Amid tightening physical gold and silver markets, investors are adjusting strategies by accumulating a balanced ETF basket focused on quality miners and physical-backed bullion, indicative of a buy-in during current weaknesses. Persistent central-bank hoarding and geopolitical export bans suggest a prolonged supply deficit, raising the potential for significant price appreciation as technical support levels are tested. Despite mixed sentiment and macroeconomic pressures leading to recent corrections, bullish forecasts for miner performance signal an expected rebound once market conditions stabilize.
“Coeur Mining's Correction Looks Overdone Now $CDE $CDE:CA”
“He also used to make markets in gold. my good friend Harry and uh like we would just like naturally look at like what's the volatility of let's say uh Kin Ross KGC you know what's the beta versus gold let's say it's it's three.”
“I mean, KGC is a great example like versus the S&P like how often does a gold stock come under accumulation like this and look how this flagged it perfectly even though it's a gold stock.”
“you know stocks like CDE or KGC like he could have you know done really really well um capturing that trend um you know done higher performance than just holding like gold itself.”
“shares of Barrick Gold falling despite reporting a slight profit beat in Q2 earlier this morning. Gold production came in below estimates.”
“Beric mining in the fourth quarter reported topline revenue of $6 billion, an improvement of 45% on a quarter-basis from 4.1 billion.”
“That revenue translated to net earnings of 2.4 4 billion, an 85% increase on a quarter-over-quarter basis from 1.2 billion in Q3.”
“While adjusted net earnings amounted to 1.8 billion, a 79% improvement versus 982 million in the prior quarter.”
“In Q4, that hit $14 per share, up 79% over Q3.”
“Looking at the full year, you guessed it, it was a record-breaker. Revenue was up 31% to 12.9 billion.”
“But attributable free cash flow still saw a massive 160% improvement year-over-year.”
“consider that Beric just lifted their dividend to 42 cents a share, a 140% bump.”
