Clear Commodity Network Clear Commodity Network
  • Home
  • Metals
  • Energy
  • Agriculture
  • Podcasts
  • Playlists
  • Prices
Clear Commodity Network Clear Commodity Network Clear Commodity Network Clear Commodity Network
  • Home
  • Metals
  • Energy
  • Agriculture
  • Podcasts
  • Playlists
  • Prices
Cover for Brian Leni - How To Invest In Advanced Metals Stocks: When to Sell Your Stocks, Valuation Considerations

Brian Leni - How To Invest In Advanced Metals Stocks: When to Sell Your Stocks, Valuation Considerations

January 22, 2025
  • Brian Leni
  • Junior Mining
KEReport
By KEReport
KEReport

Brian Leni, Editor of The Junior Stock Review joins us to discuss the resource equities he is investing and how the key aspects that play into his valuation assessments. 

The discussion covers the optimistic sentiment among investors at the recent resource investment conferences in Vancouver, and the shift in focus from precious metals to base metals. 

On the equity front Brian highlights the performance of specific companies in his portfolio, especially Kenorland Minerals and Aurion Resources, which he expects to excel in the coming year. 

At the MIF conference Brian shares the details of his presentation focused on lessons learned from his investments in 2024, emphasizing the importance of not only recognizing mistakes but also leveraging them for future success. He speaks about the role of mentorship in refining his investment approach and aid in decision-making. Moreover, Brian discusses his portfolio strategy, including the significance of high-conviction picks and appropriate allocation percentages to balance risk and reward effectively. He also shares his sell strategy, including examples of when to take profits and understanding the right time to exit positions. We also explore valuation considerations for companies, based on factors such as location, resource size, metallurgy, and mining simplicity, using Thesis Gold as an example of an undervalued asset. Brian shares his criteria for red flags in potential investments—ranging from geographical risks to overly promotional management teams.

Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in.

KEReport
KEReport
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.
View all podcast by KEReport

Subscribe for Clear Insights

Freshly dropped news & interviews delivered to your inbox daily.
Please review our Disclaimer and Privacy Policy.

More Clear Commentary:

Cover for Tavi Costa & Brien Leni - Investing In Resource Junior Stocks: Opportunities, Recent News, Market Sentiment

Tavi Costa & Brian Leni - Investing In Resource Junior Stocks: Opportunities, Recent News, Market Sentiment

Cover for John Rubino – Gold, Silver, And PM Stocks Shining Bright Amidst The Market and Macroeconomic Volatility

John Rubino – Gold, Silver, And PM Stocks Shining Bright Amidst The Market and Macroeconomic Volatility

Cover for Brien Lundin - Gold Stocks, Value Propositions: Majors, Developers, Juniors

Brien Lundin - Gold Stocks, Value Propositions: Majors, Developers, Juniors

Cover for Friday Bearish Reversal Cools Red Hot Gold, Silver & Miners

Friday Bearish Reversal Cools Red Hot Gold, Silver & Miners

Cover for Are Junior Mining CEOs Overpaid? (asking for a shareholder)

Are Junior Mining CEOs Overpaid? (asking for a shareholder)

Cover for Dave Erfle - Barrick’s Potential Move To The US, Focus On Mining Companies With Growth

Dave Erfle - Barrick’s Potential Move To The US, Focus On Mining Companies With Growth

Copyright © 2025 Clear Commodity Network. All Rights Reserved.

  • Tweet
  • Share
  • Share
  • Share
  • Share
  • Share
  • Tweet
  • Share
  • Share
  • Share
  • Share
  • Share