Robert Sinn – Sentiment Shift And Technical Outlook On Gold, Silver, Copper, Tax Loss Selling Silly Season, And Value Propositions In Select Resource Stocks
Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me for a wide-ranging discussion on the sentiment shift and technical outlook on gold, silver, copper, the tax loss selling seasonal trade from now into Q1, valuations in different stages of companies, and a number of value propositions in related resource stocks.
We start off unpacking the shift in sentiment since the October highs in the precious metals, while noting that the current prices continue to stay well above $4,000 gold and $50 silver is creating some interesting trades over the medium-term. We discuss how money has rotated down the risk curve from the producers and quality developers into the optionality plays, advanced explorers, and discovery-stage exploration companies, but many are now well off their recent highs. This brings up the topic of what kind of tax loss selling season we are going to see this year in precious metals stocks, where seniors are well in the green and yet there are some junior explorers that may be in the red from where people bought them.
Next we dive into the copper market, the dichotomy between copper producers and copper juniors, and review potential opportunities in the explorers and developers. We review that US states like Idaho, Nevada, and Arizona or Canadian provinces like British Columbia or the Yukon still remain go-to jurisdictions for copper companies. Robert highlights Hercules Metals Corp. (TSXV: BIG) (OTCQB: BADEF) as a case study for a copper explorer that has made a meaningful discovery, and yet it is a tax loss selling candidate that he believes has a compelling value proposition at current prices.
Wrapping up we briefly touch upon US administration tailwinds and supply/demand imbalances that make critical minerals another area of opportunity. Robert mentions that Fireweed Metals (TSXV: FWZ) (OTCQX: FWEDF) and Talon Metals (TSX: TLO) (OTC: TLOFF) have compelling projects that may receive some more government funds or less restrictive permitting hurtles to aid in their expedited development.
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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.
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China’s New Tungsten and Antimony Export Controls Reshape Global Markets
Muflih Hidayat – November 7, 2025
“China export restrictions on tungsten and antimony have emerged as a critical flashpoint in global trade relations, fundamentally altering supply chain strategies across industries worldwide. These strategic materials, essential for everything from military applications to semiconductor manufacturing, now serve as diplomatic weapons in an escalating resource war between major powers.”
https://discoveryalert.com.au/china-export-restrictions-tungsten-antimony-2025/
NOIC 2025 Key Resource Investor Takeaways and Interviews – Part 2
Excelsior Prosperity w/ Shad Marquitz (11-23-2025)
Takeaways from #RickRule, exclusive KER interviews and info on Scottie Resources $SCOT $SCTSF.US, Dakota Gold $DC.US, Omai Gold Mines $OMG $OMGGF.US, Dryden Gold Corp $DRY $DRYGF.US, GoGold Resources Inc. $GGD $GLGDF.US, Silver Tiger Metals Inc. $SLVR $SLVTF.US, Power Metallic Mines $PNPN $PNPNF.US.
https://excelsiorprosperity.substack.com/p/noic-2025-key-resource-investor-takeaways-f2a
That is really some good information and coverage of the info and atmosphere. Excellent writing and introspective thoughts. Really really good writing
Fed’s next round of money printing is about to start and melt up across the board will only accelerate.
New Gold High Soon?
Target Dec 11-18!
Here on Thanksgiving Eve… we are having a solid 3rd day in a row for the PMs.
Gold up around $4,200.
Silver up around $52
PM stocks up in the green on the day.
A nice day in the markets before the US markets close down tomorrow, and most people’s attention span shifts to food, drink, family, games, and frivolity.
I’m thankful for the good community here with the KER crew and all the contributions from folks here on the blog, as well as wonderful show guests and solid management teams from the companies we interview.
Holiday cheers!
Uranium, REE, Gold, & Silver: Market Breakdown with KE Report’s Shad Marquitz
StockTA – November 25th
$54.49 is silver’s October high. I have stated that I don’t believe we will get a durable breakout for months yet. I have acknowledged that silver could make a marginal new high (e.g., $56) before silver dropped back into its trading range set by the October high and low ($54.49 to $45.55), although I was expecting that if such a fakeout occured it would be months from now near the end of the consolidation.
I am already maxed out on long positions and am not trading around my near term expectations. I would prefer a longer consolidation, since I believe it would be healthier for the bull, but I am not going to complain if silver screams to $100 starting now.
If gold and silver close the week/month at their current levels, the correction is over. Silver could see my $60 target quickly.
The Silver-Gold ratio would have to rise 153% from here just to match the 2011 high and close to 600% to match the 1980 high. Of course neither will happen overnight.
SLV:GLD still has to rise over 8% just to match last year’s high…
https://schrts.co/hiHnRZaW
Silver priced in gold just had its best daily close since July of last year.
Matthew,
You posted a quarterly chart and looking great. When in doubt I look at this. Reloaded AG, CDE, EXK and ready to go. Also, Mag7 gonna run too.
https://stockcharts.com/sc3/ui/?s=%24SILVER&id=p28068589740&a=1143019536
Thanks for the reminder; I should go through my quarterly silver charts.
This one shows rising resistance that’s in the high $90s for the next couple of quarters:
https://schrts.co/NgNiCPhN
At resistance:
https://schrts.co/ssDhKuSp
To get an idea of the speed of the 1980 move, silver topped at 360% above the 10 quarter MA. That level today is $152. Back then, silver went roughly 11x in 2.5 years.
US EXIM To Invest $100 Billion To Secure Critical Mineral Supplies, FT says
By Reuters – November 23, 2025
“The U.S. Export-Import Bank (EXIM) will invest $100 billion to secure U.S. and allied supply chains for critical minerals, nuclear energy and liquefied natural gas,” the organisation’s chair John Jovanovic told the Financial Times in an interview published on Sunday.
https://www.reuters.com/business/energy/us-exim-invest-100-billion-secure-critical-mineral-supplies-ft-says-2025-11-23/