
Sign up to save your podcasts
Or


In this editorial, Dave Erfle, Founder and Editor of the Junior Miner Junky, breaks down the explosive move in silver, now approaching $60/oz, and the technical long-term target of $96/oz.
We analyze the macro tailwinds and examine the Pre-Feasibility Study (PFS) from Thesis Gold (TSX-V:TAU). The PFS reveals exceptional economics, with an After-Tax NPV of $2.37 Billion (at base case $2,900 Gold and $35 Silver). Dave also covers the accelerating M&A environment, including the bolt-on acquisition by Montage Gold and the strategic divestment by Endeavour Silver.
Key Discussion Points:
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
-------------------
For more market commentary & interview summaries, subscribe to our Substacks:
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.
By KE Report4.3
1212 ratings
In this editorial, Dave Erfle, Founder and Editor of the Junior Miner Junky, breaks down the explosive move in silver, now approaching $60/oz, and the technical long-term target of $96/oz.
We analyze the macro tailwinds and examine the Pre-Feasibility Study (PFS) from Thesis Gold (TSX-V:TAU). The PFS reveals exceptional economics, with an After-Tax NPV of $2.37 Billion (at base case $2,900 Gold and $35 Silver). Dave also covers the accelerating M&A environment, including the bolt-on acquisition by Montage Gold and the strategic divestment by Endeavour Silver.
Key Discussion Points:
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
-------------------
For more market commentary & interview summaries, subscribe to our Substacks:
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.

3,070 Listeners

143 Listeners

144 Listeners

95 Listeners

361 Listeners

265 Listeners

89 Listeners

73 Listeners

369 Listeners

67 Listeners

420 Listeners

78 Listeners

44 Listeners

22 Listeners

152 Listeners