Third Party > Silver is considered to be a good risk-on/risk-off indicator. When Silver out-performs Gold, it is risk-on, and vice-versa for risk-off. The Silver/Gold Ratio is now at 25-year lows, as shown in Kimble’s chart below, and it is attempting to bottom and begin a recovery. If it succeeds, this would be very positive for metals bulls.
Bob Weir has over 50 years of investment research and analytical experience in both the equity and fixed-income sectors, and in the commercial real estate industry. He joined eResearch in 2004 and was its President, CEO, and Managing Director, Research Services until December 2018. Prior to joining eResearch, Bob was at Dominion Bond Rating Service (DBRS).
The Atlantic region of North America has been explored and mined gold for more than 230 years. The region shares a common geological heritage from South Carolina to the island of Newfoundland and has a variety of mineral resources including gold, copper, iron ore, and zinc. This report focuses on 42-publicly listed gold exploration and mining companies in the region and highlights three companies: Aston Bay, Sokoman Minerals, and Magna Terra Minerals. [more]
After Newmont acquired Newcrest, Newmont is reshaping its portfolio, selling non-core assets at significantly higher valuations. The 2024 divestiture program has raised $3.9 billion so far, exceeding its $2 billion target. Highlights include $909 per ounce of Reserves it received for Akyem from Zijin and $567 for Musselwhite from Orla, compared to $198 per ounce paid for the Newcrest’s Reserves. By focusing on Tier 1 gold and copper assets, Newmont is positioning itself for sustained growth and enhanced shareholder returns. [more]