Mining Stock Education

Profit from resource and precious metals investing as you learn from the best in the industry and discover quality mining investment opportunities with the Mining Stock Education podcast.

Mining Stock Education is a business podcast hosted by Bill Powers, with 500 episodes on record and a Required Pod Score of 80.

Bill Powers hosts Mining Stock Education, a business show with 500 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Mining Stock Education

  Snail-Mail Stock Promos, Short Sellers & Visible Gold: Junior Mining Insights with Powers & Leni

  Oct 5, 20261h 1m

  Bill Powers and co-host Brian Leni sit down for their monthly Junior Mining Insights chat to discuss sector sentiment after the Metals Investor Forum and Beaver Creek Precious Metals Summit. Then they cover a range of topics: glossy direct-mail mining stock promotions, why investors should specialize, when management teams should step aside, name changes and rollbacks, short sellers, visible gold in press releases, and why site visits are becoming essential to Brian's process. 00:00 Intro 00:52 Sector Sentiment Check 02:26 Generalist Money Debate 06:23 Snail-Mail Stock Promos 08:46 Tungsten Pitch Breakdown 11:29 Knowing Your Limits 14:12 Specialize Your Investing 17:33 Promoters Versus Operators 19:56 Mergers and Name Changes 25:52 Rollbacks and Share Counts 30:14 Newsletter Influence Today 33:08 Short Sellers and Accountability 38:52 Visible Gold Press Release Hype 44:00 When Early Disclosure Matters 49:06 Reading Exploration News Releases 50:17 Site Visits and Concentrated Bets 55:00 Retail Frenzies and Exit Timing Brian’s website: https://www.juniorstockreview.com/ Brian’s YT: https://www.youtube.com/@FIELD_NOTES 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 Bill and Brian are not licensed financial advisors. 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/

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  Mining Stock Education

  Hot Tips Fade, Process Endures: How Sultan Ameerali Multiplied His Money via Junior Miners

  Sep 28, 202651 min

  Returning guest Sultan Ameerali is a self-directed investor who has significantly multiplied his own capital in junior resource stocks since entering the sector almost a decade ago. Fresh off his second year at the invitation-only Beaver Creek Precious Metals Summit, Sultan shares how he approaches conferences to get real intel, how he uses AI as a "first-year analyst" without giving up human judgment, and the due diligence process behind his recent positions. This episode is less about hot picks and more about building a repeatable, operationalized process with real money at risk. 00:00 Intro 00:34 Meet Sultan Ameerali 01:03 Beaver Creek Vibe Check 03:30 Finding Alpha at Conferences 05:27 Questions That Cut Through 07:17 Standing Out in 100 Meetings 10:19 Building a Brand 11:53 Why Mining Beats Models 16:12 AI Hype vs Ground Truth 21:11 Grok Bots and Special Sits 23:34 Case Study Spinouts and Value 26:05 Mapping Company Networks 26:38 AI for Link Discovery 28:17 Why Humans Still Model 28:39 Will AI Replace Analysts 31:00 Print Reports and Ask Better Questions 32:36 New Portfolio Positions 32:40 St Barbara Restart Thesis 35:13 Spinouts and Comstock Adds 36:48 Discipline After Conferences 37:24 Transparency and Compliance 38:44 Canada Taxes and Next Steps 39:51 Beaver Creek versus PDAC 41:06 Process Over Hot Tips 43:24 Risk Taking and Lifestyle 44:00 Constructivist Investing Mindset 46:24 Reputation and Long-Term Process 48:09 Where to Follow Sultan Sultan’s Twitter: https://twitter.com/SultanAmeerali Sultan’s Website: https://www.consolidatedrock.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/

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  Mining Stock Education

  Farming, Not Forecasting: Malcolm Shaw on Investing in Juniors without Predicting Commodity Prices

  Sep 21, 202645 min

  Malcolm Shaw is a former geologist, sell-side analyst and hedge fund energy and mining investor. He is a proven junior resource stock picker and has invested for himself since the end of 2011. This is his first ever podcast interview. Malcolm keeps a low profile and grows his newsletter, The Circle, almost entirely by word of mouth. Bill and Malcolm first crossed paths on a due diligence call about five years ago. They cover Malcolm's path from Calgary geologist to Bay Street, why he doesn't try to call commodity prices, how he sizes and exits positions, and the stories behind his biggest winners and one current loser. In this MSE episode, Malcolm explains his rational approach to junior resource speculation. Listen and learn! 00:00 Intro 00:29 Meet Malcolm Shaw 01:09 From Geologist to Analyst 02:35 Sell Side vs Buy Side 04:05 Going Independent 05:38 Why Start a Newsletter 09:51 No Forecasting Just Positioning 13:36 Deal Flow and Watchlists 16:40 Holding Periods and Exits 18:56 Portfolio Construction and Big Bets 21:32 Tenaz Energy Case Study 26:19 Mining Winner Alpha Minerals 29:27 Developers and Production Plays 32:05 Marketing and Sector Allocation 34:22 Niche Metals and Competence 36:05 Network Driven Due Diligence 38:17 Biggest Loser Lessons Malcolm’s newsletter: https://www.thecircle.ca/ 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/

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  Mining Stock Education

  Scorpio Gold’s Nasdaq Debut ($SGLD), Manhattan District Scale Potential, and Reprocessing Upside

  Sep 19, 202619 min

  Scorpio Gold Corp. CEO Zayn Kalyan explains the company’s new Nasdaq ADR listing (ticker SGLD) and unusual first-day trading volatility, which he attributes to limited initial ADR supply and possible third-party arbitrage, while noting liquidity has improved. He says Scorpio is undervalued on a per-ounce basis and that the market is missing the project’s district-scale potential at Manhattan in Nevada: the team has focused on a 2 km strike area within a larger 8.5 km package with past-producing mines and five historic resources, located about 10 miles from a Kinross-operated fifteen-million-ounce Round Mountain mine. The company is drilling toward a targeted 2026 two-million-ounce resource update, continues with two drills, and has launched a ~$600,000, 32-hole sonic drilling and metallurgy program to evaluate reprocessing historic leach pad/waste/stockpile material and possible toll milling. Scorpio completed a C$10.8M no-warrant financing at C$0.25 and has ~C$8M in treasury. 00:00 Intro 00:31 Nasdaq Debut Volatility 01:11 US Listing Strategy 04:54 What Market Misprices 05:46 District Scale Potential 08:12 Two-Million-Ounce Goal 09:14 Reprocessing and Toll Milling 12:15 Sonic Drilling Costs Timeline 12:59 Why Sell the Mill? 14:05 Financing and Cash Position 15:46 Wrap Up and Ticker TSX.V: SGLD -- NASDAQ: SGLD www.ScorpioGold.com Press Release discussed: https://scorpiogold.com/scorpio-gold-announces-sonic-drilling-and-metallurgical-program-to-evaluate-reprocessing-opportunity-at-manhattan/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Scorpio Gold Corp. pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found Scorpio Gold’s most-recent company slide deck found at www.ScorpioGold.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. If you buy shares of any company featured on MSE, you should, for your own protection, assume MSE’s owner is personally selling you those shares. 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/

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  Mining Stock Education

  First Phosphate's Torque Moment: How Export Credit Could Kill Dilution - CEO John Passalacqua

  Sep 17, 202612 min

  In this episode, John Passalacqua, CEO of First Phosphate Corp. breaks down First Phosphate's September 16, 2026 announcement that it has received a Letter of Support from Swiss Export Risk Insurance (SERV) for approximately USD 212.5 million to help fund Swiss machinery, equipment, goods, and services for its igneous phosphate mine and processing facility in Saguenay-Lac-St-Jean, Québec. Per the company’s PEA, First Phosphate's total capital cost for the mine build is $675 million CAD, or approximately $490 million USD, a figure that already incorporates a 20% contingency. Of that total, two non-dilutive financing sources are currently in play: EIFO (Denmark) at €170 million, or roughly $195 million USD, and SERV (Switzerland) at $212.5 million USD. Combined, these two sources total approximately $410 million USD, covering about 85% of the project's $490 million USD capex requirement. That would leave only around $80 million USD to be funded through equity. If the financing comes together as outlined, John says it would be "extremely non-dilutive," creating what he describes as "a real torque on the stock" by sharply limiting shareholder dilution going forward. Tickers: CSE: PHOS – NASDAQ: PHOS Press release discussed: https://firstphosphate.com/serv-financing-first-phosphate-quebec-mine/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 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/

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