Dave Erfle – Beaver Creek Recap: Juniors in a Bull Market & M&A Momentum
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.
https://www.tradingview.com/x/ZPeACnBv/
Update : Pattern Fulfillment : Higher Now?
https://www.tradingview.com/x/XNLwbMV4/
ETHEREUM : Prime Monetary (Crypto)
https://www.tradingview.com/x/mcv0Y1eS/
Clearer View (4-Hour Chart)
https://www.tradingview.com/x/8tqyMNHr/
Update : Upthrust (2nd Primary)
Gold (3rd) Under Pressure
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
Related at all to the bombing? BDC
CYA………….
Answered your question at ‘Politics’.
Qatar wants to be invested in the best PM deposit on the planet, which is located in a BRICS member country.
https://tinyurl.com/bddmb9wj
Prime Monetary Gold : Top
Possible 3-Day Pull Back
Pre-Fed comboobelazation….
Update: .25 drop in interest rate. The Bull hockey Index is now being stressed across the markets. Stay tuned ….
There she blows. Here is a list of all the reasons the miners should drop, both politically and financially: …
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.
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
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
DT, you’re correct. This is just the pause that refreshes.
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.
Agree
Interesting low for the dollar this week (so far) but don’t expect it to hold because it won’t…
https://schrts.co/tKncbVTy
https://www.tradingview.com/x/plLdgQr9/
Pop ~38.2% Likely : More Possible?
Maybe. But the recent low will still be broken.
It is bouncing where one might expect (from several (perspectives) but there’s nothing confidence inspiring about it…
https://schrts.co/qmrBDscN
Added some more Sitka.
Seems this week is playing out electronically. One more day to recover.
https://www.tradingview.com/x/TyeXHcjd/
DOLLAR : Prime Monetary