Dave Erfle - Mexico’s Proposed Open Pit Mining Ban, Osisko Metals All-Cash Buyout, Gold Stocks vs US Markets
Dave Erfle, Editor of the Junior Miner Junky joins me to discuss the latest developments in precious metals, including gold and silver's performance, and examine the recent geopolitical developments in Mexico, particularly the proposed open pit mining ban and its effects on related stocks. Dave provides an analysis of how these changes offer both risks and opportunities for investors.
We also explore recent M&A activities in the sector, focusing on the Osisko Mining transaction and its broader market implications. Additionally, Dave forecasts market trends, potential influence of rate cuts, and the performance of major gold stocks like Newmont and Agnico vs the broad market averages. As we look forward to the upcoming Beaver Creek Conference, Dave shares his strategy for engaging with companies regarding capital access, jurisdictional politics, and permitting timelines.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
