Weekend Show – Sat 11 Jul, 2020

Hour 1 – This hour is for the new and seasoned gold/silver stock investor
Full First Hour

This hour is for all of you who are actively investing in metals stocks. With gold and silver stocks both flying higher it’s a good time to be in the the sector but if you are strategic you can maximize your returns.

Please keep the questions and comments coming. I can be reached at Fleck@kereport.com. Also be sure to listen to all the company interviews posted over the week.

  • Segment 1 – Mike Larson kicks off the show outlining a shift that is happening in the markets. Yields, central bank policies, and gold moves are telling a major story.
  • Segment 2 – Brian Leni joins me to balance the recent gains in gold vs silver stocks. We also discuss how PEA can be used to find value in the sector.
  • Segment 3 – Dave Erfle continues our focus on PM stocks. We go back to some of the basics for new investors when looking at junior stocks. This information is always important to keep in mind even for the seasoned investor.
  • Segment 4 – A bit of a new format for all of you who missed a couple key company interviews this week. I provide a preview to interviews with both Skeena Resources and Vizsla Resource. Both companies released significant news that drove the stocks higher throughout the week. Click the links below to listen to the individual interviews.

Exclusive Company Interviews This Week


Mike Larson
Brian Leni
Dave Erfle
Featured Company Updates – Skeena Resources and Vizsla Resources

Company Updates From Management – Wed 17 Jun, 2020

Osisko Metals – Diving into the Pine Point PEA

Bob Wares, Chairman and CEO of Osisko Metals (TSX.V:OM – OTCQX:OMZNF) joins me for recap of the Pine Point PEA the was released on Monday.

We discuss the overall production details and the costs estimated to build the mine. We focus a lot on the work ahead to further grow the resource and optimize the operations to help lower costs and improve economics.

If you have any follow up questions for Bob please email me at Fleck@kereport.com.

Click here to read over the full PEA news release.

Company Updates From Management – Wed 17 Jun, 2020

Osisko Metals – Diving into the Pine Point PEA

Bob Wares, Chairman and CEO of Osisko Metals (TSX.V:OM – OTCQX:OMZNF) joins me for recap of the Pine Point PEA the was released on Monday.

We discuss the overall production details and the costs estimated to build the mine. We focus a lot on the work ahead to further grow the resource and optimize the operations to help lower costs and improve economics.

If you have any follow up questions for Bob please email me at Fleck@kereport.com.

Click here to read over the full PEA news release.

NICKEL-COPPER: Talon updates Tamarack PEA, increases NPV

MINNESOTA – An updated preliminary economic assessment released by Talon Metals for the 125-sq.-km Tamarack project, 87 km west of Duluth, suggests a net present value estimate of US$291 million, at a 7% discount rate. When compared with the prior

The post NICKEL-COPPER: Talon updates Tamarack PEA, increases NPV appeared first on Canadian Mining Journal.

Brian Leni – Founder of Junior Stock Review – Mon 25 Nov, 2019

It’s time to get your tax loss selling hit list ready – Here’s what we are considering for Zinc Stocks

As we approach the end of the year and tax loss selling continues for some of the under performing stocks and sectors it can be very profitable having a list of companies you like and will buy in the next couple weeks. We focus on the zinc sector today which is an area where stocks have had a tough year and is susceptible to further selling into year end. I get Brien to comment on what he is looking for in terms of economic studies and potential company drivers heading into next year.

Click here to visit Brien’s site to keep up to date on his writings.

Company Updates From Management – Mon 11 Nov, 2019

Skeena Resources – A Look Into The PEA

Last week Skeena Resources (TSX.V:SKE & OTTQX:SKREF) released a much anticipated PEA on the Eskay Creek Project. Here are some of the key numbers outlined in the news release…

  • High-grade open-pit averaging 3.23 g/t Au, 78 g/t Ag (4.17 g/t AuEq) (diluted)
  • After-tax NPV5% of C$638M (US$491M) and 51% IRR at US$1,325/oz Au and US$16/oz Ag
  • After-tax payback period of 1.2 years
  • Pre-production capital expenditures (CAPEX) of C$303M (US$233M)
  • After-tax NPV:CAPEX Ratio of 2.1:1
  • Life of mine (“LOM”) average annual production of 236,000 oz Au, 5,812,000 oz Ag (306,000 oz AuEq)
  • LOM all-in sustaining costs (AISC) of C$983/oz (US$757/oz) AuEq recovered
  • LOM cash costs of C$949/oz (US$731/oz) AuEq recovered

Walter Coles, Skeena’s President and CEO joined me for a closer look at the PEA and to answer some of my questions and the questions that were emailed to me by all of you. We focus on the key financial numbers and some of the smaller points like strip ratio and decision to produce and ship a concentrate. We wrap up the interview discussing the options the Company is weighing for the other projects in its portfolio, Snip and GJ.

Please email me if you have any further questions for Walt. My email address is Fleck@kereport.com.

Click here to read over the full news release highlighting the PEA.

Brian Leni – Founder of Junior Stock Review – Mon 17 Jun, 2019

Diving into resource estimates, PEAs, PFSs and other economic studies

Brian Leni, Founder of Junior Stock Review joins me to share his thoughts on the main aspects of resource estimates and economic studies that companies release. Anytime a resource or economic study is announced there is a lot of information behind the headline numbers. Brian shares with us what he finds most valuable and some of the numbers he watches closely when doing his DD.

Click here to visit Brain’s site.