Sean Brodrick – Tue 9 Apr, 2019

Commodities Ranging From Precious Metals, Energy Stocks, and Copper

Sean Brodrick, Editor of The Super Cycle Investor and Wealth Super Cycle joins me to share his thoughts on a wide range of commodity sectors. We start with the precious metals and how Sean is playing the sector. Next up is comments on copper and oil tying in the recent IMF report that cut global growth forecasts.

If you want more information on Sena’s newsletters please email me at Fleck@kereport.com.

View related posts on: , , , ,

Comments:
  1. On April 9, 2019 at 3:55 pm,
    cfs says:
  2. On April 9, 2019 at 6:38 pm,
    Ebolan says:

    Even with Trump kissing his shoes Booboo Nuttyyahoo may still lose that election…

    On Election Eve Netanyahu Boasts Trump Designated Iran’s Guards At His Request
    https://www.zerohedge.com/news/2019-04-09/eve-election-netanyahu-boasts-trump-designated-irans-guards-his-request

    But Trumpie help Booboo all he could: moved the embassy, ‘gave’ him Golan and now this.

  3. On April 9, 2019 at 9:00 pm,
    Excelsior says:

    Joe Mazumdar on Finding the Best Investment Opportunities as a Result of the Recent Mega-Mergers

    by @MiningStockEdu on 8 Apr 2019

    https://ceo.ca/@miningstockedu/joe-mazumdar-on-finding-the-best-investment-opportunities-as-a-result-of-the-recent-mega-mergers

    • On April 9, 2019 at 9:06 pm,
      Excelsior says:

      > Bill: “For investors that are listening to us now that are more than just a generalist investors, but they devote a significant amount of their investing eyes and resources to this sector. Would you say that focusing on mid-tier growth-oriented producers, especially as a result of the expected coming divestiture of properties from the majors, that would be a key place to focus on?”

      >> Joe: “It’ll be interesting to see because now as you look at it, it’s really those mid-tier juniors that will be looking at this $1 to $1.5 billion of divestments over the next 12 to 18 months for growth. And the important thing is that the probability of them actually taking part in this Disney world up of assets coming from the investment bankers is whether they have funding, whether they have enough cash. Because with these big companies their primary objective is to get cash. They don’t want a lot of equity in illiquid companies. They’d rather take cash. And so ability to pay cash for these companies, for these assets is important. So what we might see is a certain amount of companies, especially the Australians, have been generating a lot of cash and they’re coming over and buying assets with a significant cash component.”

  4. On April 9, 2019 at 9:14 pm,
    CFS says:
  5. On April 10, 2019 at 5:44 am,
    Excelsior says:

    SK Innovation in talks to set up EV battery JVs with Volkswagen, China partners

    Joseph White, Hyunjoo Jin, Heekyong Yang – April 10, 2019

    https://www.reuters.com/article/us-sk-innovation-batteries-exclusive/exclusive-sk-innovation-in-talks-to-set-up-ev-battery-jvs-with-volkswagen-china-partners-idUSKCN1RM0FR

    • On April 10, 2019 at 5:45 am,
      Excelsior says:

      NICKEL V COBALT: THE SECRET EV BATTLE FOR THE LITHIUM ION BATTERY

      https://www.benchmarkminerals.com/nickel-v-cobalt-the-secret-ev-battle-for-the-lithium-ion-battery/

      • On April 10, 2019 at 5:47 am,
        Excelsior says:

        (PLS.AX) (PILBF) Pilbara Declares Commercial #Production at Pilgangoora
        28 March 2019 – #Lithium #Producer

        “Achievement of sustained output and quality of concentrate from Stage 1 (2mtpa) operation supports declaration of commercial production.”
        “Declaration of commercial production follows the achievement of sustained
        spodumene concentrate production during the first six months of operations.”
        http://www.pilbaraminerals.com.au/site/PDF/2369_0/PilbaraDeclaresCommercialProduction

        • On April 10, 2019 at 5:48 am,
          Excelsior says:

          Appointment of New Chief Executive Officer of $GXY.AX $GALXF Galaxy Resources Ltd
          April 4, 2019 #Lithium #Developer #Producer

          Simon Hay said, “I am very pleased to be joining Galaxy Resources at this exciting time in the Company’s evolution. Galaxy has an established and profitable operation at Mt Cattlin and an excellent balance sheet with no debt and cash of almost A$400m providing a strong platform as it enters a major growth phase… to lead the #development of Galaxy’s world class assets at Sal de Vida and James Bay.”

          http://www.gxy.com/media/announcements/444164zwsf5vy7.pdf

          • On April 10, 2019 at 5:49 am,
            Excelsior says:

            $ORE.AX $ORL $OROCF Orocobre Limited – Pre-Feasibility Study to review #development options for Cauchari JV

            (4/4/2019) #Lithium #Producer #Developer

            “Orocobre Limited wishes to advise that Advantage Lithium Corp. $AAL $AVLIF, as operator of the Cauchari JV, has announced it will undertake a Pre-Feasibility Study #PFS on the Cauchari JV project following the ~doubling of the mineral resource and successful conversion of Inferred Resources to Measured and Indicated categories (announced on 7 March 2019). Orocobre owns 33.5% of Advantage Lithium’s issued capital and 25% directly in the joint venture.”

            https://www.orocobre.com/wp/?mdocs-file=5580

  6. On April 10, 2019 at 7:38 am,
    Chartster says:
  7. On April 10, 2019 at 8:16 am,
    larry says:

    /Es needs a CLOSE below 2860 to confirm a sell signal…..Has not yet occurred…I will try trading to the downside inorder to capture that…An AB=CD up on 30 minute chart butterfly buy target is at 2897..Sell? point?

  8. On April 10, 2019 at 8:45 am,
    one of the peters says:

    “China has raised its official gold reserves to 16.2 million ounces”.

    This is supposed to be impressive, assuming it is the right number? That is about 500 tons.