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The gold miners bottomed before gold – Now where does that leave the sector?

Cory
February 9, 2021

David Erfle, Founder of The Junior Miner Junky joins me to share his insights on what has him encouraged for the precious metals sector. A lot is focused on the gold miners (GDX) and the double bottom that was put in about a week before gold bottomed. Still in a range and downtrend we look to what price action needs to happen to bring more investors in again.

Click here to visit The Junior Miner Junky website to find out what Dave is buying.

Discussion
28 Comments
    Feb 09, 2021 09:49 PM

    Jordan seems to agree with David. Perhaps even a bit more definitive: https://thedailygold.com/gold-miners-juniors-hit-bottom/

    Feb 09, 2021 09:54 PM

    (RZZ) (ATBYF) Abitibi Royalties Creating A Second Royalty Stream From Agnico Eagle And Yamana Gold Stock

    Feb. 09, 2021 – Tim Paul – Seeking Alpha

    “When a small-cap company sees cash assets grow from $2.5 million to $8.1 million investors take notice. Abitibi Royalties (OTC:ATBYF) is generating a stockpile of cash through effective capital deployment, including the sale of lucrative covered calls on ownership of Agnico Eagle and Yamana stock it was awarded during inception. Cash on deposit has tripled over a 9-month span while the company remains debt-free with 12.48 million shares outstanding.”

    https://seekingalpha.com/article/4404648-abitibi-royalties-creating-second-royalty-stream?mail_subject=atbyf-abitibi-royalties-creating-a-second-royalty-stream-from-agnico-eagle-and-yamana-gold-stock&utm_campaign=rta-stock-article&utm_content=link-0&utm_medium=email&utm_source=seeking_alpha

    Feb 09, 2021 09:07 PM
    Feb 09, 2021 09:09 PM
      Feb 09, 2021 09:35 PM

      Hi Matthew…Dont worry about gold , it’s been it’s own master for thousands of years , & it will still be long after we are gone.

    Feb 09, 2021 09:47 PM

    Hi Tony, I don’t worry one bit about gold but my miners do so I must keep tabs on its behavior. I believe gold will easily hit 2450 within a year. The purchasing power of the dollar is going down regardless of how it performs versus the Euro.

      Feb 09, 2021 09:05 PM

      Hi Matt. Thanks for your reply.

    Ann
    Feb 09, 2021 09:26 PM

    Matthew. At 2450 gold. What would you think silver would be at?

      Feb 10, 2021 10:43 AM

      Ann, 40 is the P&F chart price objective (which does not imply a date) but I think 41 is probably a good minimum and 47 is more likely. However, much more potential exists and I would not be surprised if it breaks 50 since gold has already exceeded its own 2011 high (among other reasons). If that happens decisively, who knows what kind of move could ensue. 50 is technically and psychologically a big deal and has been for 40 years so a move past it could result in a frenzy as all those years of triple digit talk among silver bugs would suddenly seem plausible to millions of silver agnostics.

        Feb 10, 2021 10:46 AM

        To be clear, I strongly believe that gold will go much higher than 2450 before the bull market is over and silver will ultimately and easily go well into triple digits.

    Ann
    Feb 10, 2021 10:39 AM

    Thanks Matt.. a couple friends of mine are thinking at minimum…5 or 6 times its Feb? 2020 low of approximately $12. Their reasoning is, simply going back to the 2009 correction in the markets,that’s approximately how the price reacted to up to its 2011 high of $50 Just a guess on their part and not using all the technical analysis you guys use.I asked cfs last night if he would be buying AZS at yesterday’s close of .185 after he posted a news release of the company.No response from him ,and that’s OK,I don’t expect all my questions to be answered.Any thoughts on the company at around these levels?.

      Feb 10, 2021 10:06 AM

      At a market cap of $10M Cdn and based on the chart, it looks like a good deal to me but I don’t follow the company closely. Does it have enough money for the next drill program or are there drill results still to come from recent drilling? If the company doesn’t already have significant ounces in the ground and little news flow is anticipated, it could underperform as silver rises, as you probably know. So, opportunity cost would be my concern much more than significant further downside (which is probably limited to that “S2” pivot support at .155-.160 unless I am wrong about the direction of the sector from here).
      https://stockcharts.com/h-sc/ui?s=AZS.V&p=D&yr=0&mn=8&dy=0&id=p56083030266&a=895703852

    Ann
    Feb 10, 2021 10:32 AM

    Thanks Matt. Your opinion is much appreciated ..

    BDC
    Feb 10, 2021 10:45 AM

    @aghead: https://postimg.cc/bDFqk3pZ
    Approaching reasonable Buy Back range.

    Feb 10, 2021 10:57 AM

    Gold update!

    The pattern I’ve been following for sometime continues to show a right shoulder formation being developed of an inverse head and shoulders on gold now approximately over 6 months in progress..Although Im not married to any one system, I double check and triple checked like many of us to see if I’ve missed anything or I’ve picked up on something different.

    I’ve read many discussion on this bird of late and there have been many good ones with different opinions on “ bottoms and sideways” action of gold and miners more specifically.

    The overall consensus seems to be a bottom is in and although I agree that there nothing more in this world then that of a bottom in gold after so many months correction, I find myself not content with 1. The duration of the correction has been long in the tooth but we didn’t go as far down as I had originally predicted last year with numbers in the $1640-$1680 region. There was an original pattern the one I had put aside but did not completely abandon that keeps smacking me in the head. 2.multiple red flags with monthly gaps not being filled..yes yes I know not all gaps need to be filled now or some might not but a monthly candle not filled is much more powerful then a weekly or daily candle. 3. I don’t like the wick of the monthly candle if that was the November low. Like most bottoms on a monthly the wick tends to be much longer..

    There is plenty of food for thought here and I’m not saying the bottom is not in.. of courses if it is in a genius because I will show you the completed chart with the right shoulder in progress now and you will clearly see what I was talking about for the ones who don’t.

    But I’ve now moved into a 51% thinking that the bottom is not in and the November low will be broken.. and if this other pattern I’m watching happens to be correct February and March will produce that bottom in gold.. This could be why Mr. bollinger band Doc and I say that with respect has mentioned that from his lenses he is seeing miners go lower and he is in 60% cash if I’m not mistaken. Just be prepared is all I’m saying don’t be a fool to not think it’s not a possibility and this is not directed at anyone it’s just plain common sense that the banks have the lower to do what they want to do and the charts are showing me something I just can’t brush away.

    Regardless if we go lower the bears “ banks” will bring it down and the same bulls “ banks” will ride the puppy up!

    Glen

      Feb 10, 2021 10:10 AM

      Glen, I thought You said we were going up from here?!

        Feb 10, 2021 10:51 AM

        Hi norrareal,

        I did say we were going up from here.. all along I’ve been saying right shoulder formation currently being painted in the chart. But my summary is explaining something I have seen and has me second guessing myself. My trades are in place. If anyone has bought during these corrections they have been good buys and they or you will all be rewarded providing 1. You don’t sell “ if” we make one more run down as Matthew has not ruled out and said it could be quickly and 2. That your not on margins and called for it if we do go down..Hence why I’d don’t use margins or borrowed money..

        I’m making a call in the middle of the storm so if anyone has credibility to be lost or gain it’s me and only me but I share with you all what patterns I’m following and either way I’m covered. If we go down we all know this will be the buying opportunity of a lifetime hence why doc keeps saying I will get it lower I will get it lower etc.

        I don’t have a crystal ball nor does anyone but I’ve made some calls and I’m making another one not scare anyone but to let you know of “ possibilities”.

        Hope this helps

        Glen

      Feb 10, 2021 10:16 AM

      Glen, has Gary Savage changed his outlook as well? I’m still bullish, including short term.

        Feb 10, 2021 10:55 AM

        Matt come on lol,

        This call has nothing to do with Gary. I inky follow Gary for his cycles of which I don’t even think me know if it’s completed because he changes his time as well.

        Just few red flags I’ve seen, coupled with what doc has said, Gary’s index Indecisiveness and you mentions “ if” we go back down and break new lows it will be swift.

        I’m super bullish long term like you that has not changed.
        Short term bullish
        Intermediate term=bearish meaning this month

        Short term meaning this week slightly bullish

        The low May very well be in.. I don’t make this call easily going up against a titan like you..

        Respectfully glen

          Feb 10, 2021 10:08 AM

          Got it. Thanks. I only asked about Savage because I know that you have paid attention to him in the past and I do think he knows something about cycles. As for the swiftness of a new low, that was in the context of the time when I said it. Today, a new low would be a catastrophe in my book (relatively speaking, of course). I remain unequivocally bullish and have added to positions today (like yesterday and the day before, etc.). Now let’s see if the market gives me a reason to change my mind.

    Feb 10, 2021 10:15 AM

    Nice chart Matt.looks very nice..