In this KE Report Daily Editorial, we reconnect with Brien Lundin, Editor of the Gold Newsletter and Host of the New Orleans Investment Conference (Nov 2–5), to break down the shifting dynamics in the precious metals equity sector, especially the rising tide lifting junior mining stocks. A wave of capital is moving down the food chain, from majors to juniors.
Topics covered include:
- A broad rotation into juniors, with many financings being upsized or quickly closed.
- The psychological impact of gold’s price stability and its role in driving resource stock revaluations.
- The divergence in valuations for ounces in the ground – and why some juniors are still deeply undervalued.
- Why silver stocks are suddenly attracting attention, despite higher prices earlier this year.
- Brien’s top silver picks: Vizsla Silver, Aftermath Silver, Hawthorne Resources, Silver Tiger.
- Exploration-focused drill stories Brien is following this summer: Prospector Metals, K2 Gold, Dryden Gold.
Plus, a reminder to join us at the New Orleans Investment Conference in November. Click here to follow Brien’s Gold Newsletter and learn more about this year’s conference.