Category: Excelsior

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,...

We are continuing on with [Part 2] of the kickoff to the resource conferences for 2025 in Vancouver, Canada over the last week. As covered in [Part 1] of this series: The festivities, networking, and knowledge sharing began on Friday January 17th at the Metals Investor...

Like we have discussed, (really for the last 2 years), gold’s chart remains a thing of beauty. In general pricing respects the 50-day Exponential Moving Average (EMA). Yes, it has occasionally dipped down briefly near the next support level at the 144-day EMA, but then it...

Looking back on 2024, it was one of the busiest years for mergers and acquisitions that we’ve seen in the metals resource stocks in quite some time with over 2 dozen transactions. We saw a couple bidding wars, a few associated spin-out companies coming from the...

Happy Holidays to all the readers here on this Substack channel and wishing everyone a great end of the year and start to 2025! For a number of fundamental and technical reasons, I’m very constructive on the medium-term and longer-term trajectories of the energy stocks...