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  • Royalty Sector Insights, Contrarian Opportunities & $12/lb Copper - Altius Minerals CEO Brian Dalton
    2026/01/14
    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 分
  • “Outstanding Surface Results”: 155m of .54% Copper at Coppernico Metals Nioc target - CEO Ivan Bebek
    2026/01/13
    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 分
  • “Hecla Competitor”: Contango Ore & Dolly Varden Silver Merge to Create a High-Growth Au-Ag Producer
    2026/01/06
    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 分
  • Junior Mining Lessons, New Opportunities & When to Sell Your Bullion with Bill Powers & Brian Leni
    2025/12/30
    In this episode of Mining Stock Education, host Bill Powers and co-host Brian Leni reflect on their learnings and investment strategies from the past year, offering valuable insights for junior mining investors. The discussion centers around the importance of having key partners, recognizing and responding to management's reactions to questions, understanding the psychology behind conmen, and the significance of maintaining contentment and not getting too greedy. Both Bill and Brian emphasize careful due diligence, reading official filings, and being wary of macro narratives overshadowing micro company fundamentals. They also highlight the importance of seizing profits at the right times and the pitfalls of over-investing in too many companies. Practical advice and personal anecdotes make this episode a must-listen for those looking to improve their investment approach in the junior mining sector. 00:00 Introduction and Yearly Reflection 00:44 The Importance of Key Partners in Investing 02:31 Evaluating Investment Opportunities 05:43 Lessons from Wealthy Investors 06:25 The Role of Luck in Investing 10:22 The Value of Physical Bullion 14:39 Understanding Conmen in Investments 20:23 Recognizing Red Flags in Promotions 23:35 Revisiting Investment Fundamentals 28:33 Understanding Change of Management Fees 29:17 The Importance of Bonus Structures 29:39 Hidden Details in M&A Deals 29:56 Management Incentives and Due Diligence 33:27 Cultural Perspectives on Trust 35:20 Lessons from Personal Investment Experiences 39:41 The Importance of Taking Profits 40:59 Reflections on Investment Strategies 47:00 Final Thoughts and Reflections for 2026 51:26 Conclusion and Upcoming Interviews Brian’s website: https://www.juniorstockreview.com/ 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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    55 分
  • “We Own a 4% NSR Royalty on a Growing Gold Deposit (2.55 Moz @ 5.47 g/t)” -Kenorland CEO Zach Flood
    2025/12/18
    Kenorland Minerals CEO Zach Flood comments: “The maiden mineral resource estimate (2.55 Moz Gold @ 5.47 g/t) of the Regnault gold deposit firmly underpins the value of Kenorland and our 4% NSR royalty. Achieved in under five years from grassroots discovery, at a low discovery cost of roughly $20 per ounce, Regnault has emerged as a high-grade, multi-million-ounce gold deposit that remains wide open for expansion. Discoveries of this magnitude are rare and given the relatively modest amount of drilling completed to date, substantial upside potential remains. We’re immensely proud to have reached this milestone in close collaboration with our partners at Sumitomo and look forward to their continued leadership of the Project moving forward. The Frotet Royalty now stands as one of the highest-quality royalty assets in the junior sector and will continue to be a clear driver of long-term value for Kenorland shareholders.” Kenorland looks to identify gaps in exploration maturity within prospective districts based on large scale compilation and integration of geological, geochemical and geophysical data. Kenorland’s management team and advisors have extensive experience in project and target generation from continent-wide area selection to deposit scale exploration across the globe. Combining the team’s extensive exploration experience with an integrated approach places Kenorland in an optimal position to generate shareholder wealth through JV partnerships, generated royalties, equity positions and new discoveries. https://www.kenorlandminerals.com/ TSXV: KLD | OTCQX: KLDCF | FSE: 3WQ0 0:00 Intro 00:47 Maiden Regnault Mineral Resource Estimate 01:06 Exploration and Joint Ventures with Sumitomo 03:49 Valuation and Market Response 05:31 Future Prospects and Developments 09:25 South Uchi Project 11:10 Financial Position and Partner Funding 15:53 Closing Remarks Press release discussed: https://www.kenorlandminerals.com/news/2025/kenorland-minerals-reports-maiden-inferred-resource-of-145-mt-at-547-gt-au-for-255-million-ounces-at-the-frotet-project-quebec-where-it-holds-a-4-nsr-royalty Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Kenorland Minerals paid Mining Stock Education a United States dollar ten thousand per month coverage fee. Kenorland'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 分
  • Gold Stock Peak Indicators, Current Junior Miner Value & Recent Silver Deals with Pro David Erfle
    2025/12/16
    In this episode of Mining Stock Education, host Bill Powers interviews David Erfle from Junior Miner Junky. They discuss David's journey in the mining stock sector since 2003, covering his early successes, lessons learned, and strategies for managing investment portfolios in junior mining stocks. Topics include the importance of risk management, the significance of transparency in newsletters, insights on specific companies like Montage Gold, Vizsla Silver, Discovery Silver, and trends in the mining industry. David shares his experiences of navigating market cycles, taking profits, and reinvesting in promising opportunities. The episode is packed with valuable advice for investors interested in multiplying their wealth through junior miners. 00:00 Introduction 00:48 David Erfle’s Journey in Junior Mining 01:35 Building Wealth Through Junior Miners 02:38 The Launch of JMJ Newsletter 04:13 Navigating Market Challenges and Opportunities 05:18 Investment Strategies and Portfolio Management 15:08 Silver Market Dynamics and Predictions 24:47 Discussing Recent Company Deals 25:14 Lessons from Past Investments 26:42 Strategies for Holding or Selling Stocks 28:00 Reflecting on Investment Mistakes 29:44 The Importance of Risk Management 31:22 Humility and Experience in Investing 33:32 Anecdotal Gold Stock Peak indicator 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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    42 分
  • Rick Rule Reveals His Best Oil Stocks and Proven Mining Investment Strategies
    2025/12/13
    In this episode of Mining Stock Education, host Bill Powers interviews natural resource investing expert Rick Rule from Rule Investment Media. Rick discusses his 40-year investment journey, highlighting his approach to oil stock allocation. He explains his strategy of persistence, tenacity, and focusing on high-quality people. Rick reveals his preferences for US and Canadian oil stocks, providing specific stocks he holds in his portfolio. He also touches on his views on opportunity cost, the importance of valuation, and his personal rules for investing in junior miners. Additionally, Rick discusses his thoughts on the precious metals sector, government involvement in private industry, and future investment plans. The episode concludes with insights into the Rule Symposium and its value for investors. 00:00 Introduction 00:41 Rick Rule on Investment Strategies 03:23 The Hate Trade Strategy 04:57 Valuation and Selling Strategies 07:44 Opportunity Cost and Market Predictions 11:25 Common Mistakes in Speculation 17:38 The Role of Newsletter Writers 25:30 Government Funding and Market Impact 29:16 Rick's Exit Strategy with Sprott 29:36 Sprott's Unique Investment Opportunities 30:58 Rick's Stock Transactions and Regulatory Challenges 31:39 Sprott's Future and Market Growth 34:05 Rick's Permanent Portfolio Holdings 37:24 Rick's Oil Investments and Preferences 42:49 Merging Companies in the Precious Metals Sector 45:32 Fresnillo's Strategic Moves Beyond Mexico 49:49 Rick's Insights on Mexican Mining Operations 50:50 Rick's Symposium and Free Resources 54:48 Conclusion and Final Thoughts Rule Symposium July 6-10 in Boca Rotan, FL: https://events.ringcentral.com/events/2026-rule-symposium/registration If you would like Rick to review your mining stock portfolio reach out to him at: https://ruleinvestmentmedia.com/ Rule Investment Media YT channel: https://www.youtube.com/@RuleInvestmentMedia 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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    58 分
  • Fury Gold Mines' Pathway to Production: CEO Tim Clark Discusses Potential Collaborations
    2025/12/09
    In this episode of Mining Stock Education, host Bill Powers interviews Tim Clark, CEO of Fury Gold Mines, to discuss the latest updates on the company's transition from exploration to development, particularly at their Eau Claire project in the James Bay region of Quebec, Canada. Tim highlights the confidence gained from their Preliminary Economic Assessment (PEA) and recent drilling results. Additionally, Tim mentions productive discussions with Dhilmar Ltd., the private miner which acquired the nearby Eleonore Mine from Newmont recently. Fury could potentially collaborate with Dhilmar Ltd. to feed more gold ore into their mill. The conversation also covers other significant projects and the general outlook for the company as it strives to increase shareholder value and advance towards production. 00:00 Introduction to Mining Stock Education 00:47 Fury Gold Mines Update 01:14 Eau Claire Project Insights 03:27 Strategic Partnerships and Market Dynamics 06:26 Drilling Programs and Future Plans 17:36 Financial Overview and Market Position 20:21 Conclusion and Investment Advice Sponsor: https://furygoldmines.com/ Ticker: FURY Sakami Resource Estimate Press Release: https://furygoldmines.com/fury-announces-initial-mineral-resource-estimate-for-the-sakami-gold-project-in-quebec/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Fury Gold Mines pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement found in Fury Gold’s most-recent presentation found at www.FuryGoldMines.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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    24 分