The KE Report

Dave Erfle - Junior Mining Bull Market Trends: Financings, Earnings Season, and Gold & Silver Momentum

Listen Later

Dave Erfle, Founder and Editor of Junior Miner Junky, joins me to share insights on the accelerating momentum in the precious metals sector.

In this discussion we cover:

  • Financing trends: A surge in capital flowing into PEA‑stage juniors, with major strategic partners taking large stakes in recent $30M+ financings.
  • Sector strength: Miners and juniors showing relative strength as gold consolidates near $3,300 and silver breaks out, with the gold:silver ratio trending lower.
  • Earnings season outlook: Why companies like Newmont could deliver significantly higher cash flow with gold ~$400/oz above Q1 levels.
  • Copper market dynamics: Tariff-driven moves, record backwardation between U.S. and LME markets, and the potential for explorers to catch renewed investor interest.

    • Dave also shares portfolio management insights, noting when he takes profits on big winners and where he’s looking for new opportunities - particularly in copper juniors.

    Watch for:

    • Signs of a sustainable bull market as financings are bought, not sold.
    • A rotation of capital further down the food chain to riskier juniors.
    • Key support levels: gold $3,300/$3,200 and silver $37.50, setting up for potential runs toward $4,000 gold and $50 silver later this year.

      • 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
      The Peter Schiff Show Podcast by Peter Schiff

      The Peter Schiff Show Podcast

      5,686 Listeners

      Macro Voices by Hedge Fund Manager Erik Townsend

      Macro Voices

      3,073 Listeners

      Financial Sense(R) Newshour by Jim Puplava

      Financial Sense(R) Newshour

      377 Listeners

      Sprott Money News by Sprott Money

      Sprott Money News

      148 Listeners

      Quoth the Raven by Quoth the Raven

      Quoth the Raven

      932 Listeners

      Mining Stock Daily by Trevor Hall

      Mining Stock Daily

      94 Listeners

      Palisades Gold Radio by Collin Kettell

      Palisades Gold Radio

      252 Listeners

      Value Hive Podcast by Brandon Beylo

      Value Hive Podcast

      91 Listeners

      The Grant Williams Podcast by Grant Williams

      The Grant Williams Podcast

      1,351 Listeners

      Doug Casey's Take by Matthew Smith

      Doug Casey's Take

      123 Listeners

      Wealthion - Be Financially Resilient by Wealthion

      Wealthion - Be Financially Resilient

      377 Listeners

      Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

      Thoughtful Money with Adam Taggart

      403 Listeners

      The Julia La Roche Show by Julia La Roche

      The Julia La Roche Show

      59 Listeners

      The David Lin Report by The David Lin Report

      The David Lin Report

      45 Listeners

      Monetary Matters with Jack Farley by Jack Farley

      Monetary Matters with Jack Farley

      145 Listeners