The KE Report

Dave Erfle - Beaver Creek Recap: Juniors in a Bull Market & M&A Momentum

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In this Pre-Market Daily Editorial, we welcome back Dave Erfle, Founder and Editor of Junior Miner Junky. Fresh off the Beaver Creek Precious Metals Summit, Dave shares his key takeaways from over 20 company meetings and his perspective on the sector’s strong bullish momentum.

Discussion highlights:

  • Why sentiment has shifted with juniors now in a full-blown bull market.

  • The growing importance of U.S. big board listings (NYSE/AMEX/NASDAQ) for attracting both retail and institutional investors.

  • Signs of an imminent correction after six straight weeks of gains in GDX/GDXJ - and how Dave is preparing to deploy cash.

  • Ongoing M&A activity, from mega-mergers (Teck + Anglo American) to billion-dollar private deals, and what this means for mid-tiers and developers.

  • Where Dave still sees potential 3–10x upside opportunities - and the risks tied to chasing them.

    • Dave also weighs in on investor sentiment, whispers from behind-the-scenes meetings, and the long-term outlook for gold miners relative to rising gold price floors.

     

    Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter. 

     

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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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