Mining Stock Education cover art

Mining Stock Education

Mining Stock Education

Written by: Bill Powers
Listen for free

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.All rights reserved Economics
Episodes
  • Navigating the Sell-Off — Watch Lists, Capitulation, & New Trends with Bill Powers & Brian Leni

    Navigating the Sell-Off — Watch Lists, Capitulation, & New Trends with Bill Powers & Brian Leni
    Jul 2 2026
    Bill Powers and co-host Brian Leni sit down for their monthly Junior Mining Insights chat, recorded amid a sharp pullback in gold (down to ~$4,000 from a ~$5,500 high) and broad weakness across junior mining stocks. Topics covered: • Handling portfolio drawdowns — Bill shares being down 43% on a recent junior mining buy, and the two discuss how pre-assessing downside/upside risk (and tranche buying) helps investors stay rational during volatility • Bear-market psychology — why uncertain, quiet markets (especially summer) can be the best time to pick off quality companies with less competition • Rick Rule's "market as a facility" philosophy and how price action, while not predictive, still reflects real-time sentiment • Building and using a watch list — assigning value targets ahead of time so sell-offs can be acted on with discipline rather than panic • Discerning a real capitulation bottom — separating share-price drops tied to company-specific issues (management departures, forced sellers) from broader macro noise • Red flags from management meetings — Bill recounts recent CEO conversations from the Mining Event of the North (Quebec City) and Zoom calls, including executives running multiple companies and weak articulation of "undervaluation" • CEO archetypes — technical vs. promotional leadership, and why a mix of credibility and communication skill matters most at the sub-$50M market cap level • Direct Ship Ore (DSO) as a sector trend — both hosts express skepticism about companies leaning on DSO/bulk-sampling narratives without offtake agreements, permitting groundwork, or community buy-in; Bill outlines his go-to due diligence questions (offtake LOI status, trucking/permitting feasibility) • Canada's new semi-annual reporting pilot for smaller junior miners and mixed views on reduced disclosure requirements • Listener feedback segment — a note about industry jargon (e.g., "geos") prompts a discussion on why learning sector terminology is part of the investing process 0:00 Market Volatility Reality Check 1:36 Tranche Buying in Uncertainty 3:39 Reading Price Versus Narrative 7:17 Watchlists and Patience 9:30 Timing the Next Bull Run 12:13 Spotting Capitulation Bottoms 16:53 CEO Credibility and Financing Plans 23:17 Technical Versus Promotional CEOs 28:51 Bear Market Strategy and Niche Metals 32:38 Trading Not Investing 33:57 Marketing Premium Setup 34:30 Semiannual Reporting Debate 37:46 CFO Role Questions 38:41 Conference Takeaways 39:44 Direct Ship Ore Trend 42:09 DSO Hype Warning 44:49 DSO Due Diligence 51:30 Bigger Beats Faster 54:33 Learning The Jargon 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 Bill and Brian are not licensed financial advisors. 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/
    Show More Show Less
    1 hr and 2 mins
  • Planalto Copper-Gold Deposit’s Pre-Feasibility Pathway with Lara Exploration CEO Simon Ingram

    Planalto Copper-Gold Deposit’s Pre-Feasibility Pathway with Lara Exploration CEO Simon Ingram
    Jul 6 2026
    Dr. Simon Ingram, President & CEO of Lara Exploration, provides an update focused on the Planalto open-pit copper-gold project in Brazil’s Carajás district. After raising about US$25 million, the company is running seven drill rigs and has completed over 10,000 meters across 30+ holes to validate the geological model and upgrade resource confidence toward pre-feasibility, highlighting a higher-grade central core (around 0.6% to over 1% copper). Lara is also drilling south of the Silica Cap pit with encouraging intersections and working through permitting and land access for the nearby Atlantica license, a prospective 3 km extension. Parallel work includes water wells, geotechnical and metallurgical drilling (phase three), access/power studies, and water management. Upcoming catalysts include batch drill results, an updated resource estimate, pre-feasibility progress, and environmental studies leading to permit filings; Ingram also notes a nearby BHP asset sale for over $400 million. 00:00 Intro 00:37 Planalto Drilling Update 02:29 Silica Cap Extension 04:24 Model Validation Studies 06:43 Pre-Feasibility Explained 08:41 District M&A Activity 09:49 Prospect Generator Portfolio 11:03 Upcoming Catalysts Permitting https://laraexploration.com/ TSXV:LRA -- OTC:LRAXF Press Release discussed: https://laraexploration.com/news/2026/lara-exploration-announces-14-000-metre-validation-drilling-program-underway-at-the-planalto-project/ Listen to MSE’s first Lara interview: https://www.youtube.com/watch?v=sN6oqEUsmTk Sponsor Lara Exploration pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Lara Exploration’s most-recent company slide deck found at www.LaraExploration.com 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/
    Show More Show Less
    15 mins
  • David Lotan Shows You How to Make Junior Mining Millions: Aurion & Fox River Buyouts Explained

    David Lotan Shows You How to Make Junior Mining Millions: Aurion & Fox River Buyouts Explained
    Jul 8 2026
    In this episode of Mining Stock Education, host Bill Powers sits down with pro resource investor and returning guest David Lotan. David buys nearly all his junior resource stocks in the open market and employs a process any retail investor can follow. You don’t need to be an accredited investor to make millions in mining stocks. David proves it! David shared: "Especially in the last decade, the real bargains are in the open market. It's, to me, far more valuable to find little companies trading for peanuts where management just is missing one of those ingredients. If you can grab a hold of that capital structure before it's ruined, and if management is well-intended and can follow an investor-friendly pathway, you can get fantastic outcomes." David shares how he went from just being an investor in Aurion Resources and Fox River Resources to becoming the chairman of both as a leading shareholder. The companies were recently independently bought out for just shy of C$600M total. He explains how the sales came about and shares a behind-the-scenes look into how M&A happens in junior mining. Listen to be educated and inspired in your junior mining journey! 00:00 Intro 01:26 Why Juniors Got Cheap 03:02 Aurion Early Crisis 05:20 Chairman and Financing 05:55 Exit Expectations 09:48 Agnico Buyout Details 10:30 Investor Alignment 12:52 Why Sale Took Years 15:35 Rupert Conflict Timeline 20:35 Market Forces Drive M&A 23:42 Strategy During Skirmish 29:43 Open Market Buying 30:40 Cash Deal and Trust 32:26 Trust and Win-Win 41:05 Fox River Buyout 45:39 Warrants and Bargains 49:00 Tenaz Energy Win 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/
    Show More Show Less
    55 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet