In it to Win it

Dr. Andrew Tunks, PhD geologist, Executive Chairman of Meteoric Resources, and a 35-year mining industry veteran, joins me to explain why the company's Caldeira Project in Brazil could become one of the most important rare earth discoveries outside China. 
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👉 https://meteoric.com.au/
👉 ajtunks@meteroric.com.au
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Recording Date 7-9-2026. In this episode, Andrew walks me through how Meteoric transformed from a small Australian gold explorer into a leading rare earth developer after recognizing the enormous potential of ionic clay deposits, a style of mineralization that offers dramatically lower mining and processing costs than traditional hard rock rare earth projects.
I ask Andrew to explain the scale of Caldeira, including its 1.6-billion-ton resource, more than 200 years of potential mine life, and why the project could eventually supply roughly half of the U.S. magnet market from its initial production module. We discuss Meteoric's $370 million market capitalization, approximately $30 million cash position, zero debt, and the upcoming Definitive Feasibility Study that will pave the way for final construction permits and project financing. Andrew also explains the importance of separating rare earth oxides outside China, the growing strategic interest from the U.S. and European governments, the environmental advantages of clay-hosted rare earth mining, and why he believes Meteoric is positioned to become the lowest-cost rare earth producer in the Western world.
 
Key Insights In This Episode
✅ Caldeira's ionic clay deposit allows low-cost mining without blasting, crushing, or grinding.
✅ Meteoric has defined a 1.6-billion-ton resource with more than 200 years of potential mine life.
✅ The upcoming DFS and project financing represent the company's most important near-term catalysts.
✅ Western governments are actively seeking alternative rare earth supply chains outside China.
✅ The project's simple processing and renewable energy significantly reduce environmental impact.
✅ Andrew believes Meteoric's current valuation does not reflect the project's long-term strategic importance.
 
Tools for Success that I Love and find Helpful / Affiliates:
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Rule Classroom (Free) 
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Chapters
00:00 Market Cap Cash Debt And Company Background
07:08 Caldeira Resource Size And Clay Deposit Explained
08:47 Why Rare Earth Magnets Matter
10:26 Share Structure And Insider Ownership
11:59 DFS Financing And Key Risks
14:58 Pilot Plant And Processing Strategy
16:12 Building The Western Rare Earth Supply Chain
17:35 Construction Timeline And Low Cost Mining
20:11 Rare Earth Separation Outside China
22:14 Biggest Risks And Potential Takeover
24:55 Community Support And Environmental Questions
27:42 Final Investment Thesis
 
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 # #MeteoricResources #AndrewTunks #RareEarths #CriticalMinerals #Caldeira #SteveBarton #MiningStocks #RareEarthStocks #CriticalMetals #MagnetMaterials #China #BrazilMining #ResourceInvesting #RuleSymposium #EnergyTransition #EVSupplyChain #DefenseMetals #MiningInvestment #StrategicMetals #Commodities

Joe Mazumdar, economic geologist, mining analyst, and editor of Exploration Insights, joins me to share the geological framework and investment process he has developed after decades of evaluating mining projects and resource companies around the world. 
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👉 https://explorationinsights.com/
👉 jmazumdar@explorationinsights.com
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Recording Date 7-9-2026. In this episode, Joe walks me through why he believes development-stage mining companies currently offer some of the best opportunities in the sector, explaining how he evaluates takeover candidates using permitting, metallurgy, mine design, jurisdiction, capital intensity, and the ability to realistically build a mine rather than simply defining a large resource.
 
I ask Joe to break down his outlook commodity by commodity, beginning with gold and why mergers and acquisitions are likely to expand beyond producers into developers as majors search for quality projects. We discuss why he currently favors silver opportunities outside Mexico because of permitting and security concerns, how Peru's drilling permits and community relationships have become essential investment considerations, why domestic U.S. copper projects continue attracting strategic buyers, and how Hudbay's acquisition of Arizona Sonoran illustrates that trend. Joe also explains why nickel fundamentals may be improving as Indonesian supply tightens, why processing and recycling could become increasingly important within the critical minerals supply chain, which mining jurisdictions he currently favors across the United States and Latin America, and why investors seeking multi-bagger returns must accept higher risk while performing substantially more due diligence than traditional large-cap mining investors.
 
Key Insights In This Episode
✅ Joe believes development-stage mining companies offer the best combination of value, de-risking, and takeover potential.
✅ Successful mining investments depend on permitting, metallurgy, jurisdiction, and mine economics.
✅ Silver opportunities outside Mexico currently present a more attractive risk profile because of permitting and security concerns.
✅ Domestic U.S. copper projects continue to attract strategic buyers seeking long-term, secure supply.
✅ Improving nickel fundamentals could create opportunities in both primary production and critical mineral recycling.
✅ Higher-return junior mining investments require significantly more research, patience, and risk management than large-cap producers.
 
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 Gold Developers And Takeover Potential
02:02 The Lassonde Curve And Development Value
03:54 Mining Mergers And Acquisition Cycles
05:02 What Joe Looks For In Silver
08:16 Peru Permits And Community Risk
09:26 Copper Projects And Strategic Takeovers
10:32 Why Nickel Could Be Turning
12:45 Mining Jurisdictions Joe Avoids
13:43 Colombia Mining Opportunities
15:05 Junior Mining Risk And 5X Returns
16:11 Exploration Insights And Premium Research
 
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 #JoeMazumdar #ExplorationInsights #SteveBarton #GoldStocks #SilverStocks #CopperStocks #NickelStocks #MiningStocks #JuniorMining #GoldInvesting #SilverInvesting #CopperInvesting #CriticalMinerals #MiningMergers #ResourceInvesting #RuleSymposium #LassondeCurve #MiningGeology #CommodityInvesting #PreciousMetals

Bob Quartermain, veteran exploration geologist, founder of Silver Standard and Pretium Resources, and Co-Chairman of Dakota Gold, joins me with 50 years of experience discovering, financing, developing, and building major mining projects around the world. 
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👉 https://dakotagoldcorp.com/
👉 info@dakotagoldcorp.com
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Recording Date 7-10-2026. In this episode, Bob explains why he came out of retirement to pursue Dakota Gold's opportunity in South Dakota's historic Homestake District and why he believes Richmond Hill can become the foundation for a much larger gold-producing district.
I speak with Bob about Dakota Gold's approximately $600 million market capitalization, $107 million cash position, zero debt, and funding runway designed to carry the company toward a shovel-ready project. He breaks down Richmond Hill's 2.6 million ounces of measured and indicated gold, a projected 17-year mine life, expected annual production of roughly 150,000 ounces, and the potential for project value to approach $3 billion at a $4,000 gold price. We also discuss the company's 2029 production target, private-land advantage, nearby infrastructure, permitting pathway, institutional ownership, and management's significant equity stake. Bob also highlights Maitland's high-grade potential, including 47 intersections averaging about 11 grams per tonne, and explains how Richmond Hill cash flow could support future district-wide expansion. He closes by outlining the major risks, the importance of experienced operators, and why he remains bullish on gold, mining equities, and disciplined producers generating strong free cash flow.
 
Key Insights In This Episode
✅ Bob Quartermain returned from retirement because he believes Dakota Gold offers another company-building opportunity.
✅ Richmond Hill hosts a 2.6 million ounce gold resource with production targeted for 2029.
✅ Dakota Gold holds approximately $107 million in cash with no debt, funding development for several years.
✅ Higher gold prices significantly improve project economics, potentially increasing project value toward $3 billion.
✅ The historic Homestake District provides infrastructure, mining expertise, and permitting advantages rarely available today.
✅ Maitland offers additional high-grade exploration upside that could become Dakota Gold's next producing mine.
 
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 Dakota Gold Market Cap Cash And Debt
00:56 Bob Quartermain Mining Career And Track Record
05:48 Dakota Gold Share Structure And Ownership
07:11 Richmond Hill Resource And Project Economics
10:10 Biggest Unanswered Question Facing Dakota Gold
13:05 What Could Go Wrong For Dakota Gold
16:14 Why Gold Miners Are In A Sweet Spot
17:29 How To Follow Dakota Gold
17:55 Premium Interview And Rule Symposium Replay
 
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 #BobQuartermain #DakotaGold #SteveBarton #Gold #GoldMining #MiningStocks #GoldStocks #JuniorMining #ResourceInvesting #RickRule #RuleSymposium #RichmondHill #Homestake #PreciousMetals #GoldBullMarket #MiningInvesting #ValueInvesting #NaturalResources #Exploration #Commodities

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Recording Date 7-24-2026. The S&P 500 slipped 0.6% as semiconductor stocks, technology companies, and corporate bonds began flashing signs that investors may finally be rotating out of overvalued areas. At the same time, the U.S. Dollar Index climbed 0.7% and the 10-year yield jumped 2.9%, creating a major macro setup ahead of the Federal Reserve meeting. My base case is still that Kevin Warsh and the Fed hold rates steady, but a surprise increase could strengthen the dollar and trigger the commodity washout sale many investors have been waiting for. Gold gained 1.3% and is tightening inside a triangle that I believe is more likely to break higher, although I still have limit orders ready near $3,500 to $3,600 in case the market hands us bargain basement prices.
Silver rallied 4.6% and continues to offer an attractive risk and reward setup, with support near $54 and much larger long-term upside if the bullish commodity cycle continues. Copper gained 1.5%, while uranium rose 0.6% as the spot price held near $86 and term pricing remained at $95.50, reinforcing my view that summer weakness should be used to accumulate quality exposure. Oil delivered the monster move of the week with WTI jumping 10.6% and Brent gaining 11.8%, but both markets have now filled important gaps and reached technical levels where I believe a reversal lower is becoming more likely. Natural gas, thermal coal, platinum, and several producer funds are showing bearish or neutral patterns, while palladium and nickel are beginning to present more interesting opportunities. Bitcoin finished down 0.9% with another bear flag taking shape, and while I'm traveling, the channel continues with upcoming conversations featuring Robert Quartermain, Joe Mazumdar, and Meteoric Resources Executive Chairman Dr Andrew Tunks.
 
Key Insights in this episode
✅ S&P 500 Fell 0.6% and I remain bearish as technology weakness spreads, with the 6,600 gap still in focus.
✅ U.S. Dollar Rose 0.7% and a breakout above 101.8 could push it toward 103, pressuring commodities.
✅ Gold Gained 1.3% and is nearing a major triangle breakout, though I am prepared to buy a drop toward $3,500 to $3,600.
✅ Silver Jumped 4.6% with support near $54, resistance around $64, and strong long term upside.
✅ Uranium Rose 0.6% as spot held near $86 and term pricing stayed at $95.50, supporting my bullish outlook.
✅ WTI Oil Surged 10.6% to about $93.50, but I now see greater risk of a reversal unless it breaks toward $96.
 
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
0:00 S&P 500 Breakdown Risk
3:22 Gold Triangle Breakout Setup
8:41 Silver Support And Upside Targets
11:26 Copper Channel And COPX
12:24 Uranium Discount Buying Window
16:34 WTI Oil Reversal Warning
20:22 Natural Gas Bear Flag
21:40 Coal Bear Flags And Buy Levels
22:48 Platinum And Palladium Setups
24:51 Nickel Miners Recovery
25:33 Bitcoin Bear Flag Breakdown
 
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.
#SteveBarton #MondayMarketMoves #InItToWinIt #Gold #Silver #Uranium #Oil #Copper #Bitcoin #SP500 #USDollar #FederalReserve #Commodities #GoldStocks #SilverStocks #UraniumStocks #EnergyStocks #Sprott #MeteoricResources #MiningStocks

Darren Gordon, Managing Director of Centaurus Metals, joins me at the 2026 Rule Symposium to discuss the company's Jaguar Nickel Project and why he believes it is one of the strongest undeveloped sulfide nickel projects in the market. 
👉 Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit
👉 https://www.centaurus.com.au
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Recording Date 7-7-2026. In this episode, Darren explains how Centaurus built its position in Brazil over nearly two decades before acquiring the Jaguar project, assembling an experienced development team, advancing permitting, and preparing for construction. We discuss the company's debt-free balance sheet, shareholder structure, and the technical advantages of sulfide nickel over laterite deposits, including lower capital intensity, smaller environmental footprint, and competitive operating costs.
I also ask Darren about Jaguar's resource size, production profile, Glencore's strategic offtake agreement, and the financing process leading toward a final investment decision. We explore the project's cost position, long mine life, future underground expansion, and why management believes Jaguar can compete globally even during weak nickel markets. Darren also explains how project funding, strategic partnerships, and disciplined execution remain the final milestones before construction begins, positioning Centaurus to enter production as market conditions improve.
 
Key Insights In This Episode
✅ Jaguar is a large low-cost sulfide nickel project.
✅ Sulfide nickel offers lower processing costs than laterite.
✅ Glencore's offtake validates the project.
✅ Funding remains the final major milestone.
✅ The project targets first production by 2029.
✅ Management is focused on disciplined execution.
 
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
00:57 Team And Experience
02:49 Shareholder Structure
04:34 Sulfide Vs Laterite Nickel
09:14 Jaguar Resource Size
11:08 Glencore Offtake Agreement
13:47 Project Financing
15:05 Nickel Market Outlook
17:12 Final Investment Decision
22:32 Closing Remarks
 
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 #CentaurusMetals #DarrenGordon #SteveBarton #Nickel #NickelMining #CriticalMinerals #MiningStocks #BrazilMining #SulfideNickel #Glencore #BatteryMetals #ResourceInvesting #MiningInvestment #Commodities #MiningCEO #JaguarProject #RuleSymposium #Investing #EnergyTransition #StockMarket