Doc Jones – Explorers vs majors, where’s the best value and what could still get hit
Doc Jones, Private Investor joins me for a discussion on where he is focusing his portfolio in the resource sector. While the gold price has been getting hit as well as the underlying stocks he still has some words of caution for the larger miners. We balance what could drive exploration companies vs the miners. To end Doc Jones shares why he likes the oil sector right now.
Please send me any questions you have for Doc Jones. My email is Fleck@kereport.com.
Hey Danny,
I’m not on Facebook anymore but you can always reach me through email at Fleck@kereport.com.
Hi . danny hon…great to have someone on The KER , from the Far East . Can You give us any info. on the Gold & Silver markets in the Far East……Tony
upside after touching 1545 $,,
picks up in August or Sept and rally then starts not before
Saturation: https://tinyurl.com/h3sa9xb7
Gold, Platinum likely topping at low level.
It was nice to get an update from Doc Jones, as he always has some interesting perspectives to consider.
That was a good point he made regarding how the Explorers will still get rewarded if they hit pay-dirt, whereas in this set up, the margins of the Producers have compressed as metals prices have continued to pull back from the higher prices last Summer, and have been getting punished more in share prices for the last few months.
During periods of weakness in the metals prices, explorers can still run on solid discovery news, as they are 5-10 years away from production, and in a general sense, the prevailing price of the day is less critical, compared to producing companies.
Thanks @drjimjones! Always great to listen to. Great find on ite.
Great commentary wish there was more time very captivating conversation. Thanks to both of you for making this available.
Really liked the interview. Dr. Jones’ macro-clairvoyance and his practical ability to exploit his digestions thereof is unparalleled. He sees in ‘the big picture,’ he immediately knows what to do thereafter. For instance:
-Realizes $1600-1700 gold prices are actually pretty good for quality gold producers.
-Targets mining exploration companies with a path to non-dilutive cash flow, i.e. Tarachi and Cassiar. He doesn’t gamble with speculation.
-Quite nice morsels can be picked from the carcasses of Canadian O&G companies left for dead, companies currently valued at 1-2 TIMES FREE CASH FLOW … look at ITE.TO picking up Toscana for NOTHING.
-Macro reality that the US is now deficient on Nat Gas… 1/6 of this is produced as solution gas with oil… if oil production is further restricted in the US… this shortfall will increase. Look at the likes of KEL.TO, etc. to make up for this.
Thanks Dr. Jones!
A few folks contacted me to ask “what was that energy company you mentioned?” I guess I mumbled, it was i3 Energy listed on TSX/AIM (ITE.TO)
Best
Doc
We got a shot at another green day.
Thanks Doc. Always great info 👍🏼
Thanks for having Doc Jones on! His integrity is one of a kind!
Love listening to the Doc speak – excellent interview. The Doc demonstrates his incredible, incredible investing insights. Even if you’re unfamiliar with O&G space, listening to how the Doc speaks about his theses makes me a better investor.
Can’t wait for the next one!
He is truly one of the geniouses in our business!
cory we spoke one time in 2015 , u r still in the facebook
god bless yu for such a daily programme hearing u guys from the far east
if I further have bit coins information will throw them to the tweets or email direct
keep up the good work
danny