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Posts Tagged: optionality
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...
Mon 17 Feb, 2025
0 comment
Dave Erfle, the Junior Miner Junky, focuses on the opportunities and trends he sees in the junior precious metals stocks; outlining that we may be entering the part of the cycle to finally move down...
Tue 11 Feb, 2025
2 comments
Brien Lundin, Editor of The Gold Newsletter and our host at the New Orleans Investment Conference joins me to discuss gold’s new all time...
Thu 1 Aug, 2024
29 comments
Jayant Bhandari reviews the trends he is seeing in the gold and silver stocks, some arbitrage opportunities in ongoing M&A deals, value creation stocks, and optionality stocks that should have nice...
Thu 23 May, 2024
7 comments
Jordan Roy-Byrne reviews his near-term and medium-term technical outlook for gold and silver, the changing investor psychology around gold mining stocks, and why silver stock optionality plays are...
Wed 24 Apr, 2024
3 comments
Dave Erfle discusses the pullback in precious metals prices on Friday, but after gold, silver, GDX, and GDXJ have been breaking higher for the last 6 weeks and got to overbought levels....
Fri 12 Apr, 2024
6 comments
Jordan Roy-Byrne reviews both his near-term and longer-term technical outlook for gold, silver, GDX, GDXJ, and SILJ, along with why he still likes growth-oriented gold producers, gold developers of...
Wed 10 Apr, 2024
19 comments
Jordan Roy-Byrne provides some PM portfolio management tips, with gold breaking out above $2300 and silver finally breaking out above $27, and focusing on the value in the sector here and now....
Wed 3 Apr, 2024
43 comments
Dave Erfle reviews the technical setup in gold and takes a deeper dive into the different subsectors and stages of the gold mining stocks that have his attention moving into...
Fri 5 Jan, 2024
2 comments
More optionality

Excelsior’s Week In Review [Episode 1] – Gold Puts In The Highest Daily, Weekly, And Monthly Closes Ever

Shad Marquitz, Co-host of the KE Report and founder of Excelsior Prosperity, with a week in review summary of macro events, gold’s move to all-time high on the monthly, weekly, and daily charts, and thoughts on opportunities in the junior mining resource stocks.

Sun 3 Dec, 2023
52 comments

Erik Wetterling – Acquiring Quality Mining Stocks Into Sector Weakness Before The Sentiment Shifts Back Higher

Erik Wetterling, The Hedgeless Horseman, is still accumulating quality gold and silver stocks into the sector weakness, before the sentiment shifts back higher once again.

Thu 5 Oct, 2023
7 comments

Erik Wetterling – Precious Metals Beta Stocks Are Looking More Attractive From A Risk Reward Perspective

Erik Wetterling, The Hedgeless Horseman, outlines why the gold and silver Beta mining stocks are looking more attractive from a risk reward perspective.

Thu 28 Sep, 2023
14 comments

Erik Wetterling – A Value Investing Approach To The Negative PM Sector Sentiment

Erik Wetterling, The Hedgeless Horseman, joins us for a candid conversation about value investing in gold and silver mining stocks, during negative sector sentiment.

Thu 17 Aug, 2023
17 comments

Erik Wetterling – Portfolio Rebalancing And Price To Value Reshuffling In Resource Stocks

Erik Wetterling, The Hedgeless Horseman unpacks how he approaches portfolio rebalancing and “value shuffling” in resource stock investing.

Thu 4 May, 2023
3 comments

Brian Leni – Properly Valuing Resource Stocks In Relation To Price Trends, And Consideration Of The Three Investor Biases

Brian Leni reviews macroeconomic factors, valuing resource companies, and the 3 biases holding investors back.

Fri 24 Mar, 2023
12 comments

Blackrock Silver – Transformative Option On The Tonopah North Lithium Project, While Keeping Focused On Silver And Gold Exploration At Tonopah West and Silver Cloud

Andrew Pollard, CEO of Blackrock Silver (TSX.V:BRC – OTCQX:BKRRF), reviews the transformative option agreement to develop the Tonopah North Lithium Project.

Wed 11 Jan, 2023
1 comment

Erik Wetterling – Talking Junior Mining Stock Investing With The Hedgeless Horseman

Erik Wetterling, The Hedgeless Horseman, outlines what junior mining stocks feels have compelling risk / reward set ups.

Fri 6 Jan, 2023
12 comments