Daniel Dreyfus Predictions
Chief Investment Officer, Bornite Capital
Track Daniel Dreyfus's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
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[11:56] I have a never seen so many capex cycles happening simultaneously at the same time... I think you're going to miss an incredibly important investment opportunity that I think is just going to keep continuing and continuing to stay very strong for the next 10 years.
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[20:48] Our our view personally is I think we're going to have, you know, $100 oil on average for the rest of this year.
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[27:49] I believe over the next 10 to 15 years if the oil price goes up with you know inflation and and goes up nominally 3 to 5% a year the oil price can be in the low triple digits
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[32:08] I believe that with the uh expansion uh capital that is going to be converting into production. Um West White Rose and some of their other expansions, um you're going to see a pretty significant step up in cash flow alongside a potential step down of capex. And we love those situations where you get that big free cash flow wedge coming to you and I think Senovas is is is a really good investment here.
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[37:33] I think some way shape or form uh you're going to see it happen... I think it is this this is a deal that has to be done between Pneumont and Bareric.
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[38:28] my interest in gold is the continued debasement of the dollar and all currencies for that matter and that's going to continue and so gold's going to continue to appreciate over time.
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[38:57] even if gold just hangs out here for the next 5 years and consolidates this move, the amount of value in the gold equity sector is mindboggling. I mean, what's is another way of saying and what's being priced into the gold equities is something well below the current spot price. So, the equities are giving you a second shot at the a second bite at the apple, if you will, where you can buy gold effectively probably at 3,00 3,500 through the equities.
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