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Contributed Commentaries

3 mining stocks for the economy ahead | The gold, silver & copper outlook

Kitco Commentaries | Opinions, Ideas and Markets Talk

Featuring views and opinions written by market professionals, not staff journalists.

Commentaries & Views

Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss the macro outlook and what it means for metals. With Gold at $2,000 and Copper set to see a China lift, we cover Agnico Eagle Mines, First Majestic Silver, and Southern Copper.

Agnico Eagle Mines - Increasing Gold Production & Reserves

Central banks were buying Gold at a record pace in 2022 and they're of to another strong start to the year in 2023. As Agnico has increased its Gold reserves by 1255% since 2011, with annual Gold production increasing by 218% over the samea time frame, we take a look at the company compared to its peers.

First Majestic Silver - Silver Mine Underinvestment, But Cash Burning

Silver mines have invested in excess of EBITDA for years, making them challenging businesses on the surface. However, given the underinvestment story in the space and what could turn into much higher green-demand for the metal, we take a look at First Majestic and its peers.

Southern Copper - Best In Class Mine Life & Reserves

Southern Copper is one of the deepest reserves of copper in the industry, making it an attractive play as demand is set to double by 2035. With underinvestment in the metals space writ large, we assess the company from a fundamental and technical perspective.

By

Blue Line Futures

Contributing to kitco.com

Contact info@BlueLineFutures.com
Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.