Michael Gray – A Truly Independent View On Resource Stocks

January 10, 2024

A new guest on the show, Michael Gray, Partner and Head of Equity Research at Agentis Capital joins me to share his views on investing in resource stocks. Agentis Capital is a newer (founded 4 and a half years ago) research firm focused on mining and infrastructure. The firm provides independent research on a wide range of well known resource stocks.


Since it’s Michael’s first time on the show I have him provide a background on Agentis Capital. We discuss the types of resource stocks the firm focuses on as well as the jurisdictions and metals preferred.


Michael is hosting a breakfast event in Vancouver on January 22nd at 7am PT. The focus is on the Tombstone Gold Belt in the Yukon featuring Snowline Gold, Banyan Gold, Rackla Metals and Sitka Gold. Agentis Capital has given us the opportunity to live stream the event to all of our listeners. To tune in click here and sign up.



Click here to learn more about Agentis Capital.

    Jan 10, 2024 10:20 AM

    Thanks for inviting Michael Gray on the show. I have never heard him speak before, but I have heard him referred to as an expert in analysis from many credible sources. Thanks.

      Jan 10, 2024 10:15 AM

      Yes… I heard. My concern grows that during this time of increased demand and need, is that some one or some group has decided that they are somehow entitled to steal “mining” from those currently trying to make “a go” of it. That, of course, would be easier under an autocratic form of government. Maybe we are finally seeing the agenda behind all the false narratives being dumped on the “people”.

    Jan 10, 2024 10:53 PM

    Today’s low for the HUI happened at a perfectly reasonable spot for a turn…

    Next uptrend support is about 2.5% below today’s close.

    Jan 10, 2024 10:56 PM

    Copper also reached a reasonable spot for a lasting low but we’ll see…

        Jan 10, 2024 10:47 PM

        Terronera should flip that ratio around

          Jan 10, 2024 10:03 PM

          Terronera will be great but I’m betting the ratio will be far in the other direction by the time it’s ready for production. Of course the fact that Terronera is coming plays a part in the present action but I am still confident that the silver price alone would turn things around. The next time silver tangles with $26 will probably be the last time. Then we will see all the silver miners light up.

    Jan 10, 2024 10:11 PM

    Hi Marc. Thanks for that additional information on Avino.