Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
19 min sittenWarsh at Jackson Hole: Friday’s key catalyst With PCE largely in line, Kevin Warsh’s Jackson Hole speech on Friday becomes the next major catalyst for silver. A neutral tone could support the breakout. A hawkish signal on inflation and rates could put $70 back under pressure. Friday could decide the next move.- 42 min sittenPCE is neutral to marginally positive for silver in isolation The key point for silver: Core PCE was not strong enough to trigger a clear hawkish repricing of the September Fed meeting. The market’s pre-release threshold was around 0.3% MoM or higher for core PCE. The actual print was 0.2% MoM and 3.3% YoY, exactly in line with expectations. Headline PCE came in at 3.7% YoY versus 3.6% expected. However, the broader Treasury reaction remained relatively contained, with the 10-year yield around 4.64% and the 30-year around 5.17%. Bottom line: neutral to marginally positive for silver. Today’s PCE did not deliver the upside inflation surprise needed for a meaningful hawkish repricing. The structural headwind remains elevated real yields, while a somewhat stronger dollar continues to weigh on precious metals. Sources: https://www.bea.gov/data/personal-consumption-expenditures-price-index https://www.cnbc.com/2026/08/26/feds-preferred-inflation-gauge-shows-core-prices-rose-3point3percent-annually-in-july.html https://www.investing.com/news/forex-news/euro-yields-slide-as-crude-tumble-overshadows-hawkish-ecb-warnings-4876453 Written with the assistance of AI.
6 t sittenFund Change NAV Currency Date AuAg Silver Bullet A +1,63% 488.96 SEK 25/08/2026 AuAg Silver Bullet B +1,99% 47.62 EUR 25/08/2026
- 7 t sittenHochschild Mining up nearly 6% on H1 results: market looks past the cost hike Hochschild (LSE: HOC) traded around 665 GBX this morning, up 6.31% on the day, after reporting H1 2026 results. Revenue rose 62% to $844.4m, adjusted EBITDA jumped 119% to $491.5m, pre-tax profit hit $365.8m against $109.3m, and EPS came in at $0.37 versus $0.12. The balance sheet flipped from $20.0m net debt at year-end to $51.1m net cash, and the interim dividend was quadrupled to 4.0 cents. The driver is pure price leverage. Realised silver averaged $77.8/oz against $33.8 a year ago, up 130%, with gold up 47% to $4,166/oz, even as attributable output fell to 151,830 GEO from 165,176 on scheduled lower grades at Inmaculada. The offset is cost. AISC rose to $2,448/oz from $1,873, and full year guidance was revised up to $2,380 to $2,500 from $2,157 to $2,320, driven by Argentine export taxes, Peruvian profit sharing, royalties, stronger local currencies and Argentine inflation. Note the paradox: the same prices lifting revenue are inflating the cost base. Production guidance of 300,000 to 328,000 GEO is unchanged. Two things worth flagging. EBITDA margin went from 43% to 58%, which is the real story. And a $63.3m realised loss on gold forwards struck at $2,167/oz is a pure drag that disappears as the hedge book rolls off, adding earnings upside with no operational change. My read: this is geared exposure to the metal price with a cost structure that eats part of the upside. Fine while prices hold. On a correction, FX and Argentine inflation will not reverse as fast as revenue falls. Is the cost revision a warning the market is ignoring today, or noise while margins expand? I do not own HOC directly but hold AuAg Silver Bullet. Not investment advice, do your own research. This post was written with the help of AI. Kilder: https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/interim-results/9739908 https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/production-report-for-6-months-ended-30-june-2026/9680678 https://www.hochschildmining.com/investors/results-reports-presentations/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 19 min sittenWarsh at Jackson Hole: Friday’s key catalyst With PCE largely in line, Kevin Warsh’s Jackson Hole speech on Friday becomes the next major catalyst for silver. A neutral tone could support the breakout. A hawkish signal on inflation and rates could put $70 back under pressure. Friday could decide the next move.
- 42 min sittenPCE is neutral to marginally positive for silver in isolation The key point for silver: Core PCE was not strong enough to trigger a clear hawkish repricing of the September Fed meeting. The market’s pre-release threshold was around 0.3% MoM or higher for core PCE. The actual print was 0.2% MoM and 3.3% YoY, exactly in line with expectations. Headline PCE came in at 3.7% YoY versus 3.6% expected. However, the broader Treasury reaction remained relatively contained, with the 10-year yield around 4.64% and the 30-year around 5.17%. Bottom line: neutral to marginally positive for silver. Today’s PCE did not deliver the upside inflation surprise needed for a meaningful hawkish repricing. The structural headwind remains elevated real yields, while a somewhat stronger dollar continues to weigh on precious metals. Sources: https://www.bea.gov/data/personal-consumption-expenditures-price-index https://www.cnbc.com/2026/08/26/feds-preferred-inflation-gauge-shows-core-prices-rose-3point3percent-annually-in-july.html https://www.investing.com/news/forex-news/euro-yields-slide-as-crude-tumble-overshadows-hawkish-ecb-warnings-4876453 Written with the assistance of AI.
- 6 t sittenFund Change NAV Currency Date AuAg Silver Bullet A +1,63% 488.96 SEK 25/08/2026 AuAg Silver Bullet B +1,99% 47.62 EUR 25/08/2026
- 7 t sittenHochschild Mining up nearly 6% on H1 results: market looks past the cost hike Hochschild (LSE: HOC) traded around 665 GBX this morning, up 6.31% on the day, after reporting H1 2026 results. Revenue rose 62% to $844.4m, adjusted EBITDA jumped 119% to $491.5m, pre-tax profit hit $365.8m against $109.3m, and EPS came in at $0.37 versus $0.12. The balance sheet flipped from $20.0m net debt at year-end to $51.1m net cash, and the interim dividend was quadrupled to 4.0 cents. The driver is pure price leverage. Realised silver averaged $77.8/oz against $33.8 a year ago, up 130%, with gold up 47% to $4,166/oz, even as attributable output fell to 151,830 GEO from 165,176 on scheduled lower grades at Inmaculada. The offset is cost. AISC rose to $2,448/oz from $1,873, and full year guidance was revised up to $2,380 to $2,500 from $2,157 to $2,320, driven by Argentine export taxes, Peruvian profit sharing, royalties, stronger local currencies and Argentine inflation. Note the paradox: the same prices lifting revenue are inflating the cost base. Production guidance of 300,000 to 328,000 GEO is unchanged. Two things worth flagging. EBITDA margin went from 43% to 58%, which is the real story. And a $63.3m realised loss on gold forwards struck at $2,167/oz is a pure drag that disappears as the hedge book rolls off, adding earnings upside with no operational change. My read: this is geared exposure to the metal price with a cost structure that eats part of the upside. Fine while prices hold. On a correction, FX and Argentine inflation will not reverse as fast as revenue falls. Is the cost revision a warning the market is ignoring today, or noise while margins expand? I do not own HOC directly but hold AuAg Silver Bullet. Not investment advice, do your own research. This post was written with the help of AI. Kilder: https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/interim-results/9739908 https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/production-report-for-6-months-ended-30-june-2026/9680678 https://www.hochschildmining.com/investors/results-reports-presentations/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 19 min sittenWarsh at Jackson Hole: Friday’s key catalyst With PCE largely in line, Kevin Warsh’s Jackson Hole speech on Friday becomes the next major catalyst for silver. A neutral tone could support the breakout. A hawkish signal on inflation and rates could put $70 back under pressure. Friday could decide the next move.
- 42 min sittenPCE is neutral to marginally positive for silver in isolation The key point for silver: Core PCE was not strong enough to trigger a clear hawkish repricing of the September Fed meeting. The market’s pre-release threshold was around 0.3% MoM or higher for core PCE. The actual print was 0.2% MoM and 3.3% YoY, exactly in line with expectations. Headline PCE came in at 3.7% YoY versus 3.6% expected. However, the broader Treasury reaction remained relatively contained, with the 10-year yield around 4.64% and the 30-year around 5.17%. Bottom line: neutral to marginally positive for silver. Today’s PCE did not deliver the upside inflation surprise needed for a meaningful hawkish repricing. The structural headwind remains elevated real yields, while a somewhat stronger dollar continues to weigh on precious metals. Sources: https://www.bea.gov/data/personal-consumption-expenditures-price-index https://www.cnbc.com/2026/08/26/feds-preferred-inflation-gauge-shows-core-prices-rose-3point3percent-annually-in-july.html https://www.investing.com/news/forex-news/euro-yields-slide-as-crude-tumble-overshadows-hawkish-ecb-warnings-4876453 Written with the assistance of AI.
- 6 t sittenFund Change NAV Currency Date AuAg Silver Bullet A +1,63% 488.96 SEK 25/08/2026 AuAg Silver Bullet B +1,99% 47.62 EUR 25/08/2026
- 7 t sittenHochschild Mining up nearly 6% on H1 results: market looks past the cost hike Hochschild (LSE: HOC) traded around 665 GBX this morning, up 6.31% on the day, after reporting H1 2026 results. Revenue rose 62% to $844.4m, adjusted EBITDA jumped 119% to $491.5m, pre-tax profit hit $365.8m against $109.3m, and EPS came in at $0.37 versus $0.12. The balance sheet flipped from $20.0m net debt at year-end to $51.1m net cash, and the interim dividend was quadrupled to 4.0 cents. The driver is pure price leverage. Realised silver averaged $77.8/oz against $33.8 a year ago, up 130%, with gold up 47% to $4,166/oz, even as attributable output fell to 151,830 GEO from 165,176 on scheduled lower grades at Inmaculada. The offset is cost. AISC rose to $2,448/oz from $1,873, and full year guidance was revised up to $2,380 to $2,500 from $2,157 to $2,320, driven by Argentine export taxes, Peruvian profit sharing, royalties, stronger local currencies and Argentine inflation. Note the paradox: the same prices lifting revenue are inflating the cost base. Production guidance of 300,000 to 328,000 GEO is unchanged. Two things worth flagging. EBITDA margin went from 43% to 58%, which is the real story. And a $63.3m realised loss on gold forwards struck at $2,167/oz is a pure drag that disappears as the hedge book rolls off, adding earnings upside with no operational change. My read: this is geared exposure to the metal price with a cost structure that eats part of the upside. Fine while prices hold. On a correction, FX and Argentine inflation will not reverse as fast as revenue falls. Is the cost revision a warning the market is ignoring today, or noise while margins expand? I do not own HOC directly but hold AuAg Silver Bullet. Not investment advice, do your own research. This post was written with the help of AI. Kilder: https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/interim-results/9739908 https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/production-report-for-6-months-ended-30-june-2026/9680678 https://www.hochschildmining.com/investors/results-reports-presentations/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%