Mining Stock Education

Rick Rule explains the type of ignored junior mining stock he is currently buying. Rule says recent exploration spending is yielding spectacular drill results, but the market is not fully pricing discoveries yet, creating opportunity for savvy buyers like himself; he prefers open-market buying over private placements due to weak warrant terms. Rick discusses navigating junior mining during geopolitical “black swan” volatility, emphasizing a watchlist of target companies and prices and a current bias to accumulate on expected summer weakness as juniors have been hit harder than majors. He discusses assessing CEOs’ capital-raising and marketing strategies, contrasts specialist mining brokers with New York generalists, and explains focusing on the price–value gap rather than pre-market signals. Rule strongly favors at-the-market (ATM) financings for big board-listed miners, explains his PDAC “floor intel” around the G Mining/G2 Goldfields transaction, and comments on the Aurion/Agnico deal. Rick discusses trucking ore to existing mills in the Abitibi, why he generally avoids niche metals, and outlines how AI can help analyze large datasets without replacing experienced questioning.

00:00 Intro
00:41 Black Swan Buying Plan
02:22 Rotating Back to Juniors
04:47 Financing Market Reality
06:29 CEO Marketing Strategy
09:13 New York Brokers Explained
10:44 Price Versus Value Mindset
12:19 ATMs and Capital Raising
15:54 PDAC Deal Signals
19:11 G Mining and G2 Thesis
20:30 Abitibi Trucking Model
25:14 Exploration Strategy Shifts
27:42 Avoiding Niche Metals
30:20 Value Added Investor Role
32:00 Helium Speculation Story
35:08 Mexico and Carlos Slim
36:54 AI in Mining and Oil
40:49 Rule Conference Preview

Rule Symposium July 6-10 in Boca Rotan, FL: https://cvent.me/XOqdLa?via=mse

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/@RuleInvestmentMedia

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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/

Battery Metals Expert Matt Fernley explains the three reasons for nickel’s perfect storm. Matt also shares insights into the oil market and critical materials markets amidst the Middle East conflict. Other metals market dynamics analyzed are manganese, graphite, aluminum, cobalt and rare earths.

00:00 Intro
00:40 Middle East Fallout
04:17 Inflation and Demand
07:38 Nickel Market Reset
10:26 Manganese Cathodes
12:59 Oil Majors in Lithium
18:45 Graphite Reality Check
26:40 Price Floors and Policy
29:25 Rare Earths and M&A
34:42 Picking Metals Ahead
38:02 About RK Equity

RK Equity: https://rkequity.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/

MSE host Bill Powers interviews gold-stock fund manager Larry Lepard of Equity Management Associates (ema2.com) about the sharp junior-miner selloff, which he attributes to a strong jobs report and renewed rate-hike fears, and why he still expects higher gold and silver prices amid unavoidable monetary debasement. Lepard compares today’s environment to 1970s-style inflation waves, argues new Fed chair Kevin Warsh may be more dovish than expected, and says a future monetary reset could drive gold toward $10,000/oz+ and silver far higher, boosting silver equities. He outlines his preferred “sweet spot” of emerging, growing producers, discusses jurisdiction risks, portfolio management and profit-taking, and shares favorite stock picks.

00:00 Intro
00:17 Market Selloff
02:19 Inflation Waves and Fed Outlook
03:22 Monetary Reset and Metal Targets
04:26 Warsh Pivot and Rate Cuts
06:52 Fund Flows and Commodity Shift
09:26 Where Value Hides in Miners
14:18 Favorite Producers and Jurisdictions
17:27 Silver Price Upside and Taking Profits
20:44 Avino Silver 12-Bagger
21:47 Volatility and Taking Profits
23:08 When Mining Bets Fail
24:41 Refining the Investing Process
26:05 Tokenized Equities Debate
27:02 Monetary Debasement Thesis
29:36 Favorite Gold & Silver Stocks
33:27 How to Follow Larry

Larry’s contact info and Twitter handle:
https://twitter.com/LawrenceLepard

Larry’s Newsletter Sign-up: http://eepurl.com/gOf1dT

Larry’s Quarterly Fund Letter: https://ema2.com/quarterly-reports/

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/

At The Mining Event of the North conference in Quebec City, MSE host Bill Powers interviews strategic resource investor Michael Gentile about his long-term, venture-capital style approach to junior mining. Michael says that 90% of his net worth is currently in junior mining stocks and he is still deploying cash into new positions.

Gentile says his major win in Northern Superior Resources and a takeout of Arizona Sonoran validated and de-risked his process, and he plans to redeploy the gains while maintaining a 5 to 10-year horizon and diversified portfolio of about 35 companies, with deeper involvement in 15–20 issuers. He explains his risk control (starting with ~1% positions, adding to ~5% if aligned), the importance of management, cap-table quality, infrastructure, and disciplined technical due diligence via expert networks. Gentile discusses financings (holds vs “life” deals, avoiding life-with-warrant fast money), common retail mistakes (impatience and poor timing), commodity preferences (mostly gold/silver, some copper), and how his faith influences his work and charitable plans through the Apostles Fund.

00:00 Intro
00:40 Northern Superior Win
01:24 Venture Capital Playbook
04:30 Hands on Value Add
05:51 When Management Fails
08:19 Cap Table
09:46 Life Financing Debate
12:38 Process Refinements
14:36 Site Visits
16:35 Network Driven Due Diligence
19:54 Protect downside or seek upside?
22:26 Retail Mistakes Patience
25:18 Thinking Like a Major
27:24 Commodity Mix and Cycles
29:57 Can He Ever Quit?
31:45 More Precious than Gold: Faith and Giving Back

Sign up for Michael’s weekly email: www.SaturdayMorningMining.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/

Atomic Eagle CEO Phil Hoskins stated: “Our 2026 goal of increasing Muntanga’s Mineral Resource is off to a great start. These initial results from Chisebuka build directly on the Company’s early success, which saw a 9.7Mlb uranium resource defined at Chisebuka in a matter of months. Chisebuka’s SW zone is now emerging as the next key addition with near-surface higher-grade results outside of the previous resource area and we’ve only scratched the surface of the planned holes into Chisebuka this year. Drilling is continuing with two rigs aiming to expand the higher-grade zones at Chisebuka whilst at the same time, we are conducting ground radiometric surveys to refine the exciting Namakande and Muntanga North targets.”

Hoskins says the company has grown the resource 24% from 47M lbs to 58M lbs and is running a major 30,000-meter drill program, with early Chisebuka holes largely hitting expected mineralization and potential for meaningful satellite resource growth. He outlines larger exploration upside at Muntanga North and Namakande using layered datasets including airborne and ground radiometrics, radon-in-soils, favorable host rocks, and structural targeting. Hoskins discusses expectations for consistent heap-leach metallurgy, progress toward environmental and resettlement approvals, infrastructure advantages, a low-cost option to acquire the Sitwi uranium project, recent board changes, ongoing Niger discussions on Madaouela as option value, and an OTC move from QB to QX.

00:00 Intro
00:26 Project Update Overview
01:21 Chisebuka Drilling Results
03:10 Next Big Targets
03:46 Targeting Methodology
05:07 Metallurgy and Economics
07:06 Zambia Trip Insights
09:34 Sitwi Project Option
11:48 Board and Leadership Changes
13:51 Permitting Status
14:20 Niger Asset Update

https://atomiceagle.com.au/
ASX: AEU - OTCQB: AEUXF

Press Releases Discussed:
https://wcsecure.weblink.com.au/pdf/AEU/03089414.pdf
https://wcsecure.weblink.com.au/pdf/AEU/03091279.pdf
https://wcsecure.weblink.com.au/pdf/AEU/03083026.pdf
https://wcsecure.weblink.com.au/pdf/AEU/03072398.pdf

Sponsor Atomic Eagle pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found in Atomic Eagle’s most-recent company slide deck found at www.AtomicEagle.com.au 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/