Sunday, 4 September 2016

Gold and Silver Miner Fundamentals - 2016-Q2

Reviews from Adam Hamilton at Zeal
GDX     GDXJ     SIL

A point of particualar note; acquisition activities over the past few years have seen the "Silver Miners" become increasingly gold weighted.
A company like Silver Standard which was an ounces in the ground silver play has acquired gold mines.
Plenty more to the analysis of these companies in particular reserves and resources.
An ETF 'fundamentally' weighted by sales or production would be an interesting comparison in a bull market.






































































No comments:

Post a Comment