Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me to share his outlook on gold and gold equities, now that we’ve seen the first 50 basis point rate cut from the Fed.  We start off discussing the volatility in gold the last few days, but he outlines that in general the series of anticipated central bank rate cuts should be a net positive for the precious metals complex.  Looking at the technical strength in gold for the last 2 years, Robert shares his cup and handle pattern price targets for the yellow metal.

We then shift over to the gold equities, and his key takeaways from the Beaver Creek conference last week.  We start off the with solid $1,000 margins in the gold producers, and ponder if the cash generation from the majors and mid-tiers is going to start attracting more generalist investors to this sector. This leads into considerations for how the value arbitrage between the producers and the junior gold developers and explorers may lead to more merger and acquisition transactions in the space.  We delve into the gold price assumptions used by gold companies and what a fair number is in lieu of gold above $2,600.  We also get some of the qualities he looks for in gold explorers that could see a rerating as sentiment improves.  Wrapping up Robert shares if he likes gold juniors or copper juniors better in the current market setup.

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https://ceo.ca/@goldfinger

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https://www.youtube.com/@GoldfingerCapital/videos

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Follow Robert’s analysis on Substack