Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
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 28.2.2026
Jakauma
- Osakkeet95,4%
- Muut3,7%
- Lyhyt korko0,9%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 t sittenWon't be pleasant on Monday after Friday's massacre on silver miners' share prices. Listen to and watch this one from Ray Dalio. It gives me comfort for the future of gold and silver. https://www.youtube.com/watch?v=8OZhW0SDba0 Is published Friday the 13th, so it is quite relevant.
·3 t sitten · MuokattuSilver and oil price shock: When history rhymes Every time the global economy has been hit by a major oil price shock, the history of silver has shown a clear pattern: first the oil price rises, inflation shoots up, central banks gradually lose room for maneuver, real interest rates are pushed down — and in that phase, silver has delivered its strongest results. This is not a coincidence. It is macroeconomics playing out in the markets. The first major example came with OPEC's oil embargo in 1973. The oil price quadrupled in a short time, stagflation spread across the Western world, and silver rose over 40 percent through the recession. The Iranian Revolution in 1979 triggered the second major shock, and then the price of silver exploded from 6,08 to 49,45 dollar per ounce in just twelve months — an increase of 713 percent. Throughout the stagflation decade, silver moved from around 6 to 50 dollar, while stocks in the same period yielded negative real returns. A necessary caveat: The Hunt brothers from Texas bought up almost a third of the world's privately owned silver, and speculation accelerated the rise. When COMEX introduced new margin rules in March 1980, the price fell from 48 to 11 dollar in a few months. Volatility is real, and historically it has gone both ways. A more modern example is 2008. The oil price reached around 147 dollar per barrel in the summer of that year. Energy costs squeezed household purchasing power, and when the financial crisis hit in the autumn of 2008, silver fell in the liquidity phase — just like all other assets. But central banks' massive monetary policy response became one of the strongest drivers for precious metals in recent times. Silver more than doubled from its bottom in 2008 to its peak in 2011. What makes today's situation special is that silver already has a structural supply deficit that has lasted for six years, while the Federal Reserve operates with far less room for maneuver than before. In an acute crisis phase, everything is sold, including silver. But in the medium term, monetary countermeasures have historically served as powerful fuel for precious metals. History rarely repeats itself exactly. But it often rhymes. Sources: https://www.gainesvillecoins.com/blog/silver-inflation-hedge-historical-performance-analysishttps://www.investing.com/analysis/largest-oil-supply-shock-in-history-could-reshape-the-silver-market-200676638https://en.wikipedia.org/wiki/Silver_Thursdayhttps://vaulted.com/nuggets/100-years-of-silver-price-history/https://goldsilver.com/industry-news/goldsilver-news/why-oil-is-surging-and-gold-isnt-yet/ The content is personal analysis and not financial advice.- ·6 t sittenUSA attacked military infrastructure on Kharg Island in Iran on Saturday night, what Donald Trump himself calls "Iran's crown jewel". Trump simultaneously threatened to reconsider whether the island's oil infrastructure should be targeted if Iran hinders free navigation through the Strait of Hormuz. Kharg handles nearly 90 percent of Iran's crude oil exports. Among other things, Falat Iran Oil Company is located here, which processes around 500,000 barrels of crude oil daily and is one of Iran's most important refinery facilities. Iran's response came quickly. The military spokesperson for Khatam al-Anbiya stated on state TV that the region's oil and gas will be "set on fire" at the slightest attack on Iranian energy infrastructure. All oil and energy facilities in the region with American ties will be destroyed if Iranian energy facilities are hit. This is not just rhetoric. Iranian drones already hit LNG facilities at Ras Laffan on March 2, forcing QatarEnergy to declare force majeure. At the same time, Saudi Aramco had to temporarily close the refinery in Ras Tanura. The Strait of Hormuz, which handles around 20 percent of the world's daily oil supply, was practically closed from early March. It is the largest energy disruption since the oil embargo of the 1970s. Brent crude oil passed 100 dollars on March 8 and peaked around 126 dollars. Commodity analyst Bjarne Schieldrop at SEB called a possible attack on Kharg a "big, big bang for the oil price". Oil trading is closed for the weekend. Monday's opening will therefore be the first real test for the market. Less discussed, but potentially just as important for investors, is what this means for silver and the AuAg Silver Bullet fund. Silver rose nearly 8 percent when the war broke out and approached 94 dollars per ounce. The metal is now driven by three simultaneous forces. Firstly, demand for safe haven increases in geopolitical unrest. Secondly, silver acts as a stagflation hedge when energy prices drive up inflation. Thirdly, the market is already in a structural deficit of around 160 to 200 million ounces annually. History shows how powerful such periods can become. During the stagflation of the 1970s, silver rose from around 6 to 50 dollars per ounce. Can a scenario with oil towards 150 to 200 dollars lift silver further? Partially yes. Extreme energy prices increase stagflation fears and strengthen safe-haven demand. At the same time, mining companies' costs closely follow energy prices. S&P Global estimated AISC for silver mines at around 23.44 dollars per ounce in 2026 before oil passed 100 dollars. The net effect is nevertheless normally positive in strong bull markets because the silver price historically rises faster than costs. AuAg Funds operates with a price target of 133 dollars per ounce for silver in 2026. That estimate was made before the Kharg attack and Iran's explicit threats of regional energy chaos. Personal analysis. Not financial advice. Sources E24 https://e24.no/internasjonal-oekonomi/i/8pqjBG France 24 https://www.france24.com/en/middle-east/20260314-middle-east-war-live-iran-threatens-retaliation-as-trump-says-us-obliterated-targets-on-kharg-island Middle East Forum https://www.meforum.org/mef-observer/irans-war-on-gulf-state-energy-infrastructure-reverberates-beyond-oil-and-gas Investing.com https://www.investing.com/analysis/largest-oil-supply-shock-in-history-could-reshape-the-silver-market-200676638 AuAg Funds https://www.auagfunds.com/research-centre/publications/silver-silver-miners-outlook-2026
·4 t sittenSilver has not risen during the war and fuel prices for miners have risen a lot, which is not positive. 
·18 t sittenGood interview by Clem Chambers with Amanda van Dyke: https://www.youtube.com/watch?v=qxhfb3SFA_k
·18 t sittenHold onto your hats, folks.... It will probably be a real happy Monday.... For those who want to buy the dip...
·18 t sittenYes, isn't that right. When will this turn around? Incredibly brutal.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
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 28.2.2026
Jakauma
- Osakkeet95,4%
- Muut3,7%
- Lyhyt korko0,9%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenWon't be pleasant on Monday after Friday's massacre on silver miners' share prices. Listen to and watch this one from Ray Dalio. It gives me comfort for the future of gold and silver. https://www.youtube.com/watch?v=8OZhW0SDba0 Is published Friday the 13th, so it is quite relevant.
- ·3 t sitten · MuokattuSilver and oil price shock: When history rhymes Every time the global economy has been hit by a major oil price shock, the history of silver has shown a clear pattern: first the oil price rises, inflation shoots up, central banks gradually lose room for maneuver, real interest rates are pushed down — and in that phase, silver has delivered its strongest results. This is not a coincidence. It is macroeconomics playing out in the markets. The first major example came with OPEC's oil embargo in 1973. The oil price quadrupled in a short time, stagflation spread across the Western world, and silver rose over 40 percent through the recession. The Iranian Revolution in 1979 triggered the second major shock, and then the price of silver exploded from 6,08 to 49,45 dollar per ounce in just twelve months — an increase of 713 percent. Throughout the stagflation decade, silver moved from around 6 to 50 dollar, while stocks in the same period yielded negative real returns. A necessary caveat: The Hunt brothers from Texas bought up almost a third of the world's privately owned silver, and speculation accelerated the rise. When COMEX introduced new margin rules in March 1980, the price fell from 48 to 11 dollar in a few months. Volatility is real, and historically it has gone both ways. A more modern example is 2008. The oil price reached around 147 dollar per barrel in the summer of that year. Energy costs squeezed household purchasing power, and when the financial crisis hit in the autumn of 2008, silver fell in the liquidity phase — just like all other assets. But central banks' massive monetary policy response became one of the strongest drivers for precious metals in recent times. Silver more than doubled from its bottom in 2008 to its peak in 2011. What makes today's situation special is that silver already has a structural supply deficit that has lasted for six years, while the Federal Reserve operates with far less room for maneuver than before. In an acute crisis phase, everything is sold, including silver. But in the medium term, monetary countermeasures have historically served as powerful fuel for precious metals. History rarely repeats itself exactly. But it often rhymes. Sources: https://www.gainesvillecoins.com/blog/silver-inflation-hedge-historical-performance-analysishttps://www.investing.com/analysis/largest-oil-supply-shock-in-history-could-reshape-the-silver-market-200676638https://en.wikipedia.org/wiki/Silver_Thursdayhttps://vaulted.com/nuggets/100-years-of-silver-price-history/https://goldsilver.com/industry-news/goldsilver-news/why-oil-is-surging-and-gold-isnt-yet/ The content is personal analysis and not financial advice.
- ·6 t sittenUSA attacked military infrastructure on Kharg Island in Iran on Saturday night, what Donald Trump himself calls "Iran's crown jewel". Trump simultaneously threatened to reconsider whether the island's oil infrastructure should be targeted if Iran hinders free navigation through the Strait of Hormuz. Kharg handles nearly 90 percent of Iran's crude oil exports. Among other things, Falat Iran Oil Company is located here, which processes around 500,000 barrels of crude oil daily and is one of Iran's most important refinery facilities. Iran's response came quickly. The military spokesperson for Khatam al-Anbiya stated on state TV that the region's oil and gas will be "set on fire" at the slightest attack on Iranian energy infrastructure. All oil and energy facilities in the region with American ties will be destroyed if Iranian energy facilities are hit. This is not just rhetoric. Iranian drones already hit LNG facilities at Ras Laffan on March 2, forcing QatarEnergy to declare force majeure. At the same time, Saudi Aramco had to temporarily close the refinery in Ras Tanura. The Strait of Hormuz, which handles around 20 percent of the world's daily oil supply, was practically closed from early March. It is the largest energy disruption since the oil embargo of the 1970s. Brent crude oil passed 100 dollars on March 8 and peaked around 126 dollars. Commodity analyst Bjarne Schieldrop at SEB called a possible attack on Kharg a "big, big bang for the oil price". Oil trading is closed for the weekend. Monday's opening will therefore be the first real test for the market. Less discussed, but potentially just as important for investors, is what this means for silver and the AuAg Silver Bullet fund. Silver rose nearly 8 percent when the war broke out and approached 94 dollars per ounce. The metal is now driven by three simultaneous forces. Firstly, demand for safe haven increases in geopolitical unrest. Secondly, silver acts as a stagflation hedge when energy prices drive up inflation. Thirdly, the market is already in a structural deficit of around 160 to 200 million ounces annually. History shows how powerful such periods can become. During the stagflation of the 1970s, silver rose from around 6 to 50 dollars per ounce. Can a scenario with oil towards 150 to 200 dollars lift silver further? Partially yes. Extreme energy prices increase stagflation fears and strengthen safe-haven demand. At the same time, mining companies' costs closely follow energy prices. S&P Global estimated AISC for silver mines at around 23.44 dollars per ounce in 2026 before oil passed 100 dollars. The net effect is nevertheless normally positive in strong bull markets because the silver price historically rises faster than costs. AuAg Funds operates with a price target of 133 dollars per ounce for silver in 2026. That estimate was made before the Kharg attack and Iran's explicit threats of regional energy chaos. Personal analysis. Not financial advice. Sources E24 https://e24.no/internasjonal-oekonomi/i/8pqjBG France 24 https://www.france24.com/en/middle-east/20260314-middle-east-war-live-iran-threatens-retaliation-as-trump-says-us-obliterated-targets-on-kharg-island Middle East Forum https://www.meforum.org/mef-observer/irans-war-on-gulf-state-energy-infrastructure-reverberates-beyond-oil-and-gas Investing.com https://www.investing.com/analysis/largest-oil-supply-shock-in-history-could-reshape-the-silver-market-200676638 AuAg Funds https://www.auagfunds.com/research-centre/publications/silver-silver-miners-outlook-2026·4 t sittenSilver has not risen during the war and fuel prices for miners have risen a lot, which is not positive.
- ·18 t sittenGood interview by Clem Chambers with Amanda van Dyke: https://www.youtube.com/watch?v=qxhfb3SFA_k
- ·18 t sittenHold onto your hats, folks.... It will probably be a real happy Monday.... For those who want to buy the dip...·18 t sittenYes, isn't that right. When will this turn around? Incredibly brutal.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenWon't be pleasant on Monday after Friday's massacre on silver miners' share prices. Listen to and watch this one from Ray Dalio. It gives me comfort for the future of gold and silver. https://www.youtube.com/watch?v=8OZhW0SDba0 Is published Friday the 13th, so it is quite relevant.
- ·3 t sitten · MuokattuSilver and oil price shock: When history rhymes Every time the global economy has been hit by a major oil price shock, the history of silver has shown a clear pattern: first the oil price rises, inflation shoots up, central banks gradually lose room for maneuver, real interest rates are pushed down — and in that phase, silver has delivered its strongest results. This is not a coincidence. It is macroeconomics playing out in the markets. The first major example came with OPEC's oil embargo in 1973. The oil price quadrupled in a short time, stagflation spread across the Western world, and silver rose over 40 percent through the recession. The Iranian Revolution in 1979 triggered the second major shock, and then the price of silver exploded from 6,08 to 49,45 dollar per ounce in just twelve months — an increase of 713 percent. Throughout the stagflation decade, silver moved from around 6 to 50 dollar, while stocks in the same period yielded negative real returns. A necessary caveat: The Hunt brothers from Texas bought up almost a third of the world's privately owned silver, and speculation accelerated the rise. When COMEX introduced new margin rules in March 1980, the price fell from 48 to 11 dollar in a few months. Volatility is real, and historically it has gone both ways. A more modern example is 2008. The oil price reached around 147 dollar per barrel in the summer of that year. Energy costs squeezed household purchasing power, and when the financial crisis hit in the autumn of 2008, silver fell in the liquidity phase — just like all other assets. But central banks' massive monetary policy response became one of the strongest drivers for precious metals in recent times. Silver more than doubled from its bottom in 2008 to its peak in 2011. What makes today's situation special is that silver already has a structural supply deficit that has lasted for six years, while the Federal Reserve operates with far less room for maneuver than before. In an acute crisis phase, everything is sold, including silver. But in the medium term, monetary countermeasures have historically served as powerful fuel for precious metals. History rarely repeats itself exactly. But it often rhymes. Sources: https://www.gainesvillecoins.com/blog/silver-inflation-hedge-historical-performance-analysishttps://www.investing.com/analysis/largest-oil-supply-shock-in-history-could-reshape-the-silver-market-200676638https://en.wikipedia.org/wiki/Silver_Thursdayhttps://vaulted.com/nuggets/100-years-of-silver-price-history/https://goldsilver.com/industry-news/goldsilver-news/why-oil-is-surging-and-gold-isnt-yet/ The content is personal analysis and not financial advice.
- ·6 t sittenUSA attacked military infrastructure on Kharg Island in Iran on Saturday night, what Donald Trump himself calls "Iran's crown jewel". Trump simultaneously threatened to reconsider whether the island's oil infrastructure should be targeted if Iran hinders free navigation through the Strait of Hormuz. Kharg handles nearly 90 percent of Iran's crude oil exports. Among other things, Falat Iran Oil Company is located here, which processes around 500,000 barrels of crude oil daily and is one of Iran's most important refinery facilities. Iran's response came quickly. The military spokesperson for Khatam al-Anbiya stated on state TV that the region's oil and gas will be "set on fire" at the slightest attack on Iranian energy infrastructure. All oil and energy facilities in the region with American ties will be destroyed if Iranian energy facilities are hit. This is not just rhetoric. Iranian drones already hit LNG facilities at Ras Laffan on March 2, forcing QatarEnergy to declare force majeure. At the same time, Saudi Aramco had to temporarily close the refinery in Ras Tanura. The Strait of Hormuz, which handles around 20 percent of the world's daily oil supply, was practically closed from early March. It is the largest energy disruption since the oil embargo of the 1970s. Brent crude oil passed 100 dollars on March 8 and peaked around 126 dollars. Commodity analyst Bjarne Schieldrop at SEB called a possible attack on Kharg a "big, big bang for the oil price". Oil trading is closed for the weekend. Monday's opening will therefore be the first real test for the market. Less discussed, but potentially just as important for investors, is what this means for silver and the AuAg Silver Bullet fund. Silver rose nearly 8 percent when the war broke out and approached 94 dollars per ounce. The metal is now driven by three simultaneous forces. Firstly, demand for safe haven increases in geopolitical unrest. Secondly, silver acts as a stagflation hedge when energy prices drive up inflation. Thirdly, the market is already in a structural deficit of around 160 to 200 million ounces annually. History shows how powerful such periods can become. During the stagflation of the 1970s, silver rose from around 6 to 50 dollars per ounce. Can a scenario with oil towards 150 to 200 dollars lift silver further? Partially yes. Extreme energy prices increase stagflation fears and strengthen safe-haven demand. At the same time, mining companies' costs closely follow energy prices. S&P Global estimated AISC for silver mines at around 23.44 dollars per ounce in 2026 before oil passed 100 dollars. The net effect is nevertheless normally positive in strong bull markets because the silver price historically rises faster than costs. AuAg Funds operates with a price target of 133 dollars per ounce for silver in 2026. That estimate was made before the Kharg attack and Iran's explicit threats of regional energy chaos. Personal analysis. Not financial advice. Sources E24 https://e24.no/internasjonal-oekonomi/i/8pqjBG France 24 https://www.france24.com/en/middle-east/20260314-middle-east-war-live-iran-threatens-retaliation-as-trump-says-us-obliterated-targets-on-kharg-island Middle East Forum https://www.meforum.org/mef-observer/irans-war-on-gulf-state-energy-infrastructure-reverberates-beyond-oil-and-gas Investing.com https://www.investing.com/analysis/largest-oil-supply-shock-in-history-could-reshape-the-silver-market-200676638 AuAg Funds https://www.auagfunds.com/research-centre/publications/silver-silver-miners-outlook-2026·4 t sittenSilver has not risen during the war and fuel prices for miners have risen a lot, which is not positive.
- ·18 t sittenGood interview by Clem Chambers with Amanda van Dyke: https://www.youtube.com/watch?v=qxhfb3SFA_k
- ·18 t sittenHold onto your hats, folks.... It will probably be a real happy Monday.... For those who want to buy the dip...·18 t sittenYes, isn't that right. When will this turn around? Incredibly brutal.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 28.2.2026
Jakauma
- Osakkeet95,4%
- Muut3,7%
- Lyhyt korko0,9%