Brian Leni - Junior Gold Stocks: Rotation, Valuation, M&A
The momentum in the gold sector continues to build, and it's now filtering into the juniors. In this episode of the KE Report, we speak with Brian Leni of Junior Stock Review to unpack what he sees as a true shift in sentiment and market behavior toward gold exploration and development companies.
"We're finally seeing good news get rewarded."
Brian discusses the shift from bearish sentiment to bullish action as gold prices remain strong and financing picks up across the junior space.
Topics covered include:
- Why this market feels different from past cycles, and how it compares to 2016 and 2020
- Brian’s portfolio strategy: holding vs. trimming, and rotating into new names
- Standout companies and valuation gaps, including Thesis Gold
- His views on M&A as a key exit strategy in a rising market
- Whether other commodities like copper, nickel, or lithium are offering enough value right now
Brian also shares how he identifies high-probability takeover candidates and why the best opportunities still lie in companies where value hasn't caught up to price.
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