In this discussion with Shad Marquitz of The KE Report, I discuss gold and silver stocks, merger arbitrage opportunities, and value creation in junior mining.

As producers become more profitable, they are increasingly able to acquire smaller companies, while juniors are also merging to gain scale. These situations can create attractive arbitrage opportunities for investors willing to do the math and understand the risks.

We also discuss jurisdiction risk, diversification, and several resource companies on my radar.

Watch the full discussion below:

Key Takeaways

• Why merger arbitrage can create opportunities in junior mining
• How stronger producers may drive more acquisitions
• Why some juniors merge to gain scale and relevance
• The role of jurisdiction risk in resource investing
• Views on gold, silver, uranium, and selected junior mining companies