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Mining Stock Education

Mining Stock Education

De : 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 Economie
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    • “Mega Uranium Mine Concept” via Rapid Resource Growth explained by Atomic Eagle CEO Phil Hoskins

      “Mega Uranium Mine Concept” via Rapid Resource Growth explained by Atomic Eagle CEO Phil Hoskins
      Feb 22 2026
      Atomic Eagle offers a compelling entry into the uranium bull market, backed by a proven team from Matador Capital—the original architects behind Boss Energy's success and Lotus Resources' recent mine restart. Through a strategic RTO of GovEx Uranium, they've acquired the advanced Muntanga project in mining-friendly Zambia: a 47.4M lb resource at 344 ppm U3O8, with a feasibility study showing robust economics at $90/lb uranium. But the current investment thesis is not that of a mine build story. Atomic Eagle’s focus is on aggressive exploration to double resources via a current 50,000m drill program, targeting a 40-100M lb upside which conceptually could see a mega-mine producing 4-5M lbs/year through low-cost heap leaching (90%+ recovery with low acid consumption). Well-funded with ~A$20M cash, Atomic is undervalued when compared, on an enterprise value to pounds-in-the-ground basis, to ASX peers like Deep Yellow and Bannerman. Near-term catalysts: Resource upgrade (early March), feasibility re-release, and exploration drill results. Bonus optionality: Potential recovery of the world-class Madaouela asset in Niger (120M lbs at >1,300 ppm), if current talks with the Niger government are fruitful. In this MSE episode, listen to Atomic Eagle CEO Phil Hoskins explain the company’s full investment thesis. https://atomiceagle.com.au/ ASX: AEU - OTCQB: AEUXF 00:00 Intro 00:34 Meet Atomic Eagle: ASX RTO of GoviEx & Who’s Behind It 01:28 Matador’s Uranium Track Record: Boss Energy to Lotus Restart Success 03:12 Why the GoviEx Deal Happened: ASX Valuation Comps & Timing 04:31 US OTCQB Listing: Tapping North American Uranium Investors 06:05 Friedland Connections & Geopolitics: US/China/Russia in Africa 08:26 The Muntanga Project Breakdown: Resource, Tenure & 2025 FS Context 10:08 Growth Strategy: New Drilling, Resource Upgrade & 4–5M lb/yr Heap Leach Concept 12:32 Funding & 2025 Drill Plan: 50,000m Program and Priority Targets 14:15 Zambia Advantage: Mining-Friendly Jurisdiction, Infrastructure & Export Route 17:12 The Niger Asset: Expropriation, Arbitration & Potential Upside 19:27 Near-Term Catalysts + Technical Upsides: Recovery, Acid Use, Permitting 21:42 Wrap-Up, Tickers, and Sponsor Coverage Ahead 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/
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      25 min
    • When to Bet Big on Junior Mining Stocks with Investor Erik Wetterling

      When to Bet Big on Junior Mining Stocks with Investor Erik Wetterling
      Feb 20 2026
      Resource sector investor Erik Wetterling (a.k.a. The Hedgeless Horseman) shares insights about current conditions in gold and silver equities, market corrections, jurisdictional risk, and how he sizes positions. Erik shares his perspective of risk/reward set-ups and when he bets big on undervalued junior mining stocks. Furthermore, Erik discusses market psychology, volatility, some stock picks and what he looks for in a quality junior mining stock opportunity. 0:00 Intro 1:04 Market Correction After VRIC: Staying Fully Invested & Value Shuffling 2:46 Why Juniors Still Look Cheap: Patience, Boredom, and the ‘Wall of Worry’ 4:23 Sentiment Whiplash: Buying Misery vs. Hot Metals Markets 7:21 Beyond Gold & Silver: Copper, Nickel, and Macro Uncertainty (AI, Economy) 9:39 How to Play Base Metals: Producers vs. Developers + The Importance of Teams 12:29 Conference Circuit: First Vancouver Trip, PDAC Plans, and Why Events Matter Again 15:11 PDAC Talk Preview: Psychology, Volatility, and Being Comfortable Looking Stupid 18:03 Filtering the Noise: Social Media, Discipline, and Holding a 2-Year Thesis 22:12 Technicals vs. Fundamentals: Charts as Entertainment, Position Size as the Real Tool 25:58 People Matter: Evaluating CEOs, Communication, and Execution Ability 27:03 Why ‘Good People’ Beat ‘Hidden Gems’ in Mining Investing 28:50 Due Diligence Shortcuts: Third-Party Validation & Knowing What Success Looks Like 29:43 Vision Matters: 1–3 Year Roadmaps and 10-Year Mine Plans 31:19 People vs. Project: When the Asset Speaks for Itself 33:32 Low-Maintenance, Long-Term Portfolios (and Why People Matter More Over Time) 34:42 Jurisdictional Risk Spotlight: Mexico After the Tragedy 38:22 Positioning Through Metal Cycles: Invest Like It’s a Perpetual Bear Market 41:34 Concentration & Conviction: No Hard Rules on Position Size 45:01 Qualitative vs Quantitative Conviction: Choosing the Right Team Over ‘Cheap’ Numbers 49:06 Top Pick Breakdown 51:32 Wrap-Up, Where to Follow Erik’s website: https://www.thehedgelesshorseman.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. 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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      55 min
    • Developing Brazil’s Next Copper Mine with Lara Exploration CEO Simon Ingram

      Developing Brazil’s Next Copper Mine with Lara Exploration CEO Simon Ingram
      Feb 16 2026
      Bill Powers interviews Lara Exploration President and CEO Simon Ingram, highlighting Ingram’s prior success leading Reservoir Minerals from $0.65 to $9.40 per share and creating roughly US$500 million in shareholder value at the time of the buyout by Nevsun Resources. Ingram recounts Reservoir’s Serbia discovery—described as the world’s 13th largest copper discovery since 1990—and notes the resulting mine now generates about 2% of Serbia’s GDP. Lara Exploration is applying the same model and team while transitioning from prospect generator to developer through its 100%-owned flagship Planalto copper-gold project in Brazil. The 2025 PEA outlines an open-pit project producing about 36,000 tonnes of copper per year and processing about 8 million tonnes of ore, with estimated capex around $550 million. Using a $13,000/ton copper price, Ingram says the project value is about $1.2 billion at today’s spot prices. The discussion covers Lara’s valuation gap versus its market cap (~US$100–110 million), plans to de-risk via infill drilling and advancing to pre-feasibility, and exploration upside. Ingram emphasizes Brazil’s infrastructure and permitting advantages in its operating region, including nearby major mines, access to low-cost power lines crossing the project, proximity to highways, a skilled mining workforce, and a government royalty structure where a significant portion returns to local municipalities. Powers and Ingram also discuss capital efficiency and shareholder alignment: ~50 million shares outstanding (about 53 million fully diluted), no warrants, ~2.7 million incentive options, management owning ~20%, and G&A under about C$1 million. 00:00 From 65¢ to $9.40: Reservoir Minerals’ Serbian success story 01:29 Prospect Generator 101: Partnering to reduce exploration risk 03:32 Lara Exploration’s flagship Planalto project Brazil: PEA, scale, and copper price leverage 06:00 De-risking plan: Pre-feasibility, infill drilling, and high-grade upside 06:41 Return on capital & timing the copper cycle (why now matters) 08:18 Jurisdiction & infrastructure: Why this Brazil project can get built 09:05 Portfolio, royalties, and capital discipline (50M shares, no rollbacks) 12:55 Team edge: Technical background, copper scarcity, and demand drivers 14:40 How the project stacks up: peers, capex, metallurgy, and simple processing 25:29 PEA rigor: Cost levers, power pricing, and engineering due diligence 28:24 Near-term catalysts & funding options: New license drilling and next steps 31:55 Wrap-up, tickers, and final podcast disclaimer https://laraexploration.com/ TSXV:LRA -- OTC:LRAXF 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/
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      35 min
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