Gold’s Massive Next Move Revealed: Trigger For 'Trade Of A Lifetime' | Collin Kettell
Speakers
Collin Kettell
— Founder & CEO, Palisades Goldcorp
Summary
Collin Kettell, CEO of Palisades Goldcorp, explains his company's unique warrant-based strategy for investing in junior mining. He argues the junior resource sector is historically undervalued with massive upside as retail money has not yet returned.
- Palisades Goldcorp (TSX-V: PALI) holds the largest public warrant book, 1.7B warrants across 330 companies.
- The warrant strategy limits downside by selling equity portions while retaining free upside exposure.
- Junior miners, measured by the TSX Venture Exchange, sit at 900 vs a 3,400 peak in 2011.
- Retail capital has not yet entered the sector, suggesting the bull market is early.
- Financing terms have tightened, making the 2024-25 warrant portfolio particularly valuable.
- The portfolio includes marquee holdings like Silver Storm, Copper Giant, and Global Atomic.
- Kettell recommends newcomers follow experts like Rick Rule to navigate the resource space.
Ideas
Leveraged junior mining bull market play
Palisades Goldcorp accumulated the largest public warrant book (1.7 billion warrants, 22 per share) during 2024-25 on favorable terms, providing massive upside leverage to a junior mining bull market with limited downside, and has already demonstrated 25x return potential on those warrants.
Junior miners extremely undervalued, huge upside
The TSX Venture Exchange is at 900, far below its 2011 peak of 3,400, retail money has not entered, and the junior mining sector is historically starved with massive upside as capital flows eventually resume.
Up Next
This The David Lin Report video, published July 15, 2026, features Collin Kettell discussing PALI, S&P/TSX Venture Composite Index. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Collin Kettell · Tickers: PALI, S&P/TSX Venture Composite Index