Brian Leni – Gold & Silver Momentum, Contrarian Value in Copper & Nickel, & How to Pick the Right Developers
We’re joined by Brian Leni of Junior Stock Review to break down where the best opportunities are now in the raging precious metals bull market, and where contrarian investors should be looking next.
Key themes:
- Gold & Silver Surge – Why the bull market is already well underway, how stocks have outperformed, and where value still exists in the space.
- Contrarian Copper & Nickel – Developers trading at less than 2% of NAV in some cases, with re‐rating potential even if commodity prices stay flat.
- Catalyst-Driven Picks – A couple stocks Brian sees as good value at current copper prices.
- Managing Risk & Psychology – Modeling financing costs properly, anticipating dilution, and maintaining discipline with profit-taking to avoid “round-tripping” winners.
- Why Developers Shine – How Brian has delivered outsized returns focusing on this “boring” but high-value part of the mining cycle.
Stocks Mentioned: Hot Chili (TSXV: HCH; ASX: HCH; OTCQX: HHLKF) • Surge Copper (TSXV: SURG; OTCQB: SRGXF)
Follow up on Substack
- For summaries & notes on our market commentary, subscribe to The KE Report Substack: https://kereport.substack.com/
- For resource market insights & trading opportunities, check out Shad’s Substack: https://excelsiorprosperity.substack.com/
Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.
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https://excelsiorprosperity.substack.com/p/opportunities-in-growth-oriented-814
Emo and Magna down at same time … again. Managed money is going to have their AI on strike if they don’t get more creative with their programming.