Dave Erfle - Flood of Capital into Juniors & Silver Stocks Outperformance

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1d ago 15:21

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Dave Erfle, Founder and Editor of Junior Miner Junky, joins us to discuss the powerful shift now unfolding across the junior mining sector. After years of capital scarcity, junior exploration companies, even those with sub-$10M market caps, are suddenly raising millions in oversubscribed financings. What's driving the turnaround?

Dave explains how the breakout in GDX/GDXJ earlier this year is fueling a rotation into earlier-stage juniors, with smart money moving down the food chain. The TSX Venture is showing technical strength, silver juniors are outperforming, and M&A activity is picking up across the silver space.

We discuss:

The surge in financings across micro-cap juniors
Capital rotation from producers to exploration plays
The silver catch-up trade and gold:silver ratio compression
What to look for in development-stage funding (and what to avoid)
Jurisdictions gaining favor - is Mexico back?

Dave also shares when he takes profits, how he spots takeover targets, and why quality still matters, even in the high-risk junior phase.

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.

296 episodes

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