Speaks for Itself
33:32 Low-Maintenance, Long-Term Portfolios (and Why People Matter More Over Time)
34:42 Jurisdictional Risk Spotlight: Mexico After the Tragedy
38:22 Positioning Through Metal Cycles: Invest Like It’s a Perpetual Bear Market
41:34 Concentration & Conviction: No Hard Rules on Position Size
45:01 Qualitative vs Quantitative Conviction: Choosing the Right Team Over ‘Cheap’ Numbers
49:06 Top Pick Breakdown
51:32 Wrap-Up, Where to Follow
Erik’s website: https://www.thehedgelesshorseman.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/


