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CEF: I Remain Committed To The Gold And Silver Play (NYSEARCA:CEF)
Seeking Alpha· 2025-10-31 20:13
The purpose of this article is to evaluate the investment backdrop for precious metals - specific to gold and silver - and why I believe the Sprott Physical Gold and Silver Trust ( CEF ) is aI am a macro-focused investor with 15 years experience working in Financial Services. My niche is finding under-valued sectors and thematic ideas (metals, gold, crypto) at opportune entry points. The first half of my career was in New York, working professionally after college (BS - Finance and D1 Men's Tennis). I reloc ...
First Majestic to Report Q3 Results: What's in the Cards for the Stock?
ZACKS· 2025-10-31 02:50
核心观点 - First Majestic Silver预计在2025年第三季度业绩将显著改善 每股收益预期为0.11美元 较去年同期每股亏损0.03美元实现扭亏为盈 [1] - 业绩改善主要得益于白银产量同比飙升96% 以及白银平均价格同比上涨34% [5][9] - 公司股价年内已上涨130.2% 表现优于行业99.6%的涨幅 [11] 第三季度业绩预期 - 第三季度每股收益共识预期在过去60天内上调120%至0.11美元 [1] - 预计总产量达到770万白银当量盎司 同比大幅增长39% [7] - 白银产量达到创纪录的390万盎司 同比飙升96% [8] - 黄金产量为35,681盎司 此外还包括1390万磅锌和770万磅铅 [7] - 本季度白银平均价格约为每盎司40美元 同比上涨34% [9] 业绩驱动因素 - 2025年1月完成对Gatos Silver的收购 获得Cerro Los Gatos银矿70%的权益 该矿贡献了140万盎司的白银产量 [9][8] - San Dimas矿区的产量同比增长27% [8] - 公司在季度初持有424,272盎司白银成品库存 预计已部分出售以利用高价格 [10] - Los Gatos银矿的整合可能导致当季管理和行政成本上升 但收入的大幅增长预计将抵消其影响 [10] 历史业绩与模型预测 - 在过去四个季度中 公司每股收益均未达到市场共识预期 平均负收益意外为55.8% [2][3] - 公司当前Zacks Rank为2(买入)但Earnings ESP为0.00% 模型未明确预测本次季度业绩将超预期 [4][6] 可比公司情况 - Kinross Gold第三季度每股收益预期为0.36美元 同比增长50% 其Earnings ESP为+5.36% Zacks Rank为1 [14] - Triple Flag Precious Metals第三季度每股收益预期为0.22美元 同比增长46.7% 其Earnings ESP为+2.33% Zacks Rank为1 [15] - CF Industries第三季度每股收益预期为1.91美元 同比增长23% 其Earnings ESP为+10.05% Zacks Rank为3 [16]
4 Stocks To Buy As Precious Metals Soar
Benzinga· 2025-10-31 01:41
The massive rally in gold hit its first significant pullback in months last week, dipping under $4,000 per troy ounce after touching as high as $4,350.Other precious metals, like silver, platinum, and palladium, hinted that a pullback in gold may be on the way after they topped out on October 16th. But despite the recent stall, the rally in precious metals still has fundamental and technical catalysts behind it.Geopolitical tensions always send investors to safe-haven assets like gold, and there appears to ...
Gold demand reaches record in Q3 with 'FOMO bar and coin trade in full swing'
Yahoo Finance· 2025-10-30 23:13
Global Gold (GC=F) demand surged to an all-time high in the third quarter, fueled by a wave of exchange-traded fund (ETF) investments and all-time high bullion prices. A new World Gold Council report released on Thursday showed total demand for the yellow metal climbed 3% year over year to 1,313 metric tons. The demand was led by “huge ETF buying" and bar and coin purchases, the report said. “Investors remained firmly in the driving seat in Q3,” the report said, citing "fear of missing out" buying. Read ...
Impala Platinum Holdings Limited (IMPUY) Shareholder/Analyst Call Transcript
Seeking Alpha· 2025-10-30 22:36
会议基本信息 - 会议为Implats Platinum Holdings Limited第69次年度股东大会 [1] - 公司董事会主席为Advocate Thandi Orleyn [1] - 会议向董事会成员、管理层、服务提供商及所有与会利益相关者表示欢迎 [1] 会议议程 - 年度股东大会通知已按规定期限送达股东手中 [2] - 会议通知包含所有待审议决议的完整细节 [2] - 提议将年度股东大会通知视为已宣读 [2]
A Dave Ramsey Listener Says Their Mother-In-Law Gave Them Silver Coins For 'A Post-Apocalyptic World.' They're Asking If It's Time To Cash In Now
Yahoo Finance· 2025-10-30 04:31
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. A woman named Kelsey from Georgia recently wrote to “The Ramsey Show” with a very specific money dilemma. She and her husband are in their late 40s, have less than $100,000 saved for retirement, and have one last gift of silver coins sitting in a drawer; coins their mother-in-law asked them not to sell unless the dollar collapses in a post-apocalyptic scenario. Precious Metals Are Soaring While The Dollar ...
International Flavors to Report Q3 Earnings: What's in the Offing?
ZACKS· 2025-10-30 03:16
Key Takeaways International Flavors is set to release 3Q25 results on Nov. 4 after the closing bell.Sales are estimated at $2.63B, suggesting a 10.2% y/y dip, with EPS projected at $1.02.IFF's Scent segment is expected to post strong sales growth despite higher costs.International Flavors & Fragrances Inc. (IFF) is scheduled to report third-quarter 2025 results on Nov. 4, after the closing bell.The Zacks Consensus Estimate for IFF’s sales is pegged at $2.63 billion, indicating a 10.2% dip from the year-ago ...
SMX Strengthens Its Proof-Based Ecosystem Through trueGold's Expansion Into Ethical Luxury (NASDAQ:SMX)
Accessnewswire· 2025-10-29 23:55
NEW YORK, NY / ACCESS Newswire / October 29, 2025 / Gold has always symbolized permanence, wealth, and beauty. What it has never offered is proof. ...
Goldstrom Partners with SMX to Deliver End-to-End Traceability and Circularity in Precious Metals
Accessnewswire· 2025-10-29 20:00
公司战略合作 - 公司SMX PLC与全球实物贵金属领域专家Goldstrom Advisory FZCO签署咨询协议 [1] - 合作旨在协助开发公司在金银供应链和行业内的产品 包括精炼业务和全球及区域实物贵金属交易活动 [1] 公司业务与技术 - 公司SMX PLC是分子标记技术和区块链支持的数字产品护照领域的全球领导者 [1]
刚刚,黄金、白银,双双反弹!是“倒车接人”还是该“下车”了?
每日商报· 2025-10-29 13:44
现货黄金价格突变。 北京时间10月29日上午,现货黄金重拾涨势,价格盘中一度涨至3982.14美元/盎司。 经历了近一周的持续大跌之后,金价较历史高点至10月28日盘中最低价已下跌495.285美元,跌幅超11%。这到底是是"倒车接人"还是"下车"机会?快来看 看业内人士最新研判~ 美联储突发 金价、银价,双双反弹 今天上午,现货黄金和现货白银双双上涨。现货白银最高涨至47.58美元/盎司。 消息面上,当地时间10月28日(周二),为期两天的美联储议息会议在美国华盛顿特区正式召开。目前,业内预计,在北京时间周四凌晨2点结束为期两 天的议息会议时,美联储料将再度宣布降息25个基点。但由于美国政府出现"停摆",投资者的关注点将集中在其对未来政策前景的评论上,这关系到今年 12月是否还会有一次降息。 而在美联储公布决议的数小时前(北京时间周三晚间),加拿大央行也将召开议息会议并宣布利率决议。欧洲央行管理委员会与日本央行同样将于周三召 开为期两天的会议,但最终的决议将于周四公布。 美国总统特朗普表示,美联储主席鲍威尔"无能",并称其任期将于明年5月结束,届时将有新的人选。特朗普称:"我们有一个不称职的美联储负责人,但 ...