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Brian Leni - Gold & Silver Momentum, Contrarian Value in Copper & Nickel, & How to Pick the Right Developers

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Manage episode 504642454 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We’re joined by Brian Leni of Junior Stock Review to break down where the best opportunities are now in the raging precious metals bull market, and where contrarian investors should be looking next.

Key themes:

  • Gold & Silver Surge - Why the bull market is already well underway, how stocks have outperformed, and where value still exists in the space.
  • Contrarian Copper & Nickel - Developers trading at less than 2% of NAV in some cases, with re‐rating potential even if commodity prices stay flat.
  • Catalyst-Driven Picks - A couple stocks Brian sees as good value at current copper prices.
  • Managing Risk & Psychology - Modeling financing costs properly, anticipating dilution, and maintaining discipline with profit-taking to avoid “round-tripping” winners.
  • Why Developers Shine - How Brian has delivered outsized returns focusing on this “boring” but high-value part of the mining cycle.

Stocks Mentioned: Hot Chili (TSXV: HCH; ASX: HCH; OTCQX: HHLKF) • Surge Copper (TSXV: SURG; OTCQB: SRGXF)

Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in.

Follow up on Substack

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

  continue reading

537 episodes

Artwork
iconShare
 
Manage episode 504642454 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We’re joined by Brian Leni of Junior Stock Review to break down where the best opportunities are now in the raging precious metals bull market, and where contrarian investors should be looking next.

Key themes:

  • Gold & Silver Surge - Why the bull market is already well underway, how stocks have outperformed, and where value still exists in the space.
  • Contrarian Copper & Nickel - Developers trading at less than 2% of NAV in some cases, with re‐rating potential even if commodity prices stay flat.
  • Catalyst-Driven Picks - A couple stocks Brian sees as good value at current copper prices.
  • Managing Risk & Psychology - Modeling financing costs properly, anticipating dilution, and maintaining discipline with profit-taking to avoid “round-tripping” winners.
  • Why Developers Shine - How Brian has delivered outsized returns focusing on this “boring” but high-value part of the mining cycle.

Stocks Mentioned: Hot Chili (TSXV: HCH; ASX: HCH; OTCQX: HHLKF) • Surge Copper (TSXV: SURG; OTCQB: SRGXF)

Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in.

Follow up on Substack

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

  continue reading

537 episodes

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