Gold and silver prices follow the frenzy of shelter assets. Faced with such a rally that has been for a few years, investors dive alternatives to participate in the boom of both metals.
Several facts were contained so that the climbing of gold, and also of silver, remained firm, such as the optimism of external markets and some positive statements from commercial negotiations between the United States and China. In addition, a weaker dollar index and firmer oil prices at the start of the week were favorable external factors for the prices of both precious metals. So The gold for December rose US $17.40 Au $ S3,703.9 while that of La Plata also for December rose US $ 095 Au $ S42,925.
On the one hand, The statements of the US and China commercial negotiatorsin Madrid, about the satisfactory advance in the tariff conflict, which will lead to a telephone dialogue between Donald Trump And his Chinese couple, Xi JinpingAt the end of this week, they were a positive factor for gold and silver due to the prospects for greater economic growth in both countries, especially on the side of the Asian giant whose citizens are important consumers of gold jewels. On the other hand, The reduction of the credit rating of the French sovereign debt by Fitch Ratings pointed out the prices of metals considered refuge. To this is added expectation that the Fed cuts the rates about 25 basic points at the Open Market Committee (FOMC) meeting this Tuesday and Wednesday. Above, the main external markets registered a slight depreciation of the dollar index and the 10 -year US treasure bonus yield was 4.05%.
Now, technically, December futures bundles have a solid short -term technical advantage: The next bullish objective of the Alcistas is to close above the solid resistance of US $ 3,750 while the next short -term bassist objective is to push the future prices below the solid technical support of US $ 3,550. The first resistance is observed at the maximum of the contract last week of US $ 3,715.2 and then at US $ 3,750. The first support is observed in the minimum of the U $ S3,662.8 night and then at US $ 3,650. Something similar occurs with December silver futures: The next bullish objective of Los Alcistas de la Plata is to close above the solid technical resistance of US $ 45 and the next bearish target for bassists is to close below the solid support of US $ 40 (the first resistance is observed at the maximum of last week of US $ 43.04 and then at US $ 43.5. The following support is observed at US $ 42,50 U $ S42.
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Gentileness: Wanderglobe
Actions, alternatives to traditional bets
Faced with this panorama, investors are raised to the traditional bets in physical metals, or via ETF funds or in futures markets. The strategists of the German Berenberg financial group selected six actions from the mining sector to take advantage of this trend. They explain that a volatile geopolitical environment, driven by tariff, global conflicts, a weaker dollar (which accumulates a 10% drop so far this year), volatile stock markets and a search for shelter assets have even supported the already high prices of gold and silver, while the background of the cuts of interest rates and the pressure on the president of the FED more to gold.
In addition, they consider that judicial failures on the legality of the implementation of tariffs and speculation about the possibility of a third mandate of Trump, have generally resulted in an increase in the price of gold due to the high geopolitical risk, have only prosecute the price of rising gold. While by The silver side, which already accumulates 10% in the last month compared to 6% of gold, He also forced his forecasts for both metals to recalculate in 2025, AU $ S3.220 The ounce in the case of yellow metal, YU $ S34.84 The ounce in the case of silver metal, in front of the accumulated averages of US $ S3.157 YU $ S34.27 respectively, while for gold and silver in cash the projections are US $ S3.540 YU $ S40.91, respectively.
With all this they put together a list with the six best actions in the mining sector in which to invest to achieve precious metals and take advantage of gold and silver. What are those papers?
- WHEATON PRICEUS METALS: By 2025, the base forecasts exceed 1% the consensus Ebitda, and in cash, calculate a 4% improvement with respect to the Ebitda of the consensus. However, facing 2026, its base forecasts are 6% below the consensus, while, in cash, they provide a 5% improvement in the EBITDA. They consider that the company remains one of the options of lower risk and higher quality to obtain exposure to precious metals, and continue to think that investors overlook the attractive growth of 32% in the volume between 2025 and 2028.
- Endeavor Mining: They explain that by 2025, the EBITDA (profitability indicator) of consensus in their base forecasts and calculated a 9% improvement in the EBITDA based on the spot (cash), which by 2026 exceed 10% the consensus in their base forecasts, while in the spot they provide an improvement of 22% in the EBITDA. They say they believe that the shares continue to offer an attractive bullish potential, with the ability to increase volumes and return excess capital to shareholders thanks to a rapid general balance of disappointment (net effective in 2026).
- Fresnillo: Its forecasts for 2025 exceed 6% of consensus EBITDA, and calculate a 11% improvement in the EBITDA based on the spot. By 2026, the consensus in their base forecasts exceed 7%, while in the spot they project a 25% improvement in the EBITDA.
They argue that, with the rebound in La Plata, the company is presented as an attractive option to obtain exposure to the price of silver, and expect the company to declare another considerable extraordinary dividend with its results of fiscal year 2025, which offers an increase in profitability for shareholders.
- Aphric bread resources: They explain that the year 2025 ended for this company, whose exercise ends in June. For fiscal year 2026, the consensus in their base forecasts exceed 14%, while in cash, they provide an improvement of the EBITDA of 23%. They consider that it maintains a greater growth potential both in the form of volume growth (for example, in South Africa and Australia) and profitability for shareholders, with the balance sheet passing to net cash in fiscal year 2026.
- RESOLUTE MINING: By 2025 their forecasts exceed 5% the consensus in their base forecasts, while the cash calculate a 9% improvement against consensus for Ebitda. By 2026, the consensus in their base forecasts exceed 14%, while, in cash, they estimate an EBITDA improvement of 28%. They explain that it is still ignored due to the impact of Mali’s risk, but they believe that, with a diversified portfolio, growth and a solid general balance, the actions have the ability to revalue significantly. “
- Hochschild Mining: By 2025, its base forecasts for this company exceed 13% of consensus Ebitda, and in the spot market, they calculate an improvement of 18% compared to the Ebitda of consensus. While by 2026, its base projections are 4% below the consensus, while in the spot market, they expect a 10% improvement in Ebitda. While they maintain the recommendation to “maintain” due to the operational risks of Mara Rosa (Brazil) continue to see a better value in other areas.
Source: Ambito
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