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Dave Erfle – Beaver Creek Recap: Juniors in a Bull Market & M&A Momentum

Cory
September 17, 2025

 

In this Pre-Market Daily Editorial, we welcome back Dave Erfle, Founder and Editor of Junior Miner Junky. Fresh off the Beaver Creek Precious Metals Summit, Dave shares his key takeaways from over 20 company meetings and his perspective on the sector’s strong bullish momentum.

 

Discussion highlights:

 

  • Why sentiment has shifted with juniors now in a full-blown bull market.

  • The growing importance of U.S. big board listings (NYSE/AMEX/NASDAQ) for attracting both retail and institutional investors.

  • Signs of an imminent correction after six straight weeks of gains in GDX/GDXJ – and how Dave is preparing to deploy cash.

  • Ongoing M&A activity, from mega-mergers (Teck + Anglo American) to billion-dollar private deals, and what this means for mid-tiers and developers.

  • Where Dave still sees potential 3–10x upside opportunities – and the risks tied to chasing them.

Dave also weighs in on investor sentiment, whispers from behind-the-scenes meetings, and the long-term outlook for gold miners relative to rising gold price floors.

 

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.

 


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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 and hosts may own shares in companies mentioned.

Discussion
25 Comments
    BDC
    Sep 17, 2025 17:21 AM
    BDC
    Sep 17, 2025 17:22 AM

    https://www.tradingview.com/x/XNLwbMV4/
    ETHEREUM : Prime Monetary (Crypto)

    Reply
    Sep 17, 2025 17:24 AM

    Qatar is moving their immense wealth into commodities. They are positioning themselves to become a Commodity Superpower. They have just completed a Private Placement worth $500 million US with Ivanhoe Mines. DT

    https://money.tmx.com/quote/IVN/news/6945432077189556/Ivanhoe_Mines_Announces_US500_Million_Strategic_Private_Placement_with_Qatar_Investment_Authority_QIA

    Reply
      BDC
      Sep 17, 2025 17:20 AM

      Related at all to the bombing? BDC

      Reply
        Sep 17, 2025 17:57 AM

        CYA………….

        Reply
          BDC
          Sep 17, 2025 17:21 AM

          Answered your question at ‘Politics’.

          Reply
      Sep 17, 2025 17:50 PM

      Qatar wants to be invested in the best PM deposit on the planet, which is located in a BRICS member country.

      Reply
    BDC
    Sep 17, 2025 17:42 AM

    https://tinyurl.com/bddmb9wj
    Prime Monetary Gold : Top
    Possible 3-Day Pull Back

    Reply
    Sep 17, 2025 17:59 AM

    Pre-Fed comboobelazation….

    Reply
      Sep 17, 2025 17:49 AM

      Update: .25 drop in interest rate. The Bull hockey Index is now being stressed across the markets. Stay tuned ….

      Reply
        Sep 17, 2025 17:16 PM

        There she blows. Here is a list of all the reasons the miners should drop, both politically and financially: …

        Reply
    Sep 17, 2025 17:09 AM

    Damn. Missed the boat on New Break. News came out sooner than I was told it would. Hoping it pulls back at some point. Great potential.

    Reply
    Sep 17, 2025 17:08 AM

    I recently purchased Gunnison Copper. Gunnison (GCU-TSX) becomes newest US copper producer on September 3rd, 2025 ! Market Cap $93 million, 360 M shares out! They are in Arizona on The TSX and selling for 26 cents. It doesn’t get much better! CDN

    https://money.tmx.com/quote/GCU/news/7476748016164975/CEOCAs_Inside_the_Boardroom_Gunnison_Copper_Is_Now_Producing_100_American_Copper_Says_Market_Hasnt_Caught_Up_Yet

    Reply
    Sep 17, 2025 17:04 PM

    It doesn’t matter if The Fed lowers the interest rate they will just keep printing money and the price of gold will continue to move higher. DT

    Reply
      Sep 17, 2025 17:43 PM

      DT, you’re correct. This is just the pause that refreshes.

      Reply
    Sep 17, 2025 17:58 PM

    I bought a lot of IPT today but still have not quite replaced the shares that I sold into strength.
    https://schrts.co/uVQxvIVt

    Those who didn’t like the selloff today should cheer up because more often than not, Fed day action is wrong.

    Reply
    Sep 18, 2025 18:14 AM

    Interesting low for the dollar this week (so far) but don’t expect it to hold because it won’t…
    https://schrts.co/tKncbVTy

    Reply
    Sep 18, 2025 18:38 AM

    Added some more Sitka.

    Reply
    20 hours ago

    Seems this week is playing out electronically. One more day to recover.

    Reply

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