https://twitter.com/jenstilmanydots
💡Jenny Shaigec, aka “Jenny Many Dots,” shares how a career pivot and a personal tragedy led to massive wins in junior mining. With returns up to 4000% on lithium plays, she now favors copper for its structural scarcity and demand tailwinds. Jenny breaks down her criteria for picking stocks, warns about lifestyle companies, and shares her top exploration picks across Peru, the US, and Europe. Investors will gain actionable insights on timing, insider tracking, and why copper might be the ultimate long-term bet.
Whether you're a seasoned investor or just getting started in mining stocks, this episode is packed with real-world insight on identifying high-upside exploration plays, managing risk, and building your network in the tight-knit world of junior resources.
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00:00:12 – Introduction to Jenny Chagas
00:00:50 – How Jenny Got Into Mining Stocks Jenny shares her journey from energy trading analyst to passionate mining investor, sparked by life changes and a fascination with resource cycles.
00:03:07 – From Personal Tragedy to a Family Fund
00:04:30 – The Lithium Boom and Exit Strategy Jenny details her early bet on lithium, her research on battery chemistry, and her high-return exit strategy—timing the top in 2023.
00:05:50 – Lessons from Lithium: Sentiment, Supply, and Exits
00:09:25 – Gold vs Copper Outlook A cautious stance on gold hype and her preference for copper due to stronger fundamentals and supply-demand dynamics.
00:11:23 – Influences and Networking: Rick Rule & More She credits mentors like Rick Rule and the power of in-person networking for building knowledge and relationships in the junior mining space.
00:14:15 – Mistakes and Lessons from 2024’s Bear Market Jenny reflects on poor performance in 2024 despite quality picks, emphasising the value of entry timing, insider buying, and drill seasonality.
00:24:30 – What Jenny Looks for in a Mining Stock Detailed due diligence breakdown: insider track records, consulting fees, G&A vs. exploration spending, and the “2 and 2” test for credibility.
00:30:20 – Commodities Jenny Favours: Copper, Gold & Vanadium Why to avoid obscure metals, highlights vanadium potential, and focuses on scalable, understood commodities like copper and gold.
00:33:16 – Jenny’s Top Mining Stock Picks Tier One Silver / Sombrero (Peru) Camino Minerals Copper X Carolina Rush GoGold
00:42:13 – The Case for Copper: Supply Shock Is Coming
00:45:09 – Final Advice for Retail Investors Skepticism on social media, the importance of networking, attending conferences (like New Orleans, VRIC, and Rick Rule’s symposium), and building a trusted circle for idea-sharing.
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