The KE Report Brian Leni - Gold & Silver Momentum, Contrarian Value in Copper & Nickel, & How to Pick the Right Developers
Sep 5, 2025
Brian Leni, founder and editor of Junior Stock Review, dives into the thriving market for gold and silver while also spotlighting copper and nickel as contrarian investments. He discusses why the bull market is already in full swing, identifying valuable opportunities among developers who are underpriced compared to NAV. Leni shares specific stock picks and highlights the importance of strategic risk management and discipline in profit-taking. His focus on 'boring' developers reveals how they can deliver impressive returns in the resource sector.
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Precious Metals Bull Is Underway
- Brian Leni says the precious metals bull market is already in motion and stocks have largely revalued upward.
- He still sees opportunity but is shifting new buys toward undervalued copper and nickel developers trading at deep discounts.
Contrarian Value Lives In Copper And Nickel
- Brian prefers adding new positions in copper and nickel because many developers trade for under 2% of NAV today.
- Those valuations offer a large margin of safety and upside if markets re-rate or catalysts materialize.
Position For The Next Leg, Not The Now
- Brian tells subscribers to consider shifting capital into unloved sectors now, even if gains take a year or two to materialize.
- He emphasizes patience and positioning a year or two ahead to capture the next leg of returns.