Cerrado Gold’s Post

Metals, including gold, silver, and copper, are leading gains in the commodities sector this quarter. Despite the usual sensitivity to the US dollar and interest rates, prices have surged. Citi strategists project further increases of 5-10% in the short term and 15-20% in the medium term. Prices are anticipated to rise in the latter half of 2024, with gold potentially reaching $2,500/oz and silver $30-32/oz. The rally in these metals could broadly boost commodities returns and sentiment, supported by economic reflation and a soft landing. Source: Investing.com #invest #Gold #silver #mining #metals #Commodities

Gold (~$2500), Silver (~$28.20), Copper (~$4.10), Uranium (~$80) and other commodities are all trading near record or recent highs, but the valuations of underlying producers are stagnant and undervalued. Take a read below to understand 6 geopolitical and economic factors contributing to this disconnect in value. https://lnkd.in/eist3E9q

Has a new cycle already begun⁉🚀 Is a similar outperformance of the past conceivable?🤔 While the first two months of 2024 have seen a broad sell-off across the precious metals mining sector, recent weeks have delivered a marked turnaround for gold and silver equities.   This indication of a turning point for precious metals miners is particularly encouraging given the historical outperformance we have seen by miners relative to both gold and broader equity markets during previous upcycles. As illustrated on the chart below, gold equities have tended to deliver between 2-5x leverage to the gold price during recovery periods. (1) Feel free to comment and share your thoughts on the topic.💬 (2) If you learned something, you should like the post👍and/or follow me here on LinkedIn and activate the🔔. Sources: Bloomberg, Baker Steel internal. Data at 7 March 2024. #Riskmanagement #Gold #Fed #QE #Wealth #Money #Mining #Preciousmetals #Bullion #IKUInvestment

Why did Osisko Gold Royalties Ltd drop 6% today at 3pm EST? I can't find any recent news releases and no recent disclosures on SEDAR+. Any insights are greatly appreciated! #mining #mineralexploration #gold #royalties #capitalmarkets #investing #disclosure #stocks #stockmarket #securities #economics #futureofmining

January iron ore futures, which are the most traded on the Dalian Commodity Exchange, for the period November 24 – December 1, 2023, slightly decreased compared to the previous week – by 0.2% to 975.5 yuan/t ($136.55/t). On the Singapore Exchange, quotes for January benchmark futures as of December 1, 2023, fell by 3.5% compared to the price a week earlier – to $129.6/t. Read more here🔽 https://lnkd.in/dz-Zz2Tt #GMKCenter #Ukraine #steelmakers #mining #iron #ore #prices #China #steel #market #futures

September futures for iron ore, the most traded on the Dalian Commodity Exchange, for the period March 25 – April 1, 2024, fell by 12.2% compared to the previous week – to 742 yuan/t ($102.66/t). On the Singapore Exchange, quotes for May futures as of April 1, 2024, decreased by 10.3% compared to the price a week earlier – to $97/t. Thus, commodity prices continue to fall to new lows. Read more here🔽 https://lnkd.in/dHuqz84x #GMKCenter #Ukraine #steelmakers #mining #iron #ore #prices #China #steel #markets #futures

 US$5,000 Gold No Longer Looks Foolish; Uranium, https://lnkd.in/e8dThW4Y #esgold #Mining #Advertisingandmarketing #linkedininfluencers #linkedinfam #linkedin #linkedintips #linkedinalgorithm #socialmediamarketing

Year-to-date, #Gold and #Silver Mining stocks have been shining brightly, outperforming both the #Nasdaq and the S&P500. This impressive performance highlights the growing investor confidence in precious metals as a hedge against market volatility. As we navigate through uncertain times, gold and silver continue to demonstrate their value and resilience in investment portfolios. 📈 #Investing #Gold #Silver #MarketTrends #PreciousMetals #FinancialMarkets #BearBull #Best #MFO #MENA Source: BearBull Group

Copper rallied towards $10,000 a ton, hitting a two-year high! Investor interest is surging as base metals, led by copper, kick off the week with a fresh leap to $9,988 a ton. Disruptions at major mines sparked the rally, sending smelters scrambling for alternative supplies. Looking ahead, the copper outlook remains bullish for the next three months, driven by a tighter market and short covering. Source: Bloomberg #Copper #Mining #MarketTrends #invest #Investment

This was one of the most critical weeks for precious metals I can recall. Gold broke out from a triple-top with authority closing the week and the month at all-time highs. What comes next? Given the magnitude and scale of current debt imbalances, gold in Japanese yen offers a valuable roadmap. A secular move in precious metals and the mining industry is likely in the making.