Nick Hodge – Investing Perspectives On Gold, Oil, Copper, Lithium, and Uranium Resource Stocks

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us to review which commodities have his attention at present, and what contrarian opportunities can be found from the muted moves in many resource stocks in this current environment.  Compared to many commodities that have lagged lately like the oil, copper, and other base metals stocks, gold pricing has actually done quite well.  This leads to a discussion in how the PM mining stocks have underperformed expectations and not offered the typical upside torque as the yellow metal approached all time high pricing levels again in the recent past.  The discussion then turns to the critical minerals and energy metals space with focus on both lithium and uranium, and the related mining stocks which Nick still sees further upside in.




    Jun 07, 2023 07:27 PM

    Robert Sinn (Goldfinger) – Gold: Explosive Setup for 10x Gains

    Jun 2, 2023 – Soar Financial

    “Robert Sinn, aka Goldfinger & CEO Technician, joins us in our Vancouver studio to discuss the gold market, the explosive setup he sees developing and how the market is trading precious metals. 10x gains are close for junior mining & exploration stocks.”

    Jun 07, 2023 07:48 PM

    Billionaire Ross Beaty: What’s Not To Like About Gold?

    Kai Hoffman – Apr 11, 2023

    “Sentiment Check with billionaire mining entrepreneur Ross Beaty – who is currently buying gold. What is going on with the junior miners & explorers? Ross weighs in and discusses his plans and next steps as well. Well worth a listen.”

      Jun 08, 2023 08:02 AM

      That was a particularly good chat above from Ross Beaty, and a pretty nice roadmap of the plan to double production from Equinox Gold over the next 2-3 year. With a few mines projected to come online, that would put them up around 1.2 – 1.3 million ounces of production per year and would land them in the camp of being a Major. They have 7 mines now and will likely have about 10 in 3+ years organically plus the wildcard of additional acquisitions.

      I’m biased, as a shareholder of Equinox, but have spent a lot of time following these assets from Luna Gold, to Trek Mining, and then combined with Newcastle Gold, and Anfield Gold, and then the takeover of some of Premier Gold’s assets, and then other mine acquisitions and mine sales all factoring into the roll up into Equinox Gold. Now it is a top-notch mid-tier gold producer that has the growth plan of mine development and production increases to become a Major producer and one of the big boys.

      As Ross mentioned, for it’s size Equinox also has a lot of beta (torque) in the sector compared to other larger gold mid-tier producers. For that reason, even though it’s largest cap PM individual mining stock that I hold in my portfolio, it still has pretty nice moves (in both directions). I don’t expect Equinox to be a top performer on a percentage basis, but the trade-off for me is that it’s a far safer bet for me to not have to really worry about, and still get at least some leverage to metals prices. Sometimes it is nice to have a company one can trust in the stable, and I believe in their team and asset base to execute well on their business model, and thus be well bid over this coming bull cycle.

      My current position, that was picked up in the later part of last year, is still well in the green since initiating it, up over 48% (but admittedly at one point in was up in my portfolio over 80%+ April and May so it’s pulled back substantially since then). Regardless, it outperformed GDX and GDXJ from their respective recent lows to recent highs, where those ETFs had gone up more in the 65% area from last year to this year. In comparison, Equinox at one point was up 161% from it’s low last year to it’s high this year. So I had only managed to capture about 1/2 of that action, but it has still been a good trade thus far, and illustrates the point abut the kind of torque EQX can have for a larger company. Also, I like having a few of the well-run, best of breed, growth-oriented production companies, that are diversified across multiple projects in my portfolio, along with some of the juniors, optionality plays, and turn-around stories.

        Jun 08, 2023 08:08 AM

        Excellent series of trading. Thanks for the insight.

    Jun 08, 2023 08:56 AM

    ANYBODY…………… know what is going on with OWL……. ????

    ORPHAN SECTION,…. wondering what is going on , have not heard from
    Owl… over a week…….


      Jun 08, 2023 08:46 AM


    Jun 08, 2023 08:11 AM
    Jun 08, 2023 08:30 AM

    Biggest gainer this week, Surge Battery, is biggest loser today. Emerita Up after a bad week. Account down, gold and silverup. What’s new.

      Jun 08, 2023 08:43 AM

      Didn’t you get the memo today, this rally is a nothing burger… HZU, beta silver up, up over 7% yet almost all of the stocks up a couple less. Still good but not “there” yet.

        Jun 08, 2023 08:03 AM

        I got the plan down! Buy some, sell some. … then reverse those and argue with trolls. Then buy JPM and sell GE before refinancing Real Estate and plowing equity into student loans. After graduation, move to card board box in silicon valley after depositing excess funds in the local bank being liquidated.

          Jun 08, 2023 08:14 AM

          …”excess funds”, what are those?

            Jun 08, 2023 08:11 AM

            Lost my head … should of said change left from beer money can.

            Jun 08, 2023 08:37 PM

            Dan, have a couple of Moosehead beers and you will understand what excess funds are, TRUST ME! DT

    Jun 08, 2023 08:48 AM

    Added to VZLA @ $1.20

    Jun 08, 2023 08:58 AM

    Based on the H&S bottom now in play SLV will probably soon fill its big May 11th gap but first it needs to deal with speed line and Bollinger Band resistance.

    Jun 08, 2023 08:02 PM

    NEM looks good but is currently halted. Perhaps there’s some sector-moving news pending…