Hour 1 – Upbeat US Data Stagflation, and Resource Stock Hot Spots
Well it was another sideways week for many sectors, including the US markets. Unfortunately the gold stocks started to get hit in the last couple days of trading this week but are still very much within this long term range.
Please keep in touch by emailing me at Fleck@kereport.com. I love hearing from all of you! And everyone have a great Easter Long Weekend!
Segment 1 – Marc Chandler, Managing Partner at Bannockburn Global ForEx recaps some US economic data that surprised to the upside. We also look to Europe and its recent weak data.
Segment 2 – Nichols Pardini, Managing Partner of The Davos Investment Group shares his thoughts on stagflation and the situation the US is in.
Segment 3 – Byron King discusses a recent report out of the Mackenzie Institute regarding a significant decline in reserves on the books of major mining companies.
Segment 4 – Chris Taylor, President and CEO of Great Bear Resources updates us on the recent announcement of doubling the current drill program to 60,000 meters. Click here to visit the Great Bear website and read the news on the updated drill program.
Area Plays – An Extended Discussion On How and Why They Happen
This is a long discussion so grab a glass of whatever you prefer and settle in. John Kaiser and I chat about the concept of an area play when it comes to the resource sector. We look at some of the past area plays and if these can be rejuvenated. We also discuss some of the new areas that are popping up around the world.
Investing Strategies For The Metals Market – Is It A Buy The Big Guys and Wait For A Breakout?
I chatted with Phil O’Neill, President of MP1 Capital about the strategy of sticking to the larger mining companies and the mid-tiers who make money while waiting for a PMs breakout. When money starts to flow in it typically lands on the bigger market cap companies for a couple main reasons. We also discuss how not to get sucked into chasing stocks higher.
Goldplay Exploration – More Information On The New Nava Zone
Yesterday Goldplay Exploration (TSX.V:GPLY & OTCQB:GLYXF) released news on a new potential discovery area called the Nava zone. Located about 1.5KMs from the known resource this area has old workings and some nice chip samples.
Marcio Fonseca, President and CEO of Goldplay joined me to share some more details on the Nava zone. We discuss why this area was targeted and the work that will follow the samples to isolate targets for future drilling. The current work being conducted on the full San Marcial project is to further define and isolate some new targets on the property.
Anaconda Mining – Updates On Management Additions, High Grade Goldboro Drill Results, and Q1 Production Numbers
Anaconda Mining (TSX:ANX & OTCQX: ANXGF) has been busy so far this month releasing news on a wide range of Company advancements. Dustin Angelo, Anaconda President joins me to outline the management addition of Kevin Bullock, share some more details on the recent Goldboro drill results (with a headline number of 42.85g/t over 3.8 meters), and Q1 production results.
Please email me with any further questions or comment from Dustin and his team – Fleck@kereport.com.
I’ve been hearing about Liberty Gold and Premier Gold Mines a lot recently from both some of my guests and email from all of you. Since Erik and I really had nothing new to say on the overall metals markets we decided to discuss these companies. Remember these are just our thoughts.
A discussion on the metals markets. What’s holding it back and what can drive the stocks.
David Erfle, Founder of The junior Miner Junky joins me for a discussion focused on the metals sector. We look at the investor sentiment and how certain regulations are making it harder for companies to raise money. We also touch on the currency markets and how the underlying PM prices are impacted by moves in the US Dollar. David wraps it up with a couple companies he owns that are moving higher.
The Financing Environment For Juniors – What to Consider When Investing
Phil O’Neill, President of MP1 Capital joins me to discuss the overall financing environment for metals juniors. There has been a bit of money raised year to date however it has been focused on select companies with other companies still struggling to bring in just $1 million. Even some of the higher quality companies struggle to close financing and need to include warrants to get the money in the door. However there are some key distinctions between those companies that have raised money that need to be noted when investing.
Jordan Roy-Byrne, Founder and Editor of The Daily Gold shares his thoughts on Platinum’s move higher, Gold vs the miners, and what he is looking for in metals stocks. Platinum has historically lead gold at some major bottoms so if we continue to see some upward moves, and breaks above recent peaks the bullish argument could build some momentum. However on the metals stock side we are still seeing stocks move slowly. In no way bearish we might be in this trading range for a while longer.
Maple Gold Mines – Updates On 4 Drills Turning and A Recent Marketing Trip To Asia
Matthew Horner, Maple Gold Mines (TSX-V: MGM, OTCQB: MGMLF) President and CEO joins me to provide and update on the current exploration that is underway at the Douay Property in Quebec. The Company has 4 drills on site following up on some recent high grade discoveries that are not in the current resource.
We also discuss a recent trip to Asia where Matthew was meeting with some of the largest mining companies. Matthew had some very interesting things to say about the appetite for gold and copper from these large companies.