Episodes

  • Don’t Buy a Junior Gold Mining Stock without 3x-10x Upside says Pro Gold Stock Investor David Erfle
    May 14 2024
    Pro gold stock investor David Erfle explains why you should not buy a junior gold mining stock unless it has 3x-10x upside. David also provides commentary on the gold price and shares the rationale behind selling one of his gold stocks in order to purchase two different outperforming junior mining precious metals stocks. David Erfle is a self-taught mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a growing sector of the market. After researching the gains made from the 2001 bottom in the tiny gold and silver complex, he became fascinated with this niche market. So much so that in 2005 he decided to sell his home and invest the entire proceeds from the sale into junior mining companies. When his account had tripled by September, 2007, he decided to quit his job as the Telecommunications Equipment Buyer at UCLA and make investing in this sector his full-time job. David founded the Junior Miner Junky subscription-based newsletter in April, 2017 and writes a weekly column for precious metals news service Kitco.com, whose website attracts nearly a million visits every day. 0:00 Introduction 0:46 Gold price commentary 2:58 Selling one junior mining stock to buy two others 7:03 Buying a mine build junior mining stock 9:21 Deploying money into an outperforming mining stock 13:54 Why you need your watchlist prepared 15:28 Time to buy gold explorers? 18:11 West African gold mining stocks 20:18 Importance of timing in junior mining speculation 21:14 Gold producers 25:40 Keeping an eye of gold mines Newmont is divesting 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 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
    Show More Show Less
    33 mins
  • “It’s Time to Invest in Gold Equities Which Are Screaming for Attention” says Jayant Bhandari
    May 13 2024
    “It is a very exciting time. It is a time to invest in gold equities which have not really reflected the performance of the gold price…There are a lot of equities which are screaming for attention,” explains analyst Jayant Bhandari. In this interview, Jayant gives his view on gold equities, how to value a junior mining company, why you need to internationalize your wealth, and three junior mining arbitrage opportunities. Jayant Bhandari of Anarcho Capital, is constantly traveling the world to look for investment opportunities, particularly in the natural resource sector. He advises institutional investors about his finds. He was a Director on the board of Gold Canyon, a publicly-listed Canadian company, until its merger with another entity. Earlier, he worked for six years with US Global Investors (San Antonio, Texas), a boutique natural resource investment firm, and for one year with Casey Research. Before emigrating from India, he started and ran Indian subsidiary operations of two European companies. Jayant runs a yearly philosophy seminar in Vancouver entitled, “Capitalism & Morality.” 0:00 Introduction 0:50 Gold 3:16 Why the divergence between the gold price and the equities? 7:36 Using a Discounted Cash Flow Model to assign value to a company 10:52 Effect of Canadian government increasing the capital gains tax 14:20 Opinion on current M&A: Silvercorp acquires Adventus 17:30 Diversification 20:57 Internationalization of your wealth 23:42 Biggest risk to your resource portfolio 27:10 Three Jr mining Arbitrage opportunities 28:52 Capitalism and Morality http://jayantbhandari.com/ https://twitter.com/JayantBhandari5 Junior Stock Review: https://www.juniorstockreview.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
    Show More Show Less
    35 mins
  • Junior Mining Stock Tips with Investors Brian Leni & Bill Powers (newbies ignore to their peril)
    May 7 2024
    Investors Brian Leni of JuniorStockReview.com and Bill Powers of MiningStockEducation.com share key junior mining stock investing tips that newbies ignore to their own peril. Junior mining stocks can often yield 10x or 1/10th your money. Listen to this discussion and consider how you are approaching this high-risk, high-potential reward sector. 0:00 Introduction 0:44 Losing money on a good decision 3:07 Keeping track of your emotions 6:44 Betting too much on one company 8:54 “I know now how much risk I actually took” 10:31 External reasons to sell can save you 14:44 Don’t irrationally hold on to losers 17:51 Emotionally detaching from losers and move on 21:21 Don’t overidealize a bullish take on a commodity 26:53 Online echo chambers 28:05 Would you invest if you think management is sub-par? 31:10 What to do with management projections? Brian Leni’s website: http://www.juniorstockreview.com/ Brian’s Twitter: https://twitter.com/Junior_Stock YouTube Playlist for New Mining Investors: https://www.youtube.com/watch?v=7SW96tD9Kdg&list=PLEk-3nAisq6z3BTO_g_M_tg7JoC-dAsP8 Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
    Show More Show Less
    39 mins
  • Demographic Shift Impacting Gold Miner Valuations explains Mining Sector Expert Brian Christie
    May 1 2024
    “There has been a bit of a demographic shift. Guys my age are retiring, and they are not putting a lot of their money to risk as much anymore. Even the flow-through market here…there used to be a lot of doctors, dentists, lawyers that would typically put money in flow-through funds to get the tax advantage. The Canadian government has changed some of those rules and made it a lot harder. So, I think that is part of the disconnect [between the gold price and gold miners’ valuations],” says mining sector expert Brian Christie. Listen to this MSE interview for more insights from Mr. Christie. Brian Christie has vast mining sector experience. He began his career as a geologist and saw two mineral discoveries first-hand. Then he traveled the world as a journalist for The Northern Miner. Brian next served as a mining equity analyst for nearly two decades before leading the investor relations team at Agnico Eagle, a leading gold producer. Currently, Brian is on the board of directors for Wallbridge Mining and, since May 2023, is the chairman of Fury Gold Mines (MSE sponsor). 0:00 Introduction 1:30 BHP proposed takeover of Anglo American 2:52 Bullish copper 3:45 Look at smaller-scale copper producers 4:47 Can there be too much M&A? 5:57 Gold executive mistakes at cycle peaks 8:34 Exploration projects: own 100% or seek JV? 10:27 G Mining to buy Reunion Gold 11:25 Demographic shift impacting gold miner valuations 14:21 Must know geology to be successful retail investor? 15:50 Good geology will get rid of bad management? 16:44 “Balance promotion vs facts” 19:17 Naked shorting a problem in Canada? 20:57 Fury Gold upcoming newsflow Sponsor: https://furygoldmines.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Fury Gold Mines is a Mining Stock Education sponsor. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our podcasts or videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
    Show More Show Less
    25 mins
  • “Next Big Junior Mining Sector Move Is Up. Crash Has Already Happened” says Investor Erik Wetterling
    Apr 29 2024
    “This sector [junior mining] when you think about it is fascinatingly dumb in a sense and so fascinatingly predictable. Because like Pierre Lassonde says it is the easiest sector in the world. His simple reasoning is that it always crashes and then always rallies. We’ve had the crash. What is the next step? We know what the next step is. The question is if we are going to be there for it. The next big move in the junior space is obviously up. I know a lot of people are worrying about the crash. But the crash has already happened,” says private investor Erik Wetterling in this MSE episode. Erik, furthermore, shares his current views on the junior mining sector and how he is managing his portfolio. 0:00 Introduction 1:06 Deploying money into the sector 5:20 Strategy for picking the right company 10:34 Choosing where you are on the spectrum of risk 16:21 Valuing exploration companies 21:25 Big targets = Big jurisdictional risk? 29:06 Portfolio Allocation 35:29 Introspection and how it's applied to the market 46:45 Biggest lessons learned 57:18 Magna Mining 59:44 First Nordic Metals Erik’s website: https://www.thehedgelesshorseman.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
    Show More Show Less
    1 hr and 6 mins
  • How to Turn $50k into $1,000,000 via Small-Caps with Private Investor Chris Moore
    Apr 23 2024
    Private Investor Chris Moore turned $50k into $1,000,000 via a high-risk small-cap stock only to subsequently lose most of that gain in failed speculations. In this MSE episode, gain wisdom from his story and heed his warnings as he described what happened, his key learnings and how he approaches small-cap stocks now with more discernment and caution. Chris is an avid MSE podcast listener and was invited onto the show after Bill Powers learned his story and the many teachable lessons contained therein. Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
    Show More Show Less
    25 mins
  • “You Want to be Selective in the Gold Stocks You Pick” warns Resource Fund Manager Samuel Pelaez
    Apr 19 2024
    “Investing in the gold sector over the cycle has not proven to be a successful investment strategy. So, you do not want to invest in the entire sector. You want to be selective in the [gold] stocks you pick, whether the gold price is rising or not. And I think that remains the case for this cycle,” warns Resource Fund Manager Samuel Pelaez in this MSE episode. Samuel Pelaez is the President, CEO and CIO of Olive Resource Capital Inc. He has dedicated the past decade to financing natural resource projects while serving as Chief Investment Officer and Portfolio Manager at Galileo Global Equity Advisors, and as an analyst at US Global Investors. Mr. Pelaez has been an early investor in numerous resource discoveries and has been an active participant in Canadian resource corporate transactions. Samuel graduated from the Schulich School of Business with Distinction. He also holds a Masters in Finance degree from The University of Cambridge. He was a scholar of the Financial Leaders of Tomorrow Program at the PBOC Graduate School at Tsinghua University in Beijing. Samuel is a CFA charter holder and member of the Toronto CFA Society where he resides. Mr. Pelaez is currently, President, CEO and a Director of Gossan Resources Ltd. 0:00 Intro 0:47 Gold Market 4:27 Impact of the Fed's Interest Rate policy 6:27 Opportunity in the gold equities? 7:22 “You want to be selective in the gold stocks you pick” 8:24 What makes a strong management team 12:17 Jurisdictional Risk 14:30 Argentina 16:42 Ecuador 18:56 Optionality as an investment theme 21:14 Aurion Resource ROFR on their B2Gold JV 23:14 Navigating Risk 26:04 Recession in 2024? 28:55 Recession and its potential effect on net zero 31:37 Energy vs Battery Metals 34:43 Choosing which opportunity to invest in 36:35 Olive Resource Capital Sam’s website: https://olive-resource.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
    Show More Show Less
    42 mins
  • How to Network Your Way into the Best Junior Mining Deal Rooms with Tommy Humphreys
    Apr 16 2024
    Tommy Humphreys reveals how you can network your way into the best junior mining stock deal rooms. He discloses his personal struggles, strategies, and stories from his journey as a Vancouver outsider to one now sitting amid the deal room. In this MSE episode, you will learn the initial steps and proven strategies regarding how you can begin to develop your network for junior mining investing success and improved deal flow. You’ll be inspired by Tommy’s personal stories, challenged by his example, and given a paradigm you can employ. Tommy Humphreys is now a self-described “Vancouver stock market insider on the hunt for the next Big Score.” He founded the popular mining investment website CEO.ca, which he sold in 2021. His current work can be found at TheBigScore.com 0:00 Introduction 0:56 Can average Joe retail investor network his/her way to success? 9:08 Manipulative flattery vs genuine compliments while networking 10:28 Online bitter brigade often misses out on the deal room 11:12 Dynamics of the relational exchange while networking up 17:21 Take initiative: relationships open doors 24:46 Initial actionable networking steps 26:15 Start with a Twitter account & business card 30:50 Potential mentors might test you first (or slam the door in your face) 35:50 “I was not giving up” after rejection 38:19 How to get invited to a site tour 44:29 “If you have a vision, you can work towards it.” 46:01 Develop your networking goals 49:02 Nobody is completely self-made: friends and mentors provide a hand up 51:01 Even Rick Rule was given a hand up in his early years 52:41 Don’t sell your soul in pursuit of profit 55:11 Breaking into the Howe Street Good Ole Boys’ club 1:02:00 Tommy networked into a deal room that yielded a multi-million-dollar win 1:06:06 “There is always room for somebody that has the best customer service.” 1:06:49 TheBigScore.com 1:09:27 It takes pursuit and patience to uncover junior mining gems Follow Tommy: https://ceo.ca/tommy https://twitter.com/tommyhump Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
    Show More Show Less
    1 hr and 14 mins