This is a wide ranging discussion with Dave Erfle, Founder of The Junior Miner Junky. We dive into a couple news events and a couple companies involved in gold and silver that should be watched or avoided.
Goldplay Exploration (TSX.V:GPLY & OTCQB:GLYXF) has been busy drilling the Nava target while also further refining drill locations at the Faisanes target. Goldplay’s President and CEO Marcio Fonseca joins me to recap the recent high grade silver sample at Faisanes of 0.6meters of 587g/t silver. We also discuss the drilling that is underway at Nava and when we can all expect results.
We talk a lot about how undervalued gold stocks are to the gold price but there are some stocks that offer far better value than others. Brien Lundin shares his thoughts on what fundamentals to look for in good gold and silver companies.
The New Orleans Investment Conference is November 1 – 4th. Click here for more information.
Brian Leni, Founder of the Junior Stock Review website attended a metals conference over the weekend where he came across a couple companies that caught his eye. Here is a list of the companies in order we discuss them…
- Adriatic Metals – ASX:ADT
- O3 Mining – TSX.V:OIII
- Adventus Mining – TSX.V:ADZN
- New silver plays
Click here to visit Brian’s site. And email me with any companies you would like his thoughts on – Fleck@kereport.com.
SilverCrest Metals (TSX:SIL & NYSE:SILV) continues to outperform the market by drilling high grade silver results at the Las Chispas Project in Senora Mexico. CEO Eric Fier join me for a detailed look at the Project starting with the historical workings and through to the work already done by the Company over the past three and a half years. We also discuss the growth potential of the resource as the Company has multiple drills onsite.
Please email me with any questions you have for the team at SilverCrest to Fleck@kereport.com.
This is the start of a new segment on the KE Report called Conversations With Money Managers. I found when talking to some of my guests, especially larger fund managers, we did not get to dive into topics as thoroughly as we would have liked. This new forma of interviews are much longer but enable us to do a deeper dive into major sectors of interest. I am hoping to have at least one of these conversations every month. Please email me with guests you would like to see featured – Fleck@kereport.com.
In this Conversation With Money Managers I chat with Matt Geiger, Founder of MJG Capital Fund. We focus on the precious metals markets and the investment narrative that he is utilizing for his fund. We balance the opportunities in gold vs silver stocks. Matt even shares with us his most recent investment in the fund. Copper is also discussed in terms of the overall market. We wrap up the discussion with a look into the political developments in Ecuador.
This is over 30 minutes so grab your favorite drink and take some notes on what Matt has to say. Please let me know what you think of this format.
Click here to visit the MJG Capital Fund website.
Erik Wetterling, Founder of The Hedgeless Horseman joins me today to outline the discrepancy between silver stocks and gold stocks. A lot comes down to the type of investors entering the market. Erik also mentions insider buying in one of the stocks he is watching which gets us into a brief discussion on what to watch for when it comes to this type of buying. Finally we end with his thoughts on Lion One Metals.
In full discloser Erik owns shares in Lion One and the Company is a sponsor on his site.
Sean Brodrick, Editor at Weiss Ratings joins me to share his thoughts on where the sweet spots are for precious metals investors and cannabis investors.
David Erfle and I will both be at the Beaver Creek Conference next week. This conference is a one-on-one style conference where we will get 30 minutes with companies to get up to speed on what they are doing.
In this interview we discuss what we are looking for in terms of companies and the timelines for investing. Please click the link below to see all the companies at the conference and email me with any companies you would like me to meet with.
- Segment 1 – Extended Interview – Marc Chandler, Managing Partner at Bannockburn Global ForEx – It’s more about politics rather than economics right now. We get into an in depth discussion on what is happening in Europe. This all begs the question of if the US markets can stay strong for the near term.
- Segment 2 and 3 – Jordan Roy-Byrne, Founder of The Daily Gold – We all agree that this is an early stage bull market for gold but there are some near term swings to take note of. We also discuss how the stocks
- Segment 4 – Brien Leni, Founder of the Junior Stock Review – A look at the Abitibi District in Quebec in terms of companies with work programs and investment ideas.
Exclusive Company Interviews This Week