Gold, Silver & Other Precious Metals 19 (Oct 24 - Dec 26)

[behappyalways]

If one is bullish on gold like I do, one might consider investing in gold miners(overseas listed... Vested) or consider local listed pawnshops ( Vested).If gold price rises fast, then these industry related companies will see rising gross profit margin and hence much higher growth in profits compared to gold prices. Hence much higher share price.

Well Chip listed in Malaysia seems to have a lot of room for expansion. Not directly vested though

For jewellers, they might be impacted by lower demand due to higher gold price but on the other hand the value of their inventories (gold jewellery) goes up in value...

All these will be dependent on how gold prices perform. For me, the geopolitical situation is very much different after the start of Ukraine/Russia...and reinforced with Trump in power... Hence Central Banks around the world is accumulating Gold.

[behappyalways]

Burkina Faso’s nationalization rattles West Africa’s gold sector
https://www.mining.com/burkina-fasos-na ... ld-sector/

[behappyalways]

This chart, illustrating how central bank direct holdings of gold now exceed those of U.S. Treasuries for the first time in some thirty years, is attracting significant attention.
https://x.com/elerianm/status/1962275798619914297

[winston]

by behappyalways » Fri Aug 29, 2025 10:34 am

If one is bullish on gold like I do, one might consider investing in gold miners

The gold miners have faced two issues over the past few years:-
1. If the mines are in third world countries, they faced nationalization of the mines, regulatory issues, corruption etc.
2. There are always new environmental regulations and it cost a lot of extra money to comply with those new environmental regulations

I sat on the Senior Gold Miners ETF (GDX) for years while their earnings dropped from the above two issues.

[winston]

A Gold and Silver Boom? Macro Hints at Early Stages of a Bull Market

By Gary Tanashian

A bubble in gold? Gold has not even gotten going yet on a relative basis to the market that benefited from all of that inflationary policy, pre-2022.

Source: investing.com

https://www.investing.com/analysis/a-go ... s_headline

[behappyalways]

Central banks have been net buyers of gold for the past 15 years, but the speed of their purchases doubled in the wake of Russia’s invasion of Ukraine. As the US and its allies froze Russian central bank funds held in their countries, it underscored how foreign currency assets are vulnerable to sanctions.


Why investors can’t seem to get enough of gold
https://www.straitstimes.com/business/c ... gh-of-gold

[behappyalways]

Central banks add only 10 tonnes of bullion to reserves in July as gold prices soar – World Gold Council
https://www.kitco.com/news/article/2025 ... rices-soar

[behappyalways]

Tether, El Salvador Deepening Ties To Gold, The 'Natural Bitcoin'
https://www.zerohedge.com/crypto/tether ... al-bitcoin

[behappyalways]

Gold ETF demand was enormous in September, with the most inflows since early 2022!
https://x.com/Mayhem4Markets/status/1973373538796183867

[behappyalways]

• Operating Leverage: As gold prices rise, miners’ revenues increase faster than costs, leading to higher margins and earnings.


Why have gold miners started to outshine gold?
https://www.theedgesingapore.com/news/s ... shine-gold


Central banks can't get enough gold
https://x.com/Mayhem4Markets/status/1973809447916196138