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 Doc Jones – Value Proposition In Omai, Excellon, Magna, Emerita, Peyto, and Birchcliff

Doc Jones – Value Proposition In Omai, Excellon, Magna, Emerita, Peyto, and Birchcliff

June 14, 2025
  • Company
KEReport
By KEReport
KEReport

Doc Jones, private activist resource investor and influencer on Ceo.ca and X/Twitter, joins us for his outlook on the precious metals, critical minerals, and energy sector and the related resource stocks he is heavily positioned in his portfolio, that have had significant newsflow in the recent past towards development of their projects.

We start off getting the key macroeconomic factors that have him bullish on both gold and silver, and why he believes their pricing moves to the upside over this year can be maintained and continue to reach higher levels. We review the newsflow and recent milestones from Omai Gold Mines (TSXV: OMG) (OTCQB: OMGGF), and the anticipated value drivers for 2025 in this gold exploration and development company.  With regards to silver and gold exposure, he has gotten positioned in Excellon Resources Inc. (TSXV: EXN) (OTC: EXNRF) due to their recent acquisition of the past producing Mallay Silver Mine in Peru, to move it back into production. The Company is also advancing a portfolio of gold, silver and base metals assets including Kilgore Project, an advanced gold exploration project in Idaho that has compelling economics at today’s PM prices.

Shifting over to critical minerals, Doc Jones highlights his long-standing interest and key portfolio position in Magna Mining (TSX.V: NICU) (OTCQB: MGMN), which has not moved into copper production, with solid nickel and PGM co-credits at their McCreedy West Mine in Sudbury, Ontario.  Another key portfolio position in the critical minerals with copper, zinc, gold, and silver is Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF).  The company has had continued encouraging polymetallic metallurgical results and successful exploration expanding in mineralization in multiple areas at their flagship IBW Project. He also outlined that the pending legal proceedings on the Aznalcollar zinc-lead-silver Project as another potential value driver.

Wrapping up we shifted over to traditional energy getting his outlook on both oil and natural gas, but why he is favoring investing in Canadian nat gas companies like Peyto Exploration & Development Corp. (TSX: PEY) and Birchcliff Energy Ltd. (TSX: BIR) due to the anticipated uptick in underlying natural gas prices he is anticipating in the year to come.   He goes on to highlight the benefits of picking up energy stocks that pay investors good dividends while they are waiting for higher eventual equity prices.

*In full disclosure, Doc Jones holds a position in these companies discussed at the time of this recording, but is not compensated by any company to market them.  These are simply his views and opinions as to why he likes investing in them, but this is not investment advice.   Shad is also a shareholder of Magna Mining at the time of this recording.

Click here to follow Doc Jones on Ceo.ca

Click here to follow Doc Jones on X/Twitter

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 A New Royalty Company & Tether's $100M Gold Bet | EMX & Elemental Altus CEO Interview

A New Royalty Company & Tether's $100M Gold Bet | EMX & Elemental Altus CEO Interview

Cover for Silver X Mining – Tangana Operations Update, Expanded PEA, Growth Strategy Through Rising Grades, Plant Throughput Expansion, And District-Scale Exploration

Silver X Mining – Tangana Operations Update, Expanded PEA, Growth Strategy Through Rising Grades, Plant Throughput Expansion, And District-Scale Exploration

Cover for Cascadia Minerals –  4,000 Meter 13-hole Drill Program Underway At The Newly Acquired Carmacks Copper-Gold Project In The Yukon

Cascadia Minerals –  4,000 Meter 13-hole Drill Program Underway At The Newly Acquired Carmacks Copper-Gold Project In The Yukon

Cover for Introduction to Val-d'or Mining Corp

Introduction to Val-d'or Mining Corp

Cover for Blackrock Silver – Key Takeaways From M&I Conversion Mineral Resource Estimate Update and Looking Ahead To The Expanded Resource Estimate Coming Out In Q1 2026

Blackrock Silver – Key Takeaways From M&I Conversion Mineral Resource Estimate Update and Looking Ahead To The Expanded Resource Estimate Coming Out In Q1 2026

Cover for [REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity

[REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity

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