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
·12 min sittenA free article on Finansavisen. Concerns commodities, but silver is not mentioned specifically. Gold and copper are, so read this if it interests you: https://www.finansavisen.no/ravarer/2026/02/26/8331789/goldman-advarer-dette-kan-gi-nye-prissjokk
·41 min sittenOnce again, we get a strong close at the end of the day.
·1 t sitten · Muokattuhm, I like that there's probably silver throughout the whole week! Instead of some very big days of many %. Only to fall back 2 days later again! Now we are almost at the place, where we got the drop 1 month ago! I like, as said, that they hold back (if they do that then) So we and others can earn money throughout the whole week. Good prospects for next week it can also look downhill.
·2 t sittenGeopolitical escalation around Iran – what does it mean for energy, defense, and silver? The situation around Iran is reminiscent of the prelude to Operation Midnight Hammer in the summer of 2025, when the USA and Israel attacked three Iranian nuclear installations with B-2 bombers and Tomahawk missiles. The Pentagon claimed the attack delayed the nuclear program by up to two years, but other assessments indicated that two out of three facilities could resume activity relatively quickly, and that much equipment may have been moved in advance. The market reacted in 2025 with a short-lived increase in Brent crude of around 5–8 dollars per barrel before normalizing. Now we are in a new escalation phase — with parallel diplomatic and military tracks that make the situation harder to read. A key point this time is that Trump can order action without Congressional approval, and without diplomacy having concluded. The market could be caught off guard by an action that comes while negotiations are seemingly still ongoing. There is also great uncertainty linked to the potential scope of the attack. A limited attack against nuclear installations is one scenario — a broader attack against military infrastructure and the Revolutionary Guard's capabilities is another. The greater the scope, the higher the probability that Iran activates its regional proxies: Hizbollah, Houthi forces, and Iranian-backed militias in Iraq and Syria. This spectrum — from a surgical and quickly concluded attack to broad regional escalation — is what the market is not pricing in adequately today. Iran's other leverage includes missile and drone attacks against American and Israeli targets, as well as potential disruption of the Strait of Hormuz, where even limited blocking has a major effect on oil prices and global risk premium. Market implications For energy, the question is not just whether an attack happens, but how Iran responds. A limited attack provides a short-term risk premium in oil. A regional escalation affecting transport routes or infrastructure has a more sustained effect — and at the same time strengthens the structural argument for nuclear power as an alternative. For DNB Nuclear Energy, such a scenario could be a long-term advantage. For defense, the connection is direct: increased regional tension drives demand for air defense, missile systems, and command technology — something Finserve Global Security has exposure to. For silver, a potential conflict comes on top of an already tight physical balance and strong industrial demand. This provides a basis for more lasting price reactions than in 2025. My assessment is that the risk of military action is higher than current pricing suggests — and that it could come faster than many expect. I therefore maintain positions in DNB Nuclear Energy, Finserve Global Security, and AuAg Silver Bullet without changes. How do you assess the probability of escalation compared to 2025, and do you believe the market is pricing this correctly? Sources: ∙ Operation Midnight Hammer: https://news.usni.org/2025/06/21/u-s-strikes-3-iranian-nuclear-sites-using-b-2s-sub-launched-tomahawks ∙ Pentagon on extent of damage: https://english.alarabiya.net/News/united-states/2025/07/02/us-strikes-degraded-iran-s-nuclear-program-by-one-to-two-years-pentagon ∙ NBC assessment of the attack: https://www.cnbc.com/2025/07/17/new-us-assessment-finds-american-strikes-destroyed-only-one-of-three-iranian-nuclear-sites.html ∙ Diplomacy and threat landscape: https://apnews.com/article/146b4072f1f6cc43cfd3bde740313a5c ∙ New risk assessment: https://www.washingtonpost.com/national-security/2026/02/23/dan-caine-iran-risk-trump/
·4 t sittenWhat we see today! The silver price is rising quite significantly while mining stocks are holding back, something we haven't been used to. I believe that mining stocks have risen too much in a short time and are overbought. The silver price must now probably stabilize above 90 or rise more for mining stocks to follow. One can also see that the development of costs is rising significantly, which eats into the results from these. Many, or almost most, of the mines are located in South America, and here they are struggling with galloping price increases. This should not scare us away anyway, as the silver shortage is real and will be for the foreseeable future.
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
- ·12 min sittenA free article on Finansavisen. Concerns commodities, but silver is not mentioned specifically. Gold and copper are, so read this if it interests you: https://www.finansavisen.no/ravarer/2026/02/26/8331789/goldman-advarer-dette-kan-gi-nye-prissjokk
- ·41 min sittenOnce again, we get a strong close at the end of the day.
- ·1 t sitten · Muokattuhm, I like that there's probably silver throughout the whole week! Instead of some very big days of many %. Only to fall back 2 days later again! Now we are almost at the place, where we got the drop 1 month ago! I like, as said, that they hold back (if they do that then) So we and others can earn money throughout the whole week. Good prospects for next week it can also look downhill.
- ·2 t sittenGeopolitical escalation around Iran – what does it mean for energy, defense, and silver? The situation around Iran is reminiscent of the prelude to Operation Midnight Hammer in the summer of 2025, when the USA and Israel attacked three Iranian nuclear installations with B-2 bombers and Tomahawk missiles. The Pentagon claimed the attack delayed the nuclear program by up to two years, but other assessments indicated that two out of three facilities could resume activity relatively quickly, and that much equipment may have been moved in advance. The market reacted in 2025 with a short-lived increase in Brent crude of around 5–8 dollars per barrel before normalizing. Now we are in a new escalation phase — with parallel diplomatic and military tracks that make the situation harder to read. A key point this time is that Trump can order action without Congressional approval, and without diplomacy having concluded. The market could be caught off guard by an action that comes while negotiations are seemingly still ongoing. There is also great uncertainty linked to the potential scope of the attack. A limited attack against nuclear installations is one scenario — a broader attack against military infrastructure and the Revolutionary Guard's capabilities is another. The greater the scope, the higher the probability that Iran activates its regional proxies: Hizbollah, Houthi forces, and Iranian-backed militias in Iraq and Syria. This spectrum — from a surgical and quickly concluded attack to broad regional escalation — is what the market is not pricing in adequately today. Iran's other leverage includes missile and drone attacks against American and Israeli targets, as well as potential disruption of the Strait of Hormuz, where even limited blocking has a major effect on oil prices and global risk premium. Market implications For energy, the question is not just whether an attack happens, but how Iran responds. A limited attack provides a short-term risk premium in oil. A regional escalation affecting transport routes or infrastructure has a more sustained effect — and at the same time strengthens the structural argument for nuclear power as an alternative. For DNB Nuclear Energy, such a scenario could be a long-term advantage. For defense, the connection is direct: increased regional tension drives demand for air defense, missile systems, and command technology — something Finserve Global Security has exposure to. For silver, a potential conflict comes on top of an already tight physical balance and strong industrial demand. This provides a basis for more lasting price reactions than in 2025. My assessment is that the risk of military action is higher than current pricing suggests — and that it could come faster than many expect. I therefore maintain positions in DNB Nuclear Energy, Finserve Global Security, and AuAg Silver Bullet without changes. How do you assess the probability of escalation compared to 2025, and do you believe the market is pricing this correctly? Sources: ∙ Operation Midnight Hammer: https://news.usni.org/2025/06/21/u-s-strikes-3-iranian-nuclear-sites-using-b-2s-sub-launched-tomahawks ∙ Pentagon on extent of damage: https://english.alarabiya.net/News/united-states/2025/07/02/us-strikes-degraded-iran-s-nuclear-program-by-one-to-two-years-pentagon ∙ NBC assessment of the attack: https://www.cnbc.com/2025/07/17/new-us-assessment-finds-american-strikes-destroyed-only-one-of-three-iranian-nuclear-sites.html ∙ Diplomacy and threat landscape: https://apnews.com/article/146b4072f1f6cc43cfd3bde740313a5c ∙ New risk assessment: https://www.washingtonpost.com/national-security/2026/02/23/dan-caine-iran-risk-trump/
- ·4 t sittenWhat we see today! The silver price is rising quite significantly while mining stocks are holding back, something we haven't been used to. I believe that mining stocks have risen too much in a short time and are overbought. The silver price must now probably stabilize above 90 or rise more for mining stocks to follow. One can also see that the development of costs is rising significantly, which eats into the results from these. Many, or almost most, of the mines are located in South America, and here they are struggling with galloping price increases. This should not scare us away anyway, as the silver shortage is real and will be for the foreseeable future.
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
- ·12 min sittenA free article on Finansavisen. Concerns commodities, but silver is not mentioned specifically. Gold and copper are, so read this if it interests you: https://www.finansavisen.no/ravarer/2026/02/26/8331789/goldman-advarer-dette-kan-gi-nye-prissjokk
- ·41 min sittenOnce again, we get a strong close at the end of the day.
- ·1 t sitten · Muokattuhm, I like that there's probably silver throughout the whole week! Instead of some very big days of many %. Only to fall back 2 days later again! Now we are almost at the place, where we got the drop 1 month ago! I like, as said, that they hold back (if they do that then) So we and others can earn money throughout the whole week. Good prospects for next week it can also look downhill.
- ·2 t sittenGeopolitical escalation around Iran – what does it mean for energy, defense, and silver? The situation around Iran is reminiscent of the prelude to Operation Midnight Hammer in the summer of 2025, when the USA and Israel attacked three Iranian nuclear installations with B-2 bombers and Tomahawk missiles. The Pentagon claimed the attack delayed the nuclear program by up to two years, but other assessments indicated that two out of three facilities could resume activity relatively quickly, and that much equipment may have been moved in advance. The market reacted in 2025 with a short-lived increase in Brent crude of around 5–8 dollars per barrel before normalizing. Now we are in a new escalation phase — with parallel diplomatic and military tracks that make the situation harder to read. A key point this time is that Trump can order action without Congressional approval, and without diplomacy having concluded. The market could be caught off guard by an action that comes while negotiations are seemingly still ongoing. There is also great uncertainty linked to the potential scope of the attack. A limited attack against nuclear installations is one scenario — a broader attack against military infrastructure and the Revolutionary Guard's capabilities is another. The greater the scope, the higher the probability that Iran activates its regional proxies: Hizbollah, Houthi forces, and Iranian-backed militias in Iraq and Syria. This spectrum — from a surgical and quickly concluded attack to broad regional escalation — is what the market is not pricing in adequately today. Iran's other leverage includes missile and drone attacks against American and Israeli targets, as well as potential disruption of the Strait of Hormuz, where even limited blocking has a major effect on oil prices and global risk premium. Market implications For energy, the question is not just whether an attack happens, but how Iran responds. A limited attack provides a short-term risk premium in oil. A regional escalation affecting transport routes or infrastructure has a more sustained effect — and at the same time strengthens the structural argument for nuclear power as an alternative. For DNB Nuclear Energy, such a scenario could be a long-term advantage. For defense, the connection is direct: increased regional tension drives demand for air defense, missile systems, and command technology — something Finserve Global Security has exposure to. For silver, a potential conflict comes on top of an already tight physical balance and strong industrial demand. This provides a basis for more lasting price reactions than in 2025. My assessment is that the risk of military action is higher than current pricing suggests — and that it could come faster than many expect. I therefore maintain positions in DNB Nuclear Energy, Finserve Global Security, and AuAg Silver Bullet without changes. How do you assess the probability of escalation compared to 2025, and do you believe the market is pricing this correctly? Sources: ∙ Operation Midnight Hammer: https://news.usni.org/2025/06/21/u-s-strikes-3-iranian-nuclear-sites-using-b-2s-sub-launched-tomahawks ∙ Pentagon on extent of damage: https://english.alarabiya.net/News/united-states/2025/07/02/us-strikes-degraded-iran-s-nuclear-program-by-one-to-two-years-pentagon ∙ NBC assessment of the attack: https://www.cnbc.com/2025/07/17/new-us-assessment-finds-american-strikes-destroyed-only-one-of-three-iranian-nuclear-sites.html ∙ Diplomacy and threat landscape: https://apnews.com/article/146b4072f1f6cc43cfd3bde740313a5c ∙ New risk assessment: https://www.washingtonpost.com/national-security/2026/02/23/dan-caine-iran-risk-trump/
- ·4 t sittenWhat we see today! The silver price is rising quite significantly while mining stocks are holding back, something we haven't been used to. I believe that mining stocks have risen too much in a short time and are overbought. The silver price must now probably stabilize above 90 or rise more for mining stocks to follow. One can also see that the development of costs is rising significantly, which eats into the results from these. Many, or almost most, of the mines are located in South America, and here they are struggling with galloping price increases. This should not scare us away anyway, as the silver shortage is real and will be for the foreseeable future.
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%