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
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.
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Nick Hodge – VRIC Media – Jan 28, 2025
https://youtu.be/06DQiBho4_s