Category: Excelsior

From May 11th-13th in Fort Lauderdale, Florida a group of 30 resource companies and about 100 vetted investors poured into the Four Seasons Hotel, for an insightful 3 days of networking, 1-on-1 company meetings, keynote presentations and panels, and evening company dinners all geared around investing in...

In this article we are going to check in on a few portfolio companies that have had key news releases out that didn’t get the traction with investors that one would have expected. It seems some transformational news fell on deaf ears with market participants, or...

For the entire month of April, it seems like the vast majority of financial outlets, pundits, and investors have bemoaned the “volatility” and “uncertainty” in the markets. Sure, we’ve seen some outsized daily moves in many markets, but is there really a time where markets are not volatile? Are...

There are a number of specific resource stock writeups in the cue here for gold, silver, copper, uranium, and nat gas; that will be released in the fullness of time on this channel. I’ve been totally swamped this week with taxes, communication overload, conducting interviews, and...

I’m happy to report that we are diving back into more opportunities within the segment of “growth-oriented junior gold producers.” Throughout 2024 we covered some very interesting companies thus far in this series, and it turned out that they were very active with newsflow in the...

Well, it was another glorious day in the precious metals sector. PMs were breaking up higher, but it is important to also note that many futures contracts rolled over today on Thursday March 27th. As a result, many platforms (like Yahoo Finance, Investing.com, and Bloomberg) rolled over to...

We are back with another segment on merger and acquisition transactions within the mining stocks. Big news broke Sunday evening in North America that two of my larger weighted gold positions, Equinox Gold and Calibre Mining, are tying the knot in a zero-premium merger-of-equals transaction. These are...

You can see the title for topics that will be covered in this article; so we don’t need a big preamble on global trade, tariffs, inflation, Fed policy, interest rates, the dollar, and all the macroeconomic and media mumbo jumbo… LINK

This article is going to be a mash-up of key precious metals price action trends, thoughts on gold and silver from key KER interviews from this last week. It will also encapsulate a few broad reflections swirling around my mind on resource investing; after having just...

We all just had a quite a wild week in the gold and silver stocks, for a bevy of fundamental reasons, paired with significant technical pricing action. Let’s not spend much time on a big macro preamble here about tariff ramifications, inflation, central bank buying,...