Nick Hodge – Investment Themes In Gold, Silver, Platinum, and Palladium Resource Stocks
Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us for a longer-format discussion on and the macro and micro themes that feed into investing in precious metals equities. We cover gold, silver, platinum, and palladium stocks and Nick shares a number of stocks he is animated by in each category.
We start off with some higher-level observations on the recent market volatility from the Trump tariffs, DeepSeek impacts to the tech sector, and breakout to all-time highs in gold as investors diversify some out of the uncertainty. Within the gold and silver equities we note the expanded participation from the juniors, and discuss topics like jurisdiction, permitting, bringing in strategic partnerships at both the project and equity level, merger and acquisition transactions, and the revaluation of ounces in the ground. Nick explains why it is finally the time to start considering quality silver, platinum, and palladium stocks at this point in the market and sentiment cycle.
- Companies discussed in this interview are: Banyan Gold Corp. (TSXV:BYN)(OTCQB:BYAGF), Revival Gold Inc. (TSXV: RVG, OTCQX: RVLGF), iShares MSCI Global Silver and Metals Miner ETF (NYSE: SLVP), MAG Silver Corp. (TSX / NYSE American: MAG), Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF), Impact Silver Corp. (TSXV: IPT) (OTCQB: ISVLF), Sibanye Stillwater Ltd (NYSE: SBSW), Chalice Mining Ltd (ASX: CHN), Bravo Mining Corp. (TSX.V: BRVO) (OTCQX: BRVMF), and Generation Mining Limited (TSX:GENM) (OTCQB: GENMF).
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Click here to follow Nick’s analysis and publications over at Digest Publishing
So gold makes ANOTHER all-time high again on Wednesday going up and tagging $2,906 on the futures markets and then closing the day at $2,893.
Things are pretty quiet all things considered in financial media and even on multiple resource sites. What a strange environment…
Can you imagine going back in time 5-8 years ago and telling PM investors that in the not-too-distant future gold will keep trekking higher up to $2,900 and hardly anyone will care!
https://cdn-ceo-ca.s3.amazonaws.com/1jq8rt8-Gold%201%20year%20daily%20chart.JPG
Strange indeed………………. $2900 …….. and not a peep…….
NOOOOBODY CARES, NOOOOBODY CARES! LOL! DT😊
They will CARE when it is to LATE….. 🙂
On January 30th this was written regarding The Musical Chairs of Gold Supply
Bullion banks relied on a game of musical chairs, borrowing gold to meet short-term needs. But when enough chairs are removed—when buyers refuse to lease their holdings—banks are forced to compete for an ever-dwindling supply. That’s what’s happening now. From: Zerohedge Edit-The LBMA Doesn’t Have the Gold
BOE Under Strain
The Bank of England, which holds over 400,000 gold bars worth $450 billion, is struggling to keep up with withdrawal requests. Much of the 8,000 tons of gold in London is locked up in central bank reserves, exchange-traded funds (ETFs), and long-term investor holdings, limiting the supply available for immediate trade.
zerohedge,,,,,
Gold Lease Rates Explode as US Repatriation Grows
by VBL
Thursday, Feb 06, 2025 – 9:42
Gold Lease Rates Explode as US Repatriation, Delivery Logistics Grow
Great point OOTB. People will start to care at $3,000 gold, but by then they’ll have missed a lot of action in the price ascent that we saw over the last few years. Gold was down to $1618 on Nov 3rd of 2022, and it will have almost doubled in price in 2+ years before most people finally sit back and take notice.
Many of the higher quality mining stocks have been running for some time now, but even recently the “turkeys are starting to fly” as Nick Hodge pointed out. When the whole sector starts getting a bid, the upside move in the prices are going to run away and leave people chasing…
Thanks EX……….for the reply
The Goliath Resources (GOT.V) chart has been in beast mode lately, with strong price action on the back of high volume. It’s starting to get overbought on the indicators, but since it is still releasing consistent high-grade drill results, and has more to release, it could just keep ripping if the assays keep coming in building the larger resource expansion case.
The other nice thing is they don’t have a financing overhang as they have already raised much of this year’s initial start to the drill program. I guess they could raise even more and drill even more, but I’d prefer to see it just keep moving on the news for a while longer.
Rick Rule – Gold & Oil: Getting Aggressive In 2025, Inflation & Tariffs
Soar Financially – Feb 2, 2025
Stillwater, PGE, weekly, if I could post a monthly I would but this shows a good buy zone none the less IMO… I own a bit.
I will bet you don’t own as much as me! DT
Probably, haha… I am heavy into silver now, Santacruz, SCZ
Bolivia again with the silver
How Battery Passports Will Transform Mining by 2027
Nick Hodge – VRIC Media – Jan 28, 2025
https://youtu.be/06DQiBho4_s