Weekend Show – Adrian Day and Josef Schachter – Investing in Gold, Critical Minerals, Oil and Natural Gas Stocks

November 25, 2023


Welcome to the KE Report Weekend Show! We hope all of our American listeners are having a very happy Thanksgiving weekend. We really appreciate you taking time out of your weekend to tune in.


On this Weekend’s Show we focus on investing in gold, critical minerals, oil and natural gas stocks. There are some comments on the macro environment but most of the time is focused on investing in larger cap stocks and higher dividend paying stocks.


  • Segment 1 and 2 – Adrian Day,  Founder of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund, kicks off the show to focus on gold and critical minerals stocks. We start by recapping the Q3 earnings from major gold companies. This ties into a discussion on M&A in the gold sector and which companies will start buying assets. We also look to the critical minerals sector and ask Adrien what minerals he likes and the type of companies he is investing in.
  • Segment 3 and 4 – Josef Schachter, Editor of the Schachter Energy Report wraps up the show with a recap of the oil price drivers around the world. We then have Josef explain when he thinks oil and natural gas stocks will bottom, and which stocks are top on his buy list.


Adrian Day
Josef Schachter
    Nov 25, 2023 25:51 AM
    NatGas Week : Crossroad
    Retest Very Likely

      Nov 27, 2023 27:24 AM

      The Turn may be forming.

    Nov 25, 2023 25:24 AM

    I recommend that everyone read or watch Interviews or any published materials concerning “Save Canadian Mining”. They explain more than you “want” to know but it is all information you “have” to know to protect yourself and mining investments in general. The corruption is wide spread leaving Retail and miners under $250 million market cap vulnerable. The wrong reasons have been widely misstated for their poor performance.

      Nov 26, 2023 26:06 PM

      Thank you for that info. I started reading yesterday, with much more to get through.

      Nov 26, 2023 26:24 PM

      Apparently naked shorting is banned on the ASX, where only covered short selling is allowed.

    Nov 26, 2023 26:58 AM
      Nov 26, 2023 26:00 PM

      The truth is always hidden in statistics. DT

    Nov 26, 2023 26:38 PM

    Pull the plug?…Seems to make sense …How will the elites actually come out the otherside w wealth and power?…

    seems like the 29-32 depression will be a walk in da park

      Nov 27, 2023 27:05 AM

      During an interview in 2017, James Rickards revealed that there is a network of 189 people who are positioned in the world’s financial systems that hold the fate of the global financial system in their hands.

      They share one vision – One World Order, One World Taxation and One World Money – and have been working behind the scenes preparing to make that vision a reality.

      I would say…….. ROUND UM UP……………

    Nov 26, 2023 26:06 PM

    Thanks for all the comments on Kootenay. I would love to see new highs Matthew but that seems far off. Over $5 would be a stunner.
    Will say I’m feeling good with the plays I’m sitting overweighted in. GASX and Magna are 2 along with Kootenay and Brixton so I feel I’m aligned with what many here are also invested in. Wish I’d invested in forex trading as well. Buddy has been doing great playing every bounce up in gold….but time is an issue for that and I don’t have these days…..although based on his returns I would have the time. What a quandary indeed. 🤔

      Nov 26, 2023 26:23 PM

      Based on my expectations for silver next year topping $5 should be easy. If I’m wrong about silver I will probably be wrong about Kootenay. Remember that leverage provided by a miner’s assets in the ground is different than financial leverage such as that provided by debt. Because silver deposits vary in their economics the absolute price obtained by silver is more important than silver’s percentage gain. Therefore an 18 dollar move off of last year’s low of about $18 should result in a higher market cap for Kootenay than the 18 dollar move we had off of its sub-$12 low of 2020. And an 18 dollar move this time seems quite conservative to me. Silver is extremely likely to hit 48 to 50 before suffering a significant correction and that would make a huge portion of Kootenay’s ounces very profitable to mine.
      I love this quarterly silver chart even though stockcharts won’t let you see all of it…

        Nov 26, 2023 26:26 PM

        I also love the fact that relative to gold silver is cheaper now than it was at the brief spike lows of 2008 and 2003. The upside from here is massive.

        Nov 26, 2023 26:45 PM

        Did KTN reverse split save it from a disastrous tax loss selling season??

          Nov 26, 2023 26:12 PM

          I can’t see much tax loss selling in KTN at this stage if you think silver will soon head much higher, if you have to wait 30 days to buy back in is it worth the gamble? HMMMMMMMMMM! DT

          Nov 26, 2023 26:40 PM

          I don’t know how such a split would save it from tax loss selling but I do know that it can help to attract investment from investors who dislike large share counts and institutional investors who are barred from buying penny stocks.

    Nov 27, 2023 27:07 AM

    Opened Green… after 30 mins, turned Red. Same pattern and action.

    Using Hercules as the “equalizer” (taking it down early to offset gains. Used to be Emo)

    Nov 27, 2023 27:23 AM

    The Josef Schachter clip is wrong.

    Nov 27, 2023 27:39 AM

    /NG…day looks like a good buy setting up….ABCD down at a .618 retrace from ‘the’ April low….Somebody will buy here for at least a pop.. Happens to be around the 200EMA also…….I will use futures for this rather than Boil….Buy at 2.62 and stop out at 2.35…glta

      Nov 27, 2023 27:04 PM

      Larry, it looks like we both might be right about Impact. IPT did what I expected today but the low you called for ISVLF on Friday has held.
      Big volume today:

        Nov 27, 2023 27:18 PM

        yah I see Matthew…….My intra-day oscillators are all calling some sort of bottom…Plus the weekly and Monthly could not be better set for a major run…..I actually want the Impact buy…..But I simply do not want to open another account enabled to purchase .V type issues…My loss…glta

    Nov 27, 2023 27:46 AM

    I think the trading Bots are losing it. I bet they have their finger down their throat trying to throw-up their Master’s programs.

    Nov 27, 2023 27:39 PM

    JPMorgan has done it again!
    See first article up concerning an oil spill on:

    Nov 27, 2023 27:28 PM
    Michael Boutros : Technical Analysis
    02:21 – US Dollar (DXY)
    06:21 – US Treasury Yields (10Y&2Y)
    38:22 – Gold (XAU/USD)
    42:38 – Crude Oil (WTI)
    51:10 – Silver (XAG/USD)

    Nov 27, 2023 27:40 PM

    Tax loss selling has got to be the reason for IPT’s big volume “blow-off bottom”. It hasn’t been this cheap relative to silver in 21 years…

      Nov 28, 2023 28:38 AM

      I have the largest position I have ever had in IPT now, not even the cheats at the TSX.v can keep a profitable resource company in a rising resource market down for long but I bet their mitts are all over this stock price so far. Even these a$$holes have to fill their illegal shorts after awhile.

    Nov 28, 2023 28:55 AM

    Here’s what I said on October 3rd at the low for large cap gold stocks:
    With companies like AEM I’d be inclined to buy the current setup and then watch for changes in the longer term pictures.

    Nov 28, 2023 28:13 AM


    Will this double ABC up be strong resistance?…or powerful accumulation breaking nearby swing highs?…glta

    Nov 28, 2023 28:02 AM

    Why is LIO.V not joining the party?