Weekend Show – Sat 19 Jan, 2019

Hour 2 – Metals and A Couple Company Updates

KER Weekend Show Hour 2

In the second hour I focus more on the gold sector as well as get a couple important company updates. Pay close attention to the final segment where Rick Bensingor shares a comprehensive update on US markets and even mentions his thoughts on gold.

If anyone is in Vancouver and attending the Vancouver Resource Investment Conference (VRIC) please be sure to swing by my booth or send me an email (Fleck@kereport.com). I’m more than happy to meet up at the show of in the afternoon to sneak away to watch the football games. If you are unable to make it email me with any companies you would like me to sit down with.

  • Segment 1 – David Erfle, Founder of The Junior Miner Junky shares his speech at VRIC about how to build a successful portfolio of metals companies.
  • Segment 2 – We get an update on Great Bear Resources from the CEO and President Chris Taylor. Great Bear had two news released out this week that included a very nice drill result that sent the stock higher.
  • Segment 3 – Craig Parry, CEO and President of IsoEnergy joins me for a uranium update. IsoEnergy just raised $5.5 million in an oversubscribed bought deal and is about to start drilling.
  • Segment 4 – Rick Bensignor, Founder of Bensignor Investment Strategies wraps up the show with some valuable insights on the US markets. We also discuss how the year could play out for the markets considering where the VIX currently is, the USD, and safe haven investments.

David Erfle
Great Bear Resources Update
Uranium sector and IsoEnergy update
Rick Bensignor on a broad market perspective

Please click here to share your political comments. I would like to keep the market comments separate.


Comments:
  1. On January 19, 2019 at 6:16 am,
    Excelsior says:

    Cory & all the KER Contributors – Thanks for putting out another great weekend show.

  2. On January 19, 2019 at 6:32 am,
    Excelsior says:

    David Skarica – Explosion In Gold Price On The Horizon

    by @PalisadeRadio on January 18, 2019

    “We talked about the gold price, why junior exploration plays with ounces in the ground are worth taking a look at, and why the previous rally in gold and gold stocks back in 2016 might repeat. ”

    https://ceo.ca/@palisaderadio/david-skarica-explosion-in-gold-price-on-the-horizon

  3. On January 19, 2019 at 6:35 am,
    Excelsior says:

    Palladium Is Worth More Than Gold For The First Time In Over A Decade

    Published: Jan 17, 2019

    “The biggest driver for palladium’s recent success comes from the ongoing supply deficit, creating a very tight physical market,” said Maxwell Gold, director of investment strategy at Aberdeen Standard Investments.

    “Palladium and gold are both rare and therefore valuable,” said R. Michael Jones, chief executive of Platinum Group Metals PLG, -1.64% But “palladium is more valuable than gold as it is rarer,” he noted.

    “There are dozens of gold mines around the world,” Jones said, while “there are only two primary palladium mines in the world and two new mines in South Africa in development.”

    “Platinum’s much cheaper price has raised the possibility that auto makers will start looking to replace palladium in catalytic converters with platinum. The opposite happened when palladium was the cheaper metal. Palladium prices were consistently lower than platinum’s from about 2001 to 2017.”

    https://www.marketwatch.com/story/palladium-is-worth-more-than-gold-for-the-first-time-in-over-a-decade-2019-01-17

    • On January 19, 2019 at 7:32 am,
      Wolfster says:

      Fascinating how things go sometimes……..last place I’d consider investing in a world going all electric for cars would be palladium but I guess the transition time has led to a supply crunch……missed it completely……must be all the pot …..dulled my spidey sense.🤔

      • On January 19, 2019 at 9:30 am,
        Excelsior says:

        We mentioned a few times after the VW emissions scandal that it was likely diesel cars would be de-emphasized hurting Platinum in favor of gas vehicles which utilize Palladium.

        Also when Pd was at a discount to Pt in other industrial applications then it became a substitution for economic reasons. Now we may see the reverse where Pt gets substituted for Pd now that pricing valuations are reversed.

        • On January 20, 2019 at 2:11 pm,
          Excelsior says:

          (BAR) (BALMF) Balmoral Discovers New Nickel-Copper-Cobalt-PGE Zones 7 Kilometres Along Strike From Grasset Deposit, Quebec

          by @nasdaq on January 17, 2019

          – Highlighted by Discovery of 7.58 metres grading 1.05% Nickel, 0.31% Copper, 0.05% Cobalt, 0.20 g/t Platinum and 0.48 g/t Palladium

          – Includes a Massive Sulphide Intercept grading 4.14% Nickel, 0.26% Copper, 0.18% Cobalt, 0.81 g/t Platinum and 1.93 g/t Palladium over 0.65 metres

          https://ceo.ca/@nasdaq/balmoral-discovers-new-nickel-copper-cobalt-pge-zones

    • On January 19, 2019 at 7:36 am,
      Dick Tracy says:

      There are a lot of signs of change on the horizon. Artificial Intelligence is being felt everywhere. I see many car ads on the television these days, the consumer is broke but they are also waiting for the manufactures to come out with new electric models. Nobody is sure exactly what commodities will be needed for electrical storage batteries. There is a lot of uncertainly on all levels of our lives. The psychological pendulum is swinging on a down swing and it is saying hard times are ahead. The consumer has more information at his fingertips and can see this. Once the pendulum reaches the maximum downswing it will take a long while for it’s return to the mean. That is mass psychology and it is this phenomenon that drives markets and people. DT

      • On January 19, 2019 at 7:41 am,
        Wolfster says:

        Agree that AI is becoming huge……finding a good AI stock has been my problem as I missed the initial wave and many are high priced and possibly overvalued these days

        • On January 19, 2019 at 9:11 am,
          Excelsior says:

          Good AI discussion DT and Wolfster.

          There are a great deal of AI applications being used in “Big Data” crunching and “The Internet of Things” and a pool of start up companies jumping in the water, but I struggle with how to properly value them.

      • On January 19, 2019 at 9:23 am,
        Excelsior says:

        THE BOLD ROBOCAR ROAMING LAS VEGAS WITHOUT A HUMAN BACKUP

        Jack Stewart – (01/16/2019)

        https://www.wired.com/story/robocar-roaming-las-vegas-without-human-backup/

        • On January 19, 2019 at 9:32 am,
          Excelsior says:

          A TESLA-ROBOT ‘CRASH’ STUNT SHOWS WE NEED ROBOCAR SCHOOLING

          01.08.19 – Arian Marshall

          https://www.wired.com/story/tesla-promobot-pave-self-driving-education/

          • On January 19, 2019 at 9:33 am,
            Excelsior says:

            Self-Driving Cars Explained

            How do self-driving cars work—and what do they mean for the future?

            https://www.ucsusa.org/clean-vehicles/how-self-driving-cars-work#.XENfOlVKg-U

          • On January 20, 2019 at 2:03 pm,
            Excelsior says:

            (LEM) (LEMIF) Leading Edge Materials Completes Ultra High Purity Graphite Anode Testwork Program on Woxna Graphite

            by @newswire on January 18, 2019

            https://ceo.ca/@newswire/leading-edge-materials-completes-ultra-high-purity

          • On January 21, 2019 at 9:32 am,
            Excelsior says:

            Berkshire’s Lithium venture may supply U.S. automakers, including Tesla -FT

            Reuters | about 22 hours ago

            http://www.mining.com/web/berkshires-lithium-venture-may-supply-u-s-automakers-including-tesla-ft/

          • On January 21, 2019 at 11:19 am,
            Excelsior says:

            Are the fundamentals still intact for Lithium?

            The Palisade Blog – 21st January 2019

            “2018 proved to be a mixed year for the lithium market. If we look back over the previous couple of years it was quite clear to see that a spark had been lit in this space – with many new juniors able to raise money and drill for possible discoveries on the back of a new demand story – the rise of battery materials for electric vehicles.”

            “Being early in the demand story for a new technology like electric vehicles doesn’t always pay off – but when it does, and when the late comers start to see what you see – the run up in the underlying commodity and the related juniors can create huge gains – and quickly.”

            “And this is exactly what happened to Lithium.”

            “However, as talks of a bubble grew and worries about too much new supply coming online – and all at once – investor sentiment inevitably started to change. As the party began to falter and the enthusiasm began to fade, the price of Lithium reacted accordingly and started to fall.”

            “Everyone watched the price fall and suddenly investor sentiment started to believe that the party for Lithium was over – and over for good.”

            “But today, we believe something else.”

            “We believe that the party has not stopped – but has just taken a pause. And because of the pause, the lithium market is perhaps in a far better situation today – for a sustained future bullish move to occur over the next few years – than it was a few years ago. ”

            https://ceo.ca/@palisaderadio/the-palisade-blog-21st-january-2019-are-the-fundamentals-still-intact-for-lithium

    • On January 20, 2019 at 2:00 pm,
      Excelsior says:

      (NMX) (NMKEF) Nemaska Lithium Appoints Robert Beaulieu as Vice President, Operations

      by @nasdaq on January 18, 2019

      https://ceo.ca/@nasdaq/nemaska-lithium-appointsrobert-beaulieu-as-vice-president

  4. On January 19, 2019 at 7:07 am,
    Excelsior says:

    2019 Resource Sector Outlook from Sam Broom of Sprott Global

    by @MiningStockEdu on January 18, 2019

    “Sam discusses why the Aussie mid-cap producers outperformed their North American counterparts last year and whether they might do so again in 2019. He explains why he is very bullish on the industrial commodities and provides his commentary on the Newmont-Goldcorp merger. Sam also shares regarding how he is currently advising his clients to position their resource portfolios.”

    https://ceo.ca/@miningstockedu/2019-resource-sector-outlook-from-sam-broom-of-sprott-global

    • On January 19, 2019 at 9:08 am,
      Excelsior says:

      Gold mining CEO addresses recent industry mergers: ‘I think they’re on the right track’

      Elizabeth Gurdus – Thu, 17 Jan 2019

      “CNBC’s Jim Cramer gets Kirkland Lake Gold President and CEO Tony Makuch’s take on recent, high-profile deals in the gold market.”

      https://www.cnbc.com/amp/2019/01/17/kirkland-lake-gold-ceo-talks-industry-mergers-like-newmont-barrick.html?__twitter_impression=true

    • On January 20, 2019 at 11:58 am,
      Excelsior says:

      (NRN) (NSHRF) Northern Shield Expands Grand Pabos Gold Property, Quebec, Covering Significant Stream Sediment Gold Anomalies

      by @newswire on January 18, 2019

      https://ceo.ca/@newswire/northern-shield-expands-grand-pabos-gold-property

      • On January 20, 2019 at 1:57 pm,
        Excelsior says:

        (NEE) (NHVCF) Northern Vertex Announces Private Placement Extension to Close Additional Tranche

        by @newswire on January 18, 2019

        https://ceo.ca/@newswire/northern-vertex-announces-private-placement-extension

        • On January 20, 2019 at 2:07 pm,
          Excelsior says:

          (MKO) (GRGNF) Mining Provides Corporate Update

          by @newswire on January 18, 2019

          “As a result of the completion of the acquisition transaction by the Company (then named Golden Reign Resources Ltd.) of Marlin Gold Mining Ltd. (see Mako Mining press release dated November 9, 2018), the Company now holds a 100% interest in the La Trinidad heap leach gold operation in Sinaloa State, Mexico (the “La Trinidad Mine”). The La Trinidad Mine declared commercial production in November 2014 and has operated continuously with the exception of pit dewatering following hurricanes Linda in September 2015 and Willa in October 2018. ”

          “Recent drilling at the Las Conchitas area of Mako Mining’s wholly-owned San Albino-Murra Property, located in Nueva Segovia, Nicaragua has generated positive results…. The Company is planning a further diamond drilling campaign to follow up on these high-grade results. Mako Mining intends to commence drilling again in late February 2019.”

          https://ceo.ca/@newswire/mako-mining-provides-corporate-update

    • On January 20, 2019 at 2:25 pm,
      Excelsior says:

      (SAND) (SSL) Sandstorm Gold Ltd.: Sandstorm Gold Royalties Acquires 0.9% NSR Royalty on Lundin Gold’s Fruta Del Norte Mine

      by @accesswire on January 18, 2019

      https://ceo.ca/@accesswire/sandstorm-gold-ltd-sandstorm-gold-royalties-acquires

      • On January 20, 2019 at 6:06 pm,
        Excelsior says:

        Could junior MOD Resources be about to fly on takeover speculation?

        3 hours ago | Reuben Adams #SanddireResources potential #Takeover

        “MOD Resources has requested a trading halt pending an announcement “regarding a capital raising” and to respond to the Sandfire Resources speculation.”

        Copper producer Sandfire Resources has confirmed media speculation that it approached junior MOD Resources “exploring a potential combination of the two companies”.

        “Cashed-up mid-tier miner Sandfire had contacted MOD (ASX:MOD) with a takeover offer which was far greater than the explorer’s current $55m market cap, according to the Financial Review.”

        “MOD shares are temporarily paused pending an announcement of their own.”

        https://stockhead.com.au/resources/could-junior-mod-resources-be-about-to-fly-on-takeover-speculation/

    • On January 21, 2019 at 12:39 am,
      Excelsior says:

      Gold Breaks Below Apex of Compression Triangle

      Gary Wagner – January 18, 2019 #TechnicalAnalysis #Charts #VIDEO

      https://thegoldforecast.com/video/gold-breaks-below-apex-compression-triangle

  5. On January 19, 2019 at 8:20 am,
    Michael says:

    Great show as always! Nice interview in Great Bear Resources which I do not own. I do however own shares in Pacton Gold. I picked them up due to my investment in Novo Resources and the Pilbara area play. Pacton has property nearby and on-trend from what I understand from Great Bear Resources. Even though they are not a sponsor on the KE Report, it would be great if you could bring Pacton on to talk both about their land holdings near Great Bear as well as the latest from the Pilbara. Thanks!

    • On January 22, 2019 at 9:34 am,
      Cory댊 says:

      I’ll reach out to Pacton and see when I can get them on. Thanks for the request and heads up on the land holdings beside Great Bear.

  6. On January 19, 2019 at 11:12 am,
    Matthew says:

    A few of you might remember Dominic Frisby. He’s a comic who had a good podcast that focused heavily on junior miners over ten years ago. His “Debt Bomb” is still relevant…
    https://www.youtube.com/watch?v=GXcLVDhS8fM