Weekend Show – Matt Geiger & Dan Steffens – Stock Picking Gold, Uranium, Nat Gas Stocks
Welcome to The KE Report Weekend Show. In this show we focus on metals and energy sectors where the stocks are showing disconnects to the underlying commodity prices.
Please keep in touch by emailing us at Fleck@kereport.com and shad@kereport.com.
We hope you all enjoy this weekend’s show and have a great weekend!
- Segment 1 and 2 – Gold and Uranium Stocks – Matt Geiger, Fund Manager and Managing Partner at MJG Capital kicks off the show sharing insights from the conference in Beaver Creek, noting a surprising sentiment shift amid steady gold performance. Matt elaborates on mergers and acquisitions (M&A) trends in the junior royalty space and predicts potential future deals. The conversation also touches on uranium market dynamics, emphasizing the disconnect between uranium stock performance and the rising spot prices.
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Click here to visit the MJG Capital website to learn more about Matt’s fund.
- Segment 3 and 4 – Oil and Nat Gas Prices and Stocks – Dan Steffens, President of the Energy Prospectus Group wraps up the show by recapping the recent trends and factors affecting oil and natural gas markets. Dan shares his bullish outlook on natural gas, citing lower-than-normal inventories and strong international demand. He also reviews several companies in the gas sector, highlighting Antero Resources and Crescent Energy for their potential growth and stability. Additionally, Dan touches on the role of royalty companies like Kimbell Royalty Partners in the natural gas market.
- Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.
Priced in dollars or QQQ Tesla has turned fully bullish in my opinion.
https://stockcharts.com/h-sc/ui?s=TSLA&p=W&yr=5&mn=11&dy=0&id=p64096880443&a=1716139328
EV VEHICLES COULD CATCH FIRE IF INUNDATED BY SALTWATER FROM HELENE
In places like Florida and North Carolina in the wake of major flood events electric vehicle batteries can be corrosive and shouldn’t be left in standing water. This is another issue that the lobby to promote EV’s never figured out. Just push an agenda that everyone is supposed to follow and don’t think it through, that is our World today. DT
Gold Priced In Swiss Francs Is Finally Breaking Out
BY TYLER DURDEN
SATURDAY, SEP 28, 2024 – 09:20 AMl …..at zerohedge
Submitted by Jesse Colombo
One of my preferred methods for analyzing gold and silver is to price them in currencies other than the U.S. dollar—an approach that has proven quite successful. This approach filters out the impact of U.S. dollar fluctuations, revealing the true intrinsic strength of gold and silver. I’ve also discovered that technical analysis on gold and silver priced in non-U.S. dollar currencies is highly effective, often uncovering insights that remain hidden when analyzing these metals solely in dollars. For instance, using this method, I successfully anticipated the recent surge in gold prices. However, I observed that while gold had already broken out in most currencies, it remained stubbornly resistant in Swiss francs—until now. In this piece, I’ll explain the significance of this breakout.
To start, let’s take a look at the chart of gold priced in Swiss francs or gold/CHF. You’ll notice that gold/CHF traded in a well-defined range between 2,050 and 2,225 for five months. I’ve been stating that a breakout from this range would serve as a particularly strong bullish signal for gold. Switzerland, with its numerous mints, refiners, vaults, and a robust gold trading and banking sector, is a key hub in the global gold industry. Such a breakout is likely to have a significant psychological impact on the Swiss gold industry. Sure enough, the breakout has finally happened.
Remaining article , along with chart….at zerohedge….
Good article, Jerry, you know that they will keep printing money and lowering the interest rate now that they have no other option except to default on the debt. Inflation will become hyperinflation and destroy everything. Wheelbarrows might be a necessity so you can carry your cash with you. LOL! DT
Thanks DT…………….
One more layer off the onion……
Haven’t read this in-depth analysis yet, but it looks interesting:
https://arjunmurti.substack.com/p/what-the-50-year-quest-for-us-energy
“Global gas opportunities are clearly an avenue toward power market participation. Figuring out ways to partner with Big Tech to support data center growth is a related avenue. How about joint ventures with merchant power producers that may lack the balance sheet heft enjoyed by large-cap traditional energy?”
Biggest LNG Exporter in the US Wants to Define Emission Rules
Cheniere Energy Inc.’s top executive Jack Fusco wants the biggest gas exporter in the US to set the rules to measure the environmental impact of liquefied natural gas, using a fleet of methane tracking technologies and the company’s clout as the nation’s top consumer of the fuel.
Cheniere amasses data using satellite imagery, helicopters, drones, fixed sensors and emissions tracking from lidar, or light detection and ranging, Fusco said in an interview last week at the Gastech summit in Houston. In 2022, the company began listing emissions data associated with each contractual loading from two export plants in Louisiana and Texas.
“Society wants a cleaner fuel source. And our challenge is to make sure not only that we keep up but that we lead,” Fusco said.
Royalty Stocks: looking forward to making some 100% profits to start rolling profits into Royalty Stocks to use as bank holding areas.
Uranium: Still think District Metals is a good option as a green fields Sweden option as they are going to buy Swedish for their planned new plants if they can. (Once they get through the political process)
How long do you plan on waiting for a payday on DMX?
2-3 years. I have held it less than a year so far, but I think once the political commitment is public, I think that will give it a pop. Then it will be an issue of buy more or sell some. If it doesn’t move some just on Sweden making Uranium a legal mining objective, I will get rid of some of it. May move it based on what First Nordic does and keep it in that region as most of the Western World is unregulated.
I added a few more Friday because it started moving up last week on no news. However, quite a few are moving on no news and just may be hedge fund games.
Another off topic question here but hopefully somebody has an idea what is going on –
This is all about the saga known as Flying Nickle – does anybody have an idea what is going on with this company? Its name is gonna change to CleanTech Vanadium Mining Corp and it is selling its nickle site to NHCN for 8 Million and the stock of Flying Nickle that NHCN holds. It looks like NHCN is going while the going is good and grabbing what it can along the way but who can know. I got the stock as a spinoff and must admit I haven’t paid it the attention I should but this has a smell about it –
I’ve been beating the drum on Tesla but look at this chart.. I like gold but nothing looks as exciting than Tesla.
https://stockcharts.com/h-sc/ui?s=TSLA%3AQQQ&p=M&b=5&g=0&id=p95504766675&a=1791171844&r=1727525997982&cmd=print