Investors Pushback, Skill vs Luck, & Director Incentives – Junior Mining Insights with Powers & Leni

Investors Pushback, Skill vs Luck, & Director Incentives – Junior Mining Insights with Powers & Leni

From Mining Stock Education by Bill Powers

May 27, 2026 · 57 min

About this episode

Bill Powers and Brian Leni discuss shareholder feedback, investing strategies, and the implications of director incentives in junior mining.

Bill Powers and Brian Leni discuss listener feedback and why shareholders often don’t push back when they are unpleased with management. The duo emphasizes building a disciplined investing process, protecting the downside, and avoiding FOMO. The conversation covers “luck” versus skill, learning from losses, and when to use other investors’/groups’ reputations as decision-making inputs. Brian’s talks about his Aurion investment that ultimately paid off despite timing delays. They also debate director compensation (cash vs options), red flags in board incentives, the power and danger of narrative-driven promotions, conference value (PDAC, Beaver Creek, Quebec City, Rick Rule’s), and avoiding market-timing seasonality. 00:00 Intro 01:18 Shareholder pushback 07:58 Skill vs luck 17:23 Responsibility and timing 23:23 Following smart money 27:20 Aurion takeover 31:24 Director incentives 37:59 FOMO and discipline 41:16 Picking conferences 43:56 Narratives and hype 52:14 Summer outlook Brian’s website: https://www.juniorstockreview.com/ Brian’s YT: https://www.youtube.com/@FIELD_NOTES Bill’s Twitter: https://x.com/MiningStockEdu Sign up for our free newsletter and receive interview…

People in this episode

Host: Bill Powers

Guest: Brian Leni

Topics covered

  • shareholder feedback
  • investing process
  • skill vs luck
  • director compensation
  • market timing
  • narrative-driven promotions

Keywords

  • investing
  • junior mining
  • shareholder pushback
  • director incentives
  • FOMO
  • market timing
  • Aurion

Mentioned in this episode

Organizations: Aurion, Mining Stock Education, FIELD_NOTES, PDAC, Beaver Creek, Quebec City

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