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Mining Stock Education

Mining Stock Education

Auteur(s): Bill Powers
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 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.All rights reserved Économie
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  • Uranium Insider’s Justin Huhn on Kazatomprom’s India Deal, Supply Tightness, SMRs & Uranium Stocks

    Uranium Insider’s Justin Huhn on Kazatomprom’s India Deal, Supply Tightness, SMRs & Uranium Stocks
    Feb 28 2026
    Host Brian Leni interviews Justin Huhn of UraniumInsider.com about uranium market fundamentals and investing. Huhn explains Kazatomprom’s India supply deal as a large long-term contract that signals more Kazakh production being committed to eastern sovereign buyers, tightening availability for Western utilities. He discusses opaque contracting terms, utility inventory practices, producer forward sales, and expected production declines at major mines, plus Kazatomprom’s sulfuric acid constraints and value-over-volume strategy. Huhn outlines how contract structures have shifted from fixed pricing to market-referenced contracts with floors and high ceilings, supporting upside price exposure. He cites key risks such as a major nuclear accident, while arguing supply deficits persist on a 5–7 year view. They cover “Project Vault” uncertainty, geopolitics, China’s role in Namibia, data centers de-risking reactor life extensions, potential tech offtake financing for NexGen’s Arrow, SMR progress in the US and Canada, conversion as a bottleneck, and his view that small-cap uranium explorers/developers offer strong equity upside with a $150–$200/lb price target. 00:00 Uranium Bull Case 00:38 Kazatomprom India Deal 03:45 How Much Supply Is Left 08:41 Sulfuric Acid Constraints 14:00 Contract Terms Shift 20:28 Bear Case Scenarios 26:42 Project Vault Impact 28:52 Deglobalization Strategy 31:26 Uranium Trade Diversification 31:59 Geopolitics In Africa 33:58 Namibia And China Control 35:38 Data Centers Demand Debate 36:38 Life Extensions And Upgrades 40:21 Hyperscalers Fund Uranium 44:39 Small Modular Reactors 50:01 Fuel Cycle Bottlenecks 53:32 Equity Upside And Cycles 57:07 Where To Follow Justin 58:26 Supply Fragility Wrap Up https://www.uraniuminsider.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/
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    1 h et 3 min
  • “Highest-Probability” Discovery Targets Defined says Coppernico Metals VP Exploration Tim Kingsley

    “Highest-Probability” Discovery Targets Defined says Coppernico Metals VP Exploration Tim Kingsley
    Feb 26 2026
    Tim Kingsley, VP Exploration of Coppernico Metals, commented, “We are very pleased with the outcome of the [gravity, magnetic and photogrammetry] surveys. Initial results are being used to provide clearer definition of these significant, multi-kilometre-scale skarn and porphyry targets which remain mostly untested by drilling.” Ivan Bebek, Chair and CEO of Coppernico Metals, commented, “The new gravity and magnetic datasets represent a major advancement in our understanding of the geology between Antapampa and Tipicancha, and have highlighted several large-scale targets that remain untested. With this technical foundation in place, Coppernico is now strongly positioned to launch a comprehensive, multi-target drill program that could deliver several opportunities for a transformational discovery.” Sponsor: https://coppernicometals.com/ TSX:COPR; OTCQB: CPPMF; FSE: 9I3 0:00 Introduction 2:32 Phase 1 Drilling Results & Iterative Approach 4:21 Survey Results & Target Refinement 6:32 Las Bambas Analog & Regional Context 8:10 Scale & Grade Potential 9:44 Phase 2 Drilling Strategy 12:48 Tipicancha Target Discussion 13:50 Antapampa Target 14:53 Timeline, Financing & Permits 17:31 Long-term Strategy & Market Timing 18:52 NYSE Listing Plans? 19:40 Closing Remarks Press release discussed: https://coppernicometals.com/coppernico-completes-gravity-and-magnetic-surveys-and-refines-large-skarn-porphyry-targets/ 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/
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    23 min
  • Russian 100-Baggers & Insane Profits via Jurisdictional Contrarian Courage with Rick Rule

    Russian 100-Baggers & Insane Profits via Jurisdictional Contrarian Courage with Rick Rule
    Feb 25 2026
    In this episode of Mining Stock Education, host Bill Powers interviews natural resource investing expert Rick Rule from Rule Investment Media. Rick shares how his jurisdictional contrarian courage led him to a Russian 100-bagger immediately after the fall of the Berlin wall as well as insane profits in Peru and Congo. He reflects on his 2025 portfolio performance and what he learned. Rick provides insights into the recent silver stream sales by BHP and Lundin Gold and what they mean for the industry. He comments on Lara Exploration and shares his experience with André Gaumond as Rick was the largest shareholder of Virginia Gold Mines at one point. Learn from one of the junior mining industries best participants and educators in this MSE episode. 0:00 Intro 0:26 “Third best year of my career” 5:32 Recent BHP & Lundin Gold Silver Streams 12:21 Lara Exploration 15:03 André Gaumond & Virginia Gold Mines 18:47 Investing in pure explorers 21:06 Analyst gold & silver prices for valuing miners 23:13 Precious metals euphoria 25:14 Junior Mining Management is better now than 10yrs ago 28:43 Insane profits via jurisdictional contrarian courage 33:36 Russian 100-bagger 37:57 Platinum & palladium upward move 39:24 PDAC 40:21 Why you must grow your network 44:04 Rule Investment Media offerings 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 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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    53 min
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