Weekend Show – Matt Geiger and Doc – Metals M&A Outlook: Equinox-Calibre, Technical Analysis For Gold, Silver, Gold Stocks
Welcome to The KE Report Weekend Show!
This weekend show is focused on the precious metals sector, looking at recent M&A deals, trends, and a technical outlook for the metals and equities.
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- Segment 1 & 2 – Matt Geiger, Fund Manager and Managing Partner at MJG Capital kicks off the show by discussing the recent Equinox-Calibre merger, its market reactions, and broader trends in the metals sector. We focus on the implications of mergers and acquisitions (M&A) for investors, with particular emphasis on the gold mining industry. Matt provides insights into the challenges and opportunities presented by M&A, touching on the need for operational synergies, the influence of geographical and management familiarity, and the potential for future M&A activities.
- Segment 3 & 4 – Richard Postma, AKA Doc, is back to discuss his technical outlook on the gold market, individual metal stocks, and various other markets including the bond and US equity markets. Doc analyzes gold’s potential to reach $3,000, the behavior of silver, and offers insights into precious metals equities that he has been buying. Additionally, he shares his perspective on uranium and energy stocks, the implications of rising interest rates in the bond market, and the overall direction of US stocks.
https://www.tradingview.com/x/JLzrdHwi/
EQUINOX : Price Under Pressure!
https://ibb.co/0Rrh9xrR
The Gap May Fill.
Over the last week I have noticed more money moving into the metal stocks that I follow. I believe this will accelerate as the crypto market and the conventional markets particularly in The US deteriorate further. Some money is flowing out of these investments into the mining space which is the only logical conclusion. It won’t take much to move our stocks as investors that have only believed in technology realize that nothing lasts forever and a pinch in their investments can cause a lot of uncertainty. Money goes where it can make more money and now this is in the metal markets.
Just one note of caution The PDAC curse is upon us, so be ever mindful!!!!! DT
No recordings anymore?