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 31.12.2025
Jakauma
- Osakkeet93,7%
- Muut4,5%
- Lyhyt korko1,9%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sitten🔥 Silver on a rampage as the dollar falters – the market is pricing in a new supertrend 🥈📉 Dollar expectations are about to turn significantly, and the market is now starting to price in a scenario that historically has been very favorable for precious metals. When confidence in the dollar weakens, either through lower real interest rates, increasing national debt, or political and financial unrest, capital often seeks hard assets. Silver in such periods has tended to react more strongly than gold, both on the upside and in volatility. What we are seeing now is interesting. The dollar is facing increasing headwinds while silver has already established strong momentum. This is not just a technical phenomenon, but an expression of a broader macroeconomic shift. Silver is not just a safe haven, but also a critical industrial metal in energy transition, electronics, and defense. The combination of investor demand and structural industrial use makes today's situation particularly powerful. Live markets and model-based forecasts now point towards further upside if today's trend holds. The estimates indicate the following levels going forward, given that the momentum persists: In one month's time around 109 dollars per ounce. In three months' time around 110 dollars per ounce. In six months' time around 113 dollars per ounce. In twelve months' time as high as 137 dollars per ounce. These are not guarantees, but they illustrate how the market is pricing risk, currency, and future demand right now. Historically, periods of a weak dollar and falling real interest rates have often coincided with strong increases in silver prices. The difference this time is that the supply side is already tight, while industrial demand continues to grow. If the dollar continues to lose purchasing power and confidence, it's hard to see why silver would suddenly become less attractive. Rather, we may be facing a phase where silver once again reminds us why the metal has for centuries served as a store of value, inflation hedge, and strategic commodity. The market rarely moves in straight lines, but the long lines are starting to point in the same direction. Sources: https://e24.no/norsk-oekonomi/i/PdR2r6/spaar-svakere-dollar-og-sterkere-krone https://www.reuters.com/markets/commodities/precious-metals-gain-weaker-dollar-focus-fed-outlook/ https://www.lbma.org.uk/prices-and-data/precious-metal-prices https://www.silverinstitute.org/world-silver-survey-2024/ https://www.investopedia.com/why-a-weak-dollar-boosts-commodity-prices-5180240
·9 t sitten · MuokattuCheck out today's financial forum on Finansavisen about silver stocks! Ref to what Peter Andersland says. Here is a best-effort estimate (latest available/typical 2024–FY2025 sources) for silver production for each in your list, and who is > 5 Moz (million ounces) silver/year. Over 5 Moz silver/year (producers) Fresnillo plc: ~56.3 Moz (2024) KGHM Polska Miedź: estimate ~40–45 Moz/year (based on monthly levels ~114–128 tonnes “payable silver”; 1 tonne ≈ 32,151 oz) Southern Copper: ~21 Moz (2024) Pan American Silver: ~21.1 Moz (FY 2024) Hecla Mining: ~16.2 Moz (2024) SSR Mining: ~10.5 Moz (2024, Puna) Coeur Mining: ~11.4 Moz (2024) Silvercorp Metals: ~6.9 Moz (Fiscal 2025) Wheaton Precious Metals (streamer – attributable, not “mine output”): guiding ~18.5–20.5 Moz (2024E) Under 5 Moz silver/year (producers) First Majestic Silver: ~8.4 Moz (2024) ✅ (note: the company also reports AgEq; but “pure silver-oz” stated as 8.4 Moz) Endeavour Silver: ~4.47 Moz (2024) Hochschild Mining: approx. ~8.5 Moz (2024, mentioned in financial press; Hochschild often reports in AuEq/AgEq as well) Aya Gold & Silver: ~1.65 Moz (2024) Avino Silver & Gold Mines: ~1.11 Moz silver (2024) Americas Gold & Silver: ~1.5 Moz (2024) Non-producers (or not yet in operation / “paper” exposure) OR Royalties (Osisko): royalties/streams – reports GEO, not “own silver production” Discovery Silver: development case (Cordero) – no annual production yet; FS indicates future average ~37 Moz AgEq/year AbraSilver Resource: development (not a producer as of today) Vizsla Silver: development (FS shows future ~17.4 Moz AgEq/year) GoGold Resources: produces AgEq (recovery/conversion makes “pure Ag-oz” difficult from headline figures); typically ~0.4–0.55 Moz AgEq per quarter in 2024/25 reports McEwen Inc.: small silver share (historically around 2–3 Moz/year order; not close to 5 Moz in the latest figures I found) Xtrackers / WisdomTree / iShares Physical Silver ETC: listed “physical” products – no mine production (Platinum ETC also irrelevant for silver production.)
·4 t sittenWhat does all this mean? Silver continues up?
·3 t sitten · MuokattuNo one knows that, but most likely. Especially after Trump will soon have the entire EU on his back!
·21 t sittenFolks! I read many optimistic posts in this thread that I would very much like to believe. Here is a slightly more sober analysis after quite thorough research - and yes, use of AI - for the silver price towards the end of 2026: The price hovers today around $90 USD per ounce, driven by fundamental changes that create both a price floor (lack of physical silver) and a price ceiling (new, cheaper metals). 1. Physical Scarcity vs. "Paper" Silver: The price rally to $90+ is rooted in real, physical scarcity: Structural deficit: The market has been in a supply deficit for six consecutive years (since 2021). In total, approximately 820 million ounces of silver have been missing during this period. Empty inventories: Physical silver inventories in global trading centers like London and Shanghai are at their lowest levels in ten years. Investors' role: Investors and institutions accumulate physical holdings (via ETFs and similar) during price corrections, which confirms the desire for "real" metal, not just financial contracts ("paper silver"). This prevents large price drops. 2. Industrial Demand and "Silver Thrifting" (Thrifting) Silver is unsurpassed as the most conductive metal, making it essential for high technology and green energy (especially solar panels). The high price, however, forces the industry to take drastic measures: Copper as the main challenger: Copper is kun5-7% less conductive than silver, but 100 times cheaper. The industry's challenge has been copper's tendency to oxidize (rust), which destroys conductivity over time. Timeline for substitution: Large manufacturers, such as Longi Green Energy (the world's largest solar cell producer), are starting mass production of copper-based solar cells in Q2 2026. This will significantly reduce the industry's silver demand in the long term. Other alternatives: Aluminum and nickel are also used in new alloys and inks for circuit boards and electronics to reduce silver consumption. 3. All these factors paint a picture of a very volatile market for 2026: Base scenario (Most likely): The price consolidates in the range of $80–$100 per ounce. The persistent physical scarcity maintains the floor, while the fear of "demand destruction" (that the industry stops buying) limits the upside. Bull scenario (Higher price): If the transition to copper proceeds slower than planned, or central banks cut interest rates aggressively, we could see an "overshoot" towards $120–$150+. This will be driven by panic buying to secure physical inventories. Bear scenario (Lower price): Rapid and successful implementation of copper technology could lead to a correction back towards $60–$70, but it is unlikely to fall much lower given the almost empty physical inventories. Conclusion: The market is in a transition phase. Silver will likely end 2026 in a high, but unstable price range, caught between an immediate, acute physical scarcity and the threat from cheaper metals that could soon replace it in key industries. I myself will hedge against copper. And I confess that I've gotten a bit of vertigo. All the best to everyone! And: this is NOT investment advice. Take care!
10 t sitten10 t sittenJos hopea korvataan kuparilla aurinkopaneeleissa, niin se johtaa hyötysuhteen dramaattiseen laskuun ja paneelien teknisen käyttöiän puolittumiseen. Hopeassa säästetty raha menetetään moninkertaisesti huonompana sähköntuottona ja paneelien tiheämpämä uusimistarpeena. Tekoälysiruissa ja palvelimissa hopean korvaaminen on mahdotonta. Samoin käytännössä myös ihan kannettavissa tietokoneissa ja puhelimissa, kun halutaan yhdistää korkea suorituskyky ja vähäinen virrankulutus.- ·21 t sitten💥🥈 Silver could be the big winner if the EU-US agreement is frozen 📈🌍 The silver price is approaching 90 dollars per ounce after one of the strongest commodity rallies in modern times, and much suggests that this is not necessarily the end of the story. On the contrary, the news that the EU–US trade agreement is put on ice could prove to be fuel to the fire for an already tight silver market. When the world's two largest economic blocs create new uncertainty around trade and geopolitics, the same thing happens every time in financial markets. Capital seeks safety. Gold reacts first, but silver quickly follows, often with larger percentage movements. The difference is that silver is not just a store of value metal, but also a critical industrial metal in a world that is electrifying at record speed. Demand from solar energy, electronics, and electric vehicles continues to increase structurally, independent of short-term trade conflicts. At the same time, investment demand has exploded, with record inflows into silver-based funds and physical products, which further tightens the market. When a central trade agreement is put on hold, it is often interpreted as a signal of higher political risk and more unpredictable framework conditions going forward. In such periods, investors seek real assets with limited supply, and silver fits perfectly into this picture. The combination of safe haven demand, persistent industrial need, and an already tight supply means that the silver price in an optimistic scenario can not only stay at today's high levels but also push further towards new historical highs. If this dynamic continues, it is no longer unthinkable that the market begins to price in triple-digit levels per ounce. Sources https://www.marketwatch.com/story/heres-everything-investors-need-to-know-about-the-historic-silver-rally-in-10-charts-34c0d5bb https://www.reuters.com/business/finance/retail-investors-steer-record-amount-cash-into-silver-creating-crowded-trade-2026-01-15/ https://suissegold.com/en/posts/what-factors-influence-the-price-of-silver
- ·21 t sitten · MuokattuMy most important post ever – an analysis of 2026's financial crossroads 💥💵🌍⚔️🥈 History has taught us that economic empires rarely fall due to a single sword stroke, but rather under the weight of their own overexpansion and the loss of trust from their closest allies. In January 2026, we stand at such a historical crossroads, where burning headlines about Europe threatening to dump American government debt for two trillion dollars are not just empty words, but an echo of how the balance of power in the world is fundamentally shifting. This situation is reminiscent of several historical empires. The Roman Empire in its late phase was pressured by overexpansion, inflation, and loss of loyalty among the provinces – which ultimately weakened the empire's economy and military capacity. The British Empire in the 19th and 20th centuries faced increasing debt and weakened credibility after wars, while the Ottoman Empire was forced to borrow from European banks and lost control over strategic areas. Even the Qing Dynasty in China in the 19th century experienced that loss of credibility and pressure from allies and enemies led to the weakening of the empire's economy and power. Today's USA faces similar challenges, with a government debt of over 38 trillion dollars, diplomatic tensions over Greenland, and tariff walls affecting European industry. When EU leaders like António Costa warn against American interference, it signals that European capitals may lose faith in the dollar as the world's reserve currency. The threat of selling enormous amounts of American bonds functions as a financial nuclear weapon – not necessarily to trigger an immediate sell-off, but to send shockwaves through the markets and force capital into hard assets. In this macro picture, silver emerges as the most interesting player for analytical investors. In 2026, the metal finds itself in a perfect storm of geopolitical fear and a physical deficit for the fifth year in a row. History shows that when confidence in paper money weakens, silver can go completely parabolic, often far ahead of gold in percentage gain. If Europe begins to move its reserves from American debt to physical assets, a capital flight could meet a wall of limited supply – and push the silver price towards one hundred dollars per ounce. For those who understand the history of currencies falling and commodities rising, today's field of tension is not just a news story, but a starting gun for a new chapter in the global financial system. Those who hold real assets will remain when the smoke from the trade war settles. Sources: • Associated Press (AP): Trump says 8 European countries will face 10% tariff for opposing US control of Greenland - https://apnews.com/article/us-europe-tariffs-greenland • The Guardian: European Council president warns US not to interfere in Europe’s affairs - https://www.theguardian.com/world/2026/jan/14/eu-us-greenland • The Economic Times: Is Europe ready to pull the trigger? Officials whisper about dumping US treasuries - https://economictimes.indiatimes.com/markets/bonds/europe-us-treasuries • U.S. Congress Joint Economic Committee: Debt Dashboard - Total gross national debt at $38.43 trillion - https://www.jec.senate.gov/public/index.cfm/reports-debt-dashboard • IG International: Commodities outlook 2026: Silver enters price-discovery territory - https://www.ig.com/en/commodities/silver-2026-outlook • GoldSilver: Silver Price Predictions 2026: The path to $100 - https://www.goldsilver.com/market/silver-price-predictions-2026
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 31.12.2025
Jakauma
- Osakkeet93,7%
- Muut4,5%
- Lyhyt korko1,9%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sitten🔥 Silver on a rampage as the dollar falters – the market is pricing in a new supertrend 🥈📉 Dollar expectations are about to turn significantly, and the market is now starting to price in a scenario that historically has been very favorable for precious metals. When confidence in the dollar weakens, either through lower real interest rates, increasing national debt, or political and financial unrest, capital often seeks hard assets. Silver in such periods has tended to react more strongly than gold, both on the upside and in volatility. What we are seeing now is interesting. The dollar is facing increasing headwinds while silver has already established strong momentum. This is not just a technical phenomenon, but an expression of a broader macroeconomic shift. Silver is not just a safe haven, but also a critical industrial metal in energy transition, electronics, and defense. The combination of investor demand and structural industrial use makes today's situation particularly powerful. Live markets and model-based forecasts now point towards further upside if today's trend holds. The estimates indicate the following levels going forward, given that the momentum persists: In one month's time around 109 dollars per ounce. In three months' time around 110 dollars per ounce. In six months' time around 113 dollars per ounce. In twelve months' time as high as 137 dollars per ounce. These are not guarantees, but they illustrate how the market is pricing risk, currency, and future demand right now. Historically, periods of a weak dollar and falling real interest rates have often coincided with strong increases in silver prices. The difference this time is that the supply side is already tight, while industrial demand continues to grow. If the dollar continues to lose purchasing power and confidence, it's hard to see why silver would suddenly become less attractive. Rather, we may be facing a phase where silver once again reminds us why the metal has for centuries served as a store of value, inflation hedge, and strategic commodity. The market rarely moves in straight lines, but the long lines are starting to point in the same direction. Sources: https://e24.no/norsk-oekonomi/i/PdR2r6/spaar-svakere-dollar-og-sterkere-krone https://www.reuters.com/markets/commodities/precious-metals-gain-weaker-dollar-focus-fed-outlook/ https://www.lbma.org.uk/prices-and-data/precious-metal-prices https://www.silverinstitute.org/world-silver-survey-2024/ https://www.investopedia.com/why-a-weak-dollar-boosts-commodity-prices-5180240
- ·9 t sitten · MuokattuCheck out today's financial forum on Finansavisen about silver stocks! Ref to what Peter Andersland says. Here is a best-effort estimate (latest available/typical 2024–FY2025 sources) for silver production for each in your list, and who is > 5 Moz (million ounces) silver/year. Over 5 Moz silver/year (producers) Fresnillo plc: ~56.3 Moz (2024) KGHM Polska Miedź: estimate ~40–45 Moz/year (based on monthly levels ~114–128 tonnes “payable silver”; 1 tonne ≈ 32,151 oz) Southern Copper: ~21 Moz (2024) Pan American Silver: ~21.1 Moz (FY 2024) Hecla Mining: ~16.2 Moz (2024) SSR Mining: ~10.5 Moz (2024, Puna) Coeur Mining: ~11.4 Moz (2024) Silvercorp Metals: ~6.9 Moz (Fiscal 2025) Wheaton Precious Metals (streamer – attributable, not “mine output”): guiding ~18.5–20.5 Moz (2024E) Under 5 Moz silver/year (producers) First Majestic Silver: ~8.4 Moz (2024) ✅ (note: the company also reports AgEq; but “pure silver-oz” stated as 8.4 Moz) Endeavour Silver: ~4.47 Moz (2024) Hochschild Mining: approx. ~8.5 Moz (2024, mentioned in financial press; Hochschild often reports in AuEq/AgEq as well) Aya Gold & Silver: ~1.65 Moz (2024) Avino Silver & Gold Mines: ~1.11 Moz silver (2024) Americas Gold & Silver: ~1.5 Moz (2024) Non-producers (or not yet in operation / “paper” exposure) OR Royalties (Osisko): royalties/streams – reports GEO, not “own silver production” Discovery Silver: development case (Cordero) – no annual production yet; FS indicates future average ~37 Moz AgEq/year AbraSilver Resource: development (not a producer as of today) Vizsla Silver: development (FS shows future ~17.4 Moz AgEq/year) GoGold Resources: produces AgEq (recovery/conversion makes “pure Ag-oz” difficult from headline figures); typically ~0.4–0.55 Moz AgEq per quarter in 2024/25 reports McEwen Inc.: small silver share (historically around 2–3 Moz/year order; not close to 5 Moz in the latest figures I found) Xtrackers / WisdomTree / iShares Physical Silver ETC: listed “physical” products – no mine production (Platinum ETC also irrelevant for silver production.)·4 t sittenWhat does all this mean? Silver continues up?·3 t sitten · MuokattuNo one knows that, but most likely. Especially after Trump will soon have the entire EU on his back!
- ·21 t sittenFolks! I read many optimistic posts in this thread that I would very much like to believe. Here is a slightly more sober analysis after quite thorough research - and yes, use of AI - for the silver price towards the end of 2026: The price hovers today around $90 USD per ounce, driven by fundamental changes that create both a price floor (lack of physical silver) and a price ceiling (new, cheaper metals). 1. Physical Scarcity vs. "Paper" Silver: The price rally to $90+ is rooted in real, physical scarcity: Structural deficit: The market has been in a supply deficit for six consecutive years (since 2021). In total, approximately 820 million ounces of silver have been missing during this period. Empty inventories: Physical silver inventories in global trading centers like London and Shanghai are at their lowest levels in ten years. Investors' role: Investors and institutions accumulate physical holdings (via ETFs and similar) during price corrections, which confirms the desire for "real" metal, not just financial contracts ("paper silver"). This prevents large price drops. 2. Industrial Demand and "Silver Thrifting" (Thrifting) Silver is unsurpassed as the most conductive metal, making it essential for high technology and green energy (especially solar panels). The high price, however, forces the industry to take drastic measures: Copper as the main challenger: Copper is kun5-7% less conductive than silver, but 100 times cheaper. The industry's challenge has been copper's tendency to oxidize (rust), which destroys conductivity over time. Timeline for substitution: Large manufacturers, such as Longi Green Energy (the world's largest solar cell producer), are starting mass production of copper-based solar cells in Q2 2026. This will significantly reduce the industry's silver demand in the long term. Other alternatives: Aluminum and nickel are also used in new alloys and inks for circuit boards and electronics to reduce silver consumption. 3. All these factors paint a picture of a very volatile market for 2026: Base scenario (Most likely): The price consolidates in the range of $80–$100 per ounce. The persistent physical scarcity maintains the floor, while the fear of "demand destruction" (that the industry stops buying) limits the upside. Bull scenario (Higher price): If the transition to copper proceeds slower than planned, or central banks cut interest rates aggressively, we could see an "overshoot" towards $120–$150+. This will be driven by panic buying to secure physical inventories. Bear scenario (Lower price): Rapid and successful implementation of copper technology could lead to a correction back towards $60–$70, but it is unlikely to fall much lower given the almost empty physical inventories. Conclusion: The market is in a transition phase. Silver will likely end 2026 in a high, but unstable price range, caught between an immediate, acute physical scarcity and the threat from cheaper metals that could soon replace it in key industries. I myself will hedge against copper. And I confess that I've gotten a bit of vertigo. All the best to everyone! And: this is NOT investment advice. Take care!10 t sitten10 t sittenJos hopea korvataan kuparilla aurinkopaneeleissa, niin se johtaa hyötysuhteen dramaattiseen laskuun ja paneelien teknisen käyttöiän puolittumiseen. Hopeassa säästetty raha menetetään moninkertaisesti huonompana sähköntuottona ja paneelien tiheämpämä uusimistarpeena. Tekoälysiruissa ja palvelimissa hopean korvaaminen on mahdotonta. Samoin käytännössä myös ihan kannettavissa tietokoneissa ja puhelimissa, kun halutaan yhdistää korkea suorituskyky ja vähäinen virrankulutus.
- ·21 t sitten💥🥈 Silver could be the big winner if the EU-US agreement is frozen 📈🌍 The silver price is approaching 90 dollars per ounce after one of the strongest commodity rallies in modern times, and much suggests that this is not necessarily the end of the story. On the contrary, the news that the EU–US trade agreement is put on ice could prove to be fuel to the fire for an already tight silver market. When the world's two largest economic blocs create new uncertainty around trade and geopolitics, the same thing happens every time in financial markets. Capital seeks safety. Gold reacts first, but silver quickly follows, often with larger percentage movements. The difference is that silver is not just a store of value metal, but also a critical industrial metal in a world that is electrifying at record speed. Demand from solar energy, electronics, and electric vehicles continues to increase structurally, independent of short-term trade conflicts. At the same time, investment demand has exploded, with record inflows into silver-based funds and physical products, which further tightens the market. When a central trade agreement is put on hold, it is often interpreted as a signal of higher political risk and more unpredictable framework conditions going forward. In such periods, investors seek real assets with limited supply, and silver fits perfectly into this picture. The combination of safe haven demand, persistent industrial need, and an already tight supply means that the silver price in an optimistic scenario can not only stay at today's high levels but also push further towards new historical highs. If this dynamic continues, it is no longer unthinkable that the market begins to price in triple-digit levels per ounce. Sources https://www.marketwatch.com/story/heres-everything-investors-need-to-know-about-the-historic-silver-rally-in-10-charts-34c0d5bb https://www.reuters.com/business/finance/retail-investors-steer-record-amount-cash-into-silver-creating-crowded-trade-2026-01-15/ https://suissegold.com/en/posts/what-factors-influence-the-price-of-silver
- ·21 t sitten · MuokattuMy most important post ever – an analysis of 2026's financial crossroads 💥💵🌍⚔️🥈 History has taught us that economic empires rarely fall due to a single sword stroke, but rather under the weight of their own overexpansion and the loss of trust from their closest allies. In January 2026, we stand at such a historical crossroads, where burning headlines about Europe threatening to dump American government debt for two trillion dollars are not just empty words, but an echo of how the balance of power in the world is fundamentally shifting. This situation is reminiscent of several historical empires. The Roman Empire in its late phase was pressured by overexpansion, inflation, and loss of loyalty among the provinces – which ultimately weakened the empire's economy and military capacity. The British Empire in the 19th and 20th centuries faced increasing debt and weakened credibility after wars, while the Ottoman Empire was forced to borrow from European banks and lost control over strategic areas. Even the Qing Dynasty in China in the 19th century experienced that loss of credibility and pressure from allies and enemies led to the weakening of the empire's economy and power. Today's USA faces similar challenges, with a government debt of over 38 trillion dollars, diplomatic tensions over Greenland, and tariff walls affecting European industry. When EU leaders like António Costa warn against American interference, it signals that European capitals may lose faith in the dollar as the world's reserve currency. The threat of selling enormous amounts of American bonds functions as a financial nuclear weapon – not necessarily to trigger an immediate sell-off, but to send shockwaves through the markets and force capital into hard assets. In this macro picture, silver emerges as the most interesting player for analytical investors. In 2026, the metal finds itself in a perfect storm of geopolitical fear and a physical deficit for the fifth year in a row. History shows that when confidence in paper money weakens, silver can go completely parabolic, often far ahead of gold in percentage gain. If Europe begins to move its reserves from American debt to physical assets, a capital flight could meet a wall of limited supply – and push the silver price towards one hundred dollars per ounce. For those who understand the history of currencies falling and commodities rising, today's field of tension is not just a news story, but a starting gun for a new chapter in the global financial system. Those who hold real assets will remain when the smoke from the trade war settles. Sources: • Associated Press (AP): Trump says 8 European countries will face 10% tariff for opposing US control of Greenland - https://apnews.com/article/us-europe-tariffs-greenland • The Guardian: European Council president warns US not to interfere in Europe’s affairs - https://www.theguardian.com/world/2026/jan/14/eu-us-greenland • The Economic Times: Is Europe ready to pull the trigger? Officials whisper about dumping US treasuries - https://economictimes.indiatimes.com/markets/bonds/europe-us-treasuries • U.S. Congress Joint Economic Committee: Debt Dashboard - Total gross national debt at $38.43 trillion - https://www.jec.senate.gov/public/index.cfm/reports-debt-dashboard • IG International: Commodities outlook 2026: Silver enters price-discovery territory - https://www.ig.com/en/commodities/silver-2026-outlook • GoldSilver: Silver Price Predictions 2026: The path to $100 - https://www.goldsilver.com/market/silver-price-predictions-2026
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
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- ·4 t sitten🔥 Silver on a rampage as the dollar falters – the market is pricing in a new supertrend 🥈📉 Dollar expectations are about to turn significantly, and the market is now starting to price in a scenario that historically has been very favorable for precious metals. When confidence in the dollar weakens, either through lower real interest rates, increasing national debt, or political and financial unrest, capital often seeks hard assets. Silver in such periods has tended to react more strongly than gold, both on the upside and in volatility. What we are seeing now is interesting. The dollar is facing increasing headwinds while silver has already established strong momentum. This is not just a technical phenomenon, but an expression of a broader macroeconomic shift. Silver is not just a safe haven, but also a critical industrial metal in energy transition, electronics, and defense. The combination of investor demand and structural industrial use makes today's situation particularly powerful. Live markets and model-based forecasts now point towards further upside if today's trend holds. The estimates indicate the following levels going forward, given that the momentum persists: In one month's time around 109 dollars per ounce. In three months' time around 110 dollars per ounce. In six months' time around 113 dollars per ounce. In twelve months' time as high as 137 dollars per ounce. These are not guarantees, but they illustrate how the market is pricing risk, currency, and future demand right now. Historically, periods of a weak dollar and falling real interest rates have often coincided with strong increases in silver prices. The difference this time is that the supply side is already tight, while industrial demand continues to grow. If the dollar continues to lose purchasing power and confidence, it's hard to see why silver would suddenly become less attractive. Rather, we may be facing a phase where silver once again reminds us why the metal has for centuries served as a store of value, inflation hedge, and strategic commodity. The market rarely moves in straight lines, but the long lines are starting to point in the same direction. Sources: https://e24.no/norsk-oekonomi/i/PdR2r6/spaar-svakere-dollar-og-sterkere-krone https://www.reuters.com/markets/commodities/precious-metals-gain-weaker-dollar-focus-fed-outlook/ https://www.lbma.org.uk/prices-and-data/precious-metal-prices https://www.silverinstitute.org/world-silver-survey-2024/ https://www.investopedia.com/why-a-weak-dollar-boosts-commodity-prices-5180240
- ·9 t sitten · MuokattuCheck out today's financial forum on Finansavisen about silver stocks! Ref to what Peter Andersland says. Here is a best-effort estimate (latest available/typical 2024–FY2025 sources) for silver production for each in your list, and who is > 5 Moz (million ounces) silver/year. Over 5 Moz silver/year (producers) Fresnillo plc: ~56.3 Moz (2024) KGHM Polska Miedź: estimate ~40–45 Moz/year (based on monthly levels ~114–128 tonnes “payable silver”; 1 tonne ≈ 32,151 oz) Southern Copper: ~21 Moz (2024) Pan American Silver: ~21.1 Moz (FY 2024) Hecla Mining: ~16.2 Moz (2024) SSR Mining: ~10.5 Moz (2024, Puna) Coeur Mining: ~11.4 Moz (2024) Silvercorp Metals: ~6.9 Moz (Fiscal 2025) Wheaton Precious Metals (streamer – attributable, not “mine output”): guiding ~18.5–20.5 Moz (2024E) Under 5 Moz silver/year (producers) First Majestic Silver: ~8.4 Moz (2024) ✅ (note: the company also reports AgEq; but “pure silver-oz” stated as 8.4 Moz) Endeavour Silver: ~4.47 Moz (2024) Hochschild Mining: approx. ~8.5 Moz (2024, mentioned in financial press; Hochschild often reports in AuEq/AgEq as well) Aya Gold & Silver: ~1.65 Moz (2024) Avino Silver & Gold Mines: ~1.11 Moz silver (2024) Americas Gold & Silver: ~1.5 Moz (2024) Non-producers (or not yet in operation / “paper” exposure) OR Royalties (Osisko): royalties/streams – reports GEO, not “own silver production” Discovery Silver: development case (Cordero) – no annual production yet; FS indicates future average ~37 Moz AgEq/year AbraSilver Resource: development (not a producer as of today) Vizsla Silver: development (FS shows future ~17.4 Moz AgEq/year) GoGold Resources: produces AgEq (recovery/conversion makes “pure Ag-oz” difficult from headline figures); typically ~0.4–0.55 Moz AgEq per quarter in 2024/25 reports McEwen Inc.: small silver share (historically around 2–3 Moz/year order; not close to 5 Moz in the latest figures I found) Xtrackers / WisdomTree / iShares Physical Silver ETC: listed “physical” products – no mine production (Platinum ETC also irrelevant for silver production.)·4 t sittenWhat does all this mean? Silver continues up?·3 t sitten · MuokattuNo one knows that, but most likely. Especially after Trump will soon have the entire EU on his back!
- ·21 t sittenFolks! I read many optimistic posts in this thread that I would very much like to believe. Here is a slightly more sober analysis after quite thorough research - and yes, use of AI - for the silver price towards the end of 2026: The price hovers today around $90 USD per ounce, driven by fundamental changes that create both a price floor (lack of physical silver) and a price ceiling (new, cheaper metals). 1. Physical Scarcity vs. "Paper" Silver: The price rally to $90+ is rooted in real, physical scarcity: Structural deficit: The market has been in a supply deficit for six consecutive years (since 2021). In total, approximately 820 million ounces of silver have been missing during this period. Empty inventories: Physical silver inventories in global trading centers like London and Shanghai are at their lowest levels in ten years. Investors' role: Investors and institutions accumulate physical holdings (via ETFs and similar) during price corrections, which confirms the desire for "real" metal, not just financial contracts ("paper silver"). This prevents large price drops. 2. Industrial Demand and "Silver Thrifting" (Thrifting) Silver is unsurpassed as the most conductive metal, making it essential for high technology and green energy (especially solar panels). The high price, however, forces the industry to take drastic measures: Copper as the main challenger: Copper is kun5-7% less conductive than silver, but 100 times cheaper. The industry's challenge has been copper's tendency to oxidize (rust), which destroys conductivity over time. Timeline for substitution: Large manufacturers, such as Longi Green Energy (the world's largest solar cell producer), are starting mass production of copper-based solar cells in Q2 2026. This will significantly reduce the industry's silver demand in the long term. Other alternatives: Aluminum and nickel are also used in new alloys and inks for circuit boards and electronics to reduce silver consumption. 3. All these factors paint a picture of a very volatile market for 2026: Base scenario (Most likely): The price consolidates in the range of $80–$100 per ounce. The persistent physical scarcity maintains the floor, while the fear of "demand destruction" (that the industry stops buying) limits the upside. Bull scenario (Higher price): If the transition to copper proceeds slower than planned, or central banks cut interest rates aggressively, we could see an "overshoot" towards $120–$150+. This will be driven by panic buying to secure physical inventories. Bear scenario (Lower price): Rapid and successful implementation of copper technology could lead to a correction back towards $60–$70, but it is unlikely to fall much lower given the almost empty physical inventories. Conclusion: The market is in a transition phase. Silver will likely end 2026 in a high, but unstable price range, caught between an immediate, acute physical scarcity and the threat from cheaper metals that could soon replace it in key industries. I myself will hedge against copper. And I confess that I've gotten a bit of vertigo. All the best to everyone! And: this is NOT investment advice. Take care!10 t sitten10 t sittenJos hopea korvataan kuparilla aurinkopaneeleissa, niin se johtaa hyötysuhteen dramaattiseen laskuun ja paneelien teknisen käyttöiän puolittumiseen. Hopeassa säästetty raha menetetään moninkertaisesti huonompana sähköntuottona ja paneelien tiheämpämä uusimistarpeena. Tekoälysiruissa ja palvelimissa hopean korvaaminen on mahdotonta. Samoin käytännössä myös ihan kannettavissa tietokoneissa ja puhelimissa, kun halutaan yhdistää korkea suorituskyky ja vähäinen virrankulutus.
- ·21 t sitten💥🥈 Silver could be the big winner if the EU-US agreement is frozen 📈🌍 The silver price is approaching 90 dollars per ounce after one of the strongest commodity rallies in modern times, and much suggests that this is not necessarily the end of the story. On the contrary, the news that the EU–US trade agreement is put on ice could prove to be fuel to the fire for an already tight silver market. When the world's two largest economic blocs create new uncertainty around trade and geopolitics, the same thing happens every time in financial markets. Capital seeks safety. Gold reacts first, but silver quickly follows, often with larger percentage movements. The difference is that silver is not just a store of value metal, but also a critical industrial metal in a world that is electrifying at record speed. Demand from solar energy, electronics, and electric vehicles continues to increase structurally, independent of short-term trade conflicts. At the same time, investment demand has exploded, with record inflows into silver-based funds and physical products, which further tightens the market. When a central trade agreement is put on hold, it is often interpreted as a signal of higher political risk and more unpredictable framework conditions going forward. In such periods, investors seek real assets with limited supply, and silver fits perfectly into this picture. The combination of safe haven demand, persistent industrial need, and an already tight supply means that the silver price in an optimistic scenario can not only stay at today's high levels but also push further towards new historical highs. If this dynamic continues, it is no longer unthinkable that the market begins to price in triple-digit levels per ounce. Sources https://www.marketwatch.com/story/heres-everything-investors-need-to-know-about-the-historic-silver-rally-in-10-charts-34c0d5bb https://www.reuters.com/business/finance/retail-investors-steer-record-amount-cash-into-silver-creating-crowded-trade-2026-01-15/ https://suissegold.com/en/posts/what-factors-influence-the-price-of-silver
- ·21 t sitten · MuokattuMy most important post ever – an analysis of 2026's financial crossroads 💥💵🌍⚔️🥈 History has taught us that economic empires rarely fall due to a single sword stroke, but rather under the weight of their own overexpansion and the loss of trust from their closest allies. In January 2026, we stand at such a historical crossroads, where burning headlines about Europe threatening to dump American government debt for two trillion dollars are not just empty words, but an echo of how the balance of power in the world is fundamentally shifting. This situation is reminiscent of several historical empires. The Roman Empire in its late phase was pressured by overexpansion, inflation, and loss of loyalty among the provinces – which ultimately weakened the empire's economy and military capacity. The British Empire in the 19th and 20th centuries faced increasing debt and weakened credibility after wars, while the Ottoman Empire was forced to borrow from European banks and lost control over strategic areas. Even the Qing Dynasty in China in the 19th century experienced that loss of credibility and pressure from allies and enemies led to the weakening of the empire's economy and power. Today's USA faces similar challenges, with a government debt of over 38 trillion dollars, diplomatic tensions over Greenland, and tariff walls affecting European industry. When EU leaders like António Costa warn against American interference, it signals that European capitals may lose faith in the dollar as the world's reserve currency. The threat of selling enormous amounts of American bonds functions as a financial nuclear weapon – not necessarily to trigger an immediate sell-off, but to send shockwaves through the markets and force capital into hard assets. In this macro picture, silver emerges as the most interesting player for analytical investors. In 2026, the metal finds itself in a perfect storm of geopolitical fear and a physical deficit for the fifth year in a row. History shows that when confidence in paper money weakens, silver can go completely parabolic, often far ahead of gold in percentage gain. If Europe begins to move its reserves from American debt to physical assets, a capital flight could meet a wall of limited supply – and push the silver price towards one hundred dollars per ounce. For those who understand the history of currencies falling and commodities rising, today's field of tension is not just a news story, but a starting gun for a new chapter in the global financial system. Those who hold real assets will remain when the smoke from the trade war settles. Sources: • Associated Press (AP): Trump says 8 European countries will face 10% tariff for opposing US control of Greenland - https://apnews.com/article/us-europe-tariffs-greenland • The Guardian: European Council president warns US not to interfere in Europe’s affairs - https://www.theguardian.com/world/2026/jan/14/eu-us-greenland • The Economic Times: Is Europe ready to pull the trigger? Officials whisper about dumping US treasuries - https://economictimes.indiatimes.com/markets/bonds/europe-us-treasuries • U.S. Congress Joint Economic Committee: Debt Dashboard - Total gross national debt at $38.43 trillion - https://www.jec.senate.gov/public/index.cfm/reports-debt-dashboard • IG International: Commodities outlook 2026: Silver enters price-discovery territory - https://www.ig.com/en/commodities/silver-2026-outlook • GoldSilver: Silver Price Predictions 2026: The path to $100 - https://www.goldsilver.com/market/silver-price-predictions-2026
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