Dave Erfle

Dave Erfle, the founder of Junior Miner Junky, discusses gold and silver's recent consolidation, highlighting bullish patterns and risks involved with juniors. He emphasizes silver's strong uptrend and takeover activity in the mining sector. Josef Schachter, from the Schachter Energy Report, offers insights into the strengthening fundamentals of natural gas driven by LNG exports and data center demand. He shares cautious outlooks on oil and where to find value in resilient energy stocks, focusing on dividends and smart investing strategies.

In a deep dive with Dave Erfle, founder of Junior Miner Junkie, listeners explore silver's price surge, targeting an impressive $96/oz due to technical and macro dynamics. Dave highlights the exceptional pre-feasibility study (PFS) from Thesis Gold, showcasing its 54% IRR and critical silver valuation. The discussion also covers the bustling M&A landscape, featuring key acquisitions by Montage Gold and the strategic divestment by Endeavour Silver. Dave offers valuable insights on navigating market volatility and investing in undervalued juniors.

Dave Erfle, Founder and Editor of The Junior Miner Junkie, shares his insights on the precious metals market. He discusses gold nearing $4,200 and silver around $53, highlighting the disconnect between these prices and mining stock valuations. Erfle also delves into market corrections, suggesting a potential sideways consolidation for resilience. He emphasizes the performance of higher-risk junior mining stocks and touches on recent M&A activity, underscoring the undervaluation in relation to the surging metal prices.