Hour 1 – Looking at the big picture for investors in equities and resources
It was another crazy week with markets and gold all over the place and yields continuing to crash. With these wild swings day to day this is not an easy market to trade.
On this weekend’s show we look at long term fundamentals to help out everyone who is trying to make some solid long term investments. We focus on the precious metals and some of the intricacies to note for the investors in the sector.
Segment 1 – Mike Larson kicks off the show to address the crash in yields. Even after the Fed rate cut the market continues to push yields into historic territory.
Segment 2 – Jeff Christian, Managing Partner at CPM Group shares his insights on why the gold stocks are lagging the metals price. It all about the type of investors that entered the sector.
Segment 3 – George Gero, Managing Director at RBC Wealth Management looks at the recent moves in oil and gold. These are a great barometer for global economic health.
Segment 4 – We wrap up the hour with an update from Calibre Mining (TSX:CXB & OTCQX: CXBMF). Ryan King, VP Corporate Development recaps the recent Q4 financial results and recent discovery.
Calibre Mining – A Look Into 202 For Production and Exploration Plans
It was a Company changing year for Calibre Mining (TSX:CXB & OTCQX:CXBMF). The Company acquired two mines from B2Gold in Nicaragua and has some big plans for production and exploration.
Ryan King, VP Corporate Development joins me for a look into 2020 in terms of production and exploration. 2020 will be all about execution on both fronts. Outside of the tow production mines, El Limon and La Libertad, there is also the Pavon Gold Project that Calibre released an updated resource at the beginning of this month. We also discuss the new VP Exploration, Mark Petersen, that was just brought into the Company.
If you have any follow up questions for Ryan and the team over at Calibre please email me at Fleck@kereport.com.
Click here to visit the Calibre website and review all the recent news releases.
Hour 1 – Wide Ranging Discussions Focused On The Resource Sector
On this weeks show we focus a lot on the resource sector and even get an update from a Company that is in the process of completing a transformational acquisition. We start off with some insights on how the Fed has been forced to step into the repo market and what it could mean for future policy. Segments 2 through 4 then move to the resource sector with insights on Ecuador, the balance between copper and gold, and the Company update mentioned above.
Please keep in touch by emailing me at Fleck@kereport.com. I really appreciate all the emails throughout the week. It was also a busy week for company interviews. You can find the links to those interviews below.
Segment 1 – Marc Chandler, Managing Partner at Bannockburn Global ForEx and Founder of the Marc To Market blog kicks off the show with insights on how the repo market works with the Fed stepping in.
Segment 2 – Chris Temple updates us on the mining environment in Ecuador and some of the recent political decisions. For a copy of Chris’s Ecuador focused issue pleas email him at Chris@nationalinvestor.com or myself.
Segment 3 – Jesse Felder, Founder of The Felder Report shares his outlook for the precious metals into next year as well as a comment on copper that might surprise you.
Segment 4 – Calibre Mining (TSX.V:CXB) is in the process of closing a deal to acquire two mines from B2Gold and raise over $100 million, which $102.5mil has already been raised. Ryan King, VP Corporate Development updates us on the finer points on the deal.
Exclusive Company Interviews and Comments This Week
Two Significant News Events In the Gold Space – A Bidding War and A $100Millon Mining Deal
David Erfle, Founder of The Junior Miner Junky joins me to outline two news events that are a good sign for the overall gold market. We start with the bidding war that is underway for Alexandria Minerals. While Alexandria was a poorly run Company the asset is attractive, which is why we are seeing O3 Mining and Agnico in a bidding war. Next is the news out of B2Gold and Calibre Mining regarding a deal for the El Limon and La Libertad Gold Mines. Click here to read the full news release… We weigh in on our thoughts on the deal.