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John Rubino - Outlook on Gold, Silver, PM Producers Earnings And Margins, Sector Sentiment, And Newsflow From Juniors
FromThe KE Report
Currently unavailable
John Rubino - Outlook on Gold, Silver, PM Producers Earnings And Margins, Sector Sentiment, And Newsflow From Juniors
FromThe KE Report
ratings:
Length:
22 minutes
Released:
Feb 20, 2024
Format:
Podcast episode
Description
John Rubino joins me today to discuss his outlook on gold, silver, precious metal producers earnings reports, the narrative versus the reality around margins, the poor sector sentiment, and key recent newsflow from the PM juniors. We start off diving into the macroeconomic side of things and if the recent higher stickier inflation, slower retail sales, and weaker consumer spending could start moving the economy more into a state of stagflation.
Next we unpacked the earnings reports from the larger gold producers, and discussed their margins and cashflows. We then reviewed how the good drilling news from Dolly Varden (DV.V) (DOLLF), I-80 Gold (IAU.TO) (IAUX), New Found Gold (NFG.V) (NFGC), and Nevada King (NKG.V) (NKGFF), has mostly be shrugged off by the market. We wrap up looking at the differences in the rationale, terms, and market reactions to 2 recent financings for Lion One Metals (LIO.V) (LOMLF) versus Nevada King.
Click here to follow along with John on Substack.
Next we unpacked the earnings reports from the larger gold producers, and discussed their margins and cashflows. We then reviewed how the good drilling news from Dolly Varden (DV.V) (DOLLF), I-80 Gold (IAU.TO) (IAUX), New Found Gold (NFG.V) (NFGC), and Nevada King (NKG.V) (NKGFF), has mostly be shrugged off by the market. We wrap up looking at the differences in the rationale, terms, and market reactions to 2 recent financings for Lion One Metals (LIO.V) (LOMLF) versus Nevada King.
Click here to follow along with John on Substack.
Released:
Feb 20, 2024
Format:
Podcast episode
Titles in the series (100)
Exploits Discovery - Bullseye Project Update; Drill Results and 4 New Gold Targets: Jeff Swinoga, President and CEO of Exploits Discovery ("Exploits" or the "Company") (CSE:NFLD - OTCQX:NFLDF - FSE:634) joins me to recap the March 14th news release, reporting drill results and new gold targets on the Bullseye Project (the "Project"... by The KE Report