DiscoverMining Stock Education“Gold Miners are Cheap Relative to the Gold Price” says Pro Investor David Erfle
“Gold Miners are Cheap Relative to the Gold Price” says Pro Investor David Erfle

“Gold Miners are Cheap Relative to the Gold Price” says Pro Investor David Erfle

Update: 2025-11-18
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In this episode of Mining Stock Education, host Bill Powers speaks with David Erfle from Junior Miner Junky. David believes that the gold producers and developers are cheap both relative to the gold price and also when compared to the 2011 bull market P/E and P/NAV miner valuations. He provides commentary on the gold and silver price while also sharing how he is managing his portfolio in this bull market. David also offers his analyses of Fresnillo’s bid for Probe Gold and Silver Tiger’s recent approval to construct the El Tigre Stockwork Silver-Gold Project in Sonora, Mexico.

00:00 Intro
0:44 Gold & Silver price commentary
2:29 Undervalued miners
6:20 Retail gold stock inflow
8:46 Silver Tiger permit & Fresnillo buying Probe Gold
13:32 Agnico Eagle to bid for Probe Gold?
15:30 M&A
17:47 Canada backs critical metals projects
18:39 Contract mining concerns?
19:38 JMJ sentiment

David’s website: https://juniorminerjunky.com/

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“Gold Miners are Cheap Relative to the Gold Price” says Pro Investor David Erfle

“Gold Miners are Cheap Relative to the Gold Price” says Pro Investor David Erfle

Bill Powers