🚀 Strategic Money Flows Into Juniors

“We’re seeing $30 million financings for higher-risk juniors with major strategic partners taking big positions.”
✅ Three financings this week alone in PEA-stage companies show majors hunting ounces.
✅ Strategic investment signals sector confidence and accelerates M&A potential.
✅ Actionable takeaway: Watch for juniors attracting majors as a leading indicator of momentum.

📈 Gold Miners Gearing Up for Q2 Earnings

“Newmont pumped out $1.2B free cash flow last quarter; I wouldn’t be surprised to see $1.5B this quarter.”
✅ Gold’s $400/oz higher average price in Q2 points to stronger margins and cash flow.
✅ Market is still pricing many miners as if gold is $2,000/oz, creating valuation gaps.
✅ Actionable takeaway: Position ahead of earnings; expect upgrades and reratings.

💥 Juniors Outperforming Majors

“The juniors are finally providing leverage – up over two times the gold price.”
✅ A shift from defensive majors to risk-on juniors is underway.
✅ GDX targeting $60 once consolidation resolves.
✅ Actionable takeaway: Add selective juniors while financing strength and upside momentum align.

⚡ Silver & Copper Momentum

“Silver hit a 14-year high and is holding bullish flags – while copper reacts sharply to tariffs.”
✅ Gold/silver ratio below 88; silver showing relative strength during gold’s consolidation.
✅ Copper rally driven by inventory draws and tariff uncertainty; bullish flag forming.
✅ Actionable takeaway: Monitor silver near $37.50 support and copper near $5 for breakout signals.

🛠 Sector-Wide Bullish Signals

“Financings are being bought, not sold – that’s what happens in a bull market.”
✅ Upsized financings, quick closes, and price strength post-finance = strong institutional demand.
✅ Actionable takeaway: Follow the money – juniors with no warrants or strategic buyers stand out.