Commodities
Commented by Fabian Lorenz on December 23rd, 2025 | 07:25 CET
GOLD or SILVER? Both? Barrick Mining, First Majestic Silver, and Silver North Resources in focus!
Gold and silver are not taking a break just before Christmas. The prices of precious metals are rising and rising. For silver, some experts' price target of USD 100 no longer seems unrealistic. First Majestic Silver's stock has performed even better. There is little choice among silver producers, and prices seem to be running hot. A shift to explorers in the coming year would come as no surprise. Silver North Resources is entering the new year with full coffers and positive results and aims to resume drilling as soon as possible. The Company is active in legally secure Canada, and its shares are attractive for investors. Those who missed the opportunity to invest in Barrick Mining in 2025 missed out on a threefold increase in value. The Company is also likely to have a few surprises in store in 2026. Perhaps even a hostile takeover?
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Commented by Armin Schulz on December 23rd, 2025 | 07:15 CET
Gold boom in Africa: What makes the continent so attractive for Barrick Mining, Desert Gold, B2Gold, and your portfolio
As the price of gold breaks records, Africa is experiencing an unprecedented boom. The continent has become not only a supplier but also a dynamic driver of innovation in industry. Low-cost deposits, growing local financing power, and an increasingly professional industry are creating a unique investment environment. This positive development is being fueled by a new partnership model between international expertise and local value creation. Three companies embody this promising path to the future: globally experienced producer Barrick Mining, up-and-coming explorer Desert Gold, and experienced African producer B2Gold.
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Commented by Armin Schulz on December 22nd, 2025 | 07:30 CET
Gold beats cryptocurrencies – Newmont, LAURION Mineral Exploration, and an analysis of Strategy
While digital assets are losing their shine, the precious metal gold is experiencing an impressive renaissance. Driven by geopolitical uncertainties and a strategic realignment of global currency reserves, the price of this classic safe haven broke through record levels in 2025. This fundamental shift toward tangible assets opens up concrete opportunities for investors – from established producers to emerging explorers. The following insights into Newmont and LAURION Mineral Exploration show how they are benefiting from the rising price of gold and what difficulties Strategy is currently facing.
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Commented by Nico Popp on December 22nd, 2025 | 07:20 CET
Halo effect in Côte d'Ivoire: How Kobo Resources is maturing into the next big gold story in the shadow of Perseus and the Lundin Group
In the world of geologists and commodity prospectors, there is an unwritten law: the best finds are made in the shadow of existing world-class mines. Geology knows no license boundaries, and where millions of ounces of gold are already being mined, the probability of further discoveries is highest. This phenomenon, known as the "halo effect," is currently playing out in textbook fashion in Côte d'Ivoire. The West African country has become the new darling of international mining capital. While Australian producer Perseus Mining is demonstrating the enormous potential of the soil just a few kilometers away with the Yaouré mine, and Montage Gold is showing how attractive the region is to investors with the entry of the legendary Lundin Group, Kobo Resources is positioning itself right in between. For investors, the small explorer offers a rare opportunity to bet on the same geology and jurisdiction as the billion-dollar corporations, but with significantly more attractive leverage.
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Commented by Carsten Mainitz on December 22nd, 2025 | 07:05 CET
Silver boom shows no end! Exploration stocks like Silver Viper are significantly outperforming the precious metal! High reserves at Pan American Silver, record highs at Barrick
2025 was a historic year for silver. With a spectacular rally to a current all-time high of USD 67 per ounce, the price of silver has significantly outperformed gold and the broad mass of other commodities. Industrial demand, geopolitical uncertainties, and supply deficits are driving prices. Reaching new highs has also generated a strong buy signal. Market participants expect the bull market to continue. With shares in producers such as Pan American Silver, investors were able to significantly outperform silver. Exploration stocks such as Silver Viper, in particular, offer leveraged investment in the yellow precious metal's little brother in the current bull market cycle. Where is it still worth getting in?
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Commented by Stefan Feulner on December 22nd, 2025 | 07:00 CET
Hecla Mining, Globex Mining, Coeur Mining – Trend remains intact
The precious metals sector was one of the big winners on the financial markets in 2025. While silver made headlines with its spectacular rally, gold in particular remains the overriding anchor of stability for investors. Despite temporary setbacks, there are many indications that the long-term upward trend remains intact. Structural drivers such as high government debt, geopolitical uncertainties, and continued demand for safe havens are likely to remain unchanged. Against this backdrop, gold and silver producers are once again coming into focus, as they can benefit disproportionately from the positive environment.
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Commented by Nico Popp on December 19th, 2025 | 07:05 CET
The silver bet: Why Fresnillo is investing in Silver Viper – Hecla Mining already expensive
Silver is the metal of the moment. Driven by demand from the photovoltaic industry and its role as a safe haven, gold's little brother is once again becoming the focus of investors. But while established silver producers such as Hecla Mining and Fresnillo are struggling with the challenges of declining ore grades and rising costs, a new dynamic is forming in the second tier. Strategic alliances are being forged to secure the reserves of the future. Particularly exciting is a current constellation in Mexico, where global market leader Fresnillo is entering into an unusually close relationship with explorer Silver Viper Minerals. This move could be interpreted as a covert takeover preparation.
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Commented by André Will-Laudien on December 18th, 2025 | 07:20 CET
Turnaround with a 100% chance in 2026! Novo Nordisk, TeamViewer, Equinox, and Laurion Mineral on the launch pad
The 2025 stock market year did not go well for everyone involved. The stocks in our selection today can tell us a thing or two about how it feels to be at the bottom of the rankings. But sometimes the stock market gets it wrong, because although Novo Nordisk has issued three profit warnings, the Company is still making good money. The situation is similar at TeamViewer, where there have been some disappointments in terms of growth, but the EBIT margin is still above 30%. It is completely incomprehensible that Laurion Minerals is at the bottom of the chart compared to other explorers. The drill results from Ontario show good mineralization values in gold not far from Equinox's Greenstone Mine. With gold prices at USD 4,300, the stock should soon see a surge. We do the math.
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Commented by Armin Schulz on December 18th, 2025 | 07:05 CET
How to profit from the gold boom: Barrick Mining, Kobo Resources, and Agnico Eagle under scrutiny
The structural forces behind the historic gold boom remain intact: ongoing central bank purchases, a global cycle of interest rate cuts, and geopolitical uncertainty are creating a fundamental environment for further upside potential. This dynamic offers unique opportunities for both established gold producers and well-positioned explorers. Against this backdrop, we focus on three companies that could benefit from the continuing trend. We take a closer look at the established giant Barrick Mining, the promising explorer Kobo Resources, and the highly profitable producer Agnico Eagle.
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Commented by Nico Popp on December 18th, 2025 | 07:00 CET
Are Palantir and Meta facing an AI crash? Tailwind from billionaires for Power Metallic Mines
Will the AI bubble burst, or not? NVIDIA's latest figures initially reassured investors last week, but ultimately prompted profit-taking. Palantir and Meta shares are also strongly driven by AI fantasies. At the same time, the costs of AI development and the associated infrastructure are exploding. Some observers already see the early signs of a bubble, as major tech companies continue pouring billions into next-generation AI solutions at a relentless pace. The key question is: How long can this continue? And is there perhaps a sector that could quietly benefit from this dynamic?
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