Mining Stock Education

In this episode of Mining Stock Education, host Bill Powers interviews Joe Mazumdar from Exploration Insights. They dive into discussions about potential mega mergers in the mining industry, specifically between Rio Tinto and Glencore, and what these mergers indicate about market cycles and strategic advantages. Joe offers his insights on the challenges and benefits of such mergers, along with commentary on the global smelter capacity and the permitting landscape. They also discuss various projects like Kinross in Nevada and Washington, and Codelco's copper expansion. Furthermore, they touch upon the influence of government policies, such as tariffs and price floors, on the mining sector. Joe provides valuable advice for junior mining stock investors, emphasizing the importance of deep technical analysis and understanding geopolitics, operational risks, and market dynamics. Joe also reveals a valuation mistake many new mining investors make.

00:00 Introduction
00:33 Expert Insights with Joe Mazumdar
00:47 Mega Merger: Rio Tinto and Glencore
04:01 Market Implications of Mergers
05:33 Smelting Capacity and Environmental Concerns
07:29 Capital Expenditure and Market Trends
10:44 Copper Prices and Incentive Challenges
13:22 Government Policies and Market Risks
23:07 Market Trends
23:20 Stock Picking in a Bull Market
23:37 Benchmarking Your Portfolio
25:24 Silver vs. Gold Performance
26:56 Exploration Stocks and Alpha
27:44 Retail Interest in Development
29:49 Investment Strategies and Risks
32:36 Jurisdictional and Geopolitical Factors
34:26 Evaluating Junior Mining Stocks

Joe Mazumdar’s website: https://www.explorationinsights.com/
Follow Joe on Twitter: https://twitter.com/JoeMazumdar

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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/

In this episode of Mining Stock Education, host Brian Leni interviews Brian Dalton, CEO of Altius Minerals, to discuss the current state of the mining royalty sector. They delve into various topics including the competitive edge among royalty companies, contrarian opportunities in the market, and Altius's recent acquisition of Lithium Royalty Corp. Dalton shares his perspective on the importance of royalty and streaming financing, the impact of new entrants like Tether in the market, and how geopolitical factors and deglobalization are shaping the sector. He also discusses the challenges and opportunities in asset selection, the implications of market overshoots, and the future of the mining industry. Listeners will gain valuable insights on how to think like a CEO of a royalty company and make informed investment decisions.

00:00 Introduction
00:30 Current State of the Mining Royalty Sector
01:12 Consolidation and New Entrants in the Royalty Space
01:39 The Role of Royalties in Mining Financing
04:27 Tether's Entry into the Royalty Space
07:42 Investor Perspectives and Market Dynamics
22:08 Contrarian Opportunities in the Mining Sector
28:08 The Commitment of a Royalty Investor
28:53 Investor vs. Businessman: Key Differences
29:28 The Importance of Market Valuation
30:13 Navigating Emotions in Investment
30:52 Discussing the Lithium Royalty Corp Acquisition
31:46 Lithium Market Dynamics and Growth
40:16 The Role of Geopolitics in Resource Investment
44:17 Balancing Cash and Shares in Deals
46:34 Ranking Opportunities in the Metals Market
51:24 Altius's Market Presence and Future Plans

Altius Minerals: https://altiusminerals.com/
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This interview was NOT sponsored. 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/

Ivan Bebek, Chair and CEO of Coppernico Metals, comments on the newest copper surface results of 155m of .54% continuous copper via channel sampling at the Nioc target at the company’s Sombrero copper-gold project in Peru: “The Nioc target area continues to deliver outstanding surface results, with strong copper grades and widths that align closely with our mapping and geophysical data. Sombrero hosts multiple large-scale copper skarn and porphyry targets, and our two key advanced targets, Fierrazo and Nioc, are distinguished by impressive historical drilling and exciting new surface results.”

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

Press release discussed: https://coppernicometals.com/coppernico-defines-155-m-of-continuous-copper-mineralization-averaging-0-54-at-sombreros-nioc-target/

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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/

In this episode of Mining Stock Education, host Bill Powers discusses the strategic merger of Contango Ore and Dolly Varden Silver Corp. with their CEOs, Rick Van Nieuwenhuyse and Shawn Khunkhun. The executives explain their vision for creating a high-growth, mid-tier precious metals producer in North America. They highlight the geographical synergies, high-grade projects, and complementary skill sets that make the merger attractive to investors. Both companies aim to leverage their combined resources to establish a robust 20-year business plan centered around a hub-and-spoke model for gold and silver production. With strong support from shareholders, the merger is expected to be finalized in March, positioning the new entity to compete with producers like Hecla Mining.

00:00 Introduction
00:58 Meet the Executives:
01:34 Strategic Merger Insights
06:35 Synergies and Future Plans
12:44 Feedback from Shareholders
19:19 Production and Financial Projections
31:04 Closing Remarks and Investor Advice

Learn more about the merger: https://contango-ore-to-merge-with-dolly-varden-silver.com/

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

In this episode of Mining Stock Education, host Bill Powers and co-host Brian Leni reflect on their learnings and investment strategies from the past year, offering valuable insights for junior mining investors. The discussion centers around the importance of having key partners, recognizing and responding to management's reactions to questions, understanding the psychology behind conmen, and the significance of maintaining contentment and not getting too greedy. Both Bill and Brian emphasize careful due diligence, reading official filings, and being wary of macro narratives overshadowing micro company fundamentals. They also highlight the importance of seizing profits at the right times and the pitfalls of over-investing in too many companies. Practical advice and personal anecdotes make this episode a must-listen for those looking to improve their investment approach in the junior mining sector.

00:00 Introduction and Yearly Reflection
00:44 The Importance of Key Partners in Investing
02:31 Evaluating Investment Opportunities
05:43 Lessons from Wealthy Investors
06:25 The Role of Luck in Investing
10:22 The Value of Physical Bullion
14:39 Understanding Conmen in Investments
20:23 Recognizing Red Flags in Promotions
23:35 Revisiting Investment Fundamentals
28:33 Understanding Change of Management Fees
29:17 The Importance of Bonus Structures
29:39 Hidden Details in M&A Deals
29:56 Management Incentives and Due Diligence
33:27 Cultural Perspectives on Trust
35:20 Lessons from Personal Investment Experiences
39:41 The Importance of Taking Profits
40:59 Reflections on Investment Strategies
47:00 Final Thoughts and Reflections for 2026
51:26 Conclusion and Upcoming Interviews

Brian’s website: https://www.juniorstockreview.com/
Bill’s Twitter: https://x.com/MiningStockEdu

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/