Mining Stock Education

John Passalacqua, CEO of First Phosphate, provides an update on the company’s Quebec igneous phosphate project intended to produce purified phosphoric acid for LFP batteries. Passalacqua discusses a Danish Export Credit Agency LOI for up to 170 million euros for equipment and services, building on prior support including a Canadian federal non-repayable $16.7 million contribution and a similar 170 million US dollar EXIM Bank LOI, alongside a definitive bankable offtake agreement with some prepayment. He explains milestones needed to convert LOIs to definitive financing, with feasibility targeted by end-2026 and permitting in early 2027, supporting an aggressive 2029 production target. The conversation also covers completion of ~40,000 meters of infill drilling, discovery of two new zones that may expand the pit and resource, and the rationale for building a local North American/Western LFP supply chain amid geopolitical supply-chain disruptions.

00:00 Intro
00:56 Danish Financing LOI
02:25 Trade Tensions and Cooperation
03:04 From LOI To Definitive
04:25 Offtake Agreement De-Risking
06:18 Capex and Capital Stack
08:33 Drilling Results New Zones
10:50 Open Pit Depth and Mine Design
13:01 Geopolitics Supply Chain Resilience
15:21 North America and Europe Focus
16:11 Wrap Up and Tickers

First Phosphate Introductory Interview: https://www.youtube.com/watch?v=eD7t1Q7OZfU
Previous interview: https://youtu.be/mF2XegyOoEU

Access press releases discussed: https://firstphosphate.com/news/
https://firstphosphate.com/
CSE: PHOS – FSE: KD0 – OTCQX: FRSPF – OTCQX-ADR: FPHOY

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Sponsor First Phosphate pays Mining Stock Education a United States dollar ten thousand per month coverage fee. First Phosphate’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/

Veteran junior mining speculator John Kaiser of KaiserResearch.com, believes we are “in the third inning” and on the threshold of a three to five year “mother of all resource bull markets.” John explains how he is playing this bull market and offers his current forecast in this MSE episode.

00:00 Bull Market Setup
00:54 Gold Pause Outlook
02:46 Rotating Winners
04:24 Portfolio Framework
07:19 Small Cap Focus
08:39 AI Research Tools
10:39 Critical Metals Reality
17:02 Prospect Generator Strategy
20:40 LIFE Financing Debate
22:29 Management Versus Project
26:59 Third Inning Timeline

John’s subscription services:
https://www.kaiserresearch.com/g11/Home.asp
https://kaiserresearch.substack.com/

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/

Lara Exploration President and CEO Dr. Simon Ingram provides an update focused on the company’s recently closed C$33M (about US$25M) financing at C$3/share with no warrants. Ingram says the funding provides several years of runway to advance the Planalto copper-gold open-pit project from PEA toward feasibility by drilling the resource (moving inferred/indicated toward indicated/measured) and completing technical and environmental studies. A European copper producer, Atalaya Mining, invested at the corporate level for a 7% stake with no special rights, alongside other institutions, and management also participated. Ingram stated his belief that the Planalto project will be a copper mine and is currently undervalued, which presents a compelling investment proposition. Near-term catalysts include ongoing drill results and follow-up drilling on the Silica Cap trend into the Atlantica license, targeting potentially higher-grade copper mineralization.

00:00 Intro
01:01 Why Raise C$33M?
01:49 Funding Planalto Workplan
03:00 Market Timing and Pricing
04:15 Corporate Investor Explained
06:08 Atalaya Role and Expertise
07:51 Shareholder Base and Insider Buy
09:44 Drilling Budget Breakdown
10:53 Near Term Catalysts
11:54 Atlantica Trend Upside
13:27 Conclusion

https://laraexploration.com/
TSXV:LRA -- OTC:LRAXF

Listen to MSE’s first Lara interview: https://www.youtube.com/watch?v=sN6oqEUsmTk

Sponsor Lara Exploration pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Lara Exploration’s most-recent company slide deck found at www.LaraExploration.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/

Coppernico Metals CEO Ivan Bebek shares the rationale behind optioning key adjacent concessions near its Tipicancha epithermal-porphyry target prior to commencing drilling at its Sombrero copper-gold project in Peru. Coppernico has identified seven large-scale targets to be drilled over the upcoming 18 months, Ivan explains. Drilling is expected to begin in May 2026.

Sponsor: https://coppernicometals.com/
TSX:COPR; OTCQB: CPPMF; FSE: 9I3

00:00 Intro
00:26 Sombrero Claims Update
00:59 Tipicancha Target Rationale
03:16 Land Position Strategy
03:41 Seven Drill Targets Overview
04:55 Drilling Timeline and Sequence
06:35 Financing Plans and Demand
08:33 Community Access and Permitting
09:40 Drill Program Scale and Methods
10:45 New Targets and Learnings
12:56 Good Lucky Target Discussion
14:13 Conclusion

Press release discussed: https://coppernicometals.com/coppernico-options-key-concessions-at-sombrero/

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/

Host Bill Powers interviews returning guest Jamie Keech of ResourceInsider.com, a former mining engineer, on why his “energy decade” thesis is strengthening as tech-driven demand (especially data centers) pushes huge new power requirements. Keech explains how Resource Insider evolved from a gold-and-copper newsletter into a larger team with expanded exposure to uranium, lithium, and privately built energy businesses including an Oklahoma energy royalty venture and a North Dakota terminal acquisition that has begun paying dividends. In mining stocks, he says their historic performance showed consistent outperformance in advanced-stage explorers with resources/data, strong teams, and stable jurisdictions, while grassroots exploration largely failed unless returns came from private-to-public arbitrage. He updates Mayfair Gold after Muddy Waters’ board changes and announces a new public stock-picking product alongside their historic private-placement focus.

00:00 Intro
00:30 Energy Decade Thesis
01:02 Carrying Capacity and Data Centers
04:18 Resource Insider Evolution
06:28 Mining Strategy Sweet Spot
09:23 Private Arbitrage Wins
10:47 Mining vs Energy Allocation
12:25 Terminal Business Exit Plans
16:16 Predator or Prey Ethics
20:04 Mayfair Gold Update
21:53 Using AI for Diligence
22:47 New Stock Picking Service
24:32 Newsletter Competitive Edge
26:29 Wrap Up and Contact

https://resourceinsider.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. MSE receives no compensation if you buy a Resource Insider product. 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/