| Company | Price | 1D↓ | 7D | Activity | New Items | Mood | Next Catalyst | Last Intel |
|---|---|---|---|---|---|---|---|---|
NEMNewmont CorporationNYSE |
$45.82 |
+1.3% | +4.1% | 87 |
+11 | Bullish | Q2 Earnings Jul 24 | 2h ago |
NST.AXNorthern Star ResourcesASX |
A$17.45 |
+3.2% | +7.8% | 91 |
+14 | Bullish | Drill Results ~Jun 15 | 1h ago |
WPMWheaton Precious MetalsTSX |
C$82.30 |
+2.1% | +5.3% | 77 |
+7 | Bullish | Q2 Earnings Aug 6 | 4h ago |
GOLDBarrick Gold CorpNYSE |
$19.34 |
-0.4% | -1.2% | 72 |
+8 | Neutral | Resource Update Q3 | 6h ago |
PAASPan American SilverTSX |
C$34.20 |
+0.8% | +2.3% | 56 |
+5 | Bullish | Drill Results Jun 20 | Yesterday |
AGFirst Majestic SilverNYSE |
$8.90 |
-0.6% | +1.1% | 62 |
+6 | Neutral | Q2 Earnings Jul 30 | Yesterday |
AGIAlamos GoldTSX |
C$28.80 |
+0.3% | +0.9% | 45 |
+3 | Neutral | — | 2 days ago |
KGCKinross Gold CorpNYSE |
$12.67 |
+0.3% | -0.7% | 38 |
+2 | Bearish | — | 3 days ago |
EXKEndeavour SilverNYSE |
$5.34 |
0.0% | -2.1% | 29 |
0 | Bearish | — | 4 days ago |
SVMSilvercorp MetalsNYSE |
$5.12 |
+0.6% | +1.4% | 22 |
0 | Neutral | — | 5 days ago |
| # | Theme | 7-Day Mentions | vs Prior Week | Tone | Top Companies Discussed | Top Quote |
|---|---|---|---|---|---|---|
| 🔥 |
High-grade drill results
Exploration · Resource growth
|
312 | +128% ↑ | Bullish |
NEM
NST.AX
MAG
EVN.AX
|
"Drill Results: The #1 game changer. Nothing else matters until you see the intercepts." |
| 2 |
Gold:Silver ratio at 101
Macro · Valuation
|
247 | +84% ↑ | Bullish on silver |
PAAS
AG
EXK
WPM
|
"Silver miners offer the best leverage to any ratio reversion. 101 is historically extreme." |
| 3 |
AISC cost pressure
Operations · Margins
|
198 | +22% ↑ | Mixed |
NEM
GOLD
KGC
|
"$3,300 gold means nothing if your AISC is $1,500 and climbing." |
| 4 |
Central bank gold buying
Macro · Demand
|
184 | +3% → | Bullish |
Sector-wide
|
"Central banks bought 1,136 tonnes in 2024. The bid under gold is structural, not speculative." |
| 5 |
La Colorada skarn (PAAS)
Company-specific · Exploration
|
143 | +310% ↑ NEW | Bullish |
PAAS
|
"The catalyst everyone is sleeping on. Drill results June 20. This could be Tier 1." |
| 6 |
Junior financing window opening
Capital markets · Juniors
|
118 | +67% ↑ | Bullish |
TSX-V
ASX juniors
|
"Gold above $3,000 opens the capital markets. Juniors with drill-ready projects will move fast." |
| 7 |
Royalty companies vs producers
Strategy · Allocation
|
97 | +8% → | Mixed |
WPM
NEM
FNV
|
"WPM or NEM? At these gold prices I'd rather own the royalty stream and avoid the operator risk." |
| 8 |
Silver deficit narrative
Macro · Supply/Demand
|
89 | +4% → | Bullish |
Sector-wide
|
"4th consecutive year of structural deficit. Industrial demand from solar/EVs is the floor." |
| 9 |
Ghana / West Africa political risk
Geopolitical · Risk
|
74 | -31% ↓ cooling | Bearish concern |
NEM
GOLD
EDV
|
"Ahafo North permitting still unclear. Operators with Ghana exposure are pricing in the risk." |
| 10 |
Insider buying as a signal
Company health · Conviction
|
61 | +45% ↑ | Bullish |
NEM
DPM.TO
WPM
|
"Three insider buys this week. Directors don't spend $2M of their own money for no reason." |
| Instrument | Level | 1D | 7D | Signal | Watchlist Impact |
|---|---|---|---|---|---|
GOLDSpot gold | $3,287 | +0.9% | +3.8% | Bullish | Margin expansion for low-cost producers |
SILVERSpot silver | $32.44 | +1.2% | +5.6% | Bullish | Torque bid for PAAS / AG / EXK |
GSRGold:silver ratio | 101.4 | -0.3% | -2.1% | Silver setup | Ratio reversion thesis building |
GDXSenior miners ETF | $42.18 | +0.7% | +4.2% | Risk-on | Large cap miners confirming gold move |
GDXJJunior miners ETF | $51.08 | +1.8% | +7.4% | High beta | Financing window may reopen for juniors |
DXYUS dollar index | 101.2 | -0.5% | -1.1% | Metals tailwind | Supports gold/silver bid |