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
Most of the DC Government job losses that are now occurring in The US will be replaced by AI never to return. If anyone doubts that they don’t understand Musk and what he is all about, this couldn’t happen at a more critical and timely juncture for the US.
Musk asked all the Federal workers to fill out a form on why their jobs were important in order to justify their employment and if they didn’t do this they were automatically dismissed. Now he knows what they do, and it makes it easier to design software to replace them. LOL! DT
Now if you have a university or a college degree and you’ve lost your job in The Government you will find it much harder to get employment in the real world where you are expected to work 3-4 times as hard for much less money. The wheel has turned and there is nothing like reality, it will force you to look over your shoulder for the next wave of AI. DT
doc might consider Michael Oliver’s analysis.
doc is always a “well I got wait and see and then I can tell more accurately”
china is suppressing the silver price.
No recordings anymore?