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In it to Win it

Steve Barton
In it to Win it
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708 episodes

  • In it to Win it

    Aya Gold and Silver Could Become the Next Silver Mining Giant

    17/07/2026 | 18 mins.
    Benoit La Salle, Founder, President & CEO of Aya Gold & Silver and veteran mine builder with six successful mine developments, joins me to discuss Aya's explosive growth, exceptional cash flow, and the next stage of building one of the world's premier silver producers. 
    👉 Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
    👉 https://www.ayagoldsilver.com
    📩 Free Newsletter
    📈 Technical Analysis for Beginners
    🌎 Travel Channel
    Recording Date 7-8-2026. In this episode, Benoit walks me through Aya's current financial strength, including its US$3 billion market capitalization, US$170 million in cash, positive quarterly cash flow, and industry-leading silver margins driven by low production costs and strong realized prices. We discuss how the company has consistently delivered projects on time and on budget, the transformation of the Zgounder Mine into a high-performing operation producing well above nameplate capacity, and why Aya's experienced construction team gives investors confidence as it advances its next major development.
    I also ask Benoit about the fully permitted Edine project, the unique geology behind Aya's rare pure silver deposits, shareholder structure, exploration upside, and scalability across its Moroccan districts. We dive into Boumadine's potential as a Tier One asset with rapid capital payback, why management believes the market is undervaluing the company's future production profile, and the factors that could trigger a significant valuation rerating. Benoit also addresses operational risks including construction timing, water availability, staffing, dilution, funding strategy, and why Aya expects to finance future growth largely through internally generated cash flow while continuing an aggressive exploration program.
     
    Key Insights In This Episode
    ✅ Aya is generating strong cash flow with industry-leading silver margins.
    ✅ Zgounder is a rare pure silver mine with high leverage to silver prices.
    ✅ Edine remains on track for production by mid-2029.
    ✅ Boumadine has the potential to become a Tier One mining asset.
    ✅ Future growth is expected to be funded through operating cash flow.
    ✅ Management sees significant upside through production growth and rerating.
    Top of Form
    Bottom of Form
     
    Tools for Success that I Love and find Helpful / Affiliates:
    Technical Analysis Series 
    Rule Symposium 2026
    Rule Classroom (Free) 
    Rule Classroom Plus (2 Free Months) 
    TradingView (Free)
    Lobo's Weekly Recap (Free)
    Uranium Insider Newsletter
     
    Chapters
    00:00 Company Size And Financial Overview
    02:02 Benoit La Salle Mining Track Record
    04:42 Boumadine Development Progress
    06:06 Unique Geology Of Zgounder
    08:39 Share Structure And Major Investors
    10:14 Growth Potential At Zgounder
    11:27 Morocco Investment Opportunity
    14:32 Project Risks And Execution
    16:10 Funding Growth Without Dilution
    17:19 Massive Exploration Program
    17:52 How To Follow Aya Gold And Silver
     
    DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
    WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
    AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
    #InItToWinIt #SteveBarton #AyaGoldAndSilver #BenoitLaSalle #SteveBarton #Silver #Gold #SilverStocks #MiningStocks #MoroccoMining #JuniorMining #PreciousMetals #SilverMining #GoldMining #ResourceInvesting #MiningNews #CommodityInvesting #Exploration #BullMarket #RuleSymposium #MiningInvestment #SilverBull
  • In it to Win it

    Rick Rule Explains What Finally Sends Gold Higher and Reveals His Top Mining Stock Picks ~ Rule Classroom Replay

    17/07/2026 | 58 mins.
    Rick Rule, veteran natural-resource investor, financier, and founder of Rule Investment Media, joins me to evaluate today's most compelling opportunities across precious metals, base metals, and energy. 
    👉 Rule Symposium 2026 
    👉 Rule Classroom (Free)
    👉 Rule Classroom Plus (2 Free Months) 
    Recording Date 7-16-2026. In this episode, Rick explains why higher US interest rates and a stronger dollar have restrained gold, and why a future political retreat from tight monetary policy could become the catalyst for another major precious-metals advance. I also ask him about weakening nickel prices, speculative inventory liquidation, lower economic liquidity, and the growing financing costs affecting commodity markets.
    Rick then ranks and analyzes Freehold Royalties, Equinox Gold, Snowline Gold, Banyan Gold, Saturn Metals, Arras Minerals, Eco Atlantic, Cerro de Pasco, Honey Badger Silver, and several emerging explorers. We examine Equinox Gold after its 50% decline, including merger-related selling, Greenstone's cash-flow potential, possible asset sales, and Ross Beatie's likely next moves. Rick also discusses offshore oil exploration, frontier basins, indigenous royalties, mine-development timelines, warrants, infrastructure risk, and the importance of management discipline.
     
    Key Insights In This Episode
    ✅ Higher interest rates continue to pressure gold.
    ✅ Lower rates could trigger the next major gold rally.
    ✅ Equinox Gold's selloff has improved its valuation.
    ✅ Arras Minerals delivered exceptional copper drill results.
    ✅ Banyan and Snowline remain top Yukon exploration stories.
    ✅ Strong management matters as much as great deposits.
     
    Tools for Success that I Love and find Helpful / Affiliates:
    Technical Analysis Series 
    Rule Symposium 2026
    Rule Classroom (Free) 
    Rule Classroom Plus (2 Free Months) 
    TradingView (Free)
    Lobo's Weekly Recap (Free)
    Uranium Insider Newsletter
     
    Chapters
    00:00 Symposium Recordings and Future Legends
    04:25 Freehold Royalties and Centaurus Metals
    07:47 Gold and Silver Market Catalysts
    10:52 Banyan Gold and Snowline Gold
    12:30 Rick Rule's Rare Number One Rankings
    13:55 Osisko Gold and Cariboo Exploration
    14:52 Saturn Metals Valuation Opportunity
    16:06 Mogotes Metals Drill Results
    17:47 Rio Tinto and the Copper Porphyry Alliance
    19:30 Equinox Gold Falls 50 Percent
    22:05 Equinox Selling Pressure and Ross Beaty
    25:24 Ivanhoe Electric and I Pulse Technology
    27:02 Rick Rule's Favorite Holiday Destinations
    29:12 Offshore Oil Exploration in Frontier Basins
    30:15 Osisko Warrants and First Nations
    32:29 Valuing Banyan Before Its PEA
    34:08 Seabridge Gold and Nation's Royalty
    39:03 Contango Ore and Small Deposit Risk
    40:08 Arras Minerals Tier One Potential
    41:29 Brian Paes Braga and NG Energy
    43:13 Honey Badger Silver After a 350 Percent Rise
    45:05 Coeur Mining and Capital Allocation
    46:43 Pitch Rick and Resource Shark Tank
    48:39 Cerro de Pasco Silver Leverage
    51:03 Heliostar Metals and NexGold
    52:18 Eco Atlantic Oil and Gas
    53:53 Falkland Islands Oil Exploration
    55:10 Long Term Commodity Price Trends
     
    DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
    WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
    AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
    #InItToWinIt #SteveBarton #RickRule #SteveBarton #RuleClassroom #GoldInvesting #SilverInvesting #CopperInvesting #OilInvesting #MiningStocks #ResourceStocks #CommodityInvesting #EquinoxGold #BanyanGold #SnowlineGold #ArrasMinerals #FreeholdRoyalties #IvanhoeElectric #NickelMarket #GoldPrice #SilverStocks #NaturalResources
  • In it to Win it

    Why Nations Royalty Could Become The Next Franco Nevada

    16/07/2026 | 28 mins.
    Derrick Pattenden, Mining Engineer, CFA, CEO of Nations Royalty, and Kody Penner, Vice President of Corporate Development, to discuss how the company is pioneering Canada's first majority Indigenous-owned public royalty company by consolidating Indigenous mining royalties into a scalable royalty business.
    👉 Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
    👉 https://nationsroyalty.ca
    📩 Free Newsletter
    📈 Technical Analysis for Beginners
    🌎 Travel Channel
    Recording Date 7-10-2026. In this episode, Derrick and Kody walk me through the company's unique structure, its current royalty portfolio, financial position, and why they believe Indigenous communities can unlock significantly greater long-term value by pooling royalty assets into a diversified public company rather than holding them individually. They explain the importance of the Bruce Jack royalty, the massive long-term upside of Seabridge Gold's KSM project, and how Nations Royalty intends to become the premier vehicle for Indigenous-owned mining royalties across Canada.
    From my perspective, one of the biggest takeaways is that this story extends well beyond today's producing assets. Derrick and Kody explain why building relationships with Indigenous communities is their highest priority, why future partnerships represent the company's largest growth catalyst, and how additional royalty acquisitions could rapidly expand the portfolio. We also discuss management's extensive mining finance backgrounds, the support of industry leaders connected to Franco-Nevada and Wheaton Precious Metals, the importance of improving BC Mineral Tax cash flows, the potential impact of KSM's future development, and why they believe this business model could eventually expand internationally while creating lasting value for both Indigenous communities and shareholders.
     
    Key Insights In This Episode
    ✅ Nations Royalty is Canada's first majority Indigenous-owned royalty company.
    ✅ KSM is the company's flagship long-life royalty asset.
    ✅ New Indigenous partnerships are the biggest growth catalyst.
    ✅ Brucejack provides growing royalty cash flow today.
    ✅ Pooling royalties creates value through diversification.
    ✅ Management is building long-term Indigenous partnerships across Canada.
    Top of Form
    Bottom of Form
     
    Tools for Success that I Love and find Helpful / Affiliates:
    Technical Analysis Series 
    Rule Symposium 2026
    Rule Classroom (Free) 
    Rule Classroom Plus (2 Free Months) 
    TradingView (Free)
    Lobo's Weekly Recap (Free)
    Uranium Insider Newsletter
     
    Chapters
    00:00 Welcome And Company Overview
    00:20 Financial Position And Royalty Portfolio
    02:20 Understanding The KSM Royalty
    03:40 Company History And Indigenous Strategy
    05:05 Building Partnerships With Indigenous Communities
    07:34 Management Experience And Mining Backgrounds
    11:58 Why KSM Could Transform The Company
    13:37 Share Structure And Ownership
    15:01 Future Growth Catalysts
    19:51 Indigenous Branding And Company Culture
    20:40 Risks And Business Challenges
    23:26 Closing Thoughts And Investment Outlook
     
    DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
    WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
    AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
    #InItToWinIt #SteveBarton #NationsRoyalty #DerrickPattenden #KodyPenner #SteveBarton #MiningStocks #GoldStocks #RoyaltyCompanies #Gold #Copper #SeabridgeGold #KSM #BruceJack #FirstNations #Indigenous #MiningInvesting #ResourceInvesting #JuniorMining #PreciousMetals #RuleSymposium #ValueInvesting
  • In it to Win it

    Latin Metals Could Unlock $180 Million In Exploration Catalysts

    15/07/2026 | 16 mins.
    Elyssia Patterson, Vice President of Investor Relations at Latin Metals, joins me to discuss how the company has built a disciplined prospect generator focused on copper, gold, and silver projects across Argentina and Peru. 
    👉 Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
    👉 https://latin-metals.com
    📩 Free Newsletter
    📈 Technical Analysis for Beginners
    🌎 Travel Channel
    Recording Date 7-8-2026. In this episode, Elyssia explains how Latin Metals keeps overhead low, avoids unnecessary shareholder dilution, and partners with larger mining companies that fund exploration while allowing Latin Metals to retain significant long-term value through option agreements, milestone payments, and royalty interests. I also explore the experience of CEO Keith Henderson and the technical team, the company's strong insider ownership, and why years of building a high-quality project portfolio are beginning to translate into meaningful opportunities.
    I also dive into the company's growing pipeline of exploration catalysts, including major drilling campaigns, expanding partnerships with Moxico Resources and Dora Gold, and management's goal of increasing partner-funded exploration commitments from approximately CAD $75 million to as much as CAD $180 million by the end of 2026. Elyssia explains the significance of the Zaha copper project, the structure of Latin Metals' earn-in agreements, and why multiple projects create numerous opportunities for value creation. We finish by discussing the company's biggest risks, the launch of Latin Explore, and why management believes the next 18 months could become the most catalyst-rich period in the company's history.
     
    Key Insights In This Episode
    ✅ Prospect generator model minimizes shareholder dilution.
    ✅ Partner-funded exploration could reach CAD $180 million by 2026.
    ✅ Sixteen projects provide multiple discovery opportunities.
    ✅ Earn-in agreements fund exploration and create royalty upside.
    ✅ Key catalysts include Zaha drilling and new partnerships.
    ✅ Strong insider ownership aligns management with shareholders.
     
    Tools for Success that I Love and find Helpful / Affiliates:
    Technical Analysis Series 
    Rule Symposium 2026
    Rule Classroom (Free) 
    Rule Classroom Plus (2 Free Months) 
    TradingView (Free)
    Lobo's Weekly Recap (Free)
    Uranium Insider Newsletter
     
    Chapters
    00:00 Company Overview Market Cap Cash And Team
    02:03 Keith Henderson Experience And Track Record
    02:47 Elyssia Patterson Journey To Latin Metals
    04:40 Understanding The Prospect Generator Model
    06:17 Multiple Projects And Future Growth
    07:19 Argentina Peru And Commodity Focus
    07:45 Biggest Challenge Facing Latin Metals
    09:55 Moxico Resources And Dora Gold Partnerships
    12:23 Major Catalysts Through 2026
    13:25 Risks And What Could Go Wrong
    14:56 Final Thoughts And Investor Updates
     
    DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
    WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
    AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
    #InItToWinIt #SteveBarton #ElyssiaPatterson #LatinMetals #SteveBarton #MiningStocks #Copper #Gold #Silver #JuniorMining #MiningInvestment #CopperStocks #ArgentinaMining #PeruMining #ResourceInvesting #ProspectGenerator #CriticalMetals #Exploration #RickRule #RuleSymposium #NaturalResources #MiningNews
  • In it to Win it

    Doomberg Exposes Why Europe Is Still Buying Russian Gas Despite Sanctions

    14/07/2026 | 39 mins.
    Doomberg, energy analyst, macro commentator, and publisher of the Doomberg research platform, to examine the latest geopolitical developments affecting global energy markets, sanctions, military strategy, and commodity investing.
    👉 https://newsletter.doomberg.com
    Recording Date 7-13-2026. In this episode, Doomberg challenges many of the mainstream narratives surrounding the Strait of Hormuz, arguing that markets are focusing on the wrong risks while underestimating the vulnerability of critical oil and gas infrastructure across the Middle East. Together we explore Iran's strategic objectives, China's growing flexibility in energy supply chains, the effectiveness of sanctions, military supply constraints, and why geopolitical escalation remains the dominant variable for oil prices.
    Doomberg explains why supply chains are becoming less efficient, why sanctions often strengthen the countries they target, and why Europe continues relying on Russian energy despite aggressive political rhetoric. We also discuss the abundance of natural gas and natural gas liquids, the long-term evolution of global hydrocarbons, why oil faces increasing competition from cheaper fuels, and how investors should think about commodities, resilience, manufacturing, and future energy transitions amid rising geopolitical uncertainty.
     
    Key Insights In This Episode
    ✅ Doomberg says the real oil market risk is attacks on Middle East energy infrastructure.
    ✅ China has enough energy flexibility to absorb temporary oil supply disruptions.
    ✅ A multipolar world is creating higher inflation and less efficient supply chains.
    ✅ Europe continues buying Russian LNG despite sanctions.
    ✅ Sanctions are making Russia, Iran, and China more resilient.
    ✅ Natural gas and NGLs are steadily replacing more expensive oil.
     
    Tools for Success that I Love and find Helpful / Affiliates:
    Technical Analysis Series 
    Rule Symposium 2026
    Rule Classroom (Free) 
    Rule Classroom Plus (2 Free Months) 
    TradingView (Free)
    Lobo's Weekly Recap (Free)
    Uranium Insider Newsletter
     
    Chapters
    00:00 Welcome Back Doomberg
    01:50 Why The Strait Of Hormuz Is Not The Real Risk
    08:40 Alternative Oil Export Routes Explained
    17:10 Multipolar World And Commodity Inflation
    22:44 Europe Secretly Buying Russian LNG
    31:23 Global Oil Supply And Hydrocarbon Substitution
    38:30 Premium Preview Energy Investing Outlook
     
    DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
    WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
    AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
    #InItToWinIt #SteveBarton #Doomberg #SteveBarton #Oil #CrudeOil #EnergyMarkets #NaturalGas #LNG #NGL #Iran #Russia #China #MiddleEast #StraitOfHormuz #Commodities #Inflation #Macro #Geopolitics #EnergyTransition #Hydrocarbons #Investing
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We are a community of DIY investors and disciplined speculators who do the work together and win.
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