October 16, 2025

Brien Lundin - The Bull Market Flood: Record Financings, $4,300 Gold, and Where Are The Best Opportunities?

19 minutes

In this KE Report Daily Editorial, we’re joined by Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference (Nov. 2–5), to discuss the powerful rally across precious metals and the historic wave of financings sweeping through the junior mining sector.

Key Discussion Highlights:

Unprecedented capital inflows: Gold nearing $4,300/oz and silver topping $53/oz have triggered a flood of financings - many without warrants, rapidly upsized, and often the largest in company histories.

Institutional money returns: Deep-pocketed generalist and hedge fund investors are pouring in, marking a seismic shift for the mining industry.

What companies will do with the cash: With exploration budgets surging, Brien expects both inefficiency and discovery - some waste, but also new mines and mid-tier producers emerging.

Valuation catch-up coming: Feasibility studies using $2,000–$2,500 gold are now badly outdated; developers could see massive re-ratings as markets recalibrate to current prices.

Exploration strategy: How to approach pre-discovery and early-stage drill stories, and why management quality, technical depth, and early hints still matter most in a hot market.

Stocks mentioned: Aftermath Silver (AAG.V / AAGFF), Blackrock Silver (BRC.V / BKRRF), Delta Resources (DLTA.V), Contango Ore (CTGO), Collective Mining (CNL.TO), Prospector Metals (PPP.V).

Click here to learn more about the New Orleans Investment Conference on November 2-5.

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Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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