Dave Erfle, Editor of the Junior Miner Junky, joins us to focus on some of the opportunities and trends he sees in the junior precious metals stocks. We start off noting how the larger gold and silver producers, and highest quality developers have already made nice moves to the upside.  Dave outlines that we may be entering the part of the PM cycle to finally move down the risk curve into the junior development-stage companies with ounces in the ground; that will have good optionality to rising metals prices.

We then delve into the potential catalysts to see even more mergers and acquisition transactions in the junior mining sector, and what attributes to identify in potential takeover candidates. We also consider that the majors already have large pipelines of development projects, and so the M&A deals may need to come from the cashed up mid-tier producers acquiring juniors or from mergers of equals among junior developers.

Wrapping up we get Dave’s outlook on silver, the silver stocks, the persistently high gold:silver ratio, and that really we aren’t going to see a big uptick in the speculative side of the sector with more participation from generalist investors until we see some of the hot money come out of the cryptos and A.I. / tech stocks.

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