Tunnusluvut
Riskitaso
?
Keskimääräinen: 5 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori luonnonvarat osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The fund aims to, over a five-year period,
outperform its benchmark. The fund's benchmark index is
MSCI ACWI Metals and Mining Net Total Return Index
(M1WD0MM) in Swedish kronor.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.1.2026
Jakauma
- Osakkeet95,2%
- Lyhyt korko4,8%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·16 t sittenA slightly longer post from me here now, but I feel this is worth discussing a bit – exciting times are ahead! For years, many have cried out that the paper price of silver is manipulated and disconnected from reality. Well, now it seems they are right, but for entirely fundamental reasons that no central bank can print its way out of. What we are witnessing now is what historians will probably call "The Great Silver Decoupling", and for those of us following the mining sector, this represents a paradigm shift of dimensions. The core of the problem – or opportunity, depending on your position – is that the physical supply chain has broken down at the same time as the paper market on COMEX and in London pretends that everything is normal. The big shock came with China's New Year's gift to the world economy on January 1, when they reclassified silver as a "strategic critical mineral". By effectively closing the export taps and locking 60-70 percent of the world's refining capacity within their own borders, Beijing has created a black hole in the market. Silver flows into China to feed their insatiable appetite for solar cells and EV batteries, but it never comes out again. The result is that Western inventories are being depleted at a rate we have never seen before, and it is creating a dangerous squeeze. The figures from February are frightening reading for anyone who is short or blindly trusts paper contracts. When almost all contracts on COMEX suddenly demand physical delivery (400 million ounces+) instead of being rolled over, and registered inventories have collapsed to a mere 103 million ounces, we are approaching a mathematical breaking point. Industry – from Samsung to Tesla – doesn't care about the paper price; they need physical metal to keep their factories running. If the exchange is forced to pay cash because the vaults are empty, the futures contract loses its value as a hedging instrument. Then we are left with two prices: An irrelevant paper price on the screen, and the real price you have to pay to actually get hold of silver bars. It is in this chaos that mining companies, which have traditionally been at the mercy of the market, are now emerging as the new kings of the hill. We are seeing a total change in the balance of power. Mines no longer need to bow their heads to the smelters. On the contrary, we are now seeing desperate smelters paying negative treatment charges just to secure ore concentrate. Even more interesting is the strategy of withholding production – the so-called "Neumeyer Doctrine". By refusing to sell silver at spot price, but rather storing it or selling directly to end-users via their own sales channels, the mines force the price up and capture the margins themselves. It is no longer just the price of the metal that is uncertain, but access to it. Then it is the companies that hold the actual reserves in the ground – whether in safe havens in the USA or in more volatile jurisdictions like Mexico – that hold the joker. The question I am asking myself now is how long this dichotomy can last before the string completely breaks. If industry starts pricing its contracts directly against mining companies and bypasses the exchanges entirely, what is then the value of a COMEX contract? And more importantly for us who are heavily invested in the sector: Are we ready for the volatility that will come when "mainstream" capital understands that the shelves are empty? It feels like we are sitting on a powder keg, and the fuse was lit in Beijing on January 1. What do you think – is this the start of a supercycle for mining stocks, or are we underestimating the risk of governments intervening with price controls or nationalizations when panic spreads?
- ·1 päivä sittenAuAg Essential Metals NAV 11th February 2026 | Share class B 18,78 (EUR) | Change +3,07% Share class A 176.25 SEK (+3.00%)
- ·1 päivä sittenThose who run these funds are scammers. I sold this fund on Monday, meaning Feb 9 before 9 AM. That means I should have received the closing price for Feb 9. But instead I got the closing price for February 6! And in transactions, the booking date is Feb 9, but all the others are listed as Feb 6! This cannot be right?·19 t sitten#STOP TIME for SALE of this fund is at 11.00 CET daily during exchange opening hours. (#Nordnet automatically submits sale orders to the fund provider who processes these orders continuously. When a sale is made, the fund company will send a notification to Nordnet and the sale will receive a booking date at Nordnet. The fund/sale order is then deleted and the money will be available in your account as is usual when purchasing fund units at Nordnet.) #You can check on "My pages" under "Transactions" the different times for when the sale was completed. You can view the order slip at Nordnet and when it was booked in their system. There you will see the time and other details for your sale order. Sometimes sales/purchases also take several days before they are booked to the account.
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
?
Keskimääräinen: 5 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori luonnonvarat osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The fund aims to, over a five-year period,
outperform its benchmark. The fund's benchmark index is
MSCI ACWI Metals and Mining Net Total Return Index
(M1WD0MM) in Swedish kronor.
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
- Osakkeet95,2%
- Lyhyt korko4,8%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·16 t sittenA slightly longer post from me here now, but I feel this is worth discussing a bit – exciting times are ahead! For years, many have cried out that the paper price of silver is manipulated and disconnected from reality. Well, now it seems they are right, but for entirely fundamental reasons that no central bank can print its way out of. What we are witnessing now is what historians will probably call "The Great Silver Decoupling", and for those of us following the mining sector, this represents a paradigm shift of dimensions. The core of the problem – or opportunity, depending on your position – is that the physical supply chain has broken down at the same time as the paper market on COMEX and in London pretends that everything is normal. The big shock came with China's New Year's gift to the world economy on January 1, when they reclassified silver as a "strategic critical mineral". By effectively closing the export taps and locking 60-70 percent of the world's refining capacity within their own borders, Beijing has created a black hole in the market. Silver flows into China to feed their insatiable appetite for solar cells and EV batteries, but it never comes out again. The result is that Western inventories are being depleted at a rate we have never seen before, and it is creating a dangerous squeeze. The figures from February are frightening reading for anyone who is short or blindly trusts paper contracts. When almost all contracts on COMEX suddenly demand physical delivery (400 million ounces+) instead of being rolled over, and registered inventories have collapsed to a mere 103 million ounces, we are approaching a mathematical breaking point. Industry – from Samsung to Tesla – doesn't care about the paper price; they need physical metal to keep their factories running. If the exchange is forced to pay cash because the vaults are empty, the futures contract loses its value as a hedging instrument. Then we are left with two prices: An irrelevant paper price on the screen, and the real price you have to pay to actually get hold of silver bars. It is in this chaos that mining companies, which have traditionally been at the mercy of the market, are now emerging as the new kings of the hill. We are seeing a total change in the balance of power. Mines no longer need to bow their heads to the smelters. On the contrary, we are now seeing desperate smelters paying negative treatment charges just to secure ore concentrate. Even more interesting is the strategy of withholding production – the so-called "Neumeyer Doctrine". By refusing to sell silver at spot price, but rather storing it or selling directly to end-users via their own sales channels, the mines force the price up and capture the margins themselves. It is no longer just the price of the metal that is uncertain, but access to it. Then it is the companies that hold the actual reserves in the ground – whether in safe havens in the USA or in more volatile jurisdictions like Mexico – that hold the joker. The question I am asking myself now is how long this dichotomy can last before the string completely breaks. If industry starts pricing its contracts directly against mining companies and bypasses the exchanges entirely, what is then the value of a COMEX contract? And more importantly for us who are heavily invested in the sector: Are we ready for the volatility that will come when "mainstream" capital understands that the shelves are empty? It feels like we are sitting on a powder keg, and the fuse was lit in Beijing on January 1. What do you think – is this the start of a supercycle for mining stocks, or are we underestimating the risk of governments intervening with price controls or nationalizations when panic spreads?
- ·1 päivä sittenAuAg Essential Metals NAV 11th February 2026 | Share class B 18,78 (EUR) | Change +3,07% Share class A 176.25 SEK (+3.00%)
- ·1 päivä sittenThose who run these funds are scammers. I sold this fund on Monday, meaning Feb 9 before 9 AM. That means I should have received the closing price for Feb 9. But instead I got the closing price for February 6! And in transactions, the booking date is Feb 9, but all the others are listed as Feb 6! This cannot be right?·19 t sitten#STOP TIME for SALE of this fund is at 11.00 CET daily during exchange opening hours. (#Nordnet automatically submits sale orders to the fund provider who processes these orders continuously. When a sale is made, the fund company will send a notification to Nordnet and the sale will receive a booking date at Nordnet. The fund/sale order is then deleted and the money will be available in your account as is usual when purchasing fund units at Nordnet.) #You can check on "My pages" under "Transactions" the different times for when the sale was completed. You can view the order slip at Nordnet and when it was booked in their system. There you will see the time and other details for your sale order. Sometimes sales/purchases also take several days before they are booked to the account.
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
?
Keskimääräinen: 5 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori luonnonvarat osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The fund aims to, over a five-year period,
outperform its benchmark. The fund's benchmark index is
MSCI ACWI Metals and Mining Net Total Return Index
(M1WD0MM) in Swedish kronor.
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
- ·16 t sittenA slightly longer post from me here now, but I feel this is worth discussing a bit – exciting times are ahead! For years, many have cried out that the paper price of silver is manipulated and disconnected from reality. Well, now it seems they are right, but for entirely fundamental reasons that no central bank can print its way out of. What we are witnessing now is what historians will probably call "The Great Silver Decoupling", and for those of us following the mining sector, this represents a paradigm shift of dimensions. The core of the problem – or opportunity, depending on your position – is that the physical supply chain has broken down at the same time as the paper market on COMEX and in London pretends that everything is normal. The big shock came with China's New Year's gift to the world economy on January 1, when they reclassified silver as a "strategic critical mineral". By effectively closing the export taps and locking 60-70 percent of the world's refining capacity within their own borders, Beijing has created a black hole in the market. Silver flows into China to feed their insatiable appetite for solar cells and EV batteries, but it never comes out again. The result is that Western inventories are being depleted at a rate we have never seen before, and it is creating a dangerous squeeze. The figures from February are frightening reading for anyone who is short or blindly trusts paper contracts. When almost all contracts on COMEX suddenly demand physical delivery (400 million ounces+) instead of being rolled over, and registered inventories have collapsed to a mere 103 million ounces, we are approaching a mathematical breaking point. Industry – from Samsung to Tesla – doesn't care about the paper price; they need physical metal to keep their factories running. If the exchange is forced to pay cash because the vaults are empty, the futures contract loses its value as a hedging instrument. Then we are left with two prices: An irrelevant paper price on the screen, and the real price you have to pay to actually get hold of silver bars. It is in this chaos that mining companies, which have traditionally been at the mercy of the market, are now emerging as the new kings of the hill. We are seeing a total change in the balance of power. Mines no longer need to bow their heads to the smelters. On the contrary, we are now seeing desperate smelters paying negative treatment charges just to secure ore concentrate. Even more interesting is the strategy of withholding production – the so-called "Neumeyer Doctrine". By refusing to sell silver at spot price, but rather storing it or selling directly to end-users via their own sales channels, the mines force the price up and capture the margins themselves. It is no longer just the price of the metal that is uncertain, but access to it. Then it is the companies that hold the actual reserves in the ground – whether in safe havens in the USA or in more volatile jurisdictions like Mexico – that hold the joker. The question I am asking myself now is how long this dichotomy can last before the string completely breaks. If industry starts pricing its contracts directly against mining companies and bypasses the exchanges entirely, what is then the value of a COMEX contract? And more importantly for us who are heavily invested in the sector: Are we ready for the volatility that will come when "mainstream" capital understands that the shelves are empty? It feels like we are sitting on a powder keg, and the fuse was lit in Beijing on January 1. What do you think – is this the start of a supercycle for mining stocks, or are we underestimating the risk of governments intervening with price controls or nationalizations when panic spreads?
- ·1 päivä sittenAuAg Essential Metals NAV 11th February 2026 | Share class B 18,78 (EUR) | Change +3,07% Share class A 176.25 SEK (+3.00%)
- ·1 päivä sittenThose who run these funds are scammers. I sold this fund on Monday, meaning Feb 9 before 9 AM. That means I should have received the closing price for Feb 9. But instead I got the closing price for February 6! And in transactions, the booking date is Feb 9, but all the others are listed as Feb 6! This cannot be right?·19 t sitten#STOP TIME for SALE of this fund is at 11.00 CET daily during exchange opening hours. (#Nordnet automatically submits sale orders to the fund provider who processes these orders continuously. When a sale is made, the fund company will send a notification to Nordnet and the sale will receive a booking date at Nordnet. The fund/sale order is then deleted and the money will be available in your account as is usual when purchasing fund units at Nordnet.) #You can check on "My pages" under "Transactions" the different times for when the sale was completed. You can view the order slip at Nordnet and when it was booked in their system. There you will see the time and other details for your sale order. Sometimes sales/purchases also take several days before they are booked to the account.
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
- Osakkeet95,2%
- Lyhyt korko4,8%




