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.