David Lotan Shows You How to Make Junior Mining Millions: Aurion & Fox River Buyouts Explained

David Lotan Shows You How to Make Junior Mining Millions: Aurion & Fox River Buyouts Explained

Author: Bill Powers July 8, 2026 Duration: 55:00
In this episode of Mining Stock Education, host Bill Powers sits down with pro resource investor and returning guest David Lotan. David buys nearly all his junior resource stocks in the open market and employs a process any retail investor can follow. You don’t need to be an accredited investor to make millions in mining stocks. David proves it! David shared: "Especially in the last decade, the real bargains are in the open market. It's, to me, far more valuable to find little companies trading for peanuts where management just is missing one of those ingredients. If you can grab a hold of that capital structure before it's ruined, and if management is well-intended and can follow an investor-friendly pathway, you can get fantastic outcomes." David shares how he went from just being an investor in Aurion Resources and Fox River Resources to becoming the chairman of both as a leading shareholder. The companies were recently independently bought out for just shy of C$600M total. He explains how the sales came about and shares a behind-the-scenes look into how M&A happens in junior mining. Listen to be educated and inspired in your junior mining journey! 00:00 Intro 01:26 Why Juniors Got Cheap 03:02 Aurion Early Crisis 05:20 Chairman and Financing 05:55 Exit Expectations 09:48 Agnico Buyout Details 10:30 Investor Alignment 12:52 Why Sale Took Years 15:35 Rupert Conflict Timeline 20:35 Market Forces Drive M&A 23:42 Strategy During Skirmish 29:43 Open Market Buying 30:40 Cash Deal and Trust 32:26 Trust and Win-Win 41:05 Fox River Buyout 45:39 Warrants and Bargains 49:00 Tenaz Energy Win Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education 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/

For investors navigating the volatile and often opaque world of natural resources, the Mining Stock Education podcast serves as a crucial guide. Host Bill Powers connects you directly with leading executives, geologists, and analysts who are shaping the industry. This isn't about generic market chatter; it's a deep, practical education in understanding the fundamentals that drive value in mining and precious metals companies. Each conversation is designed to peel back the layers of complex projects, explore the realities of discovery and production, and discuss the macroeconomic forces influencing resource markets. Listeners gain the specific knowledge and context needed to identify quality opportunities and assess risk, moving beyond speculation to informed decision-making. Tune in for candid insights that cut through the noise, offering a clear-eyed perspective on building a strategic position in this essential sector. The Mining Stock Education podcast is your direct channel to the expertise required for this specialized field of investing.
Author: Language: English Episodes: 50

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