Om this weekend’s show I spend the first hour on inflation outlooks and commodity investing. A couple key events this week drive home the inflation (or stagflation) narrative. When it comes to commodities we start with precious metals and make our way to base and battery metals.
In the second hour we have the replay of the recent webinar where I was joined by 5 mid-tier royalty companies to discuss the ins and outs of investing in royalty companies.
Please keep the emails coming to Fleck@kereport.com. I love hearing from all of you.
- Segment 1 and 2 – Jesse Felder, Founder of the Felder Report kicks off the show with a discussion on recent inflation data and it’s impact on commodities. We look ahead to the key drivers for inflation and markets.
- Segment 3 – Richard Postma, AKA Doc is back to update us on his technical outlook for gold, gold stocks and silver. We recap the price moves in the month of April and what it means for May.
- Segment 4 – Doc Jones wraps up the first hour with his thoughts on the battery metals sector. We discuss nickel, copper and zinc. All of which have differing drivers and projections.
Exclusive Company Interviews This Week
- VanGold Mining – Closing the El Cubo acquisition with production by the end of the year
- Pure Gold Mining – Production and Exploration update – Commercial Production expected shortly and a large drill program focused on growth
- Maverix Metals – An overview of this established Royalty Company with over $50mil in revenue from 2020 and upcoming catalysts
- Calibre Mining – Q1 Gold Production recap and updates on the the drilling at 2 Projects, one with Rio Tinto as a partner
- TriStar Gold – PFS and drilling updates, a 20,000 meter program starting next week
- Kodiak Copper – A fully financed 30,000meter drill program and the acquisition of the Axe Copper-Gold Property expanding on the MPD Property
- Bluestone Resources – An overview of the move toward production at the Cerro Blanco Project in Guatemala
- Montage Gold – A 3.2mil oz gold resource at the Morondo Gold Project with a PEA coming out within 1 month
- Newcore Gold – News on increasing the current drill program to 66,000meters and further drill results
- Great Bear Resources – Recent stepout/stepdown and infill drill results that continue to return consistent high grade gold results