Investair’s Post

Crimson Surge Presenting our forty-first Weekly Note from the Alternative Investments desk. In our weekly notes, we present our view following a significant event in the week/month gone by. In this note, we present our thoughts on the recent rally in global copper prices amid supply disruptions in mine production. Happy Reading! Contributors: Rishwik Chinthakindi, Mihir Shirgaonkar, CFA PhillipCapital | Phillip Ventures IFSC | GIFT City #globalmarkets #globalinvesting #wealthmanagement #copper #coppermining #china #peru #chile #supplychain #energytransition

Crimson Surge Presenting our forty-first Weekly Note from the Alternative Investments desk. In our weekly notes, we present our view following a significant event in the week/month gone by. In this note, we present our thoughts on the recent rally in global copper prices amid supply disruptions in mine production. Happy Reading! Contributors: Rishwik Chinthakindi, Mihir Shirgaonkar, CFA PhillipCapital | Phillip Ventures IFSC | GIFT City #globalmarkets #globalinvesting #wealthmanagement #copper #coppermining #china #peru #chile #supplychain #energytransition

Solstice Minerals demonstrates financial strength through strategic asset sales and robust cash reserves, positioning for future growth. Read More https://lnkd.in/gsVkGbXd #Profitability, #CashReserves, #Liquidity, #StrategicDivestments, #ExplorationGrowth

The Lowell Resources Fund has come under the microscope of Bell Potter Securities LIC analyst Kion Sapountzis in his research report hot off the press. Bell's interest appears to have been tweaked by LRT's leverage to the #gold sector in this exciting time for the yellow metal. As John Forwood revealed in his March monthly fund report, LRT's exposure to gold had increased to 41% at end March. Gold shares make up half of the fund's top 10 share holdings at end-March, led by Mark Zeptner's Ramelius Resources Limited, West Africa-focused Predictive Discovery, Victoria-focused Southern Cross Gold (led by Michael Hudson), Mighty Newmont Corporation, the world's biggest gold producer, and Kalgoorlie minnow Astral Resources, led by the dynamic Marc Ducler. Hang on, Newmont is not a small company?? What's it doing in the LRT? Well, as John has explained in various public forums, the fund's structure as a trust demands that it pays out all taxable profits to unitholders. The half-year statement (Appendix 4D) showed the profit derived from selling the fund's holding in 2023 lithium tearaway Azure Minerals Limited, which falls in this FY. The choice was to hold potential distributable profits in cash or in something large in a space we love, the #gold sector. An easy choice really! LRT announces the Net Asset Value (NAV) per unit weekly.

📈 Government bond ETFs were the top performers last week after a weak US labour report sent investors scrambling for safe haven assets in fear of a possible recession. 📉 Uranium ETFs were some of the poorest performers of the week after Kazatomprom, the world’s largest uranium miner by volume, upgraded its 2024 production forecast. For more highlights read the full ETF Express 🚂 here: https://ow.ly/Kc3Y50SSB48

Considering investing in precious metals? Let's weigh the options! Gold and silver, both shining stars in the investment universe, offer unique benefits and considerations. 💼 Gold: The Timeless Safe Haven Gold has long been the go-to safe haven asset, prized for its stability and universal value. Historically, it has been a hedge against inflation and economic uncertainty, making it a cornerstone of many investment portfolios. 💼 Silver: The Dynamic Challenger Silver, while also a store of value, tends to exhibit greater volatility compared to gold. Yet, its versatility and industrial demand offer unique opportunities for growth, especially in sectors like technology and renewable energy. 📊 Interesting Fact: Over the past 20 years, gold has shown an average annual return of approximately 9%, while silver has averaged around 8%. These figures reflect the enduring appeal and solid performance of both metals as investment assets. In the end, whether you lean towards the stability of gold or the potential for growth with silver, both metals shine bright in the world of investing. #GoldVsSilver #InvestmentInsights #PreciousMetals

🗣️Expert Portfolio: John Baron explains recent changes to his more defensive portfolios and which investment trusts and ETFs he's buying in an article for Investors' Chronicle, featuring Golden Prospect Precious Metals Investment Fund and CQS Natural Resources Growth and Income plc. John explains how precious metals offer undervalued opportunities, supported by industrial demand and historical pricing trends. Commodity focussed investment trusts and their underlying mining companies further enhance portfolios with income potential. A diversified approach balances growth and stability, ensuring peace of mind through market shifts. #Diversification #PreciousMetals 🔍Read the full article here: https://lnkd.in/dK8AR9eT

Here are three of the precious metal stocks in 2024 with the most upside. 🥇Investors eyeing long-term gains might find an attractive entry point with Barrick Gold (GOLD) during market dips. 🔮Hudbay Minerals (HBM), renowned for its copper production, is poised for continued robust financial performance. ⚙️Meanwhile, Endeavour Silver (EXK) presents a more adventurous option for investors, with expectations of increased production potentially driving its growth. Take the step towards securing your financial future today. Start with IST Markets.

Global De-dollarization Could Help Cause Gold Boom: https://ow.ly/EvoZ50TpFiY To move away from the U.S. dollar, developing countries and investors continue flocking to gold. This, in combination with certain economic factors, could be the perfect catalyst for a long gold bull market, one expert says. $SA $DRY:TSXV $DRYGF $WEX:TSXV $WEXPF #goldstocks Western Exploration Seabridge Gold Inc. Dryden Gold Corp.