Opportunities in the resource space and turnaround sectors

Cory

8 years ago

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March is now behind us without any major fireworks. There was some big news out of the mining sector with Goldcorp and Barrick teaming up in Chile to build a couple mines as well as the take over of Exeter Resource Corp. We cover this in segment 6 but also had Byron King on the show to provide his thoughts (click here to listen to Byron’s interview). We also look at a couple sectors that are turning around with Dan Lyons and John Kaiser shares his insights on where the money is flowing with regards to resource stocks.

We hope you all enjoy this week’s show. Please check out the companies we feature on the website. I have worked hard to find stories that I think have some legs and management teams who know what they are doing.

I always love to hear from all of you. Email me with ideas on companies and future topics for the KE Report at Fleck[at]kereport.com.

Segment 1 & 2: The first two segments I am joined by John Kaiser, founder of Kaiser Research. We discuss the changes in investors’ sentiment towards exploration companies and certain districts that have been re-thought.
Segment 3: Fund manager Dana Lyons shares his thoughts on the sectors that have been beat up and are showing signs of turning.
Segment 4: President of the Mises Institute Jeff Deist looks at the slow global economy and how central bankers lead us here.
Segment 5: Starting out our section of Company updates I introduce Eastmain Resources. I spent some quality time with the President and CEO Claude Lemasson at PDAC and the Company is now on my radar.
- Click here to visit the Eastmain website.
Segment 6: Exeter Resource was bought by Goldcorp this week. President and CEO Wendell Zerb explains the details of the deal.
- Click here to read the full Exeter news release.
Segment 7: Falco Resources expanded its Board and Executive team earlier this week. CFO Vincent Metcalfe explains how the appointments further move the Horne 5 deposit towards production.
- Click here to visit the Falco website.
Segment 8: Axel Merk wraps up our show with comments on the news stories that have been moving the markets and what he sees on tap.

Click download link to listen on this device: Download Show