Gerardo Del Real,
Editor
Sept. 10, 2025
I’m here at the Beaver Creek Precious Metals Summit in beautiful Colorado. Gold at $3,650/oz has energized the sector and the Junior Resource Speculator portfolio.
Kingsmen Resources is up nearly 800% with assays pending; ditto for Southern Cross Gold, which is up some 700%.
There are multiple triple-digit wins (and a few headed toward quadruple digits) in the portfolio with the price action just now starting to heat up.
Over the last several months, I’ve added a number of new positions… and subscribers of Junior Resource Speculator can expect a healthy dose of new picks in the coming months and quarters.
In baseball parlance, we’re only in the second inning of the game, and I hope you’ll join me for the last seven innings as the sector heats up.
Here’s a snapshot of a note I sent to subscribers yesterday as I was hopping on a plane to Colorado. But first, click here to join us in the wealth-building as this metals bull market really gets going.
This is Gerardo Del Real, your Junior Resource Speculator editor checking in with the Beaver Creek edition of Talking Points on my way to the Beaver Creek Precious Metals Summit.
It’s going to be a fun and busy week of vetting companies, sitting down with management teams, getting updates, and looking for new ideas while making sure the ones we’ve already committed to are doing what they’re supposed to do.
Speaking of doing what it’s supposed to do: gold.
Gold is once again at record highs, holding above the $3,650 per ounce level. Technically, you could argue it’s due for a pause. But these are unprecedented times.
Geopolitically, the French government just collapsed. Central banks are buying gold at record pace. And yet, ETFs are still seeing outflows in the precious metals space.
When the retail side of this trade finally wakes up, I think we’re in for even more fireworks. So while gold has already put in a spectacular run these past couple of weeks, it wouldn’t surprise me at all to see the move continue for the rest of the year.
I told you all year long I was waiting for September and waiting for the volatility. Well, it’s here. Gold above US$3,650. Silver north of US$41. I think both go higher. Copper is sitting at $4.50/lb spot and closer to US$5 on the futures. I believe that trend continues higher as well.
Now, let’s get into some of our core positions because things are starting to perform the way they’re supposed to.
Headwater Gold (CSE: HWG)(OTC: HWAUF) has broken out to new 52-week highs where we’re up about 41% on that position.
GreenLight Metals (TSX-V: GRL)(OTC: GRLMF) is up 53%.
FinEx Metals (TSX-V: FINX) is up 13%. And a quick note: both GreenLight and FinEx are expected to release assays in the coming days and weeks. Keep an eye on your inbox.
Between Beaver Creek and the Denver Gold Forum, there’s going to be a flood of news. Companies love to release into those events because of the attention it brings.
One company I’m especially eager for results from — and I’ll be meeting with them at Beaver Creek — is Kingsmen Resources (TSX-V: KNG)(OTC: KNGRF). We’re up roughly 770% on that position, and I think the fun is just beginning. Assays from Las Coloradas could hit any day now, and I’ll report back with a full update.
Ditto for Hannan Metals (TSX-V: HAN)(OTC: HANNF). I’m looking forward to sitting down with chairman & CEO Michael Hudson for an update on drilling at the Ricardo Herrera copper-gold porphyry target.
This is not the time to be on the sidelines. Jobs data revisions are coming that I believe will be highly supportive of the gold price. The Fed is expected to cut at least 25 basis points next week with many calling for 50.
The bottom line is that this is Trump’s economy. That means a weaker dollar, higher inflation, and a system that 99% of the world will have to adjust to. For those of us who own assets, we’ll be incentivized and rewarded for the risks we’re taking.
It’s not the policy I’d choose if I were in charge — but I’m not. My job is to make sure we profit from it.
Have a great week everyone. I’m off to catch a plane. Take care out there guys and gals.
Let's get it,
Gerardo Del Real
Editor, Daily Profit Cycle