In this episode, veteran investor Michael Gentile breaks down how he approaches the sector after 25 years in financial markets and why he now focuses on building large stakes in venture-stage mining companies with 20x–100x potential.

Instead of trading catalysts or drill results, Gentile explains why his strategy looks more like venture capital — taking 5–20% positions, working closely with management, and holding companies for 5–10 years until they become mines or get acquired.

We also dive into:

Why most junior mining stocks fail

The portfolio strategy required to survive the sector

A unique silver royalty model most investors don’t know about

His favorite deals right now

Timestamps

0:00 Introduction & Why Michael Gentili Matters in Junior Mining

6:05 From Institutional Finance to Venture-Style Mining Investing

12:10 How to Build a Winning Junior Mining Portfolio

18:20 The Venture Capital Model for Mining Investments

24:35 What Makes a Real Mine vs. Just a Story Stock

30:45 Current Opportunities & Lessons from Past Investments

Companies mentioned:

$ASCU - ARIZONA SONORAN COPPER COMPANY INC.

$NICN - NICAN Limited

$NCX - NorthIsle Copper and Gold Inc.

$SCRI - SILVER CROWN ROYALTIES INC.

$FNV - FRANCO-NEVADA CORPORATION

$OR - OR ROYALTIES INC

$RGLD - ROYAL GOLD INC

$WPN - WHEATON PRECIOUS METALS CORP.

$ROCK - Trident Resources Corp.

Private - Karus Mining

$ASTR - Astra Exploration Inc.

#investing #Stocks #ResourceInvesting #Mining #Gold #Silver #CriticalMinerals

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This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

Mining discoveries don’t just happen — they’re built by entrepreneurs who understand geology, capital markets, and storytelling.

In this episode, Ivan Bebek breaks down the real mechanics of the mining industry: how discoveries get funded, how projects become billion-dollar assets, and why the next wave of copper exploration could be one of the biggest opportunities in the resource sector.

We also dive into the art of pitching mining deals, the influence of legendary figures like Robert Friedland, and why the best mining CEOs are part geologist, part entrepreneur, and part promoter.

If you want to understand how value is actually created in junior mining — from discovery to acquisition — this conversation is a masterclass.

Topics include:

The psychology of great mining pitches

Why discoveries drive the entire sector

The economics of junior mining companies

Copper supply and the coming demand wave

How entrepreneurs build and sell world-class projects

Timestamps

00:00 – The Art of the Mining Pitch

04:20 – How Ivan Got Into the Mining Business

08:30 – Why Discovery Is the Engine of the Mining Industry

15:20 – The Economics of a Major Copper Discovery

24:40 – The Reality of the Junior Mining Market

33:50 – The Future of Copper & Resource Cycles

Companies mentioned:

Newfound Gold — $NFG

BHP — $BHP

Rio Tinto — $RIO

Ivanhoe Mines — $IVN

African Minerals — delisted

#investing #Stocks #ResourceInvesting #Mining #Gold #Silver #CriticalMinerals

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This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

A deep dive into one of the most talked-about gold discoveries in Canada.

In this episode, mining veteran Keith Boyle breaks down the strategy behind developing the Queensway gold project and why the geology, grade, and jurisdiction could make it one of the most compelling gold stories in the sector.

The conversation covers everything from high-grade gold at surface and consistent mineralization, to permitting advantages in Newfoundland, production timelines, and how the team plans to scale from early cash flow into a long-life mining operation.

They also discuss the economics of trucking ore versus building a mill on site, the hub-and-spoke processing model, and why some investors may be underestimating the long-term potential of the deposit.

If you're interested in gold investing, mine building, and how major deposits actually move from discovery to production, this conversation breaks it all down.

Timestamps

0:00 — Introduction & Mining Background

4:00 — Why the Queensway Gold Deposit Is So Special

7:10 — Newfoundland: One of the Best Mining Jurisdictions

14:00 — The Grade Story: Nuggets vs Consistency

22:30 — How Long Could This Mine Actually Last?

33:00 — The Production Plan: Cash Flow First

$NFG — New Found Gold

$MAE — Maritime Resources

$NEM — New Era Minerals Inc

$AEM — Agnico Eagle Mines

$KL - Kirkland Lake Gold reference

#investing #Stocks #ResourceInvesting #Mining #Gold #Silver #CriticalMinerals

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This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.