{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Company Interviews","title":"Market-Driven Weakness vs. Broken Fundamentals: Navigating the Year-End Mining Sell-Off","html":"","width":"100%","height":180,"duration":1484,"description":"Recording date: 27th October 2026\nOlive Resource Capital (TSXV:OC) set out a disciplined plan for one of the most predictable periods in the junior resource calendar. Samuel Pelaez, President, CEO and CIO, and Derek Macpherson, Executive Chairman, argue that tax-loss selling, which has been largely absent during the recent bull phase, has returned. They see it as an opportunity.\nThe seasonal case is straightforward. Q1 is typically the best quarter for resource investing and Q4 the worst. Q4 combines tax-loss selling, portfolio rebalancing, flow-through financing season and, this year, the US midterm elections. October has historically delivered the largest single-day drawdowns in US markets. In resources, November tends to mark the low, and a late-November or early-December Fed meeting has often coincided with markets bottoming ahead of the Christmas and January rallies.\nThe mechanics drive the timing. Canadian investors can claim a capital loss against past or future gains but must stay out of the stock for 30 days. Selling has crept earlier each year, often starting after the September conferences, and many US institutions with October 31 year ends add to early pressure.\nOlive is well placed to respond. It held about $3 million in cash at the end of September after a recent financing and measured deployment through the year. It plans to invest over the next six weeks.\nThe shopping list covers seven names:\nLi-FT Power (TSXV:LIFT) is a lithium developer at an all-time low that Olive regards as one of very few in the sector capable of becoming an operation. \nGladiator Metals (TSXV:GLAD) is a Yukon copper explorer with strong drill results and a share price well off its summer levels. \nProspector Metals (TSXV:PPP) is a well-funded explorer with most of a roughly 100-hole summer programme still to report. \nK92 Mining (TSX:KNT) is a producer whose weakness Macpherson attributes to the market rather than its operations, as it nears the end of its expansion spend. ...","thumbnail_url":"https://img.transistorcdn.com/1wv-MFlQAgnm-ca64e5kK4984dZB0os8-HJdRVsI74M/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzEzNTcyLzE2MjM5/NTQyMDctYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}