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Robert Sinn – Key MIF Takeaways And Best Strategies For Speculating On Gold, Silver, and Copper Stocks

Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me to share his key investing takeaways and overall sentiment from the Metals Investor Forum, along with quite a few best practices for speculating on gold, silver, and copper resource stocks. 

 

This is a very wide-ranging and more longer format discussion where we get into a lot of different topics like position-sizing, when to add to positions versus cut losses, how to play pre-assay and post-assay exploration drill play stories, seasonality, how to evaluate advanced explorers and developers with defined resources or economic studies in place, nuances around merger & acquisition deals,  what makes a project more worthy of a takeover, and when are merger of equals transactions a good idea.   We also get into the challenges evaluating polymetallic silver or copper or base metals projects, and which kinds of these projects stand out more from Robert’s perspective. We also dig into the attraction he has with companies pursuing porphyry deposits, and which stocks he is most interested in positioning in his own portfolio. 

 

 

 

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https://ceo.ca/@goldfinger

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Click here to follow Robert on X/Twitter

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https://www.youtube.com/@GoldfingerCapital/videos

Discussion
3 Comments
    May 13, 2024 13:41 PM

    Copper Makes New Highs, NexGen, Hercules Silver, and MIF Presentation Part Deux

    n this week’s video I discuss the new highs in copper, the volatility in NexGen and tomorrow’s conference call, and my thoughts on 2024 drilling at Hercules Silver. I then offer a slightly longer version of my May 2024 presentation at Metals Investor Forum.

    00:00 Intro
    00:55 Broader market commentary
    02:40 New copper highs
    04:05 Roaring Kitty returns to GME
    05:10 Silver chart commentary
    06:05 FCX
    06:33 NexGen Energy (NYSE:NXE)
    09:11 Hercules Silver (TSX-V:BIG)
    15:30 My guess on 2024 drilling plans
    17:30 MIF Presentation “This ain’t checkers, it’s chess”
    23:30 Examples of “SIGNAL” in junior mining news releases
    30:55 Junior mining is the most volatile sector in the world
    33:40 Portfolio allocation in junior mining
    41:50 Concluding comments

    https://youtu.be/fpmuHnMaKJc

    Reply
    May 13, 2024 13:19 PM

    Something to take seriously imho….What would be the actual cause of a global hyperinflation…In a central bank fiat world…..The reaction of governments to deflation shattering all the savings and pensions and faith…Then the most massive printing of all time does the final extension of this sick fake system, globally…glta…imho

    Trade commodities until that buy and hold emerges….https://thelibertydaily.com/beijing-bust-china-is-facing-epic-deflationary-crash/

    Reply
    May 13, 2024 13:28 PM

    I fully agree with Robert about copper optionality as the place to be. The easy money will be made early as copper surpasses $5 and beyond.

    Reply

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