Matt Geiger & Dan Steffens - Investing In Gold, Silver, Oil and Nat Gas Stocks

Опубликовано: 29 Декабрь 2024
на канале: The KE Report

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Welcome to The KE Report Weekend Show! This week was dominated by geopolitical news out of the mid-east. We covered the day to day moves in Daily Editorials so on this Weekend's Show we stick to the larger trends in place for commodities and commodity stocks.

Commodities have drastically outperformed markets this month. How long will it continue? How much more money will rotate into commodities and when will it filter to the junior stocks? We ask all these questions in this Weekend's Show!

Segment 1 and 2 - Matt Geiger, Managing Partner at MJG Capital kicks off the show by sharing his thoughts on the gold and copper prices. We discuss how Matt is viewing private placement opportunities, how he thinks junior companies will fund work programs for this year, and what stocks are set up best to play catch up to the gold price... Click here to learn more about MJG Capital and the resource fund that Matt runs - https://mjgcapital.com/

Segment 3 and 4 - Dan Steffens, President of the Energy Prospectus Group wraps up the show with a focus on the oil and natural gas sectors. We cover the key drivers of price and Dan shares 2 stocks in his small-cap growth portfolio; Riley Exploration Permian and Surge Energy. We also have Dan outline an upcoming luncheon in Houston he is hosting featuring InPlay Oil. If you want more information on the luncheon please email [email protected]... Click here to learn more about the Energy Prospectus Group - https://energyprospectus.com/

Timestamps
Matt Geiger
0:30 - Gold up to $2,400, how much higher can it go?
5:05 - Gold bug sentiment
7:31 - Gold stocks, how much catch up is ahead?
9:00 - Copper price and stock outlook
11:23 - Portfolio management considering the rebound on resource stocks and Private Placements
15:21 - Financings and how to view the junior companies
19:45 - What work can drive share prices higher?
22:14 - Sentiment shift but less work being done
25:00 - M&A potential with the improved market environment?
Dan Steffens
29:37 - War premium in the oil price
32:39 - Supply/demand in the oil sector
33:54 - Oil in a range, what catalysts could move price to break up or down
36:16 - Natural gas price outlook
38:03 - Oil and nat gas market size growth
40:21 - Global energy supply outlook
41:32 - Houston luncheon - April 23rd - InPlay Oil
43:06 - Riley Exploration Permian, growth outlook
49:06 - Surge Energy overview
52:05 - Take-over targets?

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Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.
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