Weekend Show – Sat 19 Oct, 2019

Hour 1 – Emerging Market Opportunities, Resource Sector M&A, Ecuador Updates, and an Update From SilverCrest Metals
Full Hour

I will be at the Schachter Energy Conference today in Calgary on the look out for some attractive oil and gas companies. If anyone is at the conference please email me (Fleck@kereport.com) so we can meet up.

The first hour of the show I feature Adrian Day, SilverCrest Metals, and Chris Temple with an update on the situation in Ecuador. I hope you all enjoy and I hope everyone has a great weekend!

  • Segment 1 and 2 – Adrian Day kicks off the show by looking at the relative value in global markets compared to US equities. In the second segment we shift focus to the resource sector and discuss why M&A has been slow in general.
  • Segment 3 – SilverCrest Mines released news on reconciliation results from the Babicanora Vein. Eric Fier, CEO of SilverCrest provides some more details on the results that yielded higher grades and more ounces from the February 2019 resource model. Click here to read over the full news release.
  • Segment 4 – Chris Temple wraps up the first hour with an update on the political and business situation in Ecuador.

Exclusive Company Updates This Week


Chris Temple from The National Investor – Fri 18 Oct, 2019

The Dollar Continuing It’s Move Down – Here Are Some Key Aspects and Markets To Watch

The US dollar has moved down 7 of the last 8 trading days but has not fully broken down out of it’s uptrend. Chris Temple joins me for a close look at what is driving this move and what is key to watch moving forward. We also look to some of the other markets and sectors that are impacted by a falling dollar. However it is important to note that a breakdown has not happened yet.

Click here to visit Chris’s site and follow along with what he is writing to members.

Dana Lyons Commentary – Fri 18 Oct, 2019

Updating the short and intermediate term tends for US equities, bonds, and gold

Dana Lyons joins me today to share his outlook on US markets, bonds and gold. Following up on what we have been talking about over this whole year Dana still has a bullish outlook for the safer assets but recently trimmed position and is waiting for a larger dip to buy. Dana even shares some thoughts on the GDX chart.

Click here to visit Dana’s free blog.

Also click here for his subscriber site where you get more specific trading advice.

Click here to follow Dana on Twitter.

Chris Kimble – Kimble Charting Solutions – Thu 17 Oct, 2019

Currencies and Gold – 4 Charts To Keep An Eye On

Chris Kimble, Founder of Kimble Charting Solutions shares 4 charts that he is keeping an eye on fold gold investors. The USD, Euro and Swiss Franc can all be used as barometers for potential major moves in the precious metals. Follow along with the charts below.

Click here to visit Chris’s site – Kimble Charting Solutions.

Brien Lundin Commentary – Thu 17 Oct, 2019

Gold holding up well in the face of decreased Geopolitical risks

With a Brexit deal now past the first step and trade talks sounding like they are going better (the jury is still out on that) it is interesting to see the safe assets still holding up nicely. Brien Lundin joins me to outline why he thinks gold is holding up well and what to watch for as the next major drivers.

Click here to find out more about the upcoming New Orleans Investment Conference.

Erik Wettering – The Hedgeless Horseman – Thu 17 Oct, 2019

Further thoughts on Novo Resources – Balancing the upside and downside risks

Erik Wetterling, Founder of The Hedgeless Horseman joins me to discuss what he is looking forward to for Novo Resources. We are both shareholders of Novo, so we are overall bullish, but I do get Erik to balance out the potential positive drivers with any negatives that could prove the bears correct. Please let us know what you think by commenting or emailing me at Fleck@kereport.com.

Click here to visit Erik’s site.

Click here to listen to the most recent interview with Quinton.

Jordan Roy-Byrne – Technical Commentary on the Metals – Wed 16 Oct, 2019

Watching closely the relationship between the USD and Gold

Jordan Roy-Byrne joins me to chat about the recent relationship between the US dollar and gold price. Over the past year the two have moved up together but today was a divergence of that trend. Not saying that this one day is the start of a new trend but a falling dollar could bring on all sorts of new risks that most are ignoring.

Click here to visit Jordan’s site and follow along with his metals commentary.

Chris Temple from The National Investor – Wed 16 Oct, 2019

The recent weakness in the USD could be telling a signifying an important shift in money flows

With the USD breaking below 98 today there are a couple key factors to consider if this move continues. Chris Temple, Founder of The National Investor joins me to breakdown what he thinks is causing this move lower and if it is signaling a more significant shift in money flows. This very well could be a short term correction but the recent expansion of the Fed balance sheet needs to be noted in terms of timing as well.

Click here to visit Chris’s site and follow along with his newsletter.

Ed Moya – Senior Market Analysts at OANDA – Wed 16 Oct, 2019

Just how strong is the US consumer?

Ed Moya, Senior Market Analyst at OANDA joins me to recap the recent mixed data that is shinning a light on the US consumer. The weak retail sales data is a negative sign but the strong bank earnings are telling a different story. These are both back looking data points but they are important to note as the consumer has been the main support leg for the US economy. We also wrap with comments on the extreme volatility in the Pound all thanks to the recent Brexit advancements.

Click here to follow along with what Ed is writing over at ONADA.

Company Updates From Management – Wed 16 Oct, 2019

IsoEnergy – Recapping the summer drill program for one of the most active Uranium explorers

IsoEnergy (TSX.V:ISO & OTCQX:ISENF) had a busy summer drilling the Larocque East Property and the high grade uranium discovery at the Hurricane Zone. Since the Company announced a number drills results over multiple news releases I wanted to bring on the President and CEO Craig Parry to recap all the results. We discuss the strategy behind this year’s drilling and some of the more noteworthy step out holes. We also look ahead to what the Company has planned in terms of follow up drilling.

I am a shareholder of IsoEnergy and will be following up with Craig as more news in released. If you have any follow up questions regarding IsoEnergy please email me at Fleck@kereport.com.

Click here to visit the IsoEnergy website and read over the drill result news releases.