Gaga Artisanle Miniere’s Post

As global gold production stagnates, we face the reality of dwindling reserves and potential shortages. Despite a slight increase in 2024 production, challenges like long permitting processes and the difficulty of finding new deposits complicate sustainable output. With experts predicting we could run out of accessible gold by 2050, the implications for investors are significant. In our latest blog post, we explore the dynamics of the gold market, the potential for rising prices, and innovative solutions like recycling and alternative sourcing. Dive in to understand the factors shaping the future of this vital resource. #GoldmanGraff #investmentgold

MIND THE GAP #2: A generational trade Excited to share the strong performance update of The "Omen Recherchebay Precious Metals & Responsible Mining" strategy [Bloomberg Ticker BCKT0685 Index]. Since its launch on April 30th, 2024, the strategy has surged over 34% in Eur terms, outperforming the VanEck Gold Miners ETF [ GDX US in EUr terms] by 8%. Leveraging expertise in metals/ISR fundamentals, geologists, C-suite figures, and global markets, we are riding the early wave of a major bull market in Metals and Mining. The key to our success lies in selecting mid-tier producer companies with robust ESG ratings, conducting thorough jurisdiction evaluations, and monitoring management's production track record. O&R Metals strategy anticipates M&A opportunities for outperformance, emphasizing real returns in a sector with mindblowing risk/reward potential. Why choose O&R Metals over Mining ETFs? - Potential for better rerating in precious metals prices breakout - Superior balance sheet quality in mid-tier miners despite sector challenges OMEN PARTNERS and Recherchebay have meticulously researched this trade. Join me in London, Zurich, and Hong Kong in November for discussions on this generational opportunity with investors keen on maximizing returns in the Metals and Mining sector. Guillaume Derville Laurent Maurel Alain Dublin Pierre Martin #Inflation #Stagflation #CapitalRotation #Gold #Silver #PeciousMetals #Mining #AssetAllocation #HedgeFund #WealthManagement #Familyoffice

⚒️ #GOLD: The Hidden Challenges of Gold Developers and Explorers I am continually surprised by the number of investors who conflate the hedge of gold against inflation with buying gold miners, particularly developers and explorers. Historical data clearly shows that gold producers often face significant financial pressure during inflationary periods, almost regardless of the rise in physical gold prices. When we examine gold developers and explorers, the situation becomes even more challenging. These entities, without direct metal price appreciation to realize, are frequently squeezed harder. Despite this, a significant portion of investment still flows into gold. ▪️The Stuggle With Cost Control: Gold producers typically struggle more than other miners to control costs. Gold projects generally have lower economies of scale, are smaller, and face significantly more competition. This means that the costs of services, reagents, and equipment in the gold mining space are much more sensitive. Moreover, the perception that rising gold prices necessitate accelerated timelines and drilling exacerbates the situation. Combine this with the fact that almost 50% of Jr. Mining companies on the #TSXV, and this competitive challenge becomes self evident. ▪️Risk of Investing Agnostically: In the long run, costs rise rapidly, often consuming any appreciation in the metal price. Back in 2011, I analyzed this trend and found that it took about six months for costs to erode 50% of any metal price appreciation. This highlights a larger disconnect between capital allocation in the industry and technical expertise. In this environment, you can't be saved by a rising tide, but need to be investing in quality and projects capable of being the exception. In an industry where significant gains are made through a handful of projects, excellent discoveries, and strategic de-risking, understanding these dynamics and relationships is critical to improving capital allocation and competing against growing and emerging sectors. #GoldMining #Inflation #Investing #MiningIndustry #GoldProducers #Exploration #MiningEconomics #GoldInvestments #CostControl #StrategicInvesting

Mining economics 101 - commodity prices fluctuate, something that needs to be taken into account during investment decisions. Whether exploration or M&A, companies need to think about price volatility. In the case of #criticalminerals, it is prudent to think about rising prices when targeting investment, where demand from the #energytransition moves the market. For #gold and other precious metals, it is prudent to think about fluctuating prices - today’s record highs for gold may not be there tomorrow. Barrick, Newmont Corporation and other gold majors say that they won’t spend spuriously. Seems prudent. Economics no doubt justify specific projects and targeted M&A in this context. Investing in artisanal mining formalization is also highly justified. Why? 🏹 land concessions are shared - there are opportunities for collaborative LSM-#asm productivity 🏹 artisanal miners are often early indicators for exploration- geological access can only help 🏹 formalization delivers increased productivity- value - along with social gains for miners & nearby communities 🏹 legal and reputational risks for large miners - Barrick’s North Mara mine in Tanzania is an example where consequences of conflict have landed in court 🏹 legal and reputational risk for end customers - neither luxury jewellers nor cell phone makers want the gold in their priduct to be associated with child or forced labor 🏹 legal and reputational risk for industry associations, market makers, refiners - inherently co-mingled gold that includes child and forced labor is not a good look for the LBMA or for the World Gold Council All investors look for prudent spending. The trick is to analyze commodity specifics and to identify opportunities that make sense. Artisanal mining formalization makes sense. The Blended Capital Group and our partners are committed to reimagining outcomes in artisanal mining. Formalization delivers enhanced dignity and productivity of work, a compelling combination for #mininginvestment and #impactinvestment. LSM engagement with ASM in delivering joint value is clear. Reach out, let’s discuss. Alliance for Responsible Mining (ARM) Levin Sources BanQu Inc. Napier Meridian Innovest Advisory Investing for Good CIC #esg #sdgs #asgm #responsiblemining https://lnkd.in/gsUC4yYM

BARRICK GOLD EXPRESSES INTEREST IN COBRE PANAMA AS FUTURE PARTNER AMID ONGOING DISPUTES Barrick Gold Corporation (NYSE: GOLD) is prepared to step in as a partner in the Cobre Panama copper mine once the Panamanian government resolves the ongoing dispute over the asset, CEO Mark Bristow stated on Monday. The mine, currently owned by First Quantum Minerals, has been embroiled in controversy since November, leading to its closure following widespread protests. The new administration under President Jose Raul Mulino, in power since July, has announced that a decision regarding the mine’s future—which contributes 1% of global copper output and 5% of Panama’s GDP—will be…READ MORE HERE https://lnkd.in/d6fbCirD

SIBANYE DIVERSFIES MORE INTO GREEN MINERALS, THAT ARE MORE FUTURE ENERGY STRATEGIC, EVEN AS GOLD GOES BALLISTICALLY BULLISH 👀 MY GUT SAYS GOLD SURGE IS NOT SPENT. EXTRA WATCH GOLD, WHILE NOT BLIND TO THE RAREST ANG GREEN METALS. AS GEO POLITICAL TENSIONS ASSUREDLY INTENSIFY GLOBALLY, MY TAKE IS, THE GOLD SPARKLE IS STILL TO BECOME BLINDING, YOU ULTRA SLY YOUNG INVESTMENT FOXES 🦊. I trust you are not sleeping through the new gold rush Young Global Investment Fox 👀!!! https://lnkd.in/dZUA3ui https://lnkd.in/dZUA3ui9

Alternative Way to Cash in your Gold As I am writing this, Gold Spot Price is at $2,033.56 USD per Oz. Meaning if you have $2,033.56 USD right now, you probably can just buy 1 Oz of Gold. Is there a better way or alternative way to invest in Gold? Yes, you need not pay me a subscription fee or drop me your email address to join my mailing list to know this. You can invest in a public listed Gold Royalty company to gain exposure to this precious metal. 💡 What is a Gold Royalty? 💡 A gold royalty is a contract that gives the owner (in this case a gold royalty company) the right to a percentage of revenue or gold production of a gold mining company in exchange for an upfront payment.  Gold royalty companies use these contracts as a way to finance mining companies in need of capital. Mining companies find this more attractive than borrowing from a bank or issuing equity. Since such royalty contracts typically cover the life of a mine, gold royalty companies benefit from the exploration upside that may extend the life of the mine and thus increase the amount of gold (or revenue) they receive from the mining company at no additional cost. The gold royalty company can even receive a percentage of the gold production at a pre-determined discount from the market price and then sells the gold at market price. This is also called "streaming". So it does not really matter how the gold price fluctuates These are a few well known companies in this space: -Sandstorm Gold Ltd. (NYSE:SAND) -Franco-Nevada Corporation (NYSE:FNV) -Royal Gold, Inc. (NASDAQ:RGLD) -Wheaton Precious Metals Corp. (NYSE:WPM) If you want to find out more on this topic, feel free to drop me a message. #cksfinancial #investing #personalfinance

📢 Transparent Sourcing: The Step-by-Step Guide to Fairmined Gold Acquisition "Ensuring strict adherence to the segregation principle stands as the cornerstone of Fairmined gold. Our meticulous protocols guarantee that the Fairmined gold you acquire originates solely from the designated mine, free from any blend with other gold. This unwavering commitment to purity is what distinguishes Fairmined gold in the market. We implore all stakeholders to uphold this principle without compromise." #coherency #transparency #accountability Fairmined Initiative Alliance for Responsible Mining (ARM) Marcin Piersiak Gina D'Amato https://lnkd.in/eaG-RfrT

Price of gold on Sept 15, 2014 - $1,234/ounce Price of gold on Sept 12, 2024 - $2,546/ounce The price of #gold has more then doubled over the last decade, significantly rising in the last couple of years and promising to rise further. Gold is currency, #financialsecurity. What has the rising price meant for the close to 20 million mostly informal artisanal gold miners who produce 20% of the world’s gold? Not much. Many of these miners are stuck in poverty traps, unsafe work conditions, impacted by predatory intermediates, not seeing the benefits of rising prices. What is the role of the World Gold Council in shifting outcomes? The LBMA? Standard setters like ICMM? End customers ranging from cell phone ☎️ manufacturers through to luxury jewellers? The Blended Capital Group and our partners are committed to reimagining outcomes in artisanal mining. Professionalization is game changing on the dignity and productivity of work - financial and social value improve in compelling ways for #mininginvestment and #impactinvestment. Success requires a robust investment marketplace, which we are working on with strategic investors. Success requires legal frameworks that make sense for the sector. Success requires integrated focus, starting with the voices of miners and traced across value chains. #traceability. Success requires collaboration, which we know and our world class partners know. Reach out, let’s discuss. Alliance for Responsible Mining (ARM) Levin Sources BanQu Inc. Napier Meridian Innovest Advisory Investing for Good CIC #sustainabledevelopment #humanrights #esg #sdgs #asm #asgm #mining