Weekend Show – Matt Geiger & Jeff Christian – Major Resource Deals & Precious Metals Price Trends
This weekend’s KE Report dives deep into the resource sector — from transformative North American mining deals to the investment forces driving gold, silver, and PGMs. Matt Geiger of MJG Capital breaks down the implications of headline M&A transactions and royalty sales, while Jeff Christian of CPM Group examines precious metals price drivers, demand trends, and market myths.
If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!
Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Segments:
- Segment 1 & 2 – Matt Geiger, Managing Partner at MJG Capital, joins to discuss a series of major resource sector deals, including Minera Alamos’ acquisition of the Pan Mine and Gold Rock from Equinox, Altius Minerals selling part of its Arthur Project royalty to Franco-Nevada, and Hudbay bringing Mitsubishi in as a partner on its Copper World project in Arizona, sharing insights on valuation, permitting risk, jurisdiction diversification, and the broader implications for M&A in mining and royalty companies.
- Click here to visit the MJG Capital website to learn more about Matt’s fund
- Segment 3 & 4 – Jeff Christian, Managing Partner at CPM Group, discusses how heightened political and economic uncertainty is driving investment demand in gold and silver, with both metals trading near record levels despite volatility. He outlines ETF inflows, futures positioning, and moderating central bank purchases, dispels misconceptions about silver supply deficits, and shares CPM’s outlook for higher silver prices and potential pullbacks in platinum and palladium as recent speculative surges unwind.
- Click here to visit the CPM Group website to learn more about the firm.
Kevin Bambrough on the behind the scenes ay HydroGraph. DT
https://x.com/bambroughkevin/status/1956652744107827393?s=46
https://www.fibonomics.com/2025/08/hydrograph-update.html
HydroGraph : News Driven : ABCD : Gold : Dollar
Hi BDC, did you read the contents of the link I provided on HydroGraph above. It is a must read. DT
‘Investors See Nothing But Blue Skies’
Jesse Felder – The Felder Report (08/16/2025)
By the summer of 2025 prices have soared far above what they were in 2024. It seems as if easy street is at the end of the journey. If a stock valued at $76 went to $176 what was going to stop it from going to $400.
If inflation was serious in 2023 it was far more serious in 2025. Margin loans have climbed to the one trillion dollar mark. The higher they go the farther they fall. The speculative memory of most people is very short. Every crash had been followed by a recovery. Two steps up one step down, two steps up again.
If you sold you only had to wait for the next downturn again. It is all too easy.
BUT: If you understand markets you realize that the wise man is not he who “bought and held on.” DT
The ‘Buy & Hold’ disease — with very few exceptions: HG/HGRAF.
Both Biden & Trump manipulated markets for their masters;
those who sold the day before LNG Sanctions & Tariffs.
https://www.fibonomics.com/2025/08/natgas-divergent-low-bottom.html
NatGas : Divergent Low : Bottom? : Overview …
https://www.tradingview.com/x/qSKlsvGn/
NatGas : Could It Be?
We live in a World where three letters at the end of certain words are what defines our life today. Bill Gates say’s we will all be wearing smart tattoos soon because the era of the cell phone is over. This new smart technology is already here it has been bought out by Accenture. Apparently you don’t need a screen to view the images, that will be a big relief because everywhere I look the smart people are constantly staring at their smart screens.
To purchase this new technology you can use the new currency that is being constantly printed up by The Treasury Dept. and The Federal Reserve to meet the needs of Trumps Big Beautiful Bill. All this money printing isn’t going to cause inflation because it will be backed by a fart coin.
You guessed it we now live in The World of “ART”! DT 🤣