Erik Wetterling, The Hedgeless Horseman, reviews 3 junior PM companies and the key investing themes and takeaways from the Atlantic One Investment Summit 2025 in Mallorca, Spain that he attended last week.

We highlight a few companies presenting at the conference where their value proposition caught his attention in light of their current assets and newsflow:

Erik Wetterling, The Hedgeless Horseman, review the key investing themes and takeaways from the 2 mining conferences and also highlights 11 different resource companies that caught his attention at the 2 events, either as portfolio positions, or new companies that he is doing more due diligence on.  

Erik Wetterling, The Hedgeless Horseman, discuss three junior gold exploration companies that have put out recent newsflow to the market; where he is attracted to their current value proposition.

Erik Wetterling, The Hedgeless Horseman, discusses opportunities he sees in advanced gold developers as they enter the second wave higher of the Lassonde Curve, with expanding economic margins.

Erik Wetterling, The Hedgeless Horseman, discusses gold’s standout role as a safe haven, noting the muted reactions in gold stocks to their improving economics and the rerating opportunities present at current valuations.

Erik Wetterling, The Hedgeless Horseman, discusses the opportunities he is seeing for portfolio rebalancing or “value shuffling,” due to the extreme market volatility and pricing dislocations in many resource equities due to tariff tantrums.

Erik Wetterling, The Hedgeless Horseman, discusses the attractive value proposition he sees in 3 different gold – copper – critical minerals junior resource stocks. These companies have all released important news as recently, which sets up future news releases to build upon their current work programs.

Erik Wetterling, The Hedgeless Horseman, digs into the implications and potential benefits to the US as a mining jurisdiction on the back of the new executive order from Trump issued on March 20th; titled “Immediate Measures to Increase American Mineral Production.” 

Erik Wetterling, The Hedgeless Horseman, recaps his key takeaways from the (PDAC) Prospector and Developers Association of Canada conference in Toronto earlier this month and which stocks were trending with investors and which ones stayed overlooked.

Erik Wetterling, The Hedgeless Horseman, discusses the attractive value proposition that he sees in 2 different junior gold and silver explorers, that have recent news out; which sets up future news releases to build upon their current work programs.

Erik Wetterling, The Hedgeless Horseman, discusses the attractive value proposition he sees in various small gold producers and developers, and why he believes they will be forced to get rerated to higher levels as this bull market unfolds.

Erik Wetterling, The Hedgeless Horseman, discusses the attractive value proposition he sees in 3 different gold – copper junior explorers. These companies have all released important news as catalysts over their last 2 weeks, which sets up future news releases to build upon their current work programs.

Erik Wetterling, The Hedgeless Horseman, discusses two new junior gold and silver producers, Integra Resources and Sierra Madre Gold and Silver, with additional solid development projects and exploration upside in their portfolio of projects.

Erik Wetterling, The Hedgeless Horseman, discusses three junior gold resource companies that have released important news catalysts in early 2025, where he is attracted to their current value proposition.

Erik Wetterling, The Hedgeless Horseman, reviews three junior resource companies with assets in Sweden that have important news catalysts in 2025, where he is attracted to their current value proposition.

Erik Wetterling, The Hedgeless Horseman, joins us to discuss the value proposition in three junior gold companies with recent news out to the market.

Erik Wetterling, The Hedgeless Horseman, discusses some of the larger recent merger and acquisition deals in the higher quality projects in tier one jurisdictions, and the value arbitrage that is setting up in the high-quality development-stage companies of size and scale that are still held by juniors.

Erik Wetterling, The Hedgeless Horseman, joins me to discuss three junior gold and copper stocks with recent news out to the market; where he is attracted to their current value propositions.

Erik Wetterling, The Hedgeless Horseman, discusses three junior gold companies (Silver47, Callinex, and I-80 Gold), with recent news out to the market; where he is attracted to the current value proposition.

Erik Wetterling, discusses three junior resource companies, Magna Mining, First Nordic Metals, and Integra Resources, with recent news out to the market; where he is attracted to the current value proposition.