Christian Milau, CEO of Equinox Gold (TSX.V:EQX & NYSE:EQX) joins me for an update on all the Company’s properties. We start with a review of the Q2 production and financial results then look ahead to the overall 2019 guidance. We dive into each property in terms of production growth and potential exploration. Finally we answer some of your questions and comments on the new NYSE listing and a potential re-rating of the stock.
Jordan Roy-Byrne joins me to look at the gold and gold stock charts and debunk some of the myths being touted. We start with the head and shoulders pattern that a lot of people are pointing to as short term bearish for gold. We also balance out the bullish and bearish arguments that address just how extended the market is. Finally we wrap with a comment on the over all volatility in the precious metals currently.
Davie Erfle, Founder of the Junior Miner Junky joins me to discuss the Osisko Gold Royalties takeover bid of Barkerville Gold Mines. The Market is already selling down the shares of Osisko after this all share deal was announced. It is usually good to see M&A activity in the sector but unfortunately this is another deal that is not being looked favorably upon. We also look at the gold price and it’s sharp move down today.
Andrew Thompson, President and CEO of Palamina Corp. (TSX.V:PA & OTC:PLMNF) joins me for a comprehensive update on the Company. We start with the permitting environment in Peru and when we can expect the permits for the Coasa Property. We also get an update on the sale of non-core projects to Helio Resource Corp..
Allison Ostrander, Director of Risk Tolerance at Simpler Trading joins me for a discussion on how she is trading the US markets. Even if the markets trade in a range through the rest of the year there is a way to play the VIX and stay protected if a break down occurs.
Ed Moya, Senior Market Analysts at OANDA joins me to outline the major driver in the markets. These drivers all revolve around politics ranging from Brexit to trade wars, and now US political issues. The markets have been reacting by selling risk on and continuing to shift into risk off.
On the back of my last interview with Dustin Anglo, President of Anaconda Mining there were a number of questions asking about Q3 production guidance and the possibility of consolidating the area. Dustin joins me to address the questions as well provide some more information on the exploration underway at Tilt Cove and Goldboro.
Chris Temple joins me for some further comments on the repo market actions from last week and how other markets could be impacted. The biggest questions revolves around the US dollar and if it might finally start rolling over. However we also heard from incoming EBC head Lagarde and outgoing ECB President Draghi about the path of that central banks monetary policy.
Joel Elconin, Co-Host of the Benzinga Pre-Market Prep Show kicks off today with his thoughts on what drove the issues we saw in the repo markets last week. These drivers include banks not following the Fed in cutting rates but also the Fed’s lack of direction is contributing. We also discuss the seasonality at play with the Jewish holiday of Rosh HaShana starting early next week and the moves in oil ever since the attacks.
This is the start of a new segment on the KE Report called Conversations With Money Managers. I found when talking to some of my guests, especially larger fund managers, we did not get to dive into topics as thoroughly as we would have liked. This new forma of interviews are much longer but enable us to do a deeper dive into major sectors of interest. I am hoping to have at least one of these conversations every month. Please email me with guests you would like to see featured – Fleck@kereport.com.
In this Conversation With Money Managers I chat with Matt Geiger, Founder of MJG Capital Fund. We focus on the precious metals markets and the investment narrative that he is utilizing for his fund. We balance the opportunities in gold vs silver stocks. Matt even shares with us his most recent investment in the fund. Copper is also discussed in terms of the overall market. We wrap up the discussion with a look into the political developments in Ecuador.
This is over 30 minutes so grab your favorite drink and take some notes on what Matt has to say. Please let me know what you think of this format.
Click here to visit the MJG Capital Fund website.