20 min listen
Weekend Show - Matt Geiger & Jeff Christian - Analyzing Metals Stock News, And Where Prices Are Going
FromThe KE Report
Weekend Show - Matt Geiger & Jeff Christian - Analyzing Metals Stock News, And Where Prices Are Going
FromThe KE Report
ratings:
Length:
55 minutes
Released:
Jun 29, 2024
Format:
Podcast episode
Description
Welcome to another KE Report Weekend Show! This weekend's show is focused on resources stocks and metals prices. We discuss a number of key news releases for the past couple of weeks and outline the true drivers of gold, silver and copper prices.
Segment 1 and 2 - Extended Segment - Matt Geiger, Managing Partner at MJG Capital kicks off the show by sharing his insights on recent news out of Bravo Mining (drill results), Skeena Resources (a US$750Mil finance package), and Victoria Gold (mine failure). We also discuss how Matt is viewing the pullback in resources stocks, mostly from the junior side. Please note, we recorded this segment on Wednesday. Since that date the share price action is Skeena has been strong with the stock up 13% on Thursday and 10% on Friday.
Click here to visit the MJG Capital website to learn more about Matt’s open ended fund.
Segment 3 and 4 - Jeff Christian, Managing Partner at the CPM Group wraps up the show by recapping a recent Q&A webinar with clients, focusing on the relationship between a potential U.S. recession and precious metal prices. He delves into historical precedents, like the 1980-1982 double-dip recession, and examines factors driving gold, silver, and copper prices. We also explore the growing skepticism around the green energy transition narrative and the economic contraction concerns impacting metal supply and demand. Lastly, he provides his forecasts for metal prices and investment trends in the coming months
Click here to visit the CPM Group website to learn more about the firm.
Released:
Jun 29, 2024
Format:
Podcast episode
Titles in the series (100)
West Red Lake Gold – Gwen Preston Outlines Her New Role As VP Of IR And The Larger Vision Of Moving The Madsen Mine From Development Back Into Production: Gwen Preston, Vice President Of Investor Relations for West Red Lake Gold Mines (TSX.V:WRLG – OTCQB:WRLGF), joins us to discuss her new role with the company, and the key steps from exploration and development towards a mine restart plan targeting mi... by The KE Report