Episodios

  • How to Identify “Unicorn” Gold Deposits via Machine Learning with Analyst Joe Mazumdar

    How to Identify “Unicorn” Gold Deposits via Machine Learning with Analyst Joe Mazumdar
    Jul 24 2024
    Joe Mazumdar of Exploration Insights explains how machine learning can help identify potential “unicorn” gold deposits. He also shares why Victoria Gold failed and how this affects not only the Yukon, but also other Canadian provinces. Joe, furthermore, discusses the importances of identifying red flags early on and offers his firsthand take on the recent Rick Rule Symposium. Joe Mazumdar is co-editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company. 0:00 Introduction 0:57 Rick Rule Symposium sentiment 2:35 Machine learning helps identify “unicorn” gold deposits 9:25 Would machine learning predicted Eagle mine’s failure? 12:32 Mining accident negative news amplified 15:03 Yukon difficulties could spill over into other provinces 17:55 Recent impressive junior mining financings 22:16 Permitting private land more attractive than federal land challenges 27:06 Identify red flags early 28:38 Is the junior mining sector markets more efficient (than 20yrs ago)? 31:56 Computers writing stock articles 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 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/
    Más Menos
    42 m
  • Gold Stock Picks from Investor Claude Bejet of Swiss Gold Letter

    Gold Stock Picks from Investor Claude Bejet of Swiss Gold Letter
    Jul 22 2024
    Claude Bejet is the editor of the Swiss Gold Letter. He is a seasoned junior mining investor and gold stock speculator. In this MSE episode, Claude runs through the top gold and silver stocks in his portfolio. He also offers sage advice on the current gold market, tips on how to optimize your portfolio for maximum gains as well as a range of topics pertinent to junior mining stock investors. 0:00 Introduction 0:55 Swiss Gold Letter 5:29 Euro vs NorthAm gold investors - are they different? 7:38 Does the quality of your network correlate with your success 11:47 Mining Investment Conferences: “feel the market” 13:58 Should Euro investors attend NorthAm events? 15:15 Overview of the gold market 22:09 Duration of the bull market - different from 2016 and 2020? 27:50 % of cash in portfolio 29:58 Top gold stock picks https://www.swissgoldletter.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 None of the companies Claude mentions in this interview are MSE sponsors. 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/
    Más Menos
    45 m
  • Newmont Likely to Announce “Blowout” Quarterly Earnings Next Week says Pro Investor David Erfle

    Newmont Likely to Announce “Blowout” Quarterly Earnings Next Week says Pro Investor David Erfle
    Jul 18 2024
    David Erfle is expecting Newmont $NEM to report “blowout” quarterly earnings next week. The gold price averaged $2090/oz in Q1 ’24, but it averaged $2340/oz in Q2, David pointed out. “So you’ve got the largest gold miner in the world that is about to announce [earnings] results [next week]. And basically, [production] costs have flattened out but the gold price is almost $350/oz higher. So, it is likely to be another blowout quarter, and yet your generalist investor is not really paying attention,” Erfle stated in this MSE episode. David also provides commentary on the gold price and the broader junior mining sector. 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 1:24 Gold price 3:38 Trigger for more gold stock interest 6:26 Next gold breakout price 12:20 Victoria Gold’s disaster 16:04 Risk tolerance for this cycle 17:57 Don’t sell your gold stocks too early 20:26 “Start with the project”? 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. 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/
    Más Menos
    26 m
  • How to Speculate in Mineral Exploration Stocks with Geologist Joanna Ponicka

    How to Speculate in Mineral Exploration Stocks with Geologist Joanna Ponicka
    Jul 13 2024
    “A lot of people start with management; I start with the project. Is the project actually good? Because there [are] a lot of good management that have really bad projects unfortunately. What we have is a shortage of good projects in this industry. [You] see a lot of recycling of the old assets.”…“We have to improve something about the industry; where the capital goes. It has to start going into smarter projects,” shares investor and exploration geologist Joanna Ponicka of Equivest Capital. 0:00 Introduction 2:27 “Start with the project” 5:28 BHP Xplor program 7:49 Driver of senior miners investing in juniors 10:10 Majors vs juniors’ exploration goals 18:29 Cost of discovery increasing 24:46 Europe: jurisdictional risk 29:47 Copper exploration 33:26 Timely greenfield discoveries 35:10 Agnico Eagle’s nickel investment 37:31 ESG https://www.equivestmetals.com/ https://x.com/equivest_explor 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/
    Más Menos
    45 m
  • “Some Junior Gold Developers Offer 5x to 20x Opportunities” says Fund Manager Dave Kranzler

    “Some Junior Gold Developers Offer 5x to 20x Opportunities” says Fund Manager Dave Kranzler
    Jul 3 2024
    “By far my largest percentage holdings are the junior [gold] development stocks because I think you are looking at anywhere from a five-bagger to a potential twenty-bagger in some cases,” says fund manager Dave Kranzler in this MSE episode. He also is expected gold to be north of $2500/oz and silver in the mid-$30’s/oz range by year-end 2024. Dave is the editor of the Mining Stock Journal. He returns to the program to provide his commentary on precious metals and reveal some junior gold stock picks. Dave holds an MBA from the University of Chicago with a concentration in accounting and finance. Over the years he has worked in various analytic and trading jobs on Wall Street. For nine years of those years he traded junk bonds for a large bank. For the past 16 years, Dave has been an avid student of the precious metals markets and steadfast proponent of holding physical gold and silver in one’s portfolio. Currently, he co-manages a precious metals and mining stock investment fund in Denver. Dave’s stated goal is to help people understand and analyze what is really going on in our financial system and economy. 0:00 Introduction 0:50 Summer outlook for gold/silver 9:34 Year-end gold and silver price targets 10:31 In-the-money call options on gold & silver stocks 11:30 Silvercorp Metals Inc. 15:00 Calibre Mining Corp. 18:44 B2 Gold 21:50 Cabral Gold 27:04 Paramount Gold Nevada 29:58 U.S. Gold Corp. 33:50 Angus Gold 38:06 ASX exposure? https://investmentresearchdynamics.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 None of the companies Dave mentions in this interview are MSE sponsors or owned by Bill Powers. 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/
    Más Menos
    43 m
  • How to Interpret Mineral Exploration Maps and Sections with Dr. Rob Stevens (Ph.D.)

    How to Interpret Mineral Exploration Maps and Sections with Dr. Rob Stevens (Ph.D.)
    Jun 28 2024
    In this episode, Dr. Rob Stevens teaches investors what to consider when interpreting exploration company maps and sections. Dr. Stevens (Ph.D., P.Geo.) is a professional geologist and educator. He has trained numerous brokers, analysts, and investors in the basics of mineral exploration and mining via his training course. After teaching this course for many years, he eventually published its content in his book, Mineral Exploration and Mining Essentials. 0:00 Introduction 2:14 Overview 3:45 Viewpoints in exploration 7:17 Key aspects of maps and sections 8:30 Map view 19:34 Cross-Section view 22:37 Long-Section view 29:48 Contour Maps 33:16 Three-dimensional views 36:49 Geological Models 41:57 Humorous illustration 44:55 Q&A with Bill Powers YouTube Presentation of this episode: https://www.youtube.com/watch?v=FJ-ysxVphWU To learn about Rob’s book and online training courses: https://www.miningessentials.com/ Rob’s YouTube channel: https://www.youtube.com/@mining-essentials Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This was not a sponsored interview. MSE received no compensation to speak favorably of Rob Stevens’ book and has no revenue-sharing arrangement with Dr. Stevens. 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/
    Más Menos
    1 h
  • FPX Nickel Advances Baptiste Project Engagement Initiatives explains CEO Martin Turenne

    FPX Nickel Advances Baptiste Project Engagement Initiatives explains CEO Martin Turenne
    Jun 26 2024
    In this MSE episode, FPX Nickel CEO Martin Turenne explains why the company opened a community office in Fort St. James, British Columbia to further engage the local community as the Baptiste Project advances towards permitting. “In preparation for our entry into the Provincial and Federal environment assessment next year, we are very pleased to establish a full-time, year-round local presence in Fort St. James to support our engagement activities for the Baptiste Nickel Project,” said Martin Turenne, FPX Nickel’s President and CEO. “We are committed to advancing Baptiste in partnership with members of local communities, and to maximizing opportunities for employment and business development opportunities across the region and have established our Community Office as a hub to facilitate collaboration across all aspects of the Project.” FPX has recently hired a full-time Fort St. James-based Community Manager, Jonathan Gibson, who is a community member and experienced in business development in the natural resource and construction industries, and who will manage Community Office operations. Key priorities for the Community Office will be identifying business opportunities for local and Indigenous-owned businesses, and seeking local community feedback early so that this can be incorporated into the design of the Baptiste Nickel Project. 0:00 Introduction 0:43 Why the community office? 3:30 First Nations 6:05 The main FPX catalyst now 8:31 Mich project exploration in Yukon 13:05 Insider selling & buying 15:08 Treasury C$42M 17:42 Share buyback? 18:41 Pilot plant met work results 20:45 Nickel price commentary Company website: https://fpxnickel.com/ Press release found here: https://fpxnickel.com/news/fpx-nickel-advances-baptiste-project-engagement-initiatives-with-opening-of-community-office-in-fort-st-james/ FPX Nickel PFS Presentation: https://fpxnickel.com/wp-content/uploads/FPX-Presentation.pdf Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 FPX Nickel is an MSE sponsor. The forward-looking statement found in FPX’s most-recent presentation (linked above in the show notes) applies to the entire content of this MSE episode. 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/
    Más Menos
    29 m
  • Pursuing Two New Gold Discovery Targets with C$65M Treasury explains Fury Gold Mines’ CEO Tim Clark

    Pursuing Two New Gold Discovery Targets with C$65M Treasury explains Fury Gold Mines’ CEO Tim Clark
    Jun 20 2024
    Fury Gold Mines is pursuing two new gold discoveries this year at their Eleonore South target and the Serendipity step-out target at its Eau Claire project, both in Quebec. Currently, Fury has a market cap of C$75M with a treasury of about C$65M ($10M cash and $55M $DV.v and other equities). In this MSE episode, CEO Tim Clark and SVP Exploration Bryan Atkinson provide an update and explain the company’s summer plans. Bryan also shares why the Eau Claire deposit with its updated resource is now a top-five Canadian gold deposit in its peer group. Sponsor: https://furygoldmines.com/ Ticker: FURY Presentation: https://furygoldmines.com/investors/presentations/ Press Releases discussed: https://furygoldmines.com/fury-mobilizes-drill-to-the-serendipity-prospect-at-eau-claire/ 0:00 Intro 0:46 New Serendipity target 2:35 Pursuing new discoveries 5:12 Eau Claire gold deposit is top five in Canadian peer group 6:26 $5M charity flow-through financing 7:00 Eleonore discovery target 10:44 Treasury: about $65M in cash and equities 14:00 Committee Bay project 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 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/
    Más Menos
    20 m