Episodios

  • Bull Market Advice, Recent Conference Sentiment & Discerning Bias with Bill Powers & Brian Leni

    Bull Market Advice, Recent Conference Sentiment & Discerning Bias with Bill Powers & Brian Leni
    Jan 30 2026
    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 investors transitioning from cryptocurrency to junior mining stocks. The duo discusses where current value can be found in a precious metals bull market. They delve into the importance of understanding an information conveyor’s bias and process when evaluating information in the sector. Brian shares his experience from a recent site tour in South America and the impact of community engagement by mining companies. The episode concludes with Bill discussing potential investment opportunities in critical metals and copper, influenced by broader market sentiment and insights from industry experts. 00:00 Introduction 00:27 Conference Insights: Vancouver Events 01:40 Market Sentiment and Demographics 03:40 Crypto Investors in Mining 06:40 Viewer Feedback and Market Psychology 09:37 Investment Strategies and Market Trends 15:12 Bias and Process in Mining Investments 22:44 Community Engagement in Mining 27:55 Analyzing Brian’s Hot Chili Investment 28:37 The Importance of Water in Mining 29:18 Copper Market and Investment Strategy 30:10 Understanding Brian's Investment Bias 30:35 Quantifying Market Opportunities 31:14 The Role of New Discoveries in Investment Decisions 32:06 Portfolio Composition and Strategy 33:42 Learning from Investment Successes and Failures 36:03 Investor Psychology and Decision Making 42:49 Current Investment Questions and Opportunities 48:51 Brian’s New Newsletter 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/
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    53 m
  • CATL's Huge $17.2B Lithium-Iron-Phosphate Order & First Phosphate Receives Future Supply Pre-payment

    CATL's Huge $17.2B Lithium-Iron-Phosphate Order & First Phosphate Receives Future Supply Pre-payment
    Jan 28 2026
    In this episode of Mining Stock Education, John Passalacqua, CEO of First Phosphate, provides an update on the phosphate market and discusses the significance of CATL's tender for 500,000 annual tons of LFP cathode active material. John also talks about the company's focus on high-purity igneous phosphate for LFP batteries, their recent financial movements, and strategic goals. The episode also covers First Phosphate's unique position in the market, the challenges in sourcing high-purity phosphate, and their relationships with investors and partners. John offers insights on the company's CSE listing, future project developments, and the potential for uplisting to a major U.S. exchange. 00:00 Introduction and Major Industry News 00:44 Company Overview and Unique Selling Points 01:45 Understanding LFP Batteries and Phosphate 04:00 Company's Strategic Focus and Partnerships 05:47 Financial Updates and Future Plans 07:20 Stock Exchange Listing and Trading Insights 11:41 International Interests and Industry Headlines 14:35 Conclusion and Final Thoughts First Phosphate Introductory Interview: https://www.youtube.com/watch?v=eD7t1Q7OZfU Press release discussed: https://firstphosphate.com/phosphate-offtake-prepayment-begin-lamarche/ CATL’s LRP material order discussed: https://batteriesnews.com/catl-signs-172-billion-lithium-order-as-worlds-largest-ev-battery-maker-secures-key-material-supply/ https://firstphosphate.com/ CSE: PHOS – FSE: KD0 – OTCQX: FRSPF Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor First Phosphate pays Mining Stock Education a United States dollar ten thousand per month coverage fee. Bill Powers owns PHOS.cn shares at the time of this publication and seeks to sell them for profit at an unannounced future time. 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/
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    19 m
  • “I’m Buying These Types of Junior Miners Now” explains Pro Investor David Erfle

    “I’m Buying These Types of Junior Miners Now” explains Pro Investor David Erfle
    Jan 22 2026
    In this episode of Mining Stock Education, host Bill Powers interviews junior mining stock expert David Erfle from Junior Miner Junky. David shares insights on recent movements in gold and silver prices and discusses his strategy of rotating profits from successful ventures into promising smaller-cap mining stocks. He emphasizes the potential in early-stage juniors and highlights the technical breakouts occurring in the sector. David also shares his personal experience and strategic approach in navigating investments in the mining stock market. 00:00 Introduction to Mining Stock Education 00:29 Market Overview and Precious Metals Surge 02:01 Investment Strategies in Junior Miners 06:06 Portfolio Management and Risk Mitigation 08:50 Technical Analysis and Market Trends 19:58 Management Due Diligence and Red Flags David’s website: https://juniorminerjunky.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/
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    27 m
  • “We're Sleepwalking into an Energy Crisis”: Insights and Investment Opportunities with Elliott Gue

    “We're Sleepwalking into an Energy Crisis”: Insights and Investment Opportunities with Elliott Gue
    Jan 21 2026
    In this episode of Mining Stock Education, host Brian Leni interviews Elliott Gue, the editor and chief analyst at Energy Bulletin. Elliott discusses the current geopolitical landscapes affecting energy markets, future energy demand, and investment opportunities. He provides an in-depth analysis of Venezuela's misunderstood oil reserves and its potential production capabilities. Furthermore, Elliott outlines the long-term forecast of a major energy crisis emerging from rising global demand, decreasing non-OPEC supply, and limited OPEC spare capacity. He advises investors to look at various sectors such as US refineries, oil services companies, and upstream natural gas producers as potential opportunities to mitigate and profit from the anticipated energy shortages by 2028-2030. 00:00 Introduction 01:27 Venezuela's Oil Reserves: Myths and Realities 04:55 Investment Needs for Venezuela's Oil Industry 09:19 Impact on US Refineries and Global Oil Market 17:00 Geopolitical Factors and Oil Market Dynamics 24:58 Future Energy Crisis and Strategic Importance of Venezuela 27:43 China's Energy Strategy: Build First, Break Later 29:16 India's Energy Growth and Challenges 31:17 Global Competition for Energy Commodities 32:41 The Role of Natural Gas in the US Energy Market 35:31 Renewables and Grid Scale Storage 41:20 Investment Strategies in the Energy Sector 47:41 Elliott's Newsletter and Final Thoughts Elliott’s website: https://energyandincomeadvisor.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/
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    52 m
  • Mega Mining Mergers, Market Cycles and Mistake Avoidance with Expert Joe Mazumdar

    Mega Mining Mergers, Market Cycles and Mistake Avoidance with Expert Joe Mazumdar
    Jan 17 2026
    In this episode of Mining Stock Education, host Bill Powers interviews Joe Mazumdar from Exploration Insights. They dive into discussions about potential mega mergers in the mining industry, specifically between Rio Tinto and Glencore, and what these mergers indicate about market cycles and strategic advantages. Joe offers his insights on the challenges and benefits of such mergers, along with commentary on the global smelter capacity and the permitting landscape. They also discuss various projects like Kinross in Nevada and Washington, and Codelco's copper expansion. Furthermore, they touch upon the influence of government policies, such as tariffs and price floors, on the mining sector. Joe provides valuable advice for junior mining stock investors, emphasizing the importance of deep technical analysis and understanding geopolitics, operational risks, and market dynamics. Joe also reveals a valuation mistake many new mining investors make. 00:00 Introduction 00:33 Expert Insights with Joe Mazumdar 00:47 Mega Merger: Rio Tinto and Glencore 04:01 Market Implications of Mergers 05:33 Smelting Capacity and Environmental Concerns 07:29 Capital Expenditure and Market Trends 10:44 Copper Prices and Incentive Challenges 13:22 Government Policies and Market Risks 23:07 Market Trends 23:20 Stock Picking in a Bull Market 23:37 Benchmarking Your Portfolio 25:24 Silver vs. Gold Performance 26:56 Exploration Stocks and Alpha 27:44 Retail Interest in Development 29:49 Investment Strategies and Risks 32:36 Jurisdictional and Geopolitical Factors 34:26 Evaluating Junior Mining Stocks Joe Mazumdar’s website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar 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/
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    46 m
  • Royalty Sector Insights, Contrarian Opportunities & $12/lb Copper - Altius Minerals CEO Brian Dalton

    Royalty Sector Insights, Contrarian Opportunities & $12/lb Copper - Altius Minerals CEO Brian Dalton
    Jan 14 2026
    In this episode of Mining Stock Education, host Brian Leni interviews Brian Dalton, CEO of Altius Minerals, to discuss the current state of the mining royalty sector. They delve into various topics including the competitive edge among royalty companies, contrarian opportunities in the market, and Altius's recent acquisition of Lithium Royalty Corp. Dalton shares his perspective on the importance of royalty and streaming financing, the impact of new entrants like Tether in the market, and how geopolitical factors and deglobalization are shaping the sector. He also discusses the challenges and opportunities in asset selection, the implications of market overshoots, and the future of the mining industry. Listeners will gain valuable insights on how to think like a CEO of a royalty company and make informed investment decisions. 00:00 Introduction 00:30 Current State of the Mining Royalty Sector 01:12 Consolidation and New Entrants in the Royalty Space 01:39 The Role of Royalties in Mining Financing 04:27 Tether's Entry into the Royalty Space 07:42 Investor Perspectives and Market Dynamics 22:08 Contrarian Opportunities in the Mining Sector 28:08 The Commitment of a Royalty Investor 28:53 Investor vs. Businessman: Key Differences 29:28 The Importance of Market Valuation 30:13 Navigating Emotions in Investment 30:52 Discussing the Lithium Royalty Corp Acquisition 31:46 Lithium Market Dynamics and Growth 40:16 The Role of Geopolitics in Resource Investment 44:17 Balancing Cash and Shares in Deals 46:34 Ranking Opportunities in the Metals Market 51:24 Altius's Market Presence and Future Plans Altius Minerals: https://altiusminerals.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was NOT sponsored. 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/
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    55 m
  • “Outstanding Surface Results”: 155m of .54% Copper at Coppernico Metals Nioc target - CEO Ivan Bebek

    “Outstanding Surface Results”: 155m of .54% Copper at Coppernico Metals Nioc target - CEO Ivan Bebek
    Jan 13 2026
    Ivan Bebek, Chair and CEO of Coppernico Metals, comments on the newest copper surface results of 155m of .54% continuous copper via channel sampling at the Nioc target at the company’s Sombrero copper-gold project in Peru: “The Nioc target area continues to deliver outstanding surface results, with strong copper grades and widths that align closely with our mapping and geophysical data. Sombrero hosts multiple large-scale copper skarn and porphyry targets, and our two key advanced targets, Fierrazo and Nioc, are distinguished by impressive historical drilling and exciting new surface results.” Sponsor: https://coppernicometals.com/ TSX:COPR; OTCQB: CPPMF; FSE: 9I3 Press release discussed: https://coppernicometals.com/coppernico-defines-155-m-of-continuous-copper-mineralization-averaging-0-54-at-sombreros-nioc-target/ 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/
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    13 m
  • “Hecla Competitor”: Contango Ore & Dolly Varden Silver Merge to Create a High-Growth Au-Ag Producer

    “Hecla Competitor”: Contango Ore & Dolly Varden Silver Merge to Create a High-Growth Au-Ag Producer
    Jan 6 2026
    In this episode of Mining Stock Education, host Bill Powers discusses the strategic merger of Contango Ore and Dolly Varden Silver Corp. with their CEOs, Rick Van Nieuwenhuyse and Shawn Khunkhun. The executives explain their vision for creating a high-growth, mid-tier precious metals producer in North America. They highlight the geographical synergies, high-grade projects, and complementary skill sets that make the merger attractive to investors. Both companies aim to leverage their combined resources to establish a robust 20-year business plan centered around a hub-and-spoke model for gold and silver production. With strong support from shareholders, the merger is expected to be finalized in March, positioning the new entity to compete with producers like Hecla Mining. 00:00 Introduction 00:58 Meet the Executives: 01:34 Strategic Merger Insights 06:35 Synergies and Future Plans 12:44 Feedback from Shareholders 19:19 Production and Financial Projections 31:04 Closing Remarks and Investor Advice Learn more about the merger: https://contango-ore-to-merge-with-dolly-varden-silver.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Dolly Varden Silver Corp. pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Dolly Varden’s most-recent company slide deck found at www.DollyVardenSilver.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/
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    36 m