Hour 2 – Metals and A Couple Company Updates

January 19, 2019
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 ( 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.

    Jan 19, 2019 19:16 AM

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

    Jan 19, 2019 19:32 AM

    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. ”

    Jan 19, 2019 19:35 AM

    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.”

      Jan 19, 2019 19:32 AM

      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.🤔

        Jan 19, 2019 19:30 AM

        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.

          Jan 20, 2019 20:11 PM

          (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

      Jan 19, 2019 19:36 AM

      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

      Jan 20, 2019 20:00 PM

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

      by @nasdaq on January 18, 2019

    Jan 19, 2019 19:07 AM

    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.”

    Jan 19, 2019 19:20 AM

    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!

      Jan 22, 2019 22:34 AM

      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.

    Jan 19, 2019 19:12 AM

    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…