Episodes
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Welcome to The KE Report Weekend Show!
This weekend show is focused on the precious metals sector, looking at recent M&A deals, trends, and a technical outlook for the metals and equities.
If you enjoy the weekend show please go back through our website (https://www.kereport.com/), Podcast (https://rebrand.ly/KER-Podcast) and YouTube Page (https://www.youtube.com/@theKEReport) to listen to all our market commentary and company interviews. Please subscribe and leave us a review.
Segment 1 & 2 - Matt Geiger, Fund Manager and Managing Partner at MJG Capital kicks off the show by discussing the recent Equinox-Calibre merger, its market reactions, and broader trends in the metals sector. We focus on the implications of mergers and acquisitions (M&A) for investors, with particular emphasis on the gold mining industry. Matt provides insights into the challenges and opportunities presented by M&A, touching on the need for operational synergies, the influence of geographical and management familiarity, and the potential for future M&A activities.Click here to visit the MJG Capital website to learn more about Matt’s fund. Segment 3 & 4 - Richard Postma, AKA Doc, is back to discuss his technical outlook on the gold market, individual metal stocks, and various other markets including the bond and US equity markets. Doc analyzes gold's potential to reach $3,000, the behavior of silver, and offers insights into precious metals equities that he has been buying. Additionally, he shares his perspective on uranium and energy stocks, the implications of rising interest rates in the bond market, and the overall direction of US stocks. -
Michael Oliver, CEO and founder of Momentum Structural Analysis, joins me to share how he sees the technical momentum setup in gold, silver, US general equities, precious metals stocks via the XAU index, the US dollar, bonds / interest rates, and commodities.
We start off getting his technical outlook on gold and silver; where Michael postulates that when the US general equities really start to roll over, that a portion of investors will rotate funds into gold, silver, and the PM equities. In addition to remaining constructive on gold, where dips should be bought, Michael points out that the setup in silver and the precious metals equities are setting up to make a bigger breakout versus gold, and he is also keeping a close eye on the gold to silver ratio.
We then shifted over to the nuances and difference in what the pricing chart in the S&P 500 or Nasdaq was showing versus the picture shaping up in them momentum framework. Michael is anticipating a correction and cooling off in US general equities, but notes it doesn’t need to be a sudden crash, but really more of a protracted bear market in US equities. Despite this future bearish backdrop for US equities, he still sees the pathway forward where gold and silver equities can attract a bid, from money rotating out of stocks into the precious metals complex overall due to rising underlying metals prices. He points to periods of times in late 1970s where we had a similar setup of market forces, and points out the XAU index has been both outperforming the US equities and even Gold for some time, even if GDX hasn’t quite performed as well.
We then move into his analysis of the US dollar and trends in interest rates and bonds. He points to the potential to see bonds get a short to medium term bid along with gold as safe havens outside of the general equities, for investors want to diversify some exposure into these asset classes, but that longer-term he still remains bearish on the larger pattern playing out in bonds.
Wrapping up we take a look at the commodities sector through the lens of the Bloomberg commodities index, noting the commodities haven’t tracked with gold thus far, but that may about to be ready to change where commodities pick up some of the money rotation bid as well. In particular, Michael is constructive on the soft commodities and grains complex, as well as fertilizers, farmland, and related agricultural sectors. He believes that a second major leg higher in commodities complex is setting up.
Click here to follow along with Michael Oliver’s work
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Mike Burke, Director and VP of Corporate Development at Sitka Gold (TSX.V:SIG - OTCQB:SITKF - FRE:1RF) joins me to discuss the largest drill program to date with a 30,000 meter drilling initiative at the RC Gold Project in the Yukon.
Mike discusses the comprehensive strategy behind this ambitious program, which aims to expand and define existing deposits at Blackjack and Eiger and follow up on discoveries made in 2024, including Rhosgobel and Pukelman areas. We also look project wide to other areas that the Company is considering further exploration.
With $15 million in the bank and a budget of $10 million dedicated to this program, the Company is funded for this year’s program.
Mike wraps up with timelines and expectations for the drill results.
If you have any follow up questions for Mike please email me at [email protected].
Click here visit the Sitka Gold website to learn more about the Company.
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Chris Donaldson, President and CEO of Valkea Resources (TSX.V:OZ - OTCQB:OZBKF - FSE:S600) joins me to focus on the results from the inaugural drill program at the Paana Project in Finland's Lapland Greenstone Gold Belt. With nearly 2,000 meters drilled across six holes, all displaying gold mineralization
Chris discusses the three main objectives of the program: confirming high-grade gold zones, expanding known gold footprints, and refining geological models.
We explore significant details about the key zones of interest, the Koivu Zone and the Honka Zone, highlighting specific drill results such as 15 meters of 3.43 grams per ton in the Koivu Zone. The market's positive response is touched upon, along with insights into the strategic context of continuing exploration in an area neighboring major operations like Agnico Eagle's Kittila Mine.
I ask about the next steps for the Company, which will include data analysis for new targets and plans for additional drilling before summer, as well as potential collaborations and joint ventures.
Any follow up questions for Chris can be emailed to me directly at [email protected].
Click here to visit the Valkea Resources website to learn more about the Company.
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Jordan, the Mining Stock Monkey, joins me to outline the 2025 trends that he sees in the valuations of gold and silver producers and royalty companies, the key takeaways from the Equinox / Calibre merger, and thoughts on Mexico as a mining jurisdiction. It’s a nuanced conversation that really covers a lot of ground for investing in the resource sector.
We start off diving in the string of recent Q4 and full-year earnings reports and the trend he noticed for stocks to track their EBITA or ability to generated revenues and cashflows as more germane than their jurisdiction, whether or not they had exploration or production growth, and even whether they were a higher-cost or lower cost producer. He lays out a number of data points and methods that investors can focus on to do better due diligence on gold and silver mining stocks.
Next we take a deeper dive into the Equinox Gold Corp. (TSX: EQX) (NYSE American: EQX) and Calibre Mining Corp. (TSX: CXB) (OTCQX: CXBMF) merger news, and Jordan lays out a number of positive factors and synergies he sees in the deal for both sets of shareholders, in particular for the Calibre shareholders. This is a more bullish take on their business combination than we’ve heard out in the marketplace chatter or in other analysts comments, and he provides some interesting food for thought about how he analyzes M&A deals. One of the community royalties in debate at Equinox’s Los Filos mine, opens up into a larger discussion on the value of royalties, the niche that royalty companies fill in the sector, and the strengths of the business model and why Jordan likes investing in royalty companies.
Wrapping up we get into a discussion of the environment and sentiment towards mining in Mexico, and he provides some measured comments on the jurisdiction as someone that lives in country and is balancing out the political administration changes with the societal and social sentiment towards foreign investment in-country.
Click here to visit Jordan’s YouTube page
Click here to follow Jordan’s analysis at his newsletter
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Mike Stark, President and CEO of Arizona Gold and Silver (TSX.V:AZS - OTCQB: AZASF) joins us to provide an in-depth recap of the recent drill results and look ahead to new targets both expanding on gold mineralization and new discoveries. All from the Company’s Philadelphia Project in Arizona.
Mike recaps drill results from the Rising Fawn and Red Hills targets along a 1.5-kilometer strike length. The conversation delves into geological features such as a shark fin outcrop and the implications of recent discoveries, including findings of yellow quartz.
Mike also addresses the Company's strategic approach to infill drilling, permitting processes, and their impact on shareholder value. In addition, the episode explores potential expansion areas that could significantly increase the project's resource potential.
Click here to visit the Arizona Gold & Silver website.
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Jason Jessup, CEO and Director of Magna Mining (TSX.V: NICU) (OTCQB: MGMNF), joins me to unpack a number of key Company milestones that were recently achieved and on tap in the near-term, as well as the work strategy developing for the balance of 2025, at the McCready West mine and multiple other prior-producing polymetallic mines and development projects located in Sudbury, Canada.
We started off reflecting on the announcement February 19th that Magna Mining has been included in the 2025 TSX Venture 50 list. The TSX Venture 50™ is a ranking of the top fifty performing companies on the TSX Venture Exchange over the prior year. Jason remarks that it is a results of the solid work their team had executed on growing their asset base and value creation over the course of the last year.
This leads us into a discussion on their transformative move into copper and nickel production that commences in March, once the KGHM International Ltd. Acquisition transaction closes at the end of this month on a portfolio of base metals assets located in the Sudbury Basin. These assets include: the producing McCreedy West copper mine, the past-producing Levack mine, the past-producing Podolsky mine, and past-producing Kirkwood mine, as well as the Falconbridge Footwall (81.41%), Northwest Foy (81.41%), North Range and Rand exploration assets. Jason outlines how he and multiple members of the Magna Mining team had worked at and operate the McCreedy West, Levack, and Podolsky Mines in the past when they were with FNX Mining, so that they are very familiar with these assets. While the current flagship will be the McCreedy West Mine, he also lays out the development pathway for bringing back into production the Levack Mine in 2026, and the Podolsky Mine and Crean Hill by late 2027 or early 2028.
Next we review that the payment from the bulk sample that was mined at Crean Hill and processed at Vale’s facilities last year is slated to come in about a month out, which will bring in more capital to the company. Additionally, we reviewed the financial health of Magna Mining now that they have upsized the Debenture Offering from C$15 up to C$22 million of Convertible Debentures. Concurrent with the Debenture Offering, the Company previously announced a "best efforts" private placement offering of up to 6,451,612 common shares of the Company at a price of C$1.55 per Common Share for aggregate gross proceeds of up to C$10 million, it will take the financing up to C$32 million raised in the Offering, and is expected to close on or about February 27, 2025.
Wrapping up we discussed how these funds would be used for both ongoing development and a healthy exploration program at the McCreedy West copper mine, and around the past-producing Levack mine to keep optimizing future mining operations and resource expansion. Jason also gives us a boots-on-the-ground take on the sentiment and reception from all their meetings at the BMO Conference in Hollywood, Florida. There will be a lot of newsflow on tap over the next few weeks and months from Magna Mining.
If you have questions for Jason regarding Magna Mining, then please email me at [email protected].
In full disclosure, Shad is a shareholder of Magna Mining at the time of this recording.Click here to follow along with the news at Magna Mining
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Josef Schachter, Founder and Editor of the Schachter Energy Report, joins us to discuss the current state of the energy sector, focusing on oil and natural gas markets.
Josef provides an in-depth analysis of oil prices, explaining their recent downtrend from a peak of $130 per barrel in 2022 to under $70 presently, and discusses factors such as U.S. rig counts, sanctions, and infrastructure bottlenecks affecting these prices. He anticipates a further dip in oil prices before a potential recovery later in the year.
Additionally, we explore the natural gas market, considering the impact of LNG exports, seasonal demand variations, and storage levels.
Josef also provides insights into investment opportunities in both oil and natural gas sectors, highlighting specific companies trading near 52-week lows and offering significant upside potential. Joseph also covers the prospects of M&A in the energy sector, influenced by current commodity prices and strategic corporate moves.
As Josef mentioned he has extended the special World Outlook Financial Conference offer to all our listeners until the end of this week. New subscribers can get $100 off the first year ($899) with coupon code WOFCA25 or $50 off the first quarter ($249) with coupon code WOFCQ25. Get it before the deal is gone at the end of day on Friday.
Click here to visit the The Schachter Energy Report website to take advantage of the promotion!
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Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to discuss the attractive value proposition that he sees in 2 different junior gold and silver explorers that have some recent news out; which sets up future news releases to build upon their current work programs.
First up, we discuss West Point Gold Corp. (TSXV: WPG) (OTCQB: WPGCF), and how it came out of the business combination of 2 prior junior exploration companies. The company has multiple projects in Nevada like the Tip Top, Jefferson Canyon, and Jefferson North projects, but the focus of the recent exploration work is at their Gold Chain Project in Arizona, nearby the producing Moss Mine. The company recently released infill sampling on drill holes GC24-30, GC24-31 and GC24-32 demonstrating that mineralization at the Tyro Main Zone is wider and more continuous than previously thought.
Silver47 Exploration Corp. (TSXV: AGA) owns three silver and critical metals (polymetallic) exploration projects in Canada and the US: the Flagship Red Mountain silver-gold-zinc-copper-lead VMS-SEDEX project in southcentral Alaska; the Adams Plateau silver-zinc-copper-gold-lead SEDEX-VMS project in southern British Columbia, and the Michelle silver-lead-zinc-gallium-antimony MVT-SEDEX Project in Yukon Territory. Erik highlights the potential for both optionality to rising metals prices and their ability to do some meaningful exploration with the capital already raised for this year’s program.
* In full disclosure, the companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.
Click here to visit Erik’s site – The Hedgeless Horseman
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Dave Erfle, Editor of the Junior Miner Junky joins us to discuss the recent major news in the gold sector: the merger between Equinox Gold and Calibre Mining.
This transaction, with an implied market cap of around $8 billion Canadian, will potentially create a company producing nearly a million ounces of gold annually. While the deal is perceived positively by Equinox shareholders due to potential cost reductions and increased production, Calibre shareholders are less enthusiastic given the lack of a premium offer and rising costs.
The discussion covers the implications of this merger, market trends, and potential long-term benefits and risks, including the possibility of divesting riskier assets and attracting institutional investors. Dave also analyzes the overall market environment, the potential for future mergers, and how investors should navigate these changes.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
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Craig Hemke, Editor of TF Metals Report joins us to discuss the potential U.S. gold revaluation, the formation of a sovereign wealth fund, odd pricing spreads in gold and silver markets, and insights into the performance of gold stocks amidst recent earnings reports.
We explore the potential revaluation of gold by the U.S. Treasury and its implications on the national balance sheet and debt management. Craig theorizes the complexities surrounding the concept, including its possible use in a sovereign wealth fund and the logistical and market challenges it would pose.
Additionally, the conversation shifts to the recent price action of gold and silver, dissecting how futures contracts and physical demand interact and impact market behavior. The discussion rounds up with an analysis of the performance of gold stocks, focusing on recent earnings reports, production costs, and the overall sector's health in a high gold price environment.
Click here to visit Craig’s website - TF Metals Report
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Andrew Pollard, President and CEO of Blackrock Silver (TSX.V:BRC – OTCQX:BKRRF), joins us to review some of the recent high-grade silver and gold assays returned from both the Measured & Indicated drilling as well as the expansion drilling from the ongoing exploration program at their 100% controlled Tonopah West Project, in Nevada.
We start off reviewing some of the recent multiple +1 kg/t AgEq intercepts in the first assays from the resource expansion program at Tonopah West, stepping out 500km of strike to test and start to connect the areas between DPB and the Northwest Extension. 15,000 meters of more drilling have been added to this phase of the program, which as already seen 20,000 meters completed last year.
RESOURCE EXPANSION PROGRAM HIGHLIGHTS:
TXC25-123 returned assays up to 23.47 g/t Au and 2,223 g/t Ag for 4,335 g/t AgEq over 0.31 metres within a 3.05 metre zone grading 225 g/t Ag and 2.41 g/t Au for 442 g/t AgEq;TXC24-113 yielded 7.14 g/t Au and 614 g/t Ag for 1,257 g/t AgEq over 0.31 metres, and 1.68 metres of 364 g/t Ag and 0.03 g/t Au for 367 g/t AgEq;TXC25-124 returned 8.06 metres grading 1.23 g/t Au and 122 g/t Ag for 233 g/t AgEq, including 0.76 metres of 779 g/t Ag and 7.85 g/t Au for 1,486 g/t AgEq;Andrew outlined that the NW Step Out target shows potential to add an additional 30 to 50% of new resource to Tonopah West, allowing for the capture and inclusion of the NW resource (1.0M tonnes containing an inferred 6.4M ozs Ag and 63k ozs Au or 12.1M ozs AgEq) into a future updated preliminary economic assessment on Tonopah West; and resource update. There are 7 additional core holes planned to reduce the spacing to 50-metre drill centers along a 450 meter portion of the trend.
Next we reviewed the rising grade profile and shallow nature of some of the new mineralized zones that have been tested in the Measured and Indicated portion of the drill program from late last year and slated to complete next month. Results continue to exceed expectations at the Merten-Bermuda vein group in the DPB South area, confirming high-grade silver and gold connects across significant length at higher-than-average grades. These results should positively impact the front end of the mine plan by adding higher confidence, higher grade mineralization at more shallow depths, and will be featured in the M&I resource update due out in Q3. There are still about 17 drill assays pending at the lab to be released over the next couple months. The expansion drill results will keep being released through this year to be able to update that portion of the resource in Q1 2026, and then an updated PEA incorporating all that data is planned for Q2 of 2026.
We wrap up discussing the permitting progress underway on this patented land in Nevada, and how the company has a study underway to break ground on an underground exploration decline in 2027, as well as complete test mining and extract a bulk sample from the shallowest and highest-grade stopes from the Bermuda-Merten vein group (collectively, "DPB South") at an average undiluted grade of 981 g/t silver equivalent (AgEq).*
If you have any follow up questions for Andrew regarding Blackrock Silver, then please email them into us at [email protected] or [email protected].
*In full disclosure, Shad is shareholder of Blackrock Silver at the time of this recording.
Click here to visit the Blackrock Silver website to read over the recent news we discussed.
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Shaun Heinrichs, President and CEO of 1911 Gold Corp (TSXV: AUMB) (OTCBB: AUMBF), joins me to introduce this junior exploration Company that is advancing their True North Project, which includes a permitted mine and mill complex located on the Company's 100%-owned Rice Lake Gold property, spanning 61,647 hectares within and adjacent to the Archean Rice Lake greenstone belt in Manitoba, Canada.
Shaun outlines how 1911 Gold believes its land package is a prime exploration opportunity, with the potential to develop a mining district centered on expanding resources and eventually moving back into the development of the past-producing True North complex. In addition to the permitted mine, there is a 1300 tpd permitted mill in place, which is expandable to 2250 tpd, which would have access to cheap hydroelectric power, and there is a permitted tailings area.
There is an ongoing aggressive exploration program underway at surface for shallow high-grade targets as well as at depth, to keep expanding the known resources of around 1.1 million ounces of gold in all categories. There will be a steady stream of exploration updates over the balance of this year. Additionally, this exploration date will be fed into future resource updates and mining and engineering models as the company works towards a PEA, anticipated by year-end.
There is also the exploration upside across the larger land package with idea to provide organically funded regional scale exploration for a hub and spoke approach once the True North mine and mill moves back into production.
The company is financially sound, with Eric Sprott, 3 institutional investors, and 2 corporate gold producers all in as strategic shareholders in the company. The treasury is cashed up with around $8 million raised the end of last year, and partners that will help provide access to capital on further financings.
If you have any questions for Shaun regarding 1911 Gold Corp, then please email me at [email protected].
Click here to follow the latest news from 1911 Gold Corp
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Darrell Fletcher, Managing Director Commodities at Bannockburn Capital Markets joins me to discuss the current trends and dynamics in the commodities market. Darrell shares insights on the performance of energy commodities, precious metals like gold and silver, and base metals such as copper and iron ore.
We discuss the impact of tariff fears, speculative money inflows, and the role of China in driving metal prices. We also cover the implications of AI data center build outs, and electrification on commodity demand, as well as detailed analyses of natural gas and crude oil markets.
Darrell explains the hedging strategies being employed by companies and the significant differentials in global markets caused by tariff risks.
Click here to learn more about Bannockburn Capital Markets.
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Welcome to The KE Report Weekend Show!
This weekend show is a balance between investing in markets and metals stocks. We get insights from a Fund Manager sharing where his models are telling him the best opportunities are, and a well known newsletter writer highlighting the metals stocks that are outperforming and recapping the major miner earnings.
If you enjoy the weekend show please go back through our website (https://www.kereport.com/), Podcast (https://rebrand.ly/KER-Podcast) and YouTube Page (https://www.youtube.com/@theKEReport) to listen to all our market commentary and company interviews. Please subscribe and leave us a review as well.
Segment 1 & 2 - Dana Lyons, Fund Manager and Editor of The Lyons Share Pro to discuss current market trends and his outlook for the rest of the year. Dana provides insights on the bifurcated market performance, noting that large-cap growth stocks continue to lead. He shares his outlook for the rest of the year, emphasizing the importance of following quantitative models for decision-making. The conversation also touches on interest rate-sensitive sectors, dividend opportunities, and the potential for a global market catch-up. Dana highlights the relative strength of sectors like technology, financials, aerospace, and global markets hedged against currency risks. Additionally, the discussion covers the performance of gold stocks and the potential for silver and copper miners to catch up.Click here to take advantage of the Anniversary Sale at the Lyons Share Pro website.Segment 3 & 4 - Joe Mazumdar, Editor of Exploration Insights joins us to for a comprehensive overview of copper investments, major earnings reports in the gold sector, and the challenges and opportunities for investing in West African gold producers. Joe shares his observations from a recent trip to Africa, exploring the investability of West African gold jurisdictions, the impact of security risks, and the importance of infrastructure for mining projects. We also dive into the copper exploration landscape in Namibia and Zambia and evaluate the involvement of Western and Chinese companies in the region. Additionally, Joe analyzes the latest earnings reports from major gold companies, discussing the factors influencing market reactions and the future prospects for gold producers.Click here to visit the Exploration Insights website to follow along with Joe. -
Joel Elconin, Co-Host of the PreMarket Prep Show joins us to offer an in-depth analysis of recent market movements. As the S&P 500 hit new all-time highs earlier in the week, it quickly reversed with a significant sell-off observed on Thursday and Friday.
Joel delves into the contributing factors, including key economic data releases like lower-than-expected existing home sales and declining sentiment surveys. We also cover the impact of corporate earnings reports and policy changes on market sentiment, particularly focusing on stocks like Palantir which saw dramatic shifts due to external pressures, CEO stock sales, and sector rotations.
Joel explains the importance of understanding valuations and the concept of 'lost leadership' in the market. The conversation covers themes like sector rotation, the potential for increased unemployment, rising inflation, and how these factors create a 'triple whammy' impacting economic stability.
Joel also touches on alternative investment strategies, such as moving assets into bonds, gold, or money markets, as safe havens.
Click here to visit Joel’s PreMarket Prep website.
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Sam Lee, President and CEO of Northisle Copper & Gold (TSX.V:NCX) joins me to discuss the recently updated Preliminary Economic Assessment (PEA) for the North Island Project, on Vancouver Island, B.C., highlighting key financial metrics including a C$2 billion after-tax net present value (NPV) at a 7% discount rate and an after-tax internal rate of return (IRR) of 29%, at base case metals prices of Copper $4.20 and gold $2,150.
The discussion delves into the two Phase project execution, breaking down initial capital requirements pegged at approximately US$850 million for Phase 1, which results in a payback period of 1.9 years. Sam also touches upon projected cash flows, with Phase 1 expected to generate around US$300 million annually, and Phase 2 about US$200 million. Additionally, he elaborates on the significance of the project's location and existing infrastructure, which drastically lower overall costs.
For this year’s exploration, key targets, including the West Goodspeed discovery from last year and the Pemberton Hills area. Sam emphasizes the need for a systematic approach to marketing efforts to bridge the gap between intrinsic and market valuation.
Please email me any follow up questions for the team at Northisle. My email address is [email protected].
Click here to visit the Northisle Copper & Gold website to learn more about the Company and North Island Project.
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Alistair Waddell, President and CEO of Inflection Resources (CSE:AUCU - OTCQB: AUCUF) joins us to recap the drill results from the Trangie and Duck Creek released on February 4th.
We delve into the recent drill results from the Trangie and Duck Creek Projects and explore why the results from the Trangie Project garnered significant market interest, leading to notable stock price movements. These projects are situated in the prolific Macquarie Arc, in eastern Australia, known for its major copper-gold porphyry systems. Alistair explains the geological context of their exploration, the specific targeting and drilling methodologies used, and the significance of the results achieved.
He also discusses the Company's strategic partnership with AngloGold Ashanti, focusing on the progress of the A$10million Phase 1 stage and the outlook for other projects to be added to Phase 2 of the exploration agreement.
Alistair then sheds light on upcoming plans, including follow-up drilling at Trangie and additional step-out drilling at Duck Creek.
If you have any follow up questions for Alistair please email us at [email protected] and [email protected].
Click here to visit the Inflection Resources website to learn more about the Company.
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John-Mark Staude, President of Riverside Resources (TSX.V:RRI & OTCQB:RVSDF) and Geordie Mark, CEO of Blue Jay Gold, join me to outline the plans for 2025, focusing on the gold, silver, and copper assets and royalties in North America.
A significant highlight is the upcoming spin-out of Blue Jay Gold, which will hold Riverside's Ontario properties, Pichette, Oakes, and Duc. The Blue Jay Gold spin-out is expected to be finalized by April-May, leading to new exploration and potential high-grade gold discoveries in Canada. For all three projects Geordie outlines the historical and future work planned for this year.
John-Mark also discusses this year’s active drilling programs in Mexico with partners like Fortuna Mining and other ongoing projects involving porphyry copper in Mexico and exploration in British Columbia.
Click here to visit the Riverside Resources website.
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Michael Belkin, Editor of the Belkin Report and Belkin Gold Stock Forecast joins me to discuss the run higher in gold and gold stocks, the role of central banks in driving the gold price, and the opportunities for investment in underperforming gold and silver stocks.
Michael explains his unique forecasting model, which uses time series analysis to predict market movements. He elaborates on his focus areas, which include large-cap gold stocks, as well as emerging opportunities in mid-cap gold and silver stocks.
We also discuss the current lack of attention from big institutional investors toward the gold sector and speculate on what might shift this trend. Despite this, Michael is optimistic about the future and emphasizes the importance of focusing on the stocks that offer the best buying opportunities.
The Belkin Gold Stock Forecasts are available at: BGSF
Discount Coupons are available upon request for KER listeners. Contact Marc at [email protected].
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