The KE Report

Dave Erfle - Flood of Capital into Juniors & Silver Stocks Outperformance


Listen Later

Dave Erfle, Founder and Editor of Junior Miner Junky, joins us to discuss the powerful shift now unfolding across the junior mining sector. After years of capital scarcity, junior exploration companies, even those with sub-$10M market caps, are suddenly raising millions in oversubscribed financings. What's driving the turnaround?

 

Dave explains how the breakout in GDX/GDXJ earlier this year is fueling a rotation into earlier-stage juniors, with smart money moving down the food chain. The TSX Venture is showing technical strength, silver juniors are outperforming, and M&A activity is picking up across the silver space.

 

We discuss:

  • The surge in financings across micro-cap juniors

  • Capital rotation from producers to exploration plays

  • The silver catch-up trade and gold:silver ratio compression

  • What to look for in development-stage funding (and what to avoid)

  • Jurisdictions gaining favor - is Mexico back?

  • Dave also shares when he takes profits, how he spots takeover targets, and why quality still matters, even in the high-risk junior phase.

     

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

    ...more
    View all episodesView all episodes
    Download on the App Store

    The KE ReportBy KE Report

    • 4.3
    • 4.3
    • 4.3
    • 4.3
    • 4.3

    4.3

    11 ratings


    More shows like The KE Report

    View all
    Financial Sense(R) Newshour by Jim Puplava

    Financial Sense(R) Newshour

    374 Listeners

    The Peter Schiff Show Podcast by Peter Schiff

    The Peter Schiff Show Podcast

    5,697 Listeners

    Sprott Money News by Sprott Money

    Sprott Money News

    141 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,074 Listeners

    Quoth the Raven by Quoth the Raven

    Quoth the Raven

    932 Listeners

    Mining Stock Daily by Trevor Hall

    Mining Stock Daily

    93 Listeners

    Palisades Gold Radio by Collin Kettell

    Palisades Gold Radio

    247 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    90 Listeners

    The Grant Williams Podcast by Grant Williams

    The Grant Williams Podcast

    1,359 Listeners

    Doug Casey's Take by Matthew Smith

    Doug Casey's Take

    115 Listeners

    Wealthion - Be Financially Resilient by Wealthion

    Wealthion - Be Financially Resilient

    378 Listeners

    The Julia La Roche Show by Julia La Roche

    The Julia La Roche Show

    54 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    364 Listeners

    The David Lin Report by The David Lin Report

    The David Lin Report

    36 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    91 Listeners