Dave Erfle, Editor of the Junior Miner Junky joins us to recap the strong moves in gold as well as gold and silver stocks. 

We start by highlighting gold’s strong performance around the $2,850 mark.Dave provides his insights on the breakout of gold, silver, and mining stocks and the impact of macroeconomic factors like inflation and GDP growth. 

The conversation transitions to recent developments in Mexico’s mining sector, including Discovery Silver’s significant US$425 million deal to acquire the Porcupine Gold Complex and new environmental permits being issued. Dave explains how this impacts the sector, especially for other juniors waiting for permits and struggling with liquidity. 

We also explore why some silver companies are diversifying into gold, and how this strategic move affects leverage and volatility in the market. Dave shares his insights on investment strategies, emphasizing optionality plays and the importance of being positioned in small-cap growth-oriented producers and later-stage developer explorers. Finally, the discussion touches on the potential for increased M&A activity as companies seek growth opportunities amid a bullish market.

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