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Posts Tagged: optionality
Brien Lundin, Editor of The Gold Newsletter and our host at the New Orleans Investment Conference joins me to discuss gold’s new all time...
Thu 1 Aug, 2024
29 comments
Jayant Bhandari reviews the trends he is seeing in the gold and silver stocks, some arbitrage opportunities in ongoing M&A deals, value creation stocks, and optionality stocks that should have nice...
Thu 23 May, 2024
7 comments
Jordan Roy-Byrne reviews his near-term and medium-term technical outlook for gold and silver, the changing investor psychology around gold mining stocks, and why silver stock optionality plays are...
Wed 24 Apr, 2024
3 comments
Dave Erfle discusses the pullback in precious metals prices on Friday, but after gold, silver, GDX, and GDXJ have been breaking higher for the last 6 weeks and got to overbought levels....
Fri 12 Apr, 2024
6 comments
Jordan Roy-Byrne reviews both his near-term and longer-term technical outlook for gold, silver, GDX, GDXJ, and SILJ, along with why he still likes growth-oriented gold producers, gold developers of...
Wed 10 Apr, 2024
19 comments
Jordan Roy-Byrne provides some PM portfolio management tips, with gold breaking out above $2300 and silver finally breaking out above $27, and focusing on the value in the sector here and now....
Wed 3 Apr, 2024
43 comments
Dave Erfle reviews the technical setup in gold and takes a deeper dive into the different subsectors and stages of the gold mining stocks that have his attention moving into...
Fri 5 Jan, 2024
2 comments
Shad Marquitz, Co-host of the KE Report and founder of Excelsior Prosperity, with a week in review summary of macro events, gold's move to all-time high on the monthly, weekly, and daily charts, and...
Sun 3 Dec, 2023
52 comments
Erik Wetterling, The Hedgeless Horseman, is still accumulating quality gold and silver stocks into the sector weakness, before the sentiment shifts back higher once...
Thu 5 Oct, 2023
7 comments
More optionality

Erik Wetterling – Precious Metals Beta Stocks Are Looking More Attractive From A Risk Reward Perspective

Erik Wetterling, The Hedgeless Horseman, outlines why the gold and silver Beta mining stocks are looking more attractive from a risk reward perspective.

Thu 28 Sep, 2023
14 comments

Erik Wetterling – A Value Investing Approach To The Negative PM Sector Sentiment

Erik Wetterling, The Hedgeless Horseman, joins us for a candid conversation about value investing in gold and silver mining stocks, during negative sector sentiment.

Thu 17 Aug, 2023
17 comments

Erik Wetterling – Portfolio Rebalancing And Price To Value Reshuffling In Resource Stocks

Erik Wetterling, The Hedgeless Horseman unpacks how he approaches portfolio rebalancing and “value shuffling” in resource stock investing.

Thu 4 May, 2023
3 comments

Brian Leni – Properly Valuing Resource Stocks In Relation To Price Trends, And Consideration Of The Three Investor Biases

Brian Leni reviews macroeconomic factors, valuing resource companies, and the 3 biases holding investors back.

Fri 24 Mar, 2023
12 comments

Blackrock Silver – Transformative Option On The Tonopah North Lithium Project, While Keeping Focused On Silver And Gold Exploration At Tonopah West and Silver Cloud

Andrew Pollard, CEO of Blackrock Silver (TSX.V:BRC – OTCQX:BKRRF), reviews the transformative option agreement to develop the Tonopah North Lithium Project.

Wed 11 Jan, 2023
1 comment

Erik Wetterling – Talking Junior Mining Stock Investing With The Hedgeless Horseman

Erik Wetterling, The Hedgeless Horseman, outlines what junior mining stocks feels have compelling risk / reward set ups.

Fri 6 Jan, 2023
12 comments