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
·4 t sittenThe war in Iran persists – what does that mean for AuAg, Finserve and DNB Nuclear? March 1, 2026 A few days ago, this was a scenario. Now the situation is an open military conflict. The USA and Israel carried out on February 28 what is referred to as “Operation Epic Fury”. Iran's Supreme Leader Khamenei is confirmed killed, while the IRGC has responded with rocket attacks against American installations in the region. The Strait of Hormuz is reported as partially disrupted. The situation is still developing. Why the conflict might drag on The IRGC still appears to be an operational military structure. Without a clear plan for the post-regime era, the risk of a more prolonged course increases. Several analysts draw parallels to Iraq regarding the uncertainty surrounding the power vacuum. David Roche at Quantum Strategy has stated that if the conflict lasts for several weeks, markets could react significantly negatively. Hormuz – the systemic risk Around 20 million barrels of oil daily, as well as approximately 20 percent of global LNG, pass through Hormuz. If the strait is blocked over time, several banks have warned of a sharp oil price jump. JP Morgan has outlined scenarios with oil over 120–130 dollars per barrel in case of a full blockade. Brent was around 72 dollars on Friday before the escalation. A prolonged disruption here would not only be geopolitics, but a macroeconomic shock. AuAg Silver Bullet Silver rose 8 percent in one day to 94.30 dollars per ounce immediately after the attacks. This is phase one. In a scenario with persistent geopolitical risk, higher energy prices, inflationary pressure, and increased defense production, both investment and industrial demand could be further strengthened. According to The Silver Institute, the silver market is in its fifth consecutive year of structural deficit. Historically, silver in late phases of commodity cycles has had stronger percentage development than gold. Mining companies have operational leverage against the metal price, which can lead to significant swings in both directions. The risk is that a global recession temporarily weakens industrial demand. Finserve Global Security NATO countries' defense budgets are already on an upward trend. Atlantic Council documents a clear increase in recent years, and discussions about higher long-term goals are ongoing. A direct conflict involving the USA could further accelerate the pace in air defense, drone technology, precision weapons, and cybersecurity. The driver here is political and strategic, not cyclical. DNB Nuclear Energy Energy security has become a central political theme in Europe. The EU Commission has identified investment needs of 241 billion euros in nuclear power by 2050. If oil and gas supplies are perceived as geopolitically vulnerable, the argument for nuclear power as stable baseload energy is further strengthened. At the same time, uranium is priced in dollars and the sector can be volatile in the short term. Risk A quick diplomatic solution would reduce the geopolitical risk premium. Full blockade of Hormuz could trigger a recession and temporarily weaken industrial demand for silver. Political opposition in Congress could limit the war's duration, and commodities and defense stocks could see sharp corrections after the initial reaction. In summary If the conflict persists, the structural investment narratives within silver and commodities, defense and security, and energy security and nuclear power are strengthened. Markets will likely be characterized by high volatility going forward. Not financial advice. I am personally invested in these funds with a long-term horizon. Sources CNBC – market reaction: https://www.cnbc.com/2026/02/28/markets-brace-for-impact-following-us-military-strikes-against-iran.html CNBC – oil and economy: https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html TRT Research Centre – regime change and conflict dynamics: https://researchcentre.trtworld.com/publications/analysis/weaponising-freedom-regime-change-narratives-in-the-2026-iran-war/ Bloomberg – Hormuz: https://www.bloomberg.com/news/articles/2026-02-28/can-iran-close-the-strait-of-hormuz-oil-market-impact-explained Al Jazeera – Hormuz and LNG: https://www.aljazeera.com/news/2026/2/22/iran-us-tensions-what-would-blocking-strait-of-hormuz-mean-for-oil-lng The Silver Institute – structural deficit: https://silverinstitute.org/the-silver-market-is-on-course-for-fifth-successive-structural-market-deficit/ Sprott – silver market fundamentals: https://sprott.com/insights/silver-investment-outlook-mid-year-2025/ Atlantic Council – NATO defense spending: https://www.atlanticcouncil.org/commentary/trackers-and-data-visualizations/nato-defense-spending-tracker/ CSIS – defense budgets: https://www.csis.org/analysis/chapter-13-defense-budgets-uncertain-security-environment Euronews – nuclear power in Europe: https://www.euronews.com/my-europe/2025/05/27/why-nuclear-energy-is-making-a-comeback-across-europe EU Commission – investment needs: https://energy.ec.europa.eu/topics/nuclear-energy/nuclear-investment-needs_en
·3 t sittenGold sales have stopped in stores in Thailand. Probably waiting eagerly for a rush from Monday onwards.
·17 t sittenYet another guaranteed good news for precious metals and of course silver: https://finance.yahoo.com/news/mining-stocks-are-the-new-market-darlings-fueled-by-geopolitical-risks-and-ai-demand-173005780.html- ·19 t sitten · MuokattuPeter Schiff tries to explain CME Group's problems, as silver passed 91 dollars on Wednesday. https://www.kitco.com/news/article/2026-02-27/peter-schiff-cme-silver-halt-better-telling-truth-prices-surge-past-90 Furthermore, he mentions another big piece of news. India will no longer follow London Bullion Market Association (LBMA) for valuation from April 1st. He always has strong opinions, but is worth considering. To put it this way: He is no supporter of Trump and MAGA.
- ·19 t sitten · MuokattuI believe no one will sell their gold or silver after Trump's and Israel's attack on Iran. https://www.kitco.com/news/article/2026-02-27/investors-continue-cling-their-gold-during-weekend NB! This was published before the war against Iran.·17 t sitten@ Clafter Noted that you liked the post here. Invested in 10 miners (gold and silver), a week before the big correction at the end of January. That of course led to a massive downturn. Since then, all, except for Hecla Mining. have recovered, and some of them are at ATH. Replaced this with a rather "crazy" stock. It is a stock that Sprott is invested in, not that it is a guarantee of success. The company is Max Power Mining. They are looking for white hydrogen. For others interested, read more here: https://www.juniorminingnetwork.com/market-data/stock-quote/max-power-mining.html New and exciting, but not silver, I am aware of that here in this forum.
·4 t sitten · MuokattuStalker xD Yes, that happens, I'm thinking long-term anyway. Short-term fluctuations don't bother me, I just get more interested then. But I'm quite contrarian compared to most people. I remember Statoil/Equinor looked into hydrogen, they abandoned it. There was also an explosion several years ago in Oslo/Sandvika involving hydrogen. I think I invest/speculate in what is "safe" and what I know something about.
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
- ·4 t sittenThe war in Iran persists – what does that mean for AuAg, Finserve and DNB Nuclear? March 1, 2026 A few days ago, this was a scenario. Now the situation is an open military conflict. The USA and Israel carried out on February 28 what is referred to as “Operation Epic Fury”. Iran's Supreme Leader Khamenei is confirmed killed, while the IRGC has responded with rocket attacks against American installations in the region. The Strait of Hormuz is reported as partially disrupted. The situation is still developing. Why the conflict might drag on The IRGC still appears to be an operational military structure. Without a clear plan for the post-regime era, the risk of a more prolonged course increases. Several analysts draw parallels to Iraq regarding the uncertainty surrounding the power vacuum. David Roche at Quantum Strategy has stated that if the conflict lasts for several weeks, markets could react significantly negatively. Hormuz – the systemic risk Around 20 million barrels of oil daily, as well as approximately 20 percent of global LNG, pass through Hormuz. If the strait is blocked over time, several banks have warned of a sharp oil price jump. JP Morgan has outlined scenarios with oil over 120–130 dollars per barrel in case of a full blockade. Brent was around 72 dollars on Friday before the escalation. A prolonged disruption here would not only be geopolitics, but a macroeconomic shock. AuAg Silver Bullet Silver rose 8 percent in one day to 94.30 dollars per ounce immediately after the attacks. This is phase one. In a scenario with persistent geopolitical risk, higher energy prices, inflationary pressure, and increased defense production, both investment and industrial demand could be further strengthened. According to The Silver Institute, the silver market is in its fifth consecutive year of structural deficit. Historically, silver in late phases of commodity cycles has had stronger percentage development than gold. Mining companies have operational leverage against the metal price, which can lead to significant swings in both directions. The risk is that a global recession temporarily weakens industrial demand. Finserve Global Security NATO countries' defense budgets are already on an upward trend. Atlantic Council documents a clear increase in recent years, and discussions about higher long-term goals are ongoing. A direct conflict involving the USA could further accelerate the pace in air defense, drone technology, precision weapons, and cybersecurity. The driver here is political and strategic, not cyclical. DNB Nuclear Energy Energy security has become a central political theme in Europe. The EU Commission has identified investment needs of 241 billion euros in nuclear power by 2050. If oil and gas supplies are perceived as geopolitically vulnerable, the argument for nuclear power as stable baseload energy is further strengthened. At the same time, uranium is priced in dollars and the sector can be volatile in the short term. Risk A quick diplomatic solution would reduce the geopolitical risk premium. Full blockade of Hormuz could trigger a recession and temporarily weaken industrial demand for silver. Political opposition in Congress could limit the war's duration, and commodities and defense stocks could see sharp corrections after the initial reaction. In summary If the conflict persists, the structural investment narratives within silver and commodities, defense and security, and energy security and nuclear power are strengthened. Markets will likely be characterized by high volatility going forward. Not financial advice. I am personally invested in these funds with a long-term horizon. Sources CNBC – market reaction: https://www.cnbc.com/2026/02/28/markets-brace-for-impact-following-us-military-strikes-against-iran.html CNBC – oil and economy: https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html TRT Research Centre – regime change and conflict dynamics: https://researchcentre.trtworld.com/publications/analysis/weaponising-freedom-regime-change-narratives-in-the-2026-iran-war/ Bloomberg – Hormuz: https://www.bloomberg.com/news/articles/2026-02-28/can-iran-close-the-strait-of-hormuz-oil-market-impact-explained Al Jazeera – Hormuz and LNG: https://www.aljazeera.com/news/2026/2/22/iran-us-tensions-what-would-blocking-strait-of-hormuz-mean-for-oil-lng The Silver Institute – structural deficit: https://silverinstitute.org/the-silver-market-is-on-course-for-fifth-successive-structural-market-deficit/ Sprott – silver market fundamentals: https://sprott.com/insights/silver-investment-outlook-mid-year-2025/ Atlantic Council – NATO defense spending: https://www.atlanticcouncil.org/commentary/trackers-and-data-visualizations/nato-defense-spending-tracker/ CSIS – defense budgets: https://www.csis.org/analysis/chapter-13-defense-budgets-uncertain-security-environment Euronews – nuclear power in Europe: https://www.euronews.com/my-europe/2025/05/27/why-nuclear-energy-is-making-a-comeback-across-europe EU Commission – investment needs: https://energy.ec.europa.eu/topics/nuclear-energy/nuclear-investment-needs_en·3 t sittenGold sales have stopped in stores in Thailand. Probably waiting eagerly for a rush from Monday onwards.
- ·17 t sittenYet another guaranteed good news for precious metals and of course silver: https://finance.yahoo.com/news/mining-stocks-are-the-new-market-darlings-fueled-by-geopolitical-risks-and-ai-demand-173005780.html
- ·19 t sitten · MuokattuPeter Schiff tries to explain CME Group's problems, as silver passed 91 dollars on Wednesday. https://www.kitco.com/news/article/2026-02-27/peter-schiff-cme-silver-halt-better-telling-truth-prices-surge-past-90 Furthermore, he mentions another big piece of news. India will no longer follow London Bullion Market Association (LBMA) for valuation from April 1st. He always has strong opinions, but is worth considering. To put it this way: He is no supporter of Trump and MAGA.
- ·19 t sitten · MuokattuI believe no one will sell their gold or silver after Trump's and Israel's attack on Iran. https://www.kitco.com/news/article/2026-02-27/investors-continue-cling-their-gold-during-weekend NB! This was published before the war against Iran.·17 t sitten@ Clafter Noted that you liked the post here. Invested in 10 miners (gold and silver), a week before the big correction at the end of January. That of course led to a massive downturn. Since then, all, except for Hecla Mining. have recovered, and some of them are at ATH. Replaced this with a rather "crazy" stock. It is a stock that Sprott is invested in, not that it is a guarantee of success. The company is Max Power Mining. They are looking for white hydrogen. For others interested, read more here: https://www.juniorminingnetwork.com/market-data/stock-quote/max-power-mining.html New and exciting, but not silver, I am aware of that here in this forum.·4 t sitten · MuokattuStalker xD Yes, that happens, I'm thinking long-term anyway. Short-term fluctuations don't bother me, I just get more interested then. But I'm quite contrarian compared to most people. I remember Statoil/Equinor looked into hydrogen, they abandoned it. There was also an explosion several years ago in Oslo/Sandvika involving hydrogen. I think I invest/speculate in what is "safe" and what I know something about.
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
- ·4 t sittenThe war in Iran persists – what does that mean for AuAg, Finserve and DNB Nuclear? March 1, 2026 A few days ago, this was a scenario. Now the situation is an open military conflict. The USA and Israel carried out on February 28 what is referred to as “Operation Epic Fury”. Iran's Supreme Leader Khamenei is confirmed killed, while the IRGC has responded with rocket attacks against American installations in the region. The Strait of Hormuz is reported as partially disrupted. The situation is still developing. Why the conflict might drag on The IRGC still appears to be an operational military structure. Without a clear plan for the post-regime era, the risk of a more prolonged course increases. Several analysts draw parallels to Iraq regarding the uncertainty surrounding the power vacuum. David Roche at Quantum Strategy has stated that if the conflict lasts for several weeks, markets could react significantly negatively. Hormuz – the systemic risk Around 20 million barrels of oil daily, as well as approximately 20 percent of global LNG, pass through Hormuz. If the strait is blocked over time, several banks have warned of a sharp oil price jump. JP Morgan has outlined scenarios with oil over 120–130 dollars per barrel in case of a full blockade. Brent was around 72 dollars on Friday before the escalation. A prolonged disruption here would not only be geopolitics, but a macroeconomic shock. AuAg Silver Bullet Silver rose 8 percent in one day to 94.30 dollars per ounce immediately after the attacks. This is phase one. In a scenario with persistent geopolitical risk, higher energy prices, inflationary pressure, and increased defense production, both investment and industrial demand could be further strengthened. According to The Silver Institute, the silver market is in its fifth consecutive year of structural deficit. Historically, silver in late phases of commodity cycles has had stronger percentage development than gold. Mining companies have operational leverage against the metal price, which can lead to significant swings in both directions. The risk is that a global recession temporarily weakens industrial demand. Finserve Global Security NATO countries' defense budgets are already on an upward trend. Atlantic Council documents a clear increase in recent years, and discussions about higher long-term goals are ongoing. A direct conflict involving the USA could further accelerate the pace in air defense, drone technology, precision weapons, and cybersecurity. The driver here is political and strategic, not cyclical. DNB Nuclear Energy Energy security has become a central political theme in Europe. The EU Commission has identified investment needs of 241 billion euros in nuclear power by 2050. If oil and gas supplies are perceived as geopolitically vulnerable, the argument for nuclear power as stable baseload energy is further strengthened. At the same time, uranium is priced in dollars and the sector can be volatile in the short term. Risk A quick diplomatic solution would reduce the geopolitical risk premium. Full blockade of Hormuz could trigger a recession and temporarily weaken industrial demand for silver. Political opposition in Congress could limit the war's duration, and commodities and defense stocks could see sharp corrections after the initial reaction. In summary If the conflict persists, the structural investment narratives within silver and commodities, defense and security, and energy security and nuclear power are strengthened. Markets will likely be characterized by high volatility going forward. Not financial advice. I am personally invested in these funds with a long-term horizon. Sources CNBC – market reaction: https://www.cnbc.com/2026/02/28/markets-brace-for-impact-following-us-military-strikes-against-iran.html CNBC – oil and economy: https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html TRT Research Centre – regime change and conflict dynamics: https://researchcentre.trtworld.com/publications/analysis/weaponising-freedom-regime-change-narratives-in-the-2026-iran-war/ Bloomberg – Hormuz: https://www.bloomberg.com/news/articles/2026-02-28/can-iran-close-the-strait-of-hormuz-oil-market-impact-explained Al Jazeera – Hormuz and LNG: https://www.aljazeera.com/news/2026/2/22/iran-us-tensions-what-would-blocking-strait-of-hormuz-mean-for-oil-lng The Silver Institute – structural deficit: https://silverinstitute.org/the-silver-market-is-on-course-for-fifth-successive-structural-market-deficit/ Sprott – silver market fundamentals: https://sprott.com/insights/silver-investment-outlook-mid-year-2025/ Atlantic Council – NATO defense spending: https://www.atlanticcouncil.org/commentary/trackers-and-data-visualizations/nato-defense-spending-tracker/ CSIS – defense budgets: https://www.csis.org/analysis/chapter-13-defense-budgets-uncertain-security-environment Euronews – nuclear power in Europe: https://www.euronews.com/my-europe/2025/05/27/why-nuclear-energy-is-making-a-comeback-across-europe EU Commission – investment needs: https://energy.ec.europa.eu/topics/nuclear-energy/nuclear-investment-needs_en·3 t sittenGold sales have stopped in stores in Thailand. Probably waiting eagerly for a rush from Monday onwards.
- ·17 t sittenYet another guaranteed good news for precious metals and of course silver: https://finance.yahoo.com/news/mining-stocks-are-the-new-market-darlings-fueled-by-geopolitical-risks-and-ai-demand-173005780.html
- ·19 t sitten · MuokattuPeter Schiff tries to explain CME Group's problems, as silver passed 91 dollars on Wednesday. https://www.kitco.com/news/article/2026-02-27/peter-schiff-cme-silver-halt-better-telling-truth-prices-surge-past-90 Furthermore, he mentions another big piece of news. India will no longer follow London Bullion Market Association (LBMA) for valuation from April 1st. He always has strong opinions, but is worth considering. To put it this way: He is no supporter of Trump and MAGA.
- ·19 t sitten · MuokattuI believe no one will sell their gold or silver after Trump's and Israel's attack on Iran. https://www.kitco.com/news/article/2026-02-27/investors-continue-cling-their-gold-during-weekend NB! This was published before the war against Iran.·17 t sitten@ Clafter Noted that you liked the post here. Invested in 10 miners (gold and silver), a week before the big correction at the end of January. That of course led to a massive downturn. Since then, all, except for Hecla Mining. have recovered, and some of them are at ATH. Replaced this with a rather "crazy" stock. It is a stock that Sprott is invested in, not that it is a guarantee of success. The company is Max Power Mining. They are looking for white hydrogen. For others interested, read more here: https://www.juniorminingnetwork.com/market-data/stock-quote/max-power-mining.html New and exciting, but not silver, I am aware of that here in this forum.·4 t sitten · MuokattuStalker xD Yes, that happens, I'm thinking long-term anyway. Short-term fluctuations don't bother me, I just get more interested then. But I'm quite contrarian compared to most people. I remember Statoil/Equinor looked into hydrogen, they abandoned it. There was also an explosion several years ago in Oslo/Sandvika involving hydrogen. I think I invest/speculate in what is "safe" and what I know something about.
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%