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
20 min 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
52 min 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 $2,167/oz is a pure drag that disappears as the hedge book rolls off, adding earnings upside with no operational change. My read: this is geared exposure to the metal price with a cost structure that eats part of the upside. Fine while prices hold. On a correction, FX and Argentine inflation will not reverse as fast as revenue falls. Is the cost revision a warning the market is ignoring today, or noise while margins expand? I do not own HOC directly but hold AuAg Silver Bullet. Not investment advice, do your own research. This post was written with the help of AI. Kilder: https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/interim-results/9739908 https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/production-report-for-6-months-ended-30-june-2026/9680678 https://www.hochschildmining.com/investors/results-reports-presentations/
This is just a foretaste of what's coming. Even with a gold price of only 6000$ and a silver price of only 120$, it will yield astronomical revenues. As of now, mining companies are crushing ( literally) all sectors in the world. Even tech becomes small fry in comparison👍🏻- ·1 t sittenPCE at 14:30 🇺🇸 Keep an eye on the PCE figures at 14:30 Norwegian time. Core PCE will be particularly important for Fed expectations, interest rates, the dollar, and thus also gold and silver. Could be a volatile afternoon. 📈
·17 t sitten · MuokattuThe fund is doing better than the silver price right now, it looks like we are in a good trend. Hope this continues. The fund is up 15 % better than silver last year. It looks like the market is starting to believe that times with 30 dollar per oz are history.
Probably the currency responsible for this, as well as the earnings report of the companies it is exposed to. Just my thought.
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
- 20 min 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
- 52 min 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 $2,167/oz is a pure drag that disappears as the hedge book rolls off, adding earnings upside with no operational change. My read: this is geared exposure to the metal price with a cost structure that eats part of the upside. Fine while prices hold. On a correction, FX and Argentine inflation will not reverse as fast as revenue falls. Is the cost revision a warning the market is ignoring today, or noise while margins expand? I do not own HOC directly but hold AuAg Silver Bullet. Not investment advice, do your own research. This post was written with the help of AI. Kilder: https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/interim-results/9739908 https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/production-report-for-6-months-ended-30-june-2026/9680678 https://www.hochschildmining.com/investors/results-reports-presentations/This is just a foretaste of what's coming. Even with a gold price of only 6000$ and a silver price of only 120$, it will yield astronomical revenues. As of now, mining companies are crushing ( literally) all sectors in the world. Even tech becomes small fry in comparison👍🏻
- ·1 t sittenPCE at 14:30 🇺🇸 Keep an eye on the PCE figures at 14:30 Norwegian time. Core PCE will be particularly important for Fed expectations, interest rates, the dollar, and thus also gold and silver. Could be a volatile afternoon. 📈
- ·17 t sitten · MuokattuThe fund is doing better than the silver price right now, it looks like we are in a good trend. Hope this continues. The fund is up 15 % better than silver last year. It looks like the market is starting to believe that times with 30 dollar per oz are history.Probably the currency responsible for this, as well as the earnings report of the companies it is exposed to. Just my thought.
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
- 20 min 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
- 52 min 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 $2,167/oz is a pure drag that disappears as the hedge book rolls off, adding earnings upside with no operational change. My read: this is geared exposure to the metal price with a cost structure that eats part of the upside. Fine while prices hold. On a correction, FX and Argentine inflation will not reverse as fast as revenue falls. Is the cost revision a warning the market is ignoring today, or noise while margins expand? I do not own HOC directly but hold AuAg Silver Bullet. Not investment advice, do your own research. This post was written with the help of AI. Kilder: https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/interim-results/9739908 https://www.investegate.co.uk/announcement/rns/hochschild-mining--hoc/production-report-for-6-months-ended-30-june-2026/9680678 https://www.hochschildmining.com/investors/results-reports-presentations/This is just a foretaste of what's coming. Even with a gold price of only 6000$ and a silver price of only 120$, it will yield astronomical revenues. As of now, mining companies are crushing ( literally) all sectors in the world. Even tech becomes small fry in comparison👍🏻
- ·1 t sittenPCE at 14:30 🇺🇸 Keep an eye on the PCE figures at 14:30 Norwegian time. Core PCE will be particularly important for Fed expectations, interest rates, the dollar, and thus also gold and silver. Could be a volatile afternoon. 📈
- ·17 t sitten · MuokattuThe fund is doing better than the silver price right now, it looks like we are in a good trend. Hope this continues. The fund is up 15 % better than silver last year. It looks like the market is starting to believe that times with 30 dollar per oz are history.Probably the currency responsible for this, as well as the earnings report of the companies it is exposed to. Just my thought.
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%