Jordan Roy-Byrne – Technical Commentary on the Metals – Wed 5 Aug, 2020

Metals stock have been under-preforming during this last leg higher

Jordan Roy-Byrne joins me for a look into the recent out-performance of gold and silver over the stocks. Even today we are seeing the stocks fade as the metals make a new leg higher. It’s important right now to focus on the near term drivers for your individual stocks.

Click here to visit Jordan’s site – The Daily Gold

Company Updates From Management – Wed 5 Aug, 2020

Endeavour Silver Corp. – Operational update and an exploration and production outlook for the rest of 2020

Brad Cooke, Founder and CEO of Endeavour Silver (TSX:EDR – NYSE:EXK) kicks off today by providing an update on the operational turnaround at the Company’s 3 silver mines in Mexico. 2019 was a bad year for Endeavour as the Company was making some adjustments at the mines to run more economically. Brad and I look to the just released Q2 financials as a gauge of how the turnaround is progressing.

We also discuss how the higher silver price is impacting the production as well as the exploration that’s restarted at most of the projects.

Click here to read over the Q2 financial results released yesterday.

Erik Wetterling – The Hedgeless Horseman – Thu 30 Jul, 2020

The risk/reward of silver stocks and a few gold explorers that should play catch up

Erik Wetterling joins me today with an initial comment on the silver sector. After silver’s strong run in the past couple weeks does this mean that silver stocks provide a attractive value proposition?

Erik also shares some of the metals stocks he thinks are lagging the sector and due to play catch up.

Click here to visit Erik’s site.

Company Updates From Management – Tue 28 Jul, 2020

Silver market macro fundamentals and an update from SilverCrest Metals

Chris Ritchie, President of SilverCrest Metals (TSX:SIL – NYSE:SILV) joins me for a discussion on the macro environment for the silver sector. We compare the value of precious metals to stocks and bonds while also touching on global asset allocation.

In terms of silver fundamentals the estimated demand for silver ETFs has already been hit in the first half of this year. This is showing the increase in interest in the sector as well as the types of investors that are coming in.

When it comes to SilverCrest Metals I have Chris outline the exploration that is ongoing balanced with the possibility of moving into production.

Please email me with any follow up questions for Chris regarding SilverCrest or the general silver market. My email is Fleck@kereport.com.

Click here to visit the SilverCrest website and read over the Company’s presentation.

Weekend Show – Sat 25 Jul, 2020

Hour 1 – Featuring Doc, Matt Gieger, and An Update From GR Silver – This hour is for the metals stock investor
Full First hour

Is was a strong close to the week for all things precious metals. Silver started the week off strong but gold stole the headlines by closing on Friday at $1,900. Since there are a lot of people focused on investing in precious metals stocks I dedicate most of this hour to investing strategies and stocks in the gold and silver sectors.

Please keep the emails coming to Fleck@kereport.com. It was another busy week of Company update, check out the links (below) to keep up to date.

There is another KE Report webinar coming up next week! On Tuesday I will be joined by Maple Gold Mines for a comprehensive update on the exploration plans at the Douay Gold Project. Click here to register for free. Be sure to send in your questions before the webinar even if you cannot attend.

  • Segment 1 and 2 – Doc kicks off the first hour with his outlook for the US markets, near term moves in gold and silver, and shares some of the stocks he is investing in.
  • Segment 3 – Matt Geiger, Managing Partner of MJG Capital joins me for an assessment of junior resource stocks. He outlines what he is looking for in companies and how he trades warrants that are in the money.
  • Segment 4 – Marcio Fonseca, President and CEO of GR Silver Mining (TSX.V:GRSL & OTCQB:GRSLF) wraps up the first hour by recapping some more high grade silver drill results from the Plomosas Project. There was a new discovery in the recent news release called the San Juan Zone.

Exclusive Company Interviews This Week


Doc
Matt Geiger
Marcio Fonseca – GR Silver Mining

Brian Leni – Founder of Junior Stock Review – Thu 23 Jul, 2020

Precious Metals – Metals prices moving higher while stocks are seeing some profit taking

Brian Leni joins me today to breakdown the pop in gold vs the slight selloff in silver. Plus the underlying stocks that have been seeing high volume. This could be a sign of profit taking. We also touch on the US Dollar breakdown and how that can be supporting the higher precious metals prices.

Click here to visit Brian’s site and read up on what he’s watching for the sector.

Jordan Roy-Byrne – Technical Commentary on the Metals – Wed 22 Jul, 2020

A look into silver and SILJ – Silver is playing some major catch up

Jordan Roy-Byrne joins me today to discuss the recent pop in silver and compare the moves to silver stocks. Silver has been popping, now over key resistance levels and breaking all downtrend lines, the last few trading days have been very important. The one argument to this move is that the silver stocks are lagging in the last couple days. The flip side of this is that the silver stocks were leading over the past couple months so this is just silver playing catch up.

Click here to visit Jordan’s site and keep up to date on his calls for the precious metals and stocks he likes.

David Erfle – Gold Market Commentary – Tue 21 Jul, 2020

Investing in precious metals stocks – Balancing out new exploration plays, advanced exploration plays, and small scale miners

Dave Erfle wraps up the editorials today by discussing what he is looking for when investing in precious metals stocks. Investors have the option of lower market cap explorers through to advanced exploration plays all the way up to more established miners. We try to simplify where the safer bets are vs the more high risk plays.

Click here to visit Dave’s website and find out more about his newsletter.

Company Updates From Management – Mon 20 Jul, 2020

Metalla Royalty and Streaming – Comments on recent high volume in the stock and overall valuation

Brett Heath, President and CEO of Metalla Royalty and Streaming (TSX.V:MTA – NYSE:MTA) joins me to discuss the recent volume spike in the stock trading. Over $50million worth of Metalla shares have changed hands over the past month, all right after the closing of the financing. This also plays into the possibility of the stock being included in any of the precious metals ETFs. Finally comments on where the growth will come in the near term.

Click here to visit the Metalla website and recap some of the recent news.

Weekend Show – Sat 18 Jul, 2020

Hour 1 – Markets and Metals – Featuring Rick Bensignor, Brien Lundin, and Great Bear Resources
Full First Hour

On this weekend’s show I focus on some key moves in the US Dollar and international markets that impact the trade into a wide range of commodities. This continues to be a market where you stick with winning sectors.

I hope you all enjoy this weekend’s show. Please keep sending me your questions for all the companies I feature on the show as well as any other stocks you are investing in. You can always reach me at Fleck@kereport.com.

  • Segment 1 & 2 – Rick Bensignor kicks off the show with comments on the recent US Dollar weakness. International markets have been out preforming US markets with the US Dollar moving down. This can directly carry over to a wide range of commodities and currencies.
  • Segment 3 – Brien Lundin and I focus on the junior stock sector. We discuss the recent performance of new stocks and a couple silver stocks that are performing very well.
  • Segment 4 – We get an update from Great Bear Resources (TSX.V:GBR & OTCQX:GTBAF). Chris Taylor, President and CEO of Great Bear answers your questions ranging from the potential sale of the project to the current exploration. Click here to watch the recording of the recent webinar.

Exclusive Company Interviews This Week.


Rick Bensignor
Brien Lundin
Chris Taylor – Great Bear Resources