Mega Mining Mergers, Market Cycles and Mistake Avoidance with Expert Joe Mazumdar
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/
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15 Comments
I’m a big fan of Bill’s interviews – I’d be really interested to see a show on the European developers and producers (eg Scandinavia)
Excellent interview.
Thank you
Subscribed
How do they not know a new smelter is being built in Tenn? China has 27, US 2, Canada 2.
Great insights! It is a pity that Joe is so reluctant to talk about specific names, but the discussion at the end about Hycroft Mining was enlightening. Always worth listening!
Phelps Dodge left ugly smelly tailings masses in Arizona. Local state and federal governmets should aid in reprocessing them to produce more copper and improve appearance and environment.
I truly enjoy your educational videos. I’m relatively new to the sector, and am trying to learn all I can to make better decisions. Your channel is making a big impact. The guests are fantastic, and I appreciate them taking the time to come on and explain things about the sector.
Learning about mining is like learning a foreign language. It’s taken me 1 1/2 years to even pick up on, and grasp what to start looking for in a company. I look forward to more interviews and more knowledge. Thank you for all you do!
Joe doesn’t often drop specific company names, which isn’t a complete surprise since he writes a newsletter his subscribers pay for (pricey, but worth it). That said, you can figure out some of the companies he himself buys by looking at his panel’s presenters at the upcoming Metals Investor Forum in Vancouver (AZM, LGD, ASCU, AUCU) and Toronto (ARK, TAL, ASL, LGD, ASX, KRY). That’s a good starting point.
I love the information Joe drops! I’ve been watching Bill for 6 plus years now. Your interviews haven’t steered me wrong yet! No BS that’s what I like sir!
30% Interest rates for credit cards is Mafia level rates.
thanks Bill and Joe !
good interview 👍
I wonder if you could divide your viewers into two groups: 1) Sophisticated investors with lots of money, and 2) Those who have limited resources, but are trying to learn as much as they can.
Obviously I am in the second group, and really appreciate the investing strategy info, and specific info about Jr mining companies and interviews with mining CEOs or better yet – geologists. Thanks!
Joe is one of my favorite experts. I always appreciate his insights. Will listen to this one again for sure. Thank you Bill! 🙏
Joe is really worth listening to and I'm planning to subscribe to his newsletter but with metals prices at these levels almost all producers and producer /developers should continue shooting up in price (even if they are lousy companies).
Explorers will be of far more interest when this bull market starts to lose steam.
Your videos with Joe are one of the best analyses out there of where we are rn as a sector… how he explained about benchmarking yourself is what I did a few months ago and decided to do much less stockpicking and grow NUGT and GDXU, 2x miners as my biggest 2 positions at least for 2026. I'm fairly confident that this will work for me. It is impossible for me with this level of knowledge to stockpick and beat 500% of a NUGT gains…