Today we welcome Dave Erfle, founder and editor of Junior Miner Junky, to break down a big week in the resource sector. Two major M&A deals hit the tape while silver powered above $60/oz, adding fuel to an already strong precious-metals bull market.
Key Discussion Points- Dolly Varden Silver + Contango Ore Merger A cash-flowing US gold producer (CTGO) joins a high-grade silver explorer (DVS/DV.V). Dave explains why this de-risks Dolly Varden and brings retail strength and silver exposure to Contango.
- How to Value the New Company With production, exploration, and sizeable free cash flow combined, Dave outlines why valuation becomes more complex.
- Silver Over $60/oz Dave highlights technical targets, a falling gold–silver ratio, and why silver equities remain highly leveraged to the move.
- Rio2 Acquires Producing Copper Mine Rio2 (RIO/RIO.V/RIOFF) adds immediate cash flow through a US$217M purchase in Peru, supporting its Phoenix Gold Project as it nears first pour.
- Trend: Juniors Bolting On Production Dave notes this strategy - seen with Integra, Discovery Silver, and Heliostar - is becoming the go-to model for developers to avoid heavy dilution.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
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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 and hosts may own shares in companies mentioned.
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