Mining Stock Education

Mining Stock Education

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

March 19, 2026 42 mins
Tomasz Nadrowski is the author of “Mineral War: China’s Quest for Weapons of Mineral Destruction.” In this episode, host Bill Powers interviews Tomasz to understand the nature of this mineral war so that investors can discern the best profit opportunities. Nadrowski shares that China has quasi-monopolized and weaponized critical mineral supply chains, forcing the West to rebuild upstream-to-downstream value chains where geopolitics...
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Seasoned resource investing expert Ed Baer returns to MSE and offers speculators candid advice. Ed discusses current resource-sector opportunities amid recent commodity enthusiasm and subsequent pullbacks. Baer explains why he got involved with Mogotes Metals in the Vicuna district near major projects and outlines aggressive drilling plans amid lab delays. He also assesses a current loser in his portfolio, Pan Global. Ed Baer curr...
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Bill Powers interviews Shawn Khunkhun, CEO of Dolly Varden Silver, for an update on Dolly Varden’s proposed merger with Contango Ore. The merger is expected to close around March 26 after shareholder votes and final court approval, with the combined company trading as CTGO on NYSE American and also listing on the TSX. Khunkhun outlines a $50M ETF/index buying “catch-up trade” expected soon after closing, and emphasizes a $50M explo...
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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 eve...
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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 ...
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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,...
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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 project...
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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 decli...
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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 repres...
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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 st...
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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...
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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...
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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 jun...
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Bill Powers interviews Lara Exploration President and CEO Simon Ingram, highlighting Ingram’s prior success leading Reservoir Minerals from $0.65 to $9.40 per share and creating roughly US$500 million in shareholder value at the time of the buyout by Nevsun Resources. Ingram recounts Reservoir’s Serbia discovery—described as the world’s 13th largest copper discovery since 1990—and notes the resulting mine now generates about 2% of ...
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Host Brian Leni interviews André Gaumond, Founder and CEO of Virginia Gold Mines, about how he built an exploration company that ultimately resulted in a billion dollars of buyout value. Virgina made the Éléonore discovery (2004), later sold to Goldcorp, and ultimately led to Virginia “2.0” and the sale/merger of the royalty with Osisko Gold Royalties. Gaumond recounts his path from geologist to mining analyst to junior mining exec...
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In this episode of Mining Stock Education, host Bill Powers introduces new sponsor Scorpio Gold Corp, featuring CEO Zayn Kalyan. Kalyan shares insights on their newly consolidated Manhattan District project in Nevada, detailing its history, recent achievements, and future potential. With a focus on resource expansion and aggressive drilling programs, Kalyan highlights significant milestones, including a strong open pit resource and...
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In this episode of Mining Stock Education, host Bill Powers welcomes Dr. Rob Stevens, author of 'Mineral Exploration and Mining Essentials.' Dr. Stevens provides an in-depth presentation on uranium deposits, discussing the fundamentals of uranium, its geology, types of deposits, and investment considerations for uranium stock investors. He highlights the growing global demand for nuclear power and the expected structural deficit in...
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In this episode of Mining Stock Education, host Brian Leni interviews Jacques Bonneau, a seasoned junior mining investor and author of 'The Art of Investing in Junior Mining.' Jacques shares his insights on how to discern a gold stock market top, the significance of market cycles, and his strategies for investing in junior mining stocks. The discussion covers the recent market movements, the importance of attending mining conferenc...
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In this episode of Mining Stock Education, host Bill Powers speaks with Sam Broom, a portfolio manager at Sprott Asset Management. Sam shares his strategic insights on the mining sector, highlighting a rare and safer gold stock investment opportunity. He discusses Friday’s silver and gold crash, the importance of understanding market volatility, and the impact of macroeconomic factors like central bank actions on gold prices. Sam a...
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In this episode of Mining Stock Education, host Bill Powers and co-host Brian Leni of Junior Stock Review engage in their monthly Junior Mining Insights discussion. They cover Brian's recent attendance at the Metals Investor Forum and the Vancouver Resource Investment Conference, highlighting the positive sentiment and increased interest from investors. The conversation also explores demographics and the influence of younger invest...
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