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 31.1.2026
Jakauma
- Osakkeet93,8%
- Muut4,4%
- Lyhyt korko1,8%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·10 min sitten · MuokattuThis is a general tip! Note that "so-called" active funds charge quite high costs for the supposedly good job they do. The "ugliest" is Templeton. The fees they charge are insane. I would never have considered buying anything from them. A much better alternative is ETFs. The same companies have a completely different cost for these. This applies to funds for Latin America, Brazil, South Korea and probably everything else! They mostly follow the indices anyway!
·8 min sittenETFs have a significant disadvantage compared to funds with regard to source tax.·Alle minuutti sittenThat is something I worry less about, but you have a point. I have never thoroughly looked into that. If some other experts can explain it to the common man, that would be beneficial and desired. Should one perhaps almost be a tax lawyer?
·1 t sittenAnyone else starting to get quite tired of AI in this forum?
·10 min sittenRather AI posts than the type: I sold out today or Is it too late to enter now? Anyway, it's a forum where everyone is allowed to contribute what they themselves find appropriate (within the regulations) If one doesn't like what one sees, one can just refrain from reading or mute user.
·1 t sitten🔍 Fresnillo PLC (FRES.L) – world's largest primary silver producer The stock is up +469 % in the last 12 months and is now trading at 4,278 GBX, with earnings presentation in just 6 days. Here are some figures and considerations worth noting: 📊 Operational Fresnillo owns and operates eight mines in Mexico – including the flagship mines Saucito, Juanicipio, and Herradura. In 2025, the company produced 47.6 million ounces of silver (down 12 % from 2024, but within guidance) and 600,000 ounces of gold (5 % below last year, but above guidance). For 2026, production guidance has been lowered to 42–46.5 million ounces of silver – which indicates further volume pressure ahead. 💰 Financial Metal prices have done the heavy lifting. Silver rose 147 % in 2025 (average around 71 USD/oz in H2), while gold was up over 40 % through H1. Free cash flow for the full year 2025 is estimated at 1.4–1.5 billion USD. Adjusted revenues in 2024 increased 26.9 % to 3.64 billion USD, with EBITDA more than doubled to 1.55 billion USD. ⚠️ Risk Factors • Volume decline: Silver production is structurally declining over the next two years – 2027 guidance is 45–51 moz • Concentration risk: All mines in Mexico – currency, regulatory, and political risk • Premium valuation: After a 500 %+ increase, the market is pricing in a lot of future metal price appreciation • Sale of Silverstream and closure of San Julián DOB permanently removes production capacity ✅ Bull case • Operational leverage to silver price is enormous – even a plateau in silver price provides strong cash flow • Mexican peso depreciation cut production costs by 20 % in 2025 • Strong exploration pipeline (Orisyvo, Rodeo, Guanajuato, Tajitos) can provide volume from 2029–2031 • Dividend payout of 547 million USD in 2024 – the company's highest ever The earnings presentation in 6 days will provide answers to whether free cash flow actually lands in the high estimate range, and not least what management says about 2026 guidance and capital allocation. Fresnillo is no longer a cheap company – but it is also not a company without substance. The question is whether metal prices can remain at levels that justify today's multiples. 📎 The stock on Nordnet: https://www.nordnet.no/markedet/aksjer/16998473-fresnillo 📎 Investor Relations: https://www.fresnilloplc.com/investors/ 📎 Latest production report (4Q24): https://www.fresnilloplc.com/media/zhzp5yyo/290125-4q24-production-report.pdf #Fresnillo #Silver #Gold #MiningStocks #Nordnet
·1 t sittenNow that the Q4 reports are coming in. And the mines possibly pay out dividends. What happens with that money? Does it go into the fund or to the company and the advisors?
·49 min sittenIt is an accumulating fund, not a distributing fund
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 31.1.2026
Jakauma
- Osakkeet93,8%
- Muut4,4%
- Lyhyt korko1,8%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·10 min sitten · MuokattuThis is a general tip! Note that "so-called" active funds charge quite high costs for the supposedly good job they do. The "ugliest" is Templeton. The fees they charge are insane. I would never have considered buying anything from them. A much better alternative is ETFs. The same companies have a completely different cost for these. This applies to funds for Latin America, Brazil, South Korea and probably everything else! They mostly follow the indices anyway!·8 min sittenETFs have a significant disadvantage compared to funds with regard to source tax.·Alle minuutti sittenThat is something I worry less about, but you have a point. I have never thoroughly looked into that. If some other experts can explain it to the common man, that would be beneficial and desired. Should one perhaps almost be a tax lawyer?
- ·1 t sittenAnyone else starting to get quite tired of AI in this forum?·10 min sittenRather AI posts than the type: I sold out today or Is it too late to enter now? Anyway, it's a forum where everyone is allowed to contribute what they themselves find appropriate (within the regulations) If one doesn't like what one sees, one can just refrain from reading or mute user.
- ·1 t sitten🔍 Fresnillo PLC (FRES.L) – world's largest primary silver producer The stock is up +469 % in the last 12 months and is now trading at 4,278 GBX, with earnings presentation in just 6 days. Here are some figures and considerations worth noting: 📊 Operational Fresnillo owns and operates eight mines in Mexico – including the flagship mines Saucito, Juanicipio, and Herradura. In 2025, the company produced 47.6 million ounces of silver (down 12 % from 2024, but within guidance) and 600,000 ounces of gold (5 % below last year, but above guidance). For 2026, production guidance has been lowered to 42–46.5 million ounces of silver – which indicates further volume pressure ahead. 💰 Financial Metal prices have done the heavy lifting. Silver rose 147 % in 2025 (average around 71 USD/oz in H2), while gold was up over 40 % through H1. Free cash flow for the full year 2025 is estimated at 1.4–1.5 billion USD. Adjusted revenues in 2024 increased 26.9 % to 3.64 billion USD, with EBITDA more than doubled to 1.55 billion USD. ⚠️ Risk Factors • Volume decline: Silver production is structurally declining over the next two years – 2027 guidance is 45–51 moz • Concentration risk: All mines in Mexico – currency, regulatory, and political risk • Premium valuation: After a 500 %+ increase, the market is pricing in a lot of future metal price appreciation • Sale of Silverstream and closure of San Julián DOB permanently removes production capacity ✅ Bull case • Operational leverage to silver price is enormous – even a plateau in silver price provides strong cash flow • Mexican peso depreciation cut production costs by 20 % in 2025 • Strong exploration pipeline (Orisyvo, Rodeo, Guanajuato, Tajitos) can provide volume from 2029–2031 • Dividend payout of 547 million USD in 2024 – the company's highest ever The earnings presentation in 6 days will provide answers to whether free cash flow actually lands in the high estimate range, and not least what management says about 2026 guidance and capital allocation. Fresnillo is no longer a cheap company – but it is also not a company without substance. The question is whether metal prices can remain at levels that justify today's multiples. 📎 The stock on Nordnet: https://www.nordnet.no/markedet/aksjer/16998473-fresnillo 📎 Investor Relations: https://www.fresnilloplc.com/investors/ 📎 Latest production report (4Q24): https://www.fresnilloplc.com/media/zhzp5yyo/290125-4q24-production-report.pdf #Fresnillo #Silver #Gold #MiningStocks #Nordnet
- ·1 t sittenNow that the Q4 reports are coming in. And the mines possibly pay out dividends. What happens with that money? Does it go into the fund or to the company and the advisors?·49 min sittenIt is an accumulating fund, not a distributing fund
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
- ·10 min sitten · MuokattuThis is a general tip! Note that "so-called" active funds charge quite high costs for the supposedly good job they do. The "ugliest" is Templeton. The fees they charge are insane. I would never have considered buying anything from them. A much better alternative is ETFs. The same companies have a completely different cost for these. This applies to funds for Latin America, Brazil, South Korea and probably everything else! They mostly follow the indices anyway!·8 min sittenETFs have a significant disadvantage compared to funds with regard to source tax.·Alle minuutti sittenThat is something I worry less about, but you have a point. I have never thoroughly looked into that. If some other experts can explain it to the common man, that would be beneficial and desired. Should one perhaps almost be a tax lawyer?
- ·1 t sittenAnyone else starting to get quite tired of AI in this forum?·10 min sittenRather AI posts than the type: I sold out today or Is it too late to enter now? Anyway, it's a forum where everyone is allowed to contribute what they themselves find appropriate (within the regulations) If one doesn't like what one sees, one can just refrain from reading or mute user.
- ·1 t sitten🔍 Fresnillo PLC (FRES.L) – world's largest primary silver producer The stock is up +469 % in the last 12 months and is now trading at 4,278 GBX, with earnings presentation in just 6 days. Here are some figures and considerations worth noting: 📊 Operational Fresnillo owns and operates eight mines in Mexico – including the flagship mines Saucito, Juanicipio, and Herradura. In 2025, the company produced 47.6 million ounces of silver (down 12 % from 2024, but within guidance) and 600,000 ounces of gold (5 % below last year, but above guidance). For 2026, production guidance has been lowered to 42–46.5 million ounces of silver – which indicates further volume pressure ahead. 💰 Financial Metal prices have done the heavy lifting. Silver rose 147 % in 2025 (average around 71 USD/oz in H2), while gold was up over 40 % through H1. Free cash flow for the full year 2025 is estimated at 1.4–1.5 billion USD. Adjusted revenues in 2024 increased 26.9 % to 3.64 billion USD, with EBITDA more than doubled to 1.55 billion USD. ⚠️ Risk Factors • Volume decline: Silver production is structurally declining over the next two years – 2027 guidance is 45–51 moz • Concentration risk: All mines in Mexico – currency, regulatory, and political risk • Premium valuation: After a 500 %+ increase, the market is pricing in a lot of future metal price appreciation • Sale of Silverstream and closure of San Julián DOB permanently removes production capacity ✅ Bull case • Operational leverage to silver price is enormous – even a plateau in silver price provides strong cash flow • Mexican peso depreciation cut production costs by 20 % in 2025 • Strong exploration pipeline (Orisyvo, Rodeo, Guanajuato, Tajitos) can provide volume from 2029–2031 • Dividend payout of 547 million USD in 2024 – the company's highest ever The earnings presentation in 6 days will provide answers to whether free cash flow actually lands in the high estimate range, and not least what management says about 2026 guidance and capital allocation. Fresnillo is no longer a cheap company – but it is also not a company without substance. The question is whether metal prices can remain at levels that justify today's multiples. 📎 The stock on Nordnet: https://www.nordnet.no/markedet/aksjer/16998473-fresnillo 📎 Investor Relations: https://www.fresnilloplc.com/investors/ 📎 Latest production report (4Q24): https://www.fresnilloplc.com/media/zhzp5yyo/290125-4q24-production-report.pdf #Fresnillo #Silver #Gold #MiningStocks #Nordnet
- ·1 t sittenNow that the Q4 reports are coming in. And the mines possibly pay out dividends. What happens with that money? Does it go into the fund or to the company and the advisors?·49 min sittenIt is an accumulating fund, not a distributing fund
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 31.1.2026
Jakauma
- Osakkeet93,8%
- Muut4,4%
- Lyhyt korko1,8%