Mining Stock Education: Recent Episodes
Mining Stock Education
Mining Stock Education provides interviews, commentaries, tutorials and mining company presentations regarding natural resource investing, precious metals, finance and investing.
Rick Rule is the president and CEO of Sprott US Holdings and has four decades of success investing in the natural resource sector. A Rule-ism is one of Rick’s sayings or investing proverbs frequently repeated in one of the many interviews and speeches he conducts. This podcast presents ten of Rick's best and most-frequently quoted Rule-isms. What other Rule-isms have you heard that are not mentioned in this podcast? Please leave them in the comments section below.
This tutorial explains, in an easy-to-understand manner, what mineral resources and reserves are and how they are defined. Mining stock investors, in order to make a correct value estimation of a company, must possess at least a basic understanding of what is the difference between a mineral resource and reserve and the five different levels of certitude within these two categories.
Understanding the discovery process is critical for the natural resource investor speculating in pre-revenue exploration companies. In this interview, James Sykes explains the discovery process in a way that retail mining stock investors can understand.
James is the Vice President of Exploration and Development for Appia Energy Corporation, a uranium explorer in the Athabasca Basin in northern Saskatchewan. Over the past decade, James has been directly and indirectly involved with the discovery of over 350 M lbs. of U3O8 in the Athabasca Basin. Most notably, James was the chief geologist leading the exploration program which resulted in NexGen’s Arrow discovery.
0:05 Introducing James Sykes
1:55 James’ past experience with numerous uranium explorers
3:25 James’ was chief geologist for NexGen’s Arrow discovery
4:15 Overview of exploration process
7:44 What if early geophysical results don’t align with original exploration thesis?
8:51 How should an investor interpret preliminary results not aligned with original exploration thesis?
10:16 How James approaches Athabasca uranium exploration
13:54 Geophysics serve to identify drill targets
14:36 Appia’s current Loranger exploration program
19:01 Concluding advice for investors
Marino Pieterse is the publisher and editor of Goldletter International, Uraniumletter International and Strategic Metals & Rare Earths Letter International. He is a speaker and panelist at major world-wide mining events. Marino has a professional background in the Dutch financial sector, including seven years as a Senior Investment Officer for a Dutch Investment House, of which the last two years in the position of Vice-President. He has been an independent financial and gold analyst since 1975. In this interview, Marino discusses the uranium and gold markets and offers advice to investors.
0:05 Introducing Marino Pieterse
0:30 Overview of the Uranium Market from 2011 until now
3:05 Uranium is in a consolidation phase and is difficult to forecast now
4:20 Japanese restarts #1 catalyst for rising uranium price
5:18 Cause of rising equity prices, NexGen & Fission Uranium
7:35 Marino’s thoughts on various uranium jurisdictions
9:45 Advice on how to play the uranium sector in next 3-5 years
13:43 Uranium price forecast?
15:10 Marino’s gold price forecast
16:57 Advice on investing in gold equities
18:30 Gold is in bull market but won’t reach all-time highs
http://www.metalcommodities-ip.com/
David Erfle is a self-taught mining investor and also a weekly commentator for Kitco. After studying the potential of the junior gold mining sector to multiply wealth, in the mid-2000's he sold his home and invested the proceeds into junior gold mining companies. His brokerage account subsequently tripled in value and then he quit his job and has been a full-time mining stock investor for the last decade. In this podcast, David shares regarding his journey of investing in mining stocks and offers advice and insights to natural resource investors.
0:05 Introducing David Erfle
0:20 How David Erfle began investing in mining stocks
4:55 David’s approach to mining stock investing
6:55 Good early-stage exploration CEO’s don’t wear $10k suits
7:50 Identify value, not fall for promotion
9:10 How David survived a bear market in commodities
10:15 David’s thoughts on uranium & other hot commodities
11:40 David’s thoughts on gold
14:10 Info regarding David’s website and subscription
www.juniorminerjunky.com
Recently Rick Rule of Sprott US Holdings, Inc. held a conference call focused on Uranium investing with Sprott Private Wealth clients. Sprott provided the transcript of the call to the public. In this podcast, Bill Powers summarizes 10 key points from the conference call:
1) Supply destruction drives commodity bull market
2) Early stages will be volatile
3) Equities have overshot and 2017 will be choppy
4) Uranium price remains weak due to oversupply
5) Japanese reactor restart is #1 catalyst of rising uranium price
6) Only 6-7 uranium companies worth investing in
7) Uranium juniors became overbought in near-term
8) Must have 3-5yr outlook when investing in uranium companies
9) Overall market decline would see drop in resource equities
10) We might be seeing false dawn of rising uranium price
http://www.mining.com/web/rick-rule-on-uranium-early-means-wrong-unless/
Daniel Major is the CEO of Goviex Uranium, an Africa-focused Uranium development company. In this interview, Daniel addresses some objections investors might have regarding investing in uranium companies based in African jurisdictions. He also lays forth the benefits of African jurisdictions that Goviex has experienced.
0:05 Introducing Daniel Major
1:05 Goviex Uranium overview
1:50 Addressing common objections to African mining jurisdictions
5:05 Are African jurisdictions mining friendly?
6:40 Is Mali safe as a mining jurisdiction?
7:35 Addressing Marin Katusa’s objection to African uranium jurisdictions
11:55 Benefits of African Jurisdictions
www.goviex.com
Tom Drivas is the President and CEO of Appia Energy Corporation. At PDAC 2017, Tom sat down with Bill Powers to discuss Appia's future plans and prospects. Appia is focused on exploring for high-grade uranium in the Athabasca basin on its 100% owned properties and also developing its Elliot Lake Project which has proven NI 43-101 uranium and REE resources. Appia’s exploration program is helmed by James Sykes, one of the world’s foremost Athabasca uranium exploration geologists. Appia is debt-free and has no property or option payment obligations.
http://www.appiaenergy.ca
0:05 Overview of Appia Energy
1:45 James Sykes, VP of Exploration and Development, has excellent success track record
6:27 Market is currently undervaluing Appia
7:22 Stock exchanges Appia trades on and ticker symbols
George Glasier joins Bill Powers at PDAC 2017 to discuss Western Uranium Corporation. George is the founder, president and CEO of Western Uranium, a near-term producer in the USA. He has over 30+ years in the uranium industry which formerly includes being the founder and president of Energy Fuels. George was at the helm of Energy Fuels when the share price rose a dramatic 45 times in just one year in 2006-2007.
www.western-uranium.com
Topics Discussed:
0:30 Overview of Western Uranium Corporation
1:25 Reasons why Western uranium has huge upside potential
2:20 Ablation mining technology & its advantages
4:25 Vanadium’s uses and applications
5:20 Price forecast for vanadium
5:40 How western’s vanadium resources reduces its U308 mining costs
6:55 Western’s verified uranium resources
7:35 Price forecast for uranium
8:00 Western’s future production
8:20 What moves uranium mining shares on a daily basis
10:05 Western is currently undervalued by the market
11:00 Future growth prospects
In this podcast, Adrian Day sits down with Bill Powers at PDAC 2017 to discuss the current global and commodities markets. Adrian is Chairman and CEO of Adrian Day Asset Management, a registered Investment Advisory firm. He is also editor-in-chief of Global Analyst, an e-mail newsletter published by Investment Consultants International, Ltd.
www.adrianday.com
0:40 Investor Sentiment at PDAC 2017
1:05 Overall Commodities Market
2:10 Copper #1 other than precious metals
2:20 Lithium, Graphite, Rare Earth’s are too speculative
3:20 Uranium Market: Shares have moved too far too fast
6:15 Is a 21,000 Dow sustainable?
8:00 Trump protectionist policies would be bad for the markets
9:35 Adrian’s thoughts on gold and silver
13:00 Adrian’s information
In this podcast, Bill Powers interviews Don Durrett. Don is a seasoned mining stock investor and author of "How to Invest in Gold and Silver: A Complete Guide with a Focus on Mining Stocks". His website is www.GoldStockData.com
Topics Discussed:
0:05 How Bill Powers started in mining stocks
2:45 Introducing Don Durrett
7:00 Don’s exit strategy for mining stocks
9:00 Don’s thoughts on silver (AG)
12:45 AG over $27/oz runs quickly to $50/oz
15:00 US economy & price of gold (“fear trade”)
18:20 Don’s thoughts on silver manipulation
22:30 AG $18.50/oz and AU $1,309 resistance
24:45 US political situation and economy
28:45 US stock market decline & mining stocks
37:10 Advice for investors
In this podcast, Bill Powers presents three secret places professional mining stock investors put their money. These places are secret not because they can’t be discovered but because the average mining investor is not aware of them. The professional mining stock investor, however, knows about them, looks for them and utilizes them to profit.
This podcast presents Marin Katusa’s warning to uranium investors regarding which jurisdictions he considers unsafe and which he recommends. Marin Katusa is a professional investor and founder of Katusa Research, an independent investment research firm specializing in the natural resource sector. Marin currently considers uranium to be the ultimate contrarian play for the natural resource speculator.
This podcast features the investing philosophy of billionaire Stanley Druckenmiller. After listening to Stanley's approach to investing, five characteristics of his high-returns approach are discussed as they relate to all investors. Specific focus is then given to how this investing approach is fitting and necessary for those seeking to invest in natural resources.
This podcast lays forth six signs which indicate uranium's cyclical bottom has most likely occurred in November / December 2016. Uranium mining share investors can now expect large returns over the next several years. What uranium is used for and why investors should be excited about investing in this commodity are also discussed.
In this tutorial podcast you will learn how to profit from the cyclicality of the mining sector. You will learn why the industry is cyclical and what key indicators to look for in order to determine a cyclical bottom.
In this podcast you will learn about the extreme profit potential of natural resource sector. An actual example of how you could have multiplied your money by 40 times in 2016 is given. These opportunities are available to those willing to Learn, Invest and Profit from mining stocks.
This podcast is a compilation of ten experts sharing their 2017 gold and silver price predictions. The ten experts are:
1) Tom Cloud
2) Peter Hug
3) David Morgan
4) Bill Murphy
5) Chris Vermeulen
6) Jim Willie
7) Jeff Christian
8) Eric Sprott
9) Stephen Leeb
10) Rick Rule