The KE Report

Market QuickTake - Beaver Creek Takeaways: Sentiment, Juniors vs. Producers, Warrants & What’s Next

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Fresh off the Beaver Creek Precious Metals Summit, Cory and Shad break down what they saw and heard across meetings with companies, funds, family offices, and active investors.

Key topics

  • Conference vibe & flows: One of the busiest Beaver Creeks in years; more meetings with investors (not just corporates). Sentiment broadly bullish.

  • Producers vs. juniors: Developers and producers pushing larger programs and timelines; many juniors still lagging due to thin newsflow, warrant overhangs, or unclear work plans.

  • “Early innings?”: Why calling this the start of the cycle is misleading - majors and ETFs have been trending for years; juniors are now playing catch-up.

  • Timelines that matter: PEA → FS fast-tracks, bulk samples, and small-scale production - where that can work and where it can go wrong.

  • Warrants everywhere: In-the-money warrants fueling treasuries and rotation; how investors are exercising, clipping, and reallocating.

  • Rotation watch: While gold leads, eyes are turning to copper, uranium, and critical minerals for the next leg.

    • Stocks / symbols mentioned

    NEM (Newmont), AEM (Agnico Eagle), GDX, GDXJ
    Macro & rotation talk (no recommendations): uranium, copper, critical minerals

    —

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    The KE Report: https://kereport.substack.com/  

    Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

     

    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.

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