Jordan Roy-Byrne – Technical Outlook On Gold And Silver – Why Being Positioned In Growth-Oriented Juniors Will Outperform Seniors As The PM Bull Market Evolves
Jordan Roy-Byrne, CMT, MFTA, Editor and Publisher of The Daily Gold, and author of the book “Gold & Silver – The Greatest Bull Market Has Begun – A Once In A Lifetime Investment Opportunity”, joins me for an in-depth technical and fundamental look at both the medium-term risks and long-term opportunities in the precious metals space, and why he favors being positioned in growth-oriented junior PM producers and quality developers over the senior producers as this precious metals bull market continues to evolve.
Key topics discussed:
- The shorter-term to medium technical pattern in gold is a bit murky, on whether it has the energy to punch up through $3,500 and make a run towards $4,000 or if it needs to keep consolidating for another month or two. Longer-term, this gold bull market has much further to run.
- Jordan is more animated by the technical outlook for silver, after the decisive move above $35 resistance, where it ran north of $39 and now has consolidated solidly in the $37’s. He discusses a few potential paths for silver as it eventually approaches upcoming resistance at $41-$42 level.
- We discuss the nature of silver stocks to front run higher prices in advance and discount those moves higher in the underlying metals price before they occur. We review if he feels silver stocks have already started discounting the moves past the $42 resistance or $50 silver, or if they are more fairly valued after their corrective move over the last few weeks.
- With regards to the gold stocks, Jordan lays out the historic precedence for gold juniors to outperform gold seniors as bull markets evolve into the mid to later stages. Jordan also highlights the advantages that retail investors have to become experts in junior mining stocks and get an edge in investing due to lack of coverage and liquidity, compared to trying to compete with all the analysts covering the larger senior producers.
- Jordan wraps up explaining why he prefers to be positioned in the growth-oriented gold and silver junior producers and quality developers that have the additional kicker of meaningful exploration programs, that are building value to existing known projects. Those types of companies are more like the “holy grail” of investing in more advanced juniors, versus the inherent risks of gambling on the make-it or break-it initial drill hole programs with earlier-stage exploration stocks.
Click here for exclusive stock picks and Jordan’s deeper analysis at The Daily Gold.
Another good interview from John and Don that was released over on the VRIC channel this week.
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These Gold Miners ‘Printing CASH’ and They’re STILL Dirt Cheap
VRIC Media – August 5th, 2025
“Don Durrett and John Feneck note that while the gold mining sector has started to wake up, even the major producers are undervalued at this price and when it comes to the silver miners, we’re nowhere near full-on bull market territory, a fact that Don and John think is set to change in a major way. The duo name their top stock picks for both metals, along with providing invaluable insights into their own investment strategies in a market with incredible upside potential.”
00:00 Introduction
00:31 Impact of Tariffs
09:19 Gold Mining Sector
17:10 Triple Digit Silver?
26:26 Top Silver Stock Picks
35:29 Top Gold Stock Picks
One more interview with Don Durrett. I really like Don’s approach to investing in the PM sector and thought he nailed it in this interview below. We had actually messaged back and forth many years ago when he gifted me a 1-year subscription to Goldstockdata to help him evaluate his site and wanted me to occasionally post on is blog there. We’d fallen out of touch, and then we were reintroduced to each other at Beaver Creek last year and had an extended lunch session where we realized we had some good overlap in our approaches and portfolios. Then we reconnected at a conference in Florida last year, and again at the Vancouver MIF in May of this year.
>> I think this interview below hosted by Bill Powers is classic Don D. dropping truth bombs on the listening audience and taking a few non-conventional stances that I was so glad to hear somebody articulate well.
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Don Durrett’s 100-Bagger Mining Stock and Investment Strategies Revealed
Mining Stock Education – Jul 28, 2025
In this episode of Mining Stock Education, host Bill Powers interviews Don Durrett from GoldStockData.com. Don shares his experience in the mining stock sector, emphasizing his investment strategies and revealing how his investment in Crocodile Gold is turning into a 100-bagger. The discussion covers his views on various mining companies like Newmont, Agnico Eagle, and First Majestic Silver, and his thoughts on balancing risk with potential rewards in the mining sector. Don also provides valuable tips for evaluating mining stocks, highlighting the importance of strong projects, management teams, and having an investment edge.
0:00 Intro
0:44 Analyzing Newmont’s Q2 Earnings
3:04 Investment Strategies and Market Predictions
17:47 Mid-Tier Producers and Success Stories
21:13 Developer Checklist and Investment Criteria
24:10 Management Teams and Path to Production
27:29 Takeovers and Market Positioning
31:43 Trading Strategies and Stock Selection
32:28 Avoiding the OTC Pink and Understanding Insiders
33:31 Bearish on Exploration Stocks
34:11 Optionality Plays in Gold and Silver
35:40 Early-Stage Exploration and the Lassonde Curve
38:33 Inelasticity of Exploration Stocks
43:38 Managing a Diverse Portfolio
55:28 AI in Mining Stock Analysis
1:00:30 Concluding Thoughts and Market Predictions
Interview World. Cool !!
Yes, some good interviews for digesting. I had been listening to them as I drove around and thought they’d be appreciated by folks here at the KER. 🙂
Glad you got the “shout-out” from two good letter writers and investors. Well deserved!
Thanks Lakedweller2.
Hecla really strong today
+10%
$100 million positive cash flow in the second quarter
https://www.miningweekly.com/article/hecla-posts-100m-free-cash-flow-in-q2-2025-08-07
https://www.tradingview.com/x/fjtbv2Nl/
NatGas : Storage Report Today.
Has This Worm Turned?
BackBox Silver : XY+61.8% = Z (41.58)
Previous Target : 41.52 : BDC
SOLD -20% position HL @ $6.89
Sold additional 20%- HL @ $6.95
Sold 20% HL @ $7.30
Doubled my position in SDRC (Sidney Res.) @ $.2944
Another day of Emerita and Magna Mining being naked shorted to off-set gains. As usual, we will have to see how the day ends.
Talon on the move again.
As a heads up, I’m working on getting Talon on the KE Report soon, and was messaging with the CEO yesterday. Stay tuned…
Thanks … Talon has some really interesting drill results reported and possibly coming. Multiple locations.
Interestingly, as we speak, HL is coming up against a 57 year downtrend line from its IPO in 1968.
Nice to see that that Coeur Mining (CDE) knocked it out of the park, as I was anticipating they would with the full quarter of Las Chispas now being in the mix.
I’m sure glad I ignored the analyst downgrades and instead added more to my CDE position in front of their earnings…. as it’s up over 14% today. I trimmed back off what I added, which due to FIFO rules had the equivalent portion sold already at long-term gains status…. so that was a nice double-digit swing trade in just a few days.
Gotta love these big pops on the back of Q2 earnings! Even though people knew these earnings were going to be stellar, I’m stunned that more PM investors are not positioned more heavily in the quality producers with historic torque, that are going to keep cashing in on these higher average metals prices.
I still see people on other chat boards bemoaning the lack of moment in their XYZ drillplays, but many of those companies don’t even have legit gold or silver resources defined or economics and they need to perpetually raise money to go looking for PMs — versus producers that are banking it up literally producing record amounts of money as they pull gold and silver from the ground.
I’ve asked so many of our guests here on the KER if these earnings were already factored into these company valuations, and many people just robotically answer that “yes, the market is forward-looking and its all baked into the numbers.” Well…. apparently not! We’ve seen lots of the big-boy gold and silver producers pop on these record Q2 numbers and Mr Market had not properly factored in these record revenue quarters in advance for Q1 or Q2. Just sayin’!
Good interview from my pals John Feneck and Don Durrett.
John gave my Excelsior Prosperity substack channel a nice shout-out at the 48:30 minute mark. 🙂
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John Feneck and Don Durrett on Today’s Market Trends, Interview Scottie Resources ($SCOT | $SCTSF)
Investor TV – August 4th, 2025
As the economy slows and Trump’s tariffs persist, the market is bound to absorb some of the impact. John Feneck, CEO of Feneck Consulting Group, and Don Durrett, a gold and silver mining stock analyst at Goldstockdata.com, connect the dots in today’s market trends, starting with the current bullish sentiment in the broader market and more.
They also speak with Scottie Resources Corp. (TSXV: SCOT | OTCQB: SCTSF | FSE: SR80) Director and CEO Bradley Rourke and President Thomas Mumford about the company’s recent steps toward becoming a development-stage company. They outline the company’s growth strategy, highlighting strong financing, a seasoned board, and the promising geology of their projects in British Columbia’s Golden Triangle.
07:00 Amplify Silver Junior Miners ETF (SILJ)
07:40 AngloGold Ashanti (AU)
09:39 Northern Star (NST)
11:17 Guanajuato Silver (GSVRF / GSVR)
11:50 Silver X (AGXPF / AGX)
12:44 Americas Gold and Silver (USAS)
13:35 Scottie Resources (SCTSF / SCOT)
https://youtu.be/1SS6xmpUTH0?si=u6LiF4RCW8GCPTKC&t=2904