Panel Discussion – Metal Stocks and Sectors
First off I hope everyone is having a great Memorial Day! As pretty much everyone seems to be away from their desk today I will be posting the panel discussions that I moderated at the recent resource investing conference in Vancouver.
In this panel I am joined by Brent Cook, David Erfle, and Mickey Fulp to discuss the stocks that are bucking the trend in the sector and other stocks they are interested in.
Please let me know what you think – Fleck@kereport.com
Hey SD, here is the link to my talk at the show.
Is that what you are looking for?
Yes, thanks much.
Good panel discussion. Cory, you seem worn down, discouraged and overall negative about precious metals. It is showing, bro. Hope things turn around in the sector in the coming months.
There is a company called McEwen Mining (MUX) that I don’t see get much attention. I like the story and own shares. Can you guys cover that one a bit, maybe with Doc? It has pulled back huge since early 2017.
Thanks for the comment Brad! I wouldn’t say I am discouraged just more bored right now because I don’t see the sector breaking out until the end of this year at the earliest. I’ll try to be more upbeat next time 😉
As for MUX I’ll reach out for an update. I like the Company but am not fully up to date.
+1 It would be nice to get an update on MUX now that they have the Black Fox mine going, and it is rarely discussed that they acquired the old Lexam Resources exploration company that Rob was involved with a year or so back. That flew right by the market, but they picked up a nice pipeline of exploration projects with that acquisition. In addition, they also have that huge Copper project that the market rarely factors into their valuation.
It would be nice to get an overall update on all their operations, but also how the Argentina currency crisis may be affecting their costs and profitability there.
Hi Cory
I thought you did an excellant job guiding the discussion.
I was impressed with the honest and candid opinions of the three experts.
Agreed.
Hi Cory
Looks like Brent Cook has identified by the drill hole number a so called fake news release on Maple Gold from back in My 2nd news release. As a share holder what’s your comment.
I would like to know cory’s comments on Brent Cooks comments as well.
Kitco has since edited out Brent Cooks comments on MGM drill result, Kitco or Brent Cook must of been facing a lawsuit . Maple Gold Mines are supposed to be offering a rebuttal soon.
Nice move up today in Deg.Asx
So how does one access your discussion? Did you forget something, Cory?