The New FAANGS; Amex and Dolly Varden
Greetings, Investors. First, a heads-up on a week-long, on-line investor “Boot Camp” upcoming the week of June 2…mark it on your calendars! Yours truly will anchor several workshops that week on the evolving landscape in the world markets…the ramping up of a “World War 3 over Currencies and Commodities” that’s rearing its head ever more…and other subjects. Notably, I’ll be dusting off that “New FAANGs” theme once more and how it will be exploding in front of us ever more in the months and years ahead!
Be on the lookout for more details and registration info coming VERY SOON!
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Of course, the “G” in The New FAANGs stands chiefly for GOLD (and for other metals as you’ll be re-learning in the days ahead.)
With the yellow metal surging again this past week to yet new all-time nominal highs well above US$3,000/ounce we’ve started at last to see more often than not that the best equities tied to precious metals are breaking free from the broader stock market and getting more love.
This weekend, I’ve just uploaded two more updates I’ve done with our own leading stories here at The National Investor.
First, THIS DISCUSSION with Amex Exploration‘s C.E.O. Victor Cantore.
Amex has been especially misunderstood since last year’s initial Mineral Resource Estimate at Perron, where the quickly-following Preliminary Economic Assessment (P.E.A.) showed a GREAT, hugely profitable project to produce 100,000 ounces of gold a year at an AISC just over US$800/ounce.
And that was when gold was over US$1,000/ounce less than it is now!
As you’ll see in this meaty but fairly brief update, not only will the economic story of what will evolve as a near-term production story be getting better…but Cantore just multiplied Amex’s foot print in the Abitibi several-fold.
You’ll learn more about this new acquisition that just closed.
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Next, I also caught up this week with C.E.O. Shawn Khunkhun of Dolly Varden Silver; that chat is RIGHT HERE (or available by clicking the above graphic.)
The company’s game plan to list on The New York Stock Exchange took a step forward this past Monday via its share consolidation; it’s expected that the listing will be effective in the next few weeks.
Shawn nicely explains the deliberation that went into this decision.
And on this fundamentally sound and outlier exploration story, too, you’ll be hearing of aggressive plans for 2025 as Dolly Varden further fleshes out its own district play of high-grade gold and silver both.
Of course, gold has received a disproportionate amount of the “love” in recent days; and importantly–as I’ve explained in the several interviews and podcasts I’ve sent along to you over the past week–due as much to factors apart from President Trump’s ever-changing Trade War as not.
Those issues especially surrounding the debt…the recent debacle in the Treasury market…and the dollar’s sudden plunge…will be increasingly reckoned with even if the president cries “Uncle!” further, as he is this weekend over some imports even from China.
As I discussed in the various podcasts/shows I directed you to just this past week, the broader monetary, economic and geopolitical back drop behind all the tariff back-and-forth is CRUCIAL to understand.
It helps explain not only what’s going on with the U.S. Dollar and Treasury yields…
…but likewise explains the role of The New FAANGs as a focal point –and some bones of contention — with all these other policies and events.
I’ve also been discussing of late the “N” (Nuclear energy technology & uranium) part of this somewhat, given that I’m just as bullish on uranium as I am on gold.
This week, for our Members, I’ll be providing some updated thoughts on the “F” — FUEL — theme here too, together with updating our holdings in “Old Energy” and discussing how/when we’ll be augmenting those.
All the best,
Chris Temple
Editor/Publisher
Sunday, April 13, 2025
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