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MIND THE GAP #2: A generational trade Excited to share the strong performance update of The "Omen Recherchebay Precious Metals & Responsible Mining" strategy [Bloomberg Ticker BCKT0685 Index]. Since its launch on April 30th, 2024, the strategy has surged over 34% in Eur terms, outperforming the VanEck Gold Miners ETF [ GDX US in EUr terms] by 8%. Leveraging expertise in metals/ISR fundamentals, geologists, C-suite figures, and global markets, we are riding the early wave of a major bull market in Metals and Mining. The key to our success lies in selecting mid-tier producer companies with robust ESG ratings, conducting thorough jurisdiction evaluations, and monitoring management's production track record. O&R Metals strategy anticipates M&A opportunities for outperformance, emphasizing real returns in a sector with mindblowing risk/reward potential. Why choose O&R Metals over Mining ETFs? - Potential for better rerating in precious metals prices breakout - Superior balance sheet quality in mid-tier miners despite sector challenges OMEN PARTNERS and Recherchebay have meticulously researched this trade. Join me in London, Zurich, and Hong Kong in November for discussions on this generational opportunity with investors keen on maximizing returns in the Metals and Mining sector. Guillaume Derville Laurent Maurel Alain Dublin Pierre Martin #Inflation #Stagflation #CapitalRotation #Gold #Silver #PeciousMetals #Mining #AssetAllocation #HedgeFund #WealthManagement #Familyoffice

The mid-tier and junior gold miners in this sector’s sweet spot for upside potential are finishing reporting their latest quarterly results. Those have proven spectacular, with these fundamentally superior smaller gold producers delivering big on all fronts. The potent combination of growing production, lower mining costs, and near-record gold prices fueled huge windfall profits. So mid-tiers shouldn’t stay undervalued for long

Canaccord Genuity (TSX:CF, LSE:CF)'s Junior Precious Metals Book sheds light on the dynamics of the #gold and #silver markets, with a focus on the strategies of 23 junior companies, like Nexus Minerals Ltd (ASX:NXM), and their strategic positioning in the sector. The report notes the significant rise in gold prices, reaching all-time highs across major currencies, with silver also showing promising gains. Despite this, gold equities have not fully capitalised on these high prices, prompting questions about when this trend might translate to junior and micro-cap companies. Exploration spending traditionally correlates with gold prices, which leads to major discoveries in times of an uptick. Recent years have seen a decoupling of exploration spend from the gold price due to increased mergers and acquisitions activity. More at #Proactive #ProactiveInvestors #ASX #NXM #Mining #PreciousMetals http://ow.ly/FTqg105rZ4e

https://lnkd.in/g9PfGaxE Yesterday I was fortunate to live stream my twin brother's conversation at the Precious Metals Summit in Beaver Creek, Colorado: The mining sector has been incredible to watch over the past 4 years, with gold reaching record highs while mining equities have struggled to keep pace. Frank Giustra highlights the growing inflationary pressures, fiscal crises, and de-dollarization trends driving gold's value, yet he stresses that the market is awaiting a catalyst to unleash a wave of capital into mining stocks. As economic uncertainty continues, gold remains the ultimate hedge, positioning the sector for a potential rebound once mainstream investors re-enter the space. A very proud sister from down in Cayman! Alexander Deluce

The #gold #industry is at a turning point. After years of cost-cutting, the focus is now on growth and replenishing depleting #reserves. #Shareholders, weary of value destruction from aggressive M&A, are demanding better returns and accountability. How can gold companies navigate this critical juncture? Discover the strategic options for achieving sustainable growth in this insightful article. https://lnkd.in/gf_DnKkn #LMG #LincolnGold #LincolnGoldMining #Mining #MiningIndustry #GoldMining #Investing #Investment #Investors #USA #Canada #GrowthStrategies

Gold Miners Embark On The Next Stage Of The Bull Market https://lnkd.in/dhMa7prA This breakout in the GDXJ is especially important because it is occurring at the end of a quarter (Q3 ends on Monday September 30th) - there is mounting evidence that fund managers will be raising their allocations to the gold mining sector.

There is no doubt a few gold #mining MDs sitting around thinking ‘What more do I need to do before investors react’? The #gold price keeps getting better and better, reaching record highs again in the past week, a ray of golden sunshine in an otherwise sombre commodities sector. This should be the time that share prices should be surging, fueled by optimistic analyst reports that ‘this is just the beginning’. Alas, #shareholders are taking a much more cautious approach to gold equities, particularly so for the smaller end of the market capitalisation curve. As some companies perform better than others, the focus will shift to M&A opportunities. Read this full article that was featured in our Making Noise Today newsletter ➡  https://bit.ly/43W6aa0 WE ARE WHITE NOISE www.whitenoisecomms.com #WNC #Strategy #Content #Design #ASX Amalie Schreurs Andrew Rowell

Days like today where gold mining companies - large established producers, budding developers and explorers alike tumble make you wonder why you even bother to invest here. For over 3 years, gold stock investors have watched gold hold its ground then rally hard, only to see the bulk of their gold stock holdings languish. Green shoots started to show earlier this year, turning into a full-blown rally for gold producers and a selection of developers. But those who speculate in the smaller companies watch these stocks grind down further. If not for playing in this space in the past decade and experiencing sweet success in 2015-16, 2019-20 and earlier this year, I'd say it's time to call it a day. But when you see big winners like #SouthernCrossGold (SXG), #SpartanResources (SPR), #CatalystMetals (CYL), #OraBandaMining (OBM), etc., you realise the sudden change of fortunes make the long and agonising worthwhile. With producers that are cashed-up like #NorthernStarResources, #EvolutionMining, #RameliusResources, #VaultMinerals, #WestAfricanResources, prepare for more corporate activity in 2025. The proposed takeover of #DeGreyMining may be big, but there's more to come. Hang in there, things are just getting better. Learn more about how to improve your investing and research with our professional data service at #GoldHub (www.goldhub.com.au), or subscribe to my newsletters via #FatTailInvestmentResearch (www.fattail.com.au). #Goldstocks2025 #Goldwins * Mentions of these companies do not constitute recommendations, please do your own research.

The past year has undoubtedly been challenging for companies in the lithium, rare earths and critical minerals sectors. Tight capital markets have also made it difficult for some ASX-listed entities to raise capital. On the flip side, depressed commodity prices can present potential buying opportunities for those looking to invest now and expand their presence in the sector while asset prices remain low.   Boards of ASX-listed juniors must carefully consider how best to fund potential growth plans while conserving cash, and this usually involves deploying scrip as a form of consideration in M&A transactions. In this article, Andrew Ricciardi, Tom Barrett and Luke Paganin provide a brief list of key considerations to keep in mind when thinking about paying with scrip. Read more: https://lnkd.in/gx_2F8NQ #mergersacquisitions #funding #mining

🌟 The precious metals market has experienced a remarkable year, with gold and copper reaching all-time highs and silver on the rise towards a potential $50 target. Despite this, junior mining stocks have not kept pace, leading to questions and confusion among investors. 🧐 This comprehensive article delves into the reasons behind the underperformance of junior miners, examining factors such as the lag effect and generational shifts in investment preferences. For those interested in understanding the dynamics of the junior mining sector and its future prospects, this is an essential read. Explore the full article on Equity Guru to gain insights into the current trends in precious metals and the junior mining market. 📈🔍 #Gold #Silver #Copper #JuniorMiners #Investing #MarketTrends #EquityGuru #PreciousMetals #FinancialInsights #MiningSector https://bit.ly/3KLACL9