Edit/correction:
John mentioned Angkor Resources when I asked him about oil, as they are growing their oil production steadily (see May 2024 news). But they are not at 1mil ounces of gold yet, John received incorrect information from a source. The company clarified that they “are planning to drill gold and copper targets during the next few months.”
Join us in this episode as financial experts dive into the intricacies of investing in the current market environment. The discussion kicks off with an analysis of a NASDAQ-listed company with 51 million shares and a management team owning 10%, highlighting the impact of share structure on stock performance. The conversation then pivots to the surprising softness in the recent CPI report and its implications for potential Fed rate cuts. The episode also explores the investment landscape for gold, with a focus on opportunities within gold equities and junior mining stocks.
Furthermore, John and Andy assess the potential for copper investments, especially in light of supply and demand imbalances and geopolitical risks. Oil and natural gas market trends are scrutinized, including the disappointing performance of oil prices despite geopolitical tensions. The discussion also touches on companies managing significant production growth and capital raises in the junior market space. Finally, advice is shared on navigating the evolving market landscape through strategic investments in commodities and equities.
Don't miss this insightful episode to sharpen your investment strategies and understand what factors to consider in your portfolio!
To reach John Feneck:
www.feneckconsulting.com/
Or you can email him at:
John.Feneck@yahoo.com
00:00 Introduction to Share Structure
00:42 Market Overview and CPI Discussion
02:54 Gold and Precious Metals Analysis
03:52 Junior Mining Equities Insights
14:22 Copper Market Outlook
19:25 Oil and Natural Gas Sector
28:33 Final Thoughts and Contact Information
2 авг 2024
