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
·23 min sitten🥈 Mining companies are "extremely undervalued" against metal prices – AuAg Silver Bullet Despite strong price increases in 2025, mining companies are actually cheaper today – measured by valuation – than they were before the rally. That is the conclusion of Eric Strand, manager and founder of AuAg Fonder, in an interview with Swedish Placera this week. The explanation is simple and elegant: the production costs to extract one ounce of gold are approximately the same as a year ago – around $1.500/oz. But the gold price has almost doubled since then, from approx. $3.000 to closer to $5.000/oz. In other words, margins have more than doubled, without stock prices keeping up. "The leverage means that valuations have become lower despite the increase," says Strand. This is also confirmed in AuAg Funds' own February letter "Run it hot", where they write that mining equities have the potential to rise significantly – even if gold and silver prices only remain at current levels. The reason: today's metal prices are not yet reflected in the companies' valuations. For silver, the story is even stronger. Silver reached a triple-digit price ($121/oz) for the first time ever in January, and AuAg believes $133 is realistic by year-end. In the longer term, they see targets of $300. The macroeconomic backdrop strengthens the case: the US national debt is approaching $40 trillion, the budget deficit is approx. 7 % of GDP, and the incoming Fed chief Kevin Warsh is expected to follow Trump's "run it hot" agenda with low interest rates and likely new quantitative easing. In such a world, gold and silver function as the real reserve currency. For those holding AuAg Silver Bullet: the fund is particularly well-positioned because mining stocks historically tend to outperform the underlying metal in rising markets – and when the starting point is as low as it is now, the potential is extra large. Sources: 🔗 Placera (18. Feb 2026): https://www.placera.se/nyheter/forvaltaren-gruvbolagen-extremt-undervarderade-mot-guldet-2026-02-18 🔗 AuAg February letter – «Run it hot»: https://www.auagfunds.com/research-centre/monthly-letters/elements202602 ⚠️ This is not investment advice. Do your own assessment.
·Alle minuutti sittena thousand thanks for a great answer, symfoni, I like people like you, so I'll actually follow you, have a nice day;-)
·2 t sittenHeiabloggen, today I made coffee before 07:00 because then electricity prices went up a bit. Does this affect silver price positively? Hope not many in India start selling their gold and silver, then the price falls. Oh dear. How do you think the development will be today? Because I have a lot of coffee beans in this fund and cannot sell it quickly if everything suddenly falls. But anyway, I check it several times a day. Trump is an idiot. I have to check silver price 5 more times before I drink up my cup. How do you think the development will be today? Trump is an idiot. Hope he says silver is shiny and nice, because it actually is. Then I hope the price increases. Because then there will be a plus in my account and I will be happy. Maybe I'll comment again then. But I will also comment if it falls. Also if it stands still. I am always worried. Should I buy more? Should I sell? How do you think the development will be today? Trump is an idiot.- ·2 t sittenWould you recommend me to buy more in this? only serious answers please:-)
·6 t sittenThis forum is a bit cozy, in a way...
·10 t sittenA small dip right at the end there, but it looks like we're barely staying in the green for tomorrow's update. It will be exciting to see how the silver price develops towards the end of the week and the first half of March 👍 Personally, I have faith.
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
- ·23 min sitten🥈 Mining companies are "extremely undervalued" against metal prices – AuAg Silver Bullet Despite strong price increases in 2025, mining companies are actually cheaper today – measured by valuation – than they were before the rally. That is the conclusion of Eric Strand, manager and founder of AuAg Fonder, in an interview with Swedish Placera this week. The explanation is simple and elegant: the production costs to extract one ounce of gold are approximately the same as a year ago – around $1.500/oz. But the gold price has almost doubled since then, from approx. $3.000 to closer to $5.000/oz. In other words, margins have more than doubled, without stock prices keeping up. "The leverage means that valuations have become lower despite the increase," says Strand. This is also confirmed in AuAg Funds' own February letter "Run it hot", where they write that mining equities have the potential to rise significantly – even if gold and silver prices only remain at current levels. The reason: today's metal prices are not yet reflected in the companies' valuations. For silver, the story is even stronger. Silver reached a triple-digit price ($121/oz) for the first time ever in January, and AuAg believes $133 is realistic by year-end. In the longer term, they see targets of $300. The macroeconomic backdrop strengthens the case: the US national debt is approaching $40 trillion, the budget deficit is approx. 7 % of GDP, and the incoming Fed chief Kevin Warsh is expected to follow Trump's "run it hot" agenda with low interest rates and likely new quantitative easing. In such a world, gold and silver function as the real reserve currency. For those holding AuAg Silver Bullet: the fund is particularly well-positioned because mining stocks historically tend to outperform the underlying metal in rising markets – and when the starting point is as low as it is now, the potential is extra large. Sources: 🔗 Placera (18. Feb 2026): https://www.placera.se/nyheter/forvaltaren-gruvbolagen-extremt-undervarderade-mot-guldet-2026-02-18 🔗 AuAg February letter – «Run it hot»: https://www.auagfunds.com/research-centre/monthly-letters/elements202602 ⚠️ This is not investment advice. Do your own assessment.·Alle minuutti sittena thousand thanks for a great answer, symfoni, I like people like you, so I'll actually follow you, have a nice day;-)
- ·2 t sittenHeiabloggen, today I made coffee before 07:00 because then electricity prices went up a bit. Does this affect silver price positively? Hope not many in India start selling their gold and silver, then the price falls. Oh dear. How do you think the development will be today? Because I have a lot of coffee beans in this fund and cannot sell it quickly if everything suddenly falls. But anyway, I check it several times a day. Trump is an idiot. I have to check silver price 5 more times before I drink up my cup. How do you think the development will be today? Trump is an idiot. Hope he says silver is shiny and nice, because it actually is. Then I hope the price increases. Because then there will be a plus in my account and I will be happy. Maybe I'll comment again then. But I will also comment if it falls. Also if it stands still. I am always worried. Should I buy more? Should I sell? How do you think the development will be today? Trump is an idiot.
- ·2 t sittenWould you recommend me to buy more in this? only serious answers please:-)
- ·6 t sittenThis forum is a bit cozy, in a way...
- ·10 t sittenA small dip right at the end there, but it looks like we're barely staying in the green for tomorrow's update. It will be exciting to see how the silver price develops towards the end of the week and the first half of March 👍 Personally, I have faith.
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
- ·23 min sitten🥈 Mining companies are "extremely undervalued" against metal prices – AuAg Silver Bullet Despite strong price increases in 2025, mining companies are actually cheaper today – measured by valuation – than they were before the rally. That is the conclusion of Eric Strand, manager and founder of AuAg Fonder, in an interview with Swedish Placera this week. The explanation is simple and elegant: the production costs to extract one ounce of gold are approximately the same as a year ago – around $1.500/oz. But the gold price has almost doubled since then, from approx. $3.000 to closer to $5.000/oz. In other words, margins have more than doubled, without stock prices keeping up. "The leverage means that valuations have become lower despite the increase," says Strand. This is also confirmed in AuAg Funds' own February letter "Run it hot", where they write that mining equities have the potential to rise significantly – even if gold and silver prices only remain at current levels. The reason: today's metal prices are not yet reflected in the companies' valuations. For silver, the story is even stronger. Silver reached a triple-digit price ($121/oz) for the first time ever in January, and AuAg believes $133 is realistic by year-end. In the longer term, they see targets of $300. The macroeconomic backdrop strengthens the case: the US national debt is approaching $40 trillion, the budget deficit is approx. 7 % of GDP, and the incoming Fed chief Kevin Warsh is expected to follow Trump's "run it hot" agenda with low interest rates and likely new quantitative easing. In such a world, gold and silver function as the real reserve currency. For those holding AuAg Silver Bullet: the fund is particularly well-positioned because mining stocks historically tend to outperform the underlying metal in rising markets – and when the starting point is as low as it is now, the potential is extra large. Sources: 🔗 Placera (18. Feb 2026): https://www.placera.se/nyheter/forvaltaren-gruvbolagen-extremt-undervarderade-mot-guldet-2026-02-18 🔗 AuAg February letter – «Run it hot»: https://www.auagfunds.com/research-centre/monthly-letters/elements202602 ⚠️ This is not investment advice. Do your own assessment.·Alle minuutti sittena thousand thanks for a great answer, symfoni, I like people like you, so I'll actually follow you, have a nice day;-)
- ·2 t sittenHeiabloggen, today I made coffee before 07:00 because then electricity prices went up a bit. Does this affect silver price positively? Hope not many in India start selling their gold and silver, then the price falls. Oh dear. How do you think the development will be today? Because I have a lot of coffee beans in this fund and cannot sell it quickly if everything suddenly falls. But anyway, I check it several times a day. Trump is an idiot. I have to check silver price 5 more times before I drink up my cup. How do you think the development will be today? Trump is an idiot. Hope he says silver is shiny and nice, because it actually is. Then I hope the price increases. Because then there will be a plus in my account and I will be happy. Maybe I'll comment again then. But I will also comment if it falls. Also if it stands still. I am always worried. Should I buy more? Should I sell? How do you think the development will be today? Trump is an idiot.
- ·2 t sittenWould you recommend me to buy more in this? only serious answers please:-)
- ·6 t sittenThis forum is a bit cozy, in a way...
- ·10 t sittenA small dip right at the end there, but it looks like we're barely staying in the green for tomorrow's update. It will be exciting to see how the silver price develops towards the end of the week and the first half of March 👍 Personally, I have faith.
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%