Company Updates From Management - Tue 14 Aug, 2018

Skeena Resources – New Drill Targets At Snip And Drilling Underway At Eskay Creek

Skeena Resources (TSX.V:SKE & & OTCQX:SKREF) is having a busy summer drilling at Eskay Creek and about to start drilling at the Snip Project. I chat with the President and CEO Walter Coles and the Chief Geologist Ron Nichols about the overall drill strategy. Please refer to the map below to understand where the new drill targets are for the summer program when drilling can occur from surface. The Company continues to hit very nice grades at the Twin Zone and grow that resource while also continuing to explore for another Twin Zone in the adjacent area.

Download audio file (2018_08_14-Walter-and-Ron-Skeena.mp3)

Click here to visit the Skeena website for more information on the Company.

Click on the image to enlarge.

…read more

Exclusive Comments from Marc Chandler - Tue 14 Aug, 2018

The Larger Trade Picture

Marc Chandler, Head of Global Currency Strategy at Brown Brothers Harriman joins me to outline why he thinks the issues in Turkey are only a distraction from the overall trade wars picture. We look at the financial crisis of 97-98 and compare the similarities to what is happening now.

Note – Sorry for the poor quality of the call. Our connection was not very strong even after we tried a couple times to fix it. I have done my best to edit the interview to make it less broken up.

Download audio file (2018_08_14-Marc-Chandler.mp3)

Click here to visit Marc’s website for more valuable daily market and data commentary.

…read more

Chris Temple from The National Investor - Tue 14 Aug, 2018

Big Picture – Safe Haven US Everything, Metals Under Pressure, Will The Fed React?

Chris Temple joins me this morning to recap the market moves to start the week and take a step back to look at the big picture. With the rest of the world’s markets struggling and money continuing to flow into the US will the Fed get in front of it or wait until international events bring the US markets down as well?

Download audio file (2018_08_14-Chris-Temple.mp3)

Click here to visit Chris’s website.

…read more

Jeff Ferry of A Coalition for a Prosperous America - Mon 13 Aug, 2018

We discuss tariffs with Jeff Ferry of The Coalition for a Prosperous America

Download audio file (Jeff-Ferry-discusses-Tariffs.mp3)

I still say that our President is a bad communicator says Big Al

For Immediate Release
August 13, 2018
Click here to view online

CPA Tallies Jobs Created by Tariffs

More Than 11,100 Good Jobs Created Since February

Washington. The Coalition for a Prosperous America (CPA), has determined that at least 11,100 new jobs have been created since February 1 as a result of the protective tariffs imposed on imported solar panels, washing machines, steel, and aluminum. The finding arises from the initial results of CPA’s “Tariff Job Creation Tracker” (TJCT), which monitors the jobs created as a result of the administration’s tariff actions. The tally is conservative because the numbers include only those positions where companies have publicly announced new or planned job counts.

CPA Chair Dan DiMicco said, “President Trump’s safeguard actions are working well, and are already having a direct effect on US manufacturing. We’re very pleased to see the results that come from enforcing America’s trade laws, and we expect more high-paying jobs to keep coming online.”

The TJCT was compiled by the CPA research team led by economist Jeff Ferry. Dozens of individual company announcements show a steady stream of new jobs in affected industries, trends also supported by the government BLS data, said Ferry.

“The national media is generally ignoring the job creation arising from the country’s new strategic trade posture. This information is important. These jobs will have substantial positive effects on local economies and the national US economy,” said Ferry. “They are in general well-paid manufacturing jobs in high-productivity businesses. Those new jobs will contribute to the creation of thousands of service sector jobs and they will stimulate local economies.”

In January, the president announced section 201 safeguard tariffs on imported washing machines as well as solar panels and cells, which went into effect in March. In March, President Trump announced section 232 national security tariffs on surging imports of subsidized steel and aluminum which went into effect June 1. The president is also imposing section 301 tariffs on $50 billion worth of Chinese goods produced via intellectual property theft, forced technology transfer, and cyber-attacks. However, CPA’s job creation numbers do not yet include the impact from those 301 tariffs.

Michael Stumo, CEO of the CPA, praised the tariffs as an important step toward rebuilding US industrial capacity. “We’ve long recognized the direct connection between manufacturing strength and a vibrant middle class,” said Stumo. “Recent administrations simply acquiesced to a quarter-century of predatory trade from China. It’s past time to take action, and it’s gratifying to see how quickly manufacturing is coming back to the US now that we are implementing the beginnings of a national trade strategy.

The TCJT shows a tally of 11,100 manufacturing jobs created, including notable increases in both domestic steel and aluminum production. Over the past six months, 4,960 new steel jobs have been created or announced across the US, with another 2,899 jobs in the aluminum industry.

Stumo adds …read more

Company News - Mon 13 Aug, 2018

Chris Temple discusses “StarChain” with Des O’Kell and Matt Potter of Enterprise Group (TSX-E; OTC-ETOLF)

You know — or should know — the deep value story of energy services company Enterprise Group (CLICK HERE later to go to Chris’ site for some of the nuts and bolts on the company, or to Enterprise’s own site HERE.) But today–joined by the company’s Exec. V.P. Des O’Kell and I.T. guru Matt Potter–they discuss what at the time was a curious late April announcement from Enterprise; about the company’s proprietary “StarChain.”

In short, you’ll learn more about pseudo “blockchain” regimens and the like in this short conversation than, perhaps, you’ve been able to glean to date.  I know I have! And what is most important, of course, is understanding not the specific labels or technology…but the ways in which both Enterprise and their customers benefit from today’s advancements in technology, etc.

jQuery(document).ready(function($) {
$(‘#wp_mep_1’).mediaelementplayer({
m:1

,features: [‘playpause’,’current’,’progress’,’duration’,’volume’,’tracks’,’fullscreen’]
,audioWidth:400,audioHeight:30
});
});
…read more

Company News - Sat 11 Aug, 2018

Chris Temple shares an update with CEO Rudi Fronk of Seabridge Gold (NYSE-SA; TSE-SEA)

Though the gold price is down over 10% from its high of earlier 2018, shares of Seabridge are UP more than 20% during that same time!  In this conversation, you’ll get some updated idea of why this is; and why Seabridge, as Chris wraps things up, is a FAR more compelling company today a bit over US$12/share than a few years back at the overall sector’s peak when it was US$30/share.

For Chris’ coverage on Seabridge, GO HERE

Check out Seabridge Gold’s site HERE.

jQuery(document).ready(function($) {
$(‘#wp_mep_1’).mediaelementplayer({
m:1

,features: [‘playpause’,’current’,’progress’,’duration’,’volume’,’tracks’,’fullscreen’]
,audioWidth:400,audioHeight:30
});
});
…read more

Weekend Show Politics - Sat 11 Aug, 2018

Hour 2 – Politics – Social Issues

Download audio file (0811-KER-Hour-2.mp3)

Segment 5: We discuss Dwight Moore’s book Men’s Voices on Sexual Harassment A Psychologists View on Why we Harass.
Segment 6: We discuss the potential success of the movement to curb various types of harassment.
Segment 7: We discuss medical marijuana with Manic Patel and his wife Dr Shrema Merchant Patel.
Segment 8: We continues our discussion about medical marijuana with Dr Shrema Merchant Patel.

Segment 5

Download audio file (0811-2-1-1.mp3)

Segment 6

Download audio file (0811-2-2-1.mp3)

Segment 7

Download audio file (0811-2-3-1.mp3)

Segment 8

Download audio file (0811-2-4-1.mp3)

…read more

Weekend Show - Sat 11 Aug, 2018

Hour 1 – Here’s What’s Wrong With The Metals Sector

Download audio file (0811-KER-Hour-1.mp3)

On this week show we focus on the resource sector from the CEO and fund manager perspectives. Resources have been under pressure overall and the stocks have continued to sell off. Recent M&A deals have not wowed the market. Financial results out of the majors have disappointed. All this leading to generalist investors continuing to ignore the sector in a broad sense.

Please let me know what you think of the comments in this hour. I also would love to hear about any companies or guests you would like to see on the show. Please email me at Fleck@kereport.com.

As a note these segments ran longer than our normal segments. We tried to cover a lot of information. Do you like the longer format or prefer the shorter segments?

Segment 1: Hugh Agro, President and CEO of Revival Gold shares his thoughts on the trends we will see dominate for resource stocks.
Segment 2: Auryn Resources Executive Chairmen Ivan Bebek discusses how he has been able to create liquidity events in prior companies. We address the recent M&A deals and what it is telling us about the overall mood.
Segment 3 & 4: Adrian Day and I touch on a wide range of topics – Royalty and Streaming companies outperforming, recent M&A activity, and our grips about the issues with management groups in the general metals sector.

Segment 1

Download audio file (0811-1-1-1.mp3)

Segment 2

Download audio file (0811-1-2-1.mp3)

Segment 3 & 4

Download audio file (0811-1-34.mp3)

…read more

John Kaiser Exclusive - Fri 10 Aug, 2018

What Will It Take To Truly Turn The Resource Sector

John Kaiser, Founder of Kaiser Research joins me to share his thoughts on what has to happen to turn the overall resource sectors. We discuss the recent financial results out of the majors and a couple M&A deals that were announced int he past 2 weeks. There is also the potential that the metals sector is foreshadowing a much larger and broader market fall.

Download audio file (2018_08_08-John-Kasier.mp3)

Click here to visit John’s site. For all resource stock investors it is well worth your time!

…read more