Mining Stock Education

Joe Mazumdar of Exploration Insights provides expert junior mining sector analysis of the current risks and opportunities for resource investors. Joe 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 0:20 How does war affect a junior resource portfolio? 3:55 Commodity prices and the war cycle 5:07 Lithium sector 7:45 Snowline Gold: too high of a market cap to buy now? 10:00 What commodities are you most bullish on now? 15:17 Would you invest in a “keep the lights on” ExploreCo financing? 17:31 Cobalt investing 18:21 Silver 20:22 Mexican mining reform 22:05 Bolivia as a mining jurisdiction 23:00 Do you sell a junior after a take-over offer? 26:30 Most impressive recent financing? 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 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.

In this interview pro mining investor David Erfle provides his commentary on the gold price and junior gold stock sector. He explains why he believes the junior miners have already capitulated and that a slingshot move upwards is coming. 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 0:45 Gold price commentary 5:20 Watch silver 7:18 Bullish gold unless it breaks 7yr cycle 9:41 Discerning a capitulation bottom 16:23 How significant is short interest in an individual junior? 21:04 Warrants expiring worthless after being deeply in the money 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.

In this episode, Dr. Rob Stevens teaches investors what to consider when assessing an underground mining project. 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 2:57 Mining methods 5:56 Important Considerations 12:08 Mine layout and access 15:48 Selective methods 21:00 Bulk methods 23:23 Underground mining videos 24:15 Rough operating costs 25:34 Underground mining challenges 33:15 Dr. Stevens’ resources YouTube presentation of this lecture: https://youtu.be/nCzGwOwmZac?si=1WAYBrNPfmQh8re7 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. 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

“Lithium is the New Oil” says battery metals analyst Frank Nikolic. He is the CRU Group’s VP North America, Base & Battery Metals. Frank is focused on providing thought leadership and industry guidance across the commodity spectrum. In particular, he focuses on the energy transition and how firms should respond over the next decade to navigate the challenges and maximize the strategic opportunities it creates. In this interview Frank gives his view on the metals most impacted by the energy transition, dealing with security of supply, environmental permitting hurdles and much more. 0:00 Introduction 0:40 Frank’s background 3:00 Which of energy generation, energy storage and transmission, and transportation is lacking in terms of investment? 6:30 Metals most impacted by the move to renewable energy? 8:34 Security of supply 13:00 Environmental Permitting 17:04 Nuclear Power inclusion in the decarbonization of energy 20:16 Cathode metals, which are you most bullish on? 22:00 “Lithium is the new oil” 23:08 Impact of DLE to Lithium market? 29:10 Metal price appreciation versus cost of living 33:30 Oil Super Majors diving into hard rock mineral exploration Junior Stock Review Premium - https://www.juniorstockreview.com/premium-subscription/ 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.

“I’m in Junior Mining Stocks for 1,000% Gains” explains Rick Rule. Plus, in this episode, you’ll learn why Rick crushed it in 2023. As usual, he offers numerous junior mining speculating insights and tips. A good portion of the interview centers around discerning the economic studies that developers publish and what an investor might do with those documents. Rick is also bullish O&G stocks, particularly in Canada. 0:00 Introduction 0:41 Are mines found or made? 1:22 “It’s not difficult to raise money for good exploration projects.” 2:54 Does flow-through financing possibilities tend to yield lazy executives? 3:54 Should inferred resources be able to be included in PEAs? 5:17 Is “optimization” of an economic study usually done for promotion? 7:15 Can you pick apart your own Rick-Rule-ism proverbs? 8:57 When price is not indicative of value…what do you do? 12:18 Would you invest in a developer that needs ore-sorting tech to be economic? 13:17 In this cycle will developers try to build mines based only on a PEA? 14:10 Vetting a DFS…how can it be done? 18:44 Outsized position sizing in a portfolio 20:08 Managing a jr resource portfolio through a recession & credit crunch? 22:32 Rick Rule bullish oil and gas & Canadian oil stocks 28:47 Bullish electricity as a commodity 30:38 Investing in both O&G and renewables is not a conflict (for Rick & Bill at least) 32:18 Improving economics of decentralized renewable systems 34:21 “2023 was pretty good for me.” Rick invests for 1,000% gains. 36:32 Rick’s upcoming (Oct 21st) Royalty & Streaming Bootcamp Rule Royalty & Streaming Online Bootcamp (Oct 21st): https://hopin.com/events/rick-rule-s-summer-investing-bootcamp-topic-tba-aa49dcf0-e168-4883-a761-c2ec78d84d77?utm_source=aff&utm_campaign=4 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/@SprottMedia 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.

Frontier Energy (ASX: FHE; OTCQB: FRHYF) is on track to become a profitable Australian energy producer. As the world continues to grapple with the current energy transition and as high electricity prices are forecasted over the next decade, Frontier Energy aims to capitalize on these undeniable trends. Frontier’s strategy is to produce electricity from both solar energy and a peaking plant. The peaking plant will utilize both natural gas supplied via a pipeline and eventually green hydrogen. The green hydrogen will be produced onsite via electrolysis using Frontier Energy’s solar power during low-cost energy periods. The company has all key approvals, permits, and licenses in place to commence development on the project next year. The first cashflow is expected in 2025. Frontier Energy’s competitive advantage is its existing critical infrastructure, agreements, and permits. Having these in place saves the company at minimum five years of waiting and hundreds of millions of dollars in capex. Frontier Energy already has a connection to the electrical grid with capacity of 1.1GW, access to a nearby natural gas pipeline, agreement to purchase water from a nearby pipeline, and landholdings sufficient for +1GW of solar coverage. Listen to Frontier Energy CEO Sam Lee Mohan describe the company’s investment thesis in this MSE interview. 0:00 Introduction 1:34 Frontier Energy overview 4:33 Energy infrastructure projects implemented much quicker than mining projects 6:20 Profiting from the electrical “duck curve” 8:43 Peaking plant provides 24/7 baseload power & maximizes profits 10:06 Green hydrogen production 11:28 Readily available water saves hundreds of millions of capex 12:50 Peaking plant is internal offtake partner for green hydrogen 14:19 Three revenue streams 15:53 Expected revenue and valuation at a 15x P/E multiple 17:40 Expansion capability to 1.2GW (supplies electricity to 2.8mm homes) 18:53 Timeframe for construction 21:00 Permitted infrastructure projects are “more process rather than negotiation” 21:50 Treasury and upcoming catalysts https://frontierhe.com/ ASX:FHE / OTCQB: FRHYF Frontier Energy Presentation: https://www.miningstockeducation.com/wp-content/uploads/2023/10/20230919_FHE_Corporate-Presentation.pdf Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Frontier Energy is an MSE sponsor. Frontier Energy’s forward-looking statement found in its most recent corporate presentation applies to the content of this interview. 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.

Professional Trader Nick Santiago warns that these are very tough markets for traders and reveals the biggest Q4 risk. Nick shares his take on the markets and where he is finding the best trades. Nick is advising his subscribers to sell the recent run-up in uranium and to load up on copper equities when it hits $3.12/lb. He reveals his best and worst trades of the past month and provides a traders perspective on some commodities. Nicholas Santiago started trading in 1991. In 1997, he became a licensed Series 7 and 63 registered representative. He successfully managed money for a large, affluent private client group. Nick is an expert in Technical Analysis. He is a highly regarded and accomplished technician in the studies of Elliot Wave, Gann Theory, Dow Theory and Cycle Theory. Nick now co-heads the education department at InTheMoneyStocks.com and enlightens thousands of members, along with providing consulting services to hedge funds and institutions. Nick’s Twitter: https://twitter.com/NickSantiago01 Nick’s website: https://inthemoneystocks.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.

Correlate Energy just inked a contract to commence building a 40 megawatt solar and battery microgrid for one of California's largest oil and gas producers explains Correlate CEO Todd Michaels. This project’s revenue will dramatically increase Correlate’s forecasted EBITA and is worth multiples of Correlate’s current US$30mm market cap. The 14.6 megawatt phase one build-out alone is valued around US$25mm. Construction of this microgrid is set to begin in Q4 2023. Correlate Energy Corp. (OTCQB: CIPI) employs a three-pronged strategy aimed at creating shareholder value from this multi-trillion-dollar trend. Firstly, Correlate seeks to finance, develop, and profitably sell localized clean energy solutions and microgrids to industrial, commercial, and residential customers. Secondly, Correlate plans to retain ownership of some of these energy systems and thereby realize ongoing, reliable cash flow. Thirdly, Correlate seeks to acquire proven renewable energy companies in order to exponentially grow earnings per share for investors. Correlate’s management and board consist of industry experts who, during their careers, have successfully financed, developed, and installed over two billion dollars of clean energy projects for their clients. To learn more go to: Correlate.Energy/Invest 0:00 Introduction 1:20 Correlate inks 40MW California solar microgrid project 6:14 Increased EBITA forecast 7:59 $100mm JV with eDGe Renewable Partners 9:42 Microgrid expert Bill Shevlin joins Correlate Energy 11:51 Correlate is executing on its acquisition strategy 15:30 NY big board uplisting plans 16:18 Upcoming Correlate Energy Live Investor Summit Bill’s CIPI investing thesis: https://mailchi.mp/333cfe956478/we-put-a-million-dollars-into-this-small-cap-energy-stock Press release discussed: https://www.correlate.energy/news/correlate-energy-announces-major-microgrid-deal-with-leading-oil-and-gas-company-in-california Thurs Oct 5th at 2pm EST webcast: https://attendee.gotowebinar.com/register/355980517630823517 Disclosure/Disclaimer: Correlate Energy’s forward-looking statement found in the company’s investor presentation applies to the content of this episode. MSE’s standard disclaimer also applies: https://www.miningstockeducation.com/disclaimer/ In April 2023, Bill Powers led a group of investors in the Company’s convertible note offering pursuant to which Bill invested $500,000 in the note offering and the total amount sold to the group was $1,000,000. The notes bear interest at a rate of 14% per annum, mature 18 months after the date of issuance and are convertible at any time into the Company’s common stock at a conversion price $3.20 per share. Additionally, investors in the note offering received warrants to purchase shares of the Company’s common stock for a period of 24 months at an exercise price of $0.85 per share. MSE Business Trust, of which Bill Powers is the Trustee, has entered into a consulting and advisory agreement with the Company, pursuant to which the Company has agreed to pay MSE Business Trust an aggregate of 500,000 shares of its common stock in exchange for the services rendered. The shares shall vest on a monthly basis over a period of twenty-four months. Upon the vesting of shares, the shares will be subject to the holding requirements of Rule 144 of the Securities Act of 1933, as amended, which generally requires the shareholder to have owned the shares for a period of six months prior to any sales thereof. Due to Bill’s prior experience running a construction company, he has already helped recruit talent to join the Correlate Energy team. Correlate is an MSE show sponsor.

Derek Macpherson is both a mining analyst and the CEO of 2 publicly traded companies: Gold79 Mines (AUU:TSXV) and Olive Resources Capital (OC:TSXV). Derek began his professional career as a metallurgist in the steel manufacturing business, which he then left to become a full-time mining analyst. In this interview hosted by Brian Leni, Derek reveals where he sees opportunity in the current resource market. Also, he describes the setup needed for a M&A frenzy, what catalysts may turn sentiment, a detailed discussion on analyzing developers and much more. 0:00 Introduction 1:34 Beaver Creek / Denver Gold Forum 6:00 Catalyst for M&A? 10:02 Sentiment Change in the resource sector 13:06 Where is the opportunity in the market? 21:06 Today, where do we stand on the spectrum of risk? 27:18 Critical Minerals versus Recession 32:58 After-tax IRR under 20% 37:36 NPV to CAPEX Ratio 46:21 Gold79 Mines (AUU:TSXV) & Olive Resource Capital (OC:TSXV) 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.

Smart money “trigger fingers are getting itching” to buy gold stocks says pro investor David Erfle. David just returned back from the Beaver Creek Precious Metals Summit and he provides his observations and commentary from the conference. David also offers his monthly junior mining sector commentary. 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. 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.