Saturday, 5 October 2024

Silvercrest to be acquired by Coeur Mining

SilverCrest Metals and Coeur Mining have reached a deal for Coeur Mining to acquire Silver Crest in an all shares deal.

Saturday, 21 September 2024

The acquisition hunger of First Majestic Silver

Silver mining investor won't have missed the news that First Majestic Silver will acquire Gatos Silver as soon as shareholders will have given their consent. With a 'friendly takeover': agreed by the boards of both miners, there is little doubt that the acquisition will run its course.

Wednesday, 11 September 2024

Currency crisis coming

Currency Crisis Coming: Peter Schiff predicts the dollar's demise if Kamala Harris wins the presidential election and four years of loose fiscal policy make the debt balloon.

Saturday, 31 August 2024

Osisko Mining will be acquired by Gold Fields: beyond press reports

Who follows the gold mining sector cannot have missed following headline: GOLD FIELDS TO ACQUIRE OSISKO MINING FOR C$2.16 BILLION.

How and why did it come to this? Had Osisko not been taken over before?

Wednesday, 31 July 2024

Are the summer doldrums a thing of the past?

Gold first broke above $2400/Oz on 17 May 2024. Staying above that threshold was not evident. It lasted for three trading days.

Saturday, 29 June 2024

Will miners ever cease lagging gold?

Last year a nascent regression between gold miners (using the HUI index of unhedged gold miners) and the yellow metal seemed to interrupt the unabated miner slide relative to gold.

Tuesday, 28 May 2024

Platinum - Palladium price inversion: end of an anomaly

The April article pointed to catalyser metals losing their speculative premium. Palladium has been over three times more expensive than platinum after the former recovered rapidly after the dip during the Covid pandemy frenzy.

Monday, 8 April 2024

Catalyzer metals lost their speculative premium.

About three years ago, the typical catalyzer metals Palladium and Rhodium reached their all time highs in the aftermath of the pandemic. Automobile producers had resumed production, but some mines had been idle because of a drop in demand during the pandemic. Inventories for Pd and Rh were at a historical time low.

Sunday, 31 March 2024

PDAC 2024

The main Mining event in March is the yearly conference of the  Prospectors and Developers Association of Canada, organized in Toronto.

Wednesday, 28 February 2024

Global Investment Returns Yearbook 2024

Today the Global Investment Returns Yearbook for 2024 has been published by UBS Global Wealth Mgt, in collaboration with the Credit Suisse team who have been publishing previous versions.

Wednesday, 3 January 2024

Long term performance of precious metal miners.

Poor long term performance of most precious metal miners causes the HUI index of unhedged miners and the Philadelphia Gold and Silver miners index (XAU) to lag both precious metals and the general stock market.

Favorite articles of the year