Pro gold stock investor David Erfle says that big money momentum traders are pushing gold higher in this MSE episode. David also discusses how to manage a junior gold stock portfolio in a bull market. David Erfle is a self-taught mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a growing sector of the market. After researching the gains made from the 2001 bottom in the tiny gold and silver complex, he became fascinated with this niche market. So much so that in 2005 he decided to sell his home and invest the entire proceeds from the sale into j ..read more

Resource Sector Expert Jamie Keech reveals a very unique gold stock trade and the reasons why he is bullish energy for the next decade. Keech shared: “This decade coming up ahead of us is the energy decade. What we saw in tech, we are going to see in energy. We are going to see this in everything from investment in nuclear energy, renewables, oil and gas. I think this is a situation where we are going to see a massive spike in investment in energy.” Bill Powers and Jamie also discuss junior mining sector investor psychology and some pitfalls to avoid. 0:00 Intro 1:17 Where Jamie has been inves ..read more

Listen to a nickel market deep dive with experts Alex Laugharne of the CRU Group and Martin Turenne of FPX Nickel hosted by investor Brian Leni of JuniorStockReview.com. Topics covered in this MSE episode include Indonesia's impact on global production, the variation across in pricing - labor, energy, etc, differentiating between "green" and "dirty" nickel, and their nickel price outlook for 2024. 0:00 Introduction 0:40 Indonesia 4:52 Nickel Dumping 7:54 Nickel Cost Curve 13:22 Is traceability the solution to differentiating between "green" and "dirty" nickel? 21:01 Japanese and South Korean i ..read more

In this MSE interview Keith Weiner, CEO of Monetary Metals, gives his analysis of a number of issues influencing the precious metals sector. Keith discusses what it will take for the Fed to pivot their interest rate policy, the Bank of Japan's interest rate hike, CBDCs/Bitcoin, and his outlook for precious metals prices in 2024. Keith Weiner is a leading authority in the areas of gold, money, and credit and has made important contributions to the development of trading techniques founded upon the analysis of bid-ask spreads. Keith currently serves as President of the Gold Standard Institute US ..read more

“I worked hard and got lucky with multiple discoveries of size while in my 30’s” explains Rick Rule in this MSE episode. Rick offers both timely and timeless junior mining stock wisdom in this interview with Brian Leni. 0:00 Introduction 1:12 GLD outflows 4:56 Canadian Government's Review of Zijin's investment in Solaris Resources 8:30 Milei's election in Argentina - Impact? 13:15 Probability of Mexico's open pit mining ban? 15:05 Optimal breakdown of construction financing 18:57 Goal Setting as an investor 25:02 Learning through experience / making mistakes 26:51 How to attain wealth 31:07 Pr ..read more

Joe Mazumdar of Exploration Insights explains why you must invest in mining sociopaths if you want to win. He also reveals insights from when he managed Newmont’s billion-dollar junior mining portfolio. Joe also shares where he is seeing value in the mining sector and offers one stock pick. Joe Mazumdar is co-editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and develo ..read more

Strategic resource investor Michael Gentile believes investors are being offered a historic opportunity in the gold stocks right now. He offers a wide range of junior mining stock investing advice in this 40-minute discussion with Bill Powers. From 2003 to 2018 Mr. Gentile worked as a professional money manager at Formula Growth Limited, an independent investment management firm established in Montreal in 1960 with a long-term track record of creating investor wealth. While at Formula Growth his main sector focus was the mining and natural resource sectors. In 2012, Mr. Gentile became the co-m ..read more

Professional junior mining investors Brian Leni and David Erfle discuss whether we have seen a junior gold stock bottom or if there is more pain coming. They also chat about the current junior gold stock sector and the recent BMO and PDAC mining conferences and offer insights into how they are perceiving the market. Bill Powers facilitates the discussion. 0:00 Introduction 0:45 PDAC sentiment 3:20 BMO conference subdued 4:45 What can gold miners do to bring in new flow of funds? 6:58 Street shorting juniors 10:51 Reinstate uptick rule? 13:24 “Nobody’s big enough to manipulate a trend” 14:45 Le ..read more

Fury Gold and certain affiliates of Newmont have entered into an agreement whereby Fury will purchase Newmont’s 49.978% interest in Éléonore South Gold Project for C$3M. As part of the consolidation of Éléonore South, Fury has also agreed to purchase Newmont’s 30,392,372 shares of Sirios Resources Inc. for C$1.3M. The Sirios shares will be acquired for investment purposes and Fury will evaluate its investment in Sirios on an ongoing basis with respect to any possible additional purchases or dispositions. Completion of the purchase is subject to certain conditions precedent and is expected to c ..read more

Analyst Michael Oliver believes the recent V-bottom in the gold miners is a near-term bottom. Once gold breaks through $2115/oz on a weekly close “it will launch and leave the earth.” As gold runs over the next several quarters Oliver foresees silver and gold miners outperforming gold on a percentage basis. Michael also believes we are near a bottom in the commodities complex. Also, in Q2 of this year, he anticipates commodities, led by corn, wheat and beans, will begin to run. Michael Oliver founded Momentum Structural Analysis. He has developed a proprietary momentum-based method of technica ..read more