Balancing the opportunity in smaller miners, development companies, and exploration companies
Erik Wetterling joins me today to go down the list of metals companies and his thoughts on the value opportunities in each. We start with production companies that have also sold off and are looking attractive. Next are the developers and exploration companies that were washed out earlier this month and starting to bounce.
The good and bad news for metals investors in this time of market panic
Lobo Tiggre wraps up our editorials today by looking at the big picture for metals stocks. With everything selling off huge today, the major gold producers have a near perfect storm (in a good way) to help boost their profitability. It doesn’t mean that these stocks will rebound tomorrow but history has shown us that metals stocks bounce back quickly when a turn or sense of calm enters the markets.
A trading strategy for when fear and panic hits the metals stocks
Dave Erfle kicks off today by sharing his recent trading strategy for gold and silver stocks when we saw that rush to cash at the end of last week. With the gold price significantly higher but stocks still lagging there are a couple fundamentals that Dave thinks you should be paying attention to.
With gold and silver stocks moving it’s important to be selective to outperform the GDX
Sean Brodrick, Editor of the Gold and Silver Trader joins me to share some of the stocks he likes and what he thinks are the most important aspects to look for when doing your due diligence. We look at miners down to exploration companies.
If you want more information on Sean’s newsletter please email me at Fleck@kereport.com.
This first hour I feature the guys from Exploration Insights Joe Mazumdar and Brent Cook. We also get an update from O3 Mining and a technical look at the markets from Allison Ostrander. It was another good week for US equities and another sideways week for most of the metals.
Be sure to check out all the daily editorials throughout the week and the many company updates that I released. Keep in touch by emailing me at Fleck@kereport.com.
Segment 1 – Brent Cook from Exploration Insights kicks off the show with a discussion on the junior metals stock sector. He shares what Joe and him look for in companies and some of the stories he likes this year.
Segment 2 – Joe Mazumdar from Exploration Insights continues our focus on metals stocks expanding to the larger explorers and mid-tier companies.
Segment 3 – Allison Ostrander, Director of Risk Tolerance at Simpler Trading switches or focus to the US equity market and shares the levels to watch for those wanting to ride the trend higher.
Segment 4 – We wrap up the first hour with an update from O3 Mining (TSX.V:OIII). Jose Vizquerra, President and CEO of O3 recaps the recent drill results and outlines the funded 50,000 meter drill program ongoing in Quebec and Ontario.
This weekend I spend the first half of the show with generalist investors sharing where they see the balance between risk on and risk off investing. Both have different drivers but the fact that there is a lot of liquidity in the system is a key driver of each.
Please keep in touch by emailing me at Fleck@kereport.com. Also be sure to go through the daily editorials from the week to keep up to date on company news and the key data from this week.
Segment 1 – Dana Lyons kicks off the show with his trading strategies for US markets, the US Dollar, and safe havens such as gold and bonds.
Segment 2 – Mike Larson shares his presentation from the Money Show in Orlando that he is presenting this weekend. It deals with finding safe income and undervalued sectors in the markets.
Segment 3 & 4 – Adrian Day joins me for 2 segments focused on what he looks for in a wide range of resource companies. We start with the major miners, then move to royalty and streaming companies, and wrap it up with exploration plays.
Minera Alamos – Outlines how the transformation from exploration Company to production Company will progress this year
Minera Alamos (TSXV:MAI, OTCQB:MAIFF) has a big year ahead of itself as the Company just begun contraction of the Santana Gold Mine. With an estimated 6-8 month timeline the Company should be producing gold by Q4 of this year as well as completed ongoing exploration.
Doug Ramshaw, Minera’s President joins me to discuss how this transition will progress throughout the year. We chat about the production metrics of the project as well as the total estimated costs to get into production. Doug also outlines the exploration work that is ongoing.
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.
More M&A in PMs – Outlining how to invest around takeovers
David Erfle joins me to follow up on our discussion from last weekend’s show regarding the increase in M&A activity and increases in financings. We focus on how he trades around acquisitions depending on if it is an all share deal or all cash deal. We also discuss what it will take to get some of the exploration companies taken out.