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Weekend Show – Dana Lyons & Joe Mazumdar – Investing In Markets & Metals Stocks: Here’s What’s Outperforming, Major Gold Companies Earnings Recap

Cory
February 22, 2025

 

Welcome to The KE Report Weekend Show! 

 

This weekend show is a balance between investing in markets and metals stocks. We get insights from a Fund Manager sharing where his models are telling him the best opportunities are, and a well known newsletter writer highlighting the metals stocks that are outperforming and recapping the major miner earnings. 

 

If you enjoy the weekend show please go back through our website (https://www.kereport.com/), Podcast (https://rebrand.ly/KER-Podcast) and YouTube Page (https://www.youtube.com/@theKEReport) to listen to all our market commentary and company interviews. Please subscribe and leave us a review as well.

 

  • Segment 1 & 2 – Dana Lyons, Fund Manager and Editor of The Lyons Share Pro to discuss current market trends and his outlook for the rest of the year. Dana provides insights on the bifurcated market performance, noting that large-cap growth stocks continue to lead. He shares his outlook for the rest of the year, emphasizing the importance of following quantitative models for decision-making. The conversation also touches on interest rate-sensitive sectors, dividend opportunities, and the potential for a global market catch-up. Dana highlights the relative strength of sectors like technology, financials, aerospace, and global markets hedged against currency risks. Additionally, the discussion covers the performance of gold stocks and the potential for silver and copper miners to catch up.


 

  • Segment 3 & 4 – Joe Mazumdar, Editor of Exploration Insights joins us to for a comprehensive overview of copper investments, major earnings reports in the gold sector, and the challenges and opportunities for investing in West African gold producers. Joe shares his observations from a recent trip to Africa, exploring the investability of West African gold jurisdictions, the impact of security risks, and the importance of infrastructure for mining projects. We also dive into the copper exploration landscape in Namibia and Zambia and evaluate the involvement of Western and Chinese companies in the region. Additionally, Joe analyzes the latest earnings reports from major gold companies, discussing the factors influencing market reactions and the future prospects for gold producers.

 

 

 


Dana Lyons
Joe Mazumdar
Discussion
40 Comments
    BDC
    Feb 22, 2025 22:50 AM

    https://www.fibonomics.com/2025/02/american-dollar.html
    American Dollar : Status : NatGas : Weather

    Feb 22, 2025 22:58 AM

    The Ides of March are upon us, PDAC is coming up, remember The PDAC curse! The curse signals a change, and it has consistently been a change for the worse. LOL! DT 😉

      Feb 23, 2025 23:47 PM

      Good point DT. It is going to be interesting to see if we get the typical seasonality with the PDAC curse.

      We definitely got the seasonal Q1 Run this year in January and February in the precious metals.

      Last year was an outlier year in that we got the reverse of this with a selldown in Jan/Feb (very strange) and then a rally kicking off during the PDAC in early March (even stranger)….

      Most years we get the pattern like we’ve been seeing thus far over the last few months, where we get a Fall rally in Sep/Oct, then the tax loss selling in Nov/Dec, and the Q1 Run in Jan/Feb.

      Fingers crossed that we don’t see a bad PDAC curse in March, but if so it won’t be a surprise.

    Feb 22, 2025 22:25 AM

    I was reading an article about building Ev’s in China, The Chinese allowed Musk to build Tesla factories in their mainland so they could study his production methods which were state of the art. The Chinese are now outproducing him and undercutting his prices by using AI to a more advanced degree than Musk has. There auto assembly lines use almost no human labor. Therefore, they can run their factories 24/7 365 days a year and turn the lights off if they want to save energy robots don’t need artificial lighting, or cafeterias, or someone to park the completed product, and if a machine breaks down, they can send a maintenance robot to fix it in the dark. Robots remember use sensors and night vision technology.

    White collar workers will be much easier to automate with the new technology. They have saved the easier jobs to replace because wealth is defined by manufacturing, agriculture and mining. Replacing paper shufflers, that includes Doctors and Lawyers will be a piece of cake. DT

      BDC
      Feb 22, 2025 22:48 AM

      What is to become of the ‘now useless eaters’?

        Feb 22, 2025 22:58 AM

        Our bodies aren’t suitable for interplanetary travel, humans are like dinosaurs just a step in the process of evolution. We would like to think that we are different and irreplaceable, but we aren’t. The way the future is going in the advanced nations it is becoming too expensive to support a family, all part of the design and/or evolution. DT

          Feb 22, 2025 22:12 AM

          Every other human species is extinct, why wouldnt homo sapiens go too?

            Feb 22, 2025 22:36 AM

            Good point SF, Cro-Magnon man and Neanderthal gone! They were erect, used tools, interbred with humans, had human emotions, and when members of their family died, they buried them in graves with flowers. DT

    BDC
    Feb 22, 2025 22:51 AM

    The Future Of Clean Energy Looks Increasingly Nuclear

    When New York Governor Kathy Hochul, whose state has banned natural gas pipelines because “climate change,” goes all in for nuclear energy, you know the revolution is under way. For decades, the anti-nuclear movement moved from protesting nuclear weapons to oppose nuclear energy as well.

    But not today. Gov. Hochul, in an adjunct to her state of the state speech in January, said her administration supports a grant request by Constellation Energy for federal funding to build one or more small modular nuclear reactors at its Nine Mile Point site in Oswego. Constellation’s four New York State reactors provide about a fifth of the state’s electricity.

    https://tippinsights.com/the-future-of-clean-energy-looks-increasingly-nuclear/

      BDC
      Feb 22, 2025 22:55 AM

      Nuclear is a great base power source, but ‘woke attacks’ on NatGas is laughable. How long, considering Trump’s current drives?

      Feb 22, 2025 22:06 AM

      Climate change is just a smoke screen to try and slow technology down. Advanced technology needs huge amounts of energy. Remember technology never sleeps and one day in the near future they will develop practical working breeder reactors and there will be an abundance of free energy. DT

        BDC
        Feb 22, 2025 22:28 AM

        Those modular versions are attractive. Then there’s fusion energy, and beyond these Tesla’s stuff of dreams. Interesting times increasingly more so. BDC

    Feb 22, 2025 22:08 PM

    Whenever you see a news release that states The Lundins are buying into a company it always goes up and usually by quite a lot. I mentioned this here back in May about Highlander Silver and it has been on a tear. DT

    https://money.tmx.com/quote/HSLV:CNX/news/9005303567188610/Highlander_Silver_Announces_92_Million_Strategic_Financing_by_the_Lundins_Richard_Warke_and_Eric_Sprott

    Feb 23, 2025 23:26 AM

    The number of missing members …….. is a concern……..
    Maybe they no longer want to be tracked…… as everything is in the big CLOUD…. 🙂

      Feb 23, 2025 23:56 AM

      Hi Jerry, I don’t think that is the problem, anyone who has a cell phone is constantly being watched and their whereabouts is being monitored. I just think that the dynamics are gone now because we don’t have the political and the investing sites combined. On another matter have you noticed that Musk is going to audit The Federal Reserve as well. DT

        Feb 23, 2025 23:41 AM

        Hello DT………….. Yes, I have been watching everything MUSK does,…
        Just to keep track of the govt… and what it has to do with investment side of things…

        MUSK…. is one to watch out for… according to some…
        Chris Hodges has a take… and so does CA FITTS…

          Feb 23, 2025 23:55 PM

          DT… you say… ” I just think that the dynamics are gone now because we don’t have the political and the investing sites combined.”
          AND I AGREE 100%

            Feb 23, 2025 23:53 PM

            Guys, the political and investing sites have not been combined for over 9 years (since 2016). That’s clearly not the issue. We’ve explained why they were separated many times and will not get back into it again. Our show guests and companies that sponsor the show don’t care or want to see big political tirades on an investing site.

            As far as some of the “missing people” that used to post here – a number have written to me and stopped posting because other posters here were too confrontational or argumentative. Some of those occasionally combative posters are still here and some of those that like to insult and argue are also no longer posting here… so it’s a bit of a wash…

            Let’s just keep this forum focused on the point of this platform which is investing and economics. When geopolitics legitimately tie into the discussion, they’ve always been fair game.

            Feb 24, 2025 24:48 PM

            EX……….. thanks for your thoughts …..

    Feb 23, 2025 23:07 PM

    Luca Mining is a 5 bagger over a one-year period. I watched it when it was Altaley Mining but never bought but glad to see it move out of the gate. I’m expecting Heliostar and Integra to get more propulsion as this bull moves forward. DT

      Feb 23, 2025 23:56 PM

      +3 DT. Yes, I have been thrilled with the price action in Luca Mining, especially lately, and it makes sense as they are ramping up both gold & silver & base metals production and exploration around both mines.

      As for Integra and Heliostar, they’ll continue to get more recognition as their producing mines throw off good revenues in this high priced PM environment, which will help fund further derisking and exploration of their key development projects. Those drill hits from Heliostar released last week were quite impressive.

        Feb 24, 2025 24:53 AM

        Actually, I was just adding the Luca Mining chart to my article and noticed it is up 7-fold just this last year.

        Wow! That has been some solid action. I didn’t catch anywhere near all of that move personally, but I did eventually get positioned in Luca Mining in late September 2024 (right after meeting with management in Beaver Creek). Then I added another tranche to that starter position in mid-December of last year during tax loss silly season; and am up 167% on the overall position in the last 5 months. Luca has demonstrated really solid price appreciation, as another quality growth-oriented gold/silver/base metals producer.

        https://tinyurl.com/m4dp6z4

    Feb 23, 2025 23:42 PM

    Gold is a Hoax; US Treasury Is Buying More Silver From UK
    February 21, 2025

    Data shows a new Gold to Silver ratio is forming, 4:1, but it’s not what you might think.

    The US Treasury has spent nearly $400m for raw silver bullion from London, compared to only around $120m for gold in the last 6 months, with February on track to be a record buy month for silver.

    SilverWars
    SilverWars.com is an independent publication to

    The US government is purchasing the metal as RAW Bullion through the US Mint’s Silver & Gold Bullion Funds from a company called StoneX. Each contract notes the “Place of Performance” or origin of the purchase as the United Kingdom.

    HEY IRISH……………………… HEADS UP

      Feb 23, 2025 23:58 PM

      Hi Jerry, do you think they will backstop The US currency with Gold, or maybe just Silver. They did it in the past why not now. It certainly would be a good idea to mint silver coins that are 1/2 an ounce with no price denomination and have the value fluctuate with the spot price, that would be used as currency. If the price of silver goes up, they could produce coins of smaller weight for example 1/4, 1/8 ounce etc. I always liked carrying silver coins. DT

        Feb 23, 2025 23:30 PM

        Hello DT……..
        That is a good question….. “will they backstop…. ”

        First …. is there any gold remaining…. and how much??
        A couple of people do not think there is any , that has not be loaned out..
        Then , you get guys like BIX WEIR, who thinks the Grand Canyon is full of hidden gold…
        (I question Bix on his Road to Roota theory)… he likes the Bitcoin and other token coins , but that is another story….

        Considering GOLD has been around a long time,… and the CENTRAL , over stayed their welcome BANKSTERS…. filled with FRAUD… .. I do not think the FRAUDSTERS are done…
        Playing with the Wizard of OZ…. the curtain is finally being pulled back….
        Do we really think , there is any gold remaining at FT. KNOX…. I do not think we will see
        the truth comes out… How will the SHEEPLE react,… but, most are CLUELESS, so I doubt
        to much will soak in…
        How many SHEEPLE know any history … How many know any TRUTH about anything…..

          Feb 23, 2025 23:34 PM

          just an added note..
          …There are already stories of 4500 tons… being put out….
          I thought the story was ,,, we had 8200 tons….
          Why the different stories….

          The Q people think we got all the gold from the Vatican Vaults…. hummm

          Feb 23, 2025 23:26 PM

          Not SHEEPLE, just sloppily educated as Oliver Stone puts it.
          Get rid of the DOE.

            Feb 23, 2025 23:20 PM

            turning over a child to others to train… without knowing their values is dangerous…
            Education starts at home…..

            Get rid of the DOE…. ditto…..

    BDC
    Feb 23, 2025 23:05 PM

    https://www.tradingview.com/x/cRHNHj6d/
    NatGas : Weather Pattern Pawn.
    (For Now. LNG When?)

    Feb 23, 2025 23:03 PM

    Investor Apathy Continues In The Precious Metals Sector – As Gold Makes New ATHs

    Excelsior Prosperity w/ Shad Marquitz – Substack (02/22/2025) #Charts

    https://excelsiorprosperity.substack.com/p/investor-apathy-continues-in-the

      BDC
      Feb 23, 2025 23:26 PM

      One thing 26 years of investing has taught me (with my initial foray into stock investing starting in 1999 right as the dot com bubble was preparing to make its final blow-off top and burst), is that for most people “It is never enough.” Investors always want even higher levels…

      Ex – Things really are different this time. Extreme data analysis has become standard. Risk is increasingly a commodity. Listen to the market, which senses that a PM harvest (price) is near full grown! Folks fear an apparition of past reapers. The road ahead looks precarious, because it is, but there is no other. BDC

      P.S. Gold money may soon be presented. We must study hard and hope to outlast the many con-men coming.

    Feb 23, 2025 23:07 PM

    Wow! I totally did not see this M&A deal coming but it’s big news!

    Personally, I own both companies and like Equinox, but would have preferred if Calibre would have gotten into production first with the Valentine Gold mine for a year or so before merging with a larger company. Also, I wanted to see Equinox stretch its legs a bit with Greenstone for the full year in 2025, now that it is built and they have 100% of it.

    I guess the production profile here will be over 1 million ounces by next year in 2026, and pretty close that that this year in 2025…. so we have just seen the creation of a new Major gold producer with this transaction.

    _____________________________________________________________________________________________________

    Equinox Gold and Calibre Mining Combine to Create a Major Americas-Focused Gold Producer

    23 Feb 2025

    “The combined company is expected to produce approximately 950,000 ounces of gold in 2025, not including production from Valentine or Los Filos. New Equinox Gold has the potential to produce more than 1.2 million ounces of gold per year with Greenstone and Valentine operating at capacity.”

    https://www.calibremining.com/news/news-details/2025/Equinox-Gold-and-Calibre-Mining-Combine-to-Create-a-Major-Americas-Focused-Gold-Producer/default.aspx

      Feb 24, 2025 24:53 AM

      Hi Ex, watch to see if Newfoundland doesn’t become one of the biggest regional gold plays on the planet. I think Calibre’s move into this area has garnered a lot of attention because it is a great mining jurisdiction loaded with prospects. DT

        Feb 24, 2025 24:56 AM

        Yeah, there are a lot of other projects in Newfoundland that could go back on investor’s and company’s radars.

    Feb 24, 2025 24:01 AM

    PGE is one of my favorites and with the war in Ukraine winding down the price of platinum and palladium are going up and so will Stillwater. LOL! DT

    Feb 24, 2025 24:36 AM

    1st of 3 adds to CDE since the takeover @ $5.25

      Feb 24, 2025 24:44 PM

      I also added just a little bit to my CDE position today into the selling pressure…

    Feb 24, 2025 24:27 AM

    Hi Jerry, the conspiracy theorists were right I’m just giving you a heads up! DT

      Feb 24, 2025 24:26 PM

      Thanks DT………….