Dave Erfle – Gold Volatility, Miners Lag, and M&A This Week
We’re joined by Dave Erfle, Founder and Editor of Junior Miner Junky, to break down the latest surge and correction in the gold price, and how investors should be reading the signals from gold stocks.
Key topics covered:
- Market-wide volatility and gold’s role as the only true safe haven
- Why miners sold off even as gold peaked, and what that signals
- Expectations for Q1 earnings: Will high margins attract new interest?
- Why M&A activity is heating up but still largely driven by Asian firms
- Context on the sector’s size: Market value has been growing fast
Dave also highlights recent takeovers like Lumina Gold and Triple Flag’s acquisition of Orogen, and explains why generalists may soon rotate into miners as broader markets stay unstable.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
Double digit drop in Aussie gold producers today
https://www.tradingview.com/x/NE3UfJ6Y/
GOLD : Topped : Initial Target ~3200
(If 38.2% Resistance Holds)
https://tinyurl.com/bddmb9wj
GOLD : Confirmed Turn
(DOLLAR Too?)
https://www.tradingview.com/x/PjCMSTJu/
DOLLAR : Bottom Formation Likely
Merger and Acquisition Opportunities In The Mining Stocks – Part 10
Excelsior Prosperity w/ Shad Marquitz (04-22-2025)
Orogen Royalties (TSX.V: OGN, OTCQX: OGNRF) / Triple Flag Precious Metals (TSX: TFPM, NYSE: TFPM)
Lumina Gold (TSXV: LUM) (OTCQB: LMGDF) / CMOC Group (HK:3993)
https://excelsiorprosperity.substack.com/p/merger-and-acquisition-opportunities-8ec
Gold and miners could give back lot of gains on paper and disappointing investors again if and I say if Trump gets tariffs deals with big countries like India, Japan, Europe and China starts to negotiate, also Cease-fire with Russia, Ukraine war, and probably Iran having to negotiate, all these will give stock market what it wants to make another run to new highs and people will sell all those gold stocks and the dumb money will be stuck again holding long term and not taking profits.