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Weekend Show – Dana Lyons & Josef Schachter – Gold, Silver, GDX, GDXJ, Copper, Uranium, Oil and Natural Gas

Cory
May 11, 2024

 

On this Weekend Show we focus on a range of commodity sectors from a generalist, chart standpoint. We also discuss the underlying commodity stocks and opportunities for investors. 

 

  • Segment 1 and 2 – Dana Lyons, Fund Manager and Editor of The Lyons Share Pro, kicks off the show by sharing his outlook for gold, silver, GDX, GDXJ, Copper, COPX, Uranium, oil, natural gas and the US markets. We discuss short term price levels as well as some longer term outlooks on the charts. Click here to visit The Lyons Share Pro website to follow along with Dana.
  • Segment 3 and 4 – We shift focus exclusively to the energy sector, oil and natural gas, with Josef Schachter, Editor of the Schachter Energy Report. With nat gas breaking above $2 we discuss what is driving this move and the opportunities in the stocks. We then move to the range bound oil price and oil stocks. We discuss how to do due diligence on service companies, dividend opportunities and an overall assessment of investor interest in the energy sector. Click here to learn more about The Schachter Energy Report. The subscription rate will be increasing on June 1st so be sure to lock in the lower price now!

 

 


Josef Schachter
Discussion
18 Comments
    May 11, 2024 11:09 AM

    Podcast is Mark Chandler speaking not Dana Lyons,

    Reply
      D
      May 12, 2024 12:56 AM

      Too bad … Chandler turns my guts. I will never forget the globalist world order filth who shilled endlessly for the experimental vaccine. It was sign NEVER to listen to those creeps again.

      Reply
      May 12, 2024 12:08 AM

      Sorry! It’s fixed now.

      Reply
    BDC
    May 11, 2024 11:37 AM

    https://tinyurl.com/yc4a59hf
    NatGas Week: Topping
    Three Drives
    CW(F)

    Reply
    May 11, 2024 11:22 AM

    Commodities Update – Week In Review And The Week Ahead – Part 12

    Excelsior Prosperity w/ Shad Marquitz – (05/11/2024)

    https://excelsiorprosperity.substack.com/p/commodities-update-week-in-review-944

    Reply
    May 11, 2024 11:53 PM

    Hi Ex, your hard work is paying off I have seen a couple of your substack articles posted on 321 gold.com. Congratulations it looks like you are headed for the big-time. The harder you work the more people will show up at your doorstep, especially as you assume more and more insight into the resource market, and I assume other fields of endeavor will follow. Take care and enjoy the limelight you have certainly worked harder than most and you deserve it. DT

    Reply
      May 11, 2024 11:50 PM

      Hi DT thanks for the kind words and feedback. That was very nice of Bob M. to repost my article and is greatly appreciated.

      Reply
    May 12, 2024 12:20 PM

    For anyone not buying into the copper cuz of the non belief in EV’s and the need for expanding infrastructure just look at AI and the need for expanded infrastructure instead…….either will cause a supply/demand imbalance…. both 🤑🤑🤑

    Reply
      May 12, 2024 12:55 PM

      I bought some Gladiator Metals, a copper play and it has been on a tear, up 30% in one week. DT

      Reply
        May 13, 2024 13:02 AM

        It’s been good for me, nearly 2X since I bought.

        Reply
    May 13, 2024 13:12 AM

    I believe CDE is foreshadowing what’s to come for silver miners in general as it finished last week above its 200 week MA for the first time in more than 2.5 years. Why is CDE leading the way? My guess is that its leverage to silver and large trading liquidity are popular with smart money (which is often BIG money). When smart money is confident (in this case, confident that silver’s going much higher) it generally seeks leverage over quality/safety.
    https://stockcharts.com/h-sc/ui?s=CDE&p=W&yr=4&mn=11&dy=0&id=p86103142457&a=1381554333

    That’s weekly but based on the daily chart and Friday’s action in particular caution is warranted short term.

    Reply
      May 13, 2024 13:08 AM

      Do you like CDE better than GSVRF when silver goes over 100? What’s you favorite silver stock when silver goes to 100 or 200? Did you see the Northern Lights? Too cloudy in Houston.

      Reply
        May 13, 2024 13:23 PM

        CDE is about 40 times the size of GSVRF based on market cap so it’s a difficult comparison made worse by the fact that I don’t know GSVRF well at all. Based on its balance sheet it looks like it would benefit more than most from higher silver. In other words, CDE looks like the safer play but of course great gains can be had quickly when a high risk situation is turned into a much lower risk situation. So GSVRF has the potential to blow CDE away and probably will if silver heads for 50+ soon.
        If those were the only two silver companies to choose from I’d probably put 90% in CDE and the rest in GSVRF due to my current perception of their respective risks.

        Reply
        May 13, 2024 13:36 PM

        Remember that GSVRF’s El Cubo mine was purchased from AuRico (along with the exploration property Guadalupe y Calvo) by Endeavor Silver back in 2012 for something like $250 million but then sold it years later for US$15 million in cash and share payments plus up to US$3 million in future contingent payments. Gotta wonder what the deal is with El Cubo.

        Reply
        May 13, 2024 13:37 PM

        I did not see the northern lights btw, but I wasn’t looking!

        Reply

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