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Major Developments In The PM Markets – M&A picking up, Silver Stocks Leading, and Major Divesting Projects

Cory
December 3, 2019

Dave Erfle joins me today to outline some of the more encouraging signs for the precious metals sector. We have been talking about silver and silver stocks leading the sector, which is continuing, and now we are seeing M&A pickup in the past 2 weeks, plus the junior stocks are starting to get some attention as well.

Click here to visit Dave’s site and learn more about his newsletter focused on metals stocks.

Discussion
33 Comments
    Dec 03, 2019 03:45 PM

    SILJ is up 21% since bottoming 6 weeks ago and is up 4% today on greater than average volume. The implications for the rest of the sector are clearly bullish.
    https://stockcharts.com/h-sc/ui?s=SILJ&p=D&yr=0&mn=9&dy=0&id=p30416026783&a=700958480

    Dec 03, 2019 03:05 PM

    Dave so your saying you are 100 pct invested, since you completed tax loss selling and bought other companies??

      Dec 04, 2019 04:24 AM

      Yes Paul. I feel the odds of the PM share bottom being in place are very good here. Best of luck.

    Dec 03, 2019 03:52 PM

    Hunting for PGE-nickel-copper riches in Montana

    by @JamesKwantes on 3 Dec 2019

    Site visit report: Stillwater West, Montana – Group Ten Metals (PGE)

    “Assays are pending for holes drilled this season at Iron Mountain and Camp Zone, two of Group Ten’s most advanced targets at the Stillwater West PGE-copper-nickel project in south-central Montana. I initiated coverage on Group Ten in the Oct. 9, 2017 newsletter and recently went on a site visit to the company’s 54-square-kilometre Stillwater West property. The visit reinforced the enormous mineral potential and gave me a glimpse of some of the hurdles that will need to be cleared in order to create shareholder value.”

    https://ceo.ca/@jameskwantes/hunting-for-pge-nickel-copper-riches-in-montana

      Dec 03, 2019 03:00 PM

      How refreshing: for once, the Jr miners tell the tale

        Dec 04, 2019 04:27 AM

        Agreed. It is nice to see the Juniors starting to get traction.

    Dec 03, 2019 03:47 PM
    Dec 03, 2019 03:50 PM

    SILJ just had its highest close in 8 months versus GDX:
    https://stockcharts.com/h-sc/ui?s=SILJ%3AGDX&p=D&yr=0&mn=10&dy=0&id=p84341399245

    Dec 04, 2019 04:04 AM

    ALEXCO ( AXU) another big Silver discovery on adjacent property @ Keno Hills.

      Dec 04, 2019 04:39 AM

      Added to my position @ US 1.94

    Dec 04, 2019 04:27 AM

    Nice action in LODE today, (for a change).

      Dec 04, 2019 04:29 AM

      Yeah, get a LODE of that move. I was ready to give up on them, because it didn’t seem like anyone understood or cared about the close of their recent transaction with Tonogold. Encouraging.

        Dec 04, 2019 04:33 AM

        LODE is still trading pre-split at less than 10 cents a share. Long term chart tells the tale.

    Dec 04, 2019 04:20 AM

    The Canadian dollar looks good for at least the short term:
    https://stockcharts.com/h-sc/ui?s=%24CDW&p=D&yr=1&mn=0&dy=9&id=p85952077731&a=681313181

    Dec 04, 2019 04:53 AM

    Look at this big move up in $CDE Coeur Mining’s chart. Impressive action.

    http://schrts.co/vwNnsNsc

    Dec 04, 2019 04:23 AM

    (BAR) (BALMF) Balmoral Expands Ripley Zone Gold Discovery / Area 51 Gold System, Detour Gold Trend, Quebec

    by @nasdaq on 4 Dec 2019

    https://ceo.ca/@nasdaq/balmoral-expands-ripley-zone-gold-discovery-area

    Dec 04, 2019 04:33 AM

    Base metals fundamentally in good shape despite lower demand – Glencore

    3rd December 2019 – By Martin Creamer

    Despite weaker 2019 demand, base metals are fundamentally in good shape, Glencore CEO Ivan Glasenberg said on Tuesday.

    “Presenting an investor update with Glencore CFO Steve Kalmin and Glencore industrial assets head Peter Freyberg, Glasenberg described copper, zinc and nickel markets as being tightly balanced and heavily destocked.”

    https://www.miningweekly.com/article/glencore-2019-12-03

    Dec 04, 2019 04:30 AM