AEM

x7_omega

If you watch market heat map, you will see the rotation trade. One day one sector is green, others red; then they switch. Same rotation happens with "stuff" markets. Latest one was gold and silver - once it started, it ramped then went vertical. There will be a next one, whatever it might be - copper, oil, anything that is big enough to take significant capital. The smaller the market, the steeper it ramps. May go back to gold and silver, as it is not supposed to make sense, it just has to accommodate capital inflows. Each has a stock that is top of the list, where money managers will just drop their capital: there are ETFs, they are the first in line, and there are leveraged ones, and they also have options; then there are top quality companies in each sector, which will be the default buckets for capital - AEM for gold, PAAS and AYA for silver, IVN for copper, etc. As the interest shifts between sectors, capital moves disproportionately from top stocks in one to the top stocks in next. Same behaviour - momentum chasing during ramp, then hockey stick, then in reverse. Sectors will change, until loose capital doesn't fit into one sector (metals are small compared even to NVDA) and will have to go to two or more. In the end, I expect all sectors to do hockey sticks, as there will be no room for capital to go, until something breaks and stops working - several years from now, we are nowhere near that now.

PhilosophyBasic8943

AEM?

NoOneMan79

Loving my $160 AEM calls I bought last week. :)

NoOneMan79

Thanks. I think you really need to be careful to not bias the agents. And also not trust them too much with the data/decisions. Their job is narration and interpretation. My typical prompt is "evaluate stock A". OTOH, sort of what I mentioned earlier about managed funds, I do want to try to bring in a little domain expertise to critique the ratings or re-evaluate the quants/rules in the context of geopolitics, or sector momentum, or pair trading (come up with a thesis for why market might be mispricing, thus, opportunity). All in all though, been making bank on really boring trades (ex,160 AEM long calls), but mostly avoiding really bad ones. Its a FOMO killer, which I think is a good thing. In a bull market, a reality check is important.

BigManatee

No calls here, I just go for miners. AEM is the one I'd recommend 

CMDR_Shepard96

AEM MAR'27 Calls nuked my port. Sold them for like $3 a few weeks ago

Ahamadrayasbaboon

I like AEM, but I diversified out of them last year to either GDX or GDXJ, whichever had the lower expense ratio. 

Sanpaku

Best managed? Agnico-Eagle (AEM) is widely recognized as best in class, but that comes at a valuation premium. Best valuation? Of those on US markets, I like small-caps ARIS, GAU, CMCL, and TRX. Some are trading for less than half of what I sold them for in Dec & Jan. Those with broker direct access to Canadian markets should look at STGO, LUCA, APM, MMY, and THX.

CMDR_Shepard96

Literally every position I've bought this year has shat itself to zero. MSFT, GOOGL, AEM, CRM, NOW, SAP, SHOP, SPCX (I'm an idiot). Not one good choice.

baconography

As long as this stupid "war" distraction keeps going + 6 months, puts on metal miners is the gift that keeps on giving; 60-75% of their input costs are petroleum products, so ores in the ground will continue to be too expensive to extract, severely reducing revenue. AEM 135p 8/21 AGI 32p 8/21 AGI 38p 8/21 AU 85p 8/21 GDX 75p 7/17

CMDR_Shepard96

Is AEM going to fucken zero something? Months of dumping.

CMDR_Shepard96

So, where is the floor for gold miners like AEM/B/GFI? They're all making money hand over fist. But gold drops 1% and they crater like 4-5% as if they're going bankrupt..

CMDR_Shepard96

Getting reamed by AEM, SHOP, & SAP today. So, just another Wednesday really.

BagHoldersOfAmerica

Is AEM a buy? Seems to be a good price

CMDR_Shepard96

Flat.. My calls are so far OTM after the last 30 days that a pump hardly even moves them. Also, SAP & SHOP closed red in the end. MU & AEM ate whatever upside I saw on the rest of my positions..

CMDR_Shepard96

My port has looked like a side profile of an Everest descent since June 1st.. AEM, CRM, GOOGL, INTU, SAP, SHOP..

CMDR_Shepard96

I'm honestly contemplating swapping my AEM March'2027 230C for GLD Sept'2026 350P or 325P.. there's no support between 3k & 4k on the daily chart

CMDR_Shepard96

I bought several AEM 230/290 call spreads when AEM was like 220. It's done nothing but dump for weeks and weeks. Company still making more money than it ever has though.. makes no sense

CMDR_Shepard96

Gold is going to fucking zero. My AEM leaps are nearly worthless 🫠

alexwoodgarbage

Adobe sits comfortably as long as AEM is locking their customers into their ecosystem. Once AEM licenses start to massively drop due to mass transition to vendor agnostic agentic stacks, they will be in trouble. If that even ever happens.

CMDR_Shepard96

If he ends this fuckery in Iran, things ought to improve.. My AEM 230/290 spreads are cooked. My CRM/INTU/SAP/SHOP calls are on their way to being cooked as well. I thought I'd bought the bottom the other week after they started to climb, but now we've dumped back to 52wk lows again. Meanwhile all those companies are scheduled to continue making more $$ than they've ever made before - make it make sense.

CMDR_Shepard96

AEM has just absolutely raped me in Q2.

CMDR_Shepard96

AEM has been fucking me for like 3 months now

baconography

The continuous fade on GLD and gold miner stocks won't end until there is truly an end to the war. GDX 6/18 103p AU 6/18 90p AEM 6/18 190p AGI 6/18 48p

gizamo

I've used Adobe products for 30 years. I taught them, I worked for them, and I worked for a company they acquired. I very much dislike Adobe the company. Some of their products are good, but many are mediocre, e.g. basically anything they've built for the web, including AEM, Adobe Commerce (Magento), XD, Dreamweaver...Flash was cool, minus the security issues.

Shigaru999

I ask AI to keep an eye on Red Light The Holland as I bought shares back In the day when MindMed, Compass and RLH we're all flying only to lose on all of them (haven't sold but am down significantly. I asked AI for a new update and I made a comment about Todd's high wages.... This is what it gave me: "After doing a deeper sweep across the recent filings, news, investor discussions, and the Filament acquisition details, my view on Red Light Holland has shifted slightly more positive strategically — but still with major financial and execution caveats. Here’s my honest updated assessment. 🧠 What Has Actually Improved 1️⃣ The Filament acquisition is more significant than I first thought This is the biggest thing. The acquisition is now effectively completed and court approved. What they’ve gained is genuinely substantial for a company of this size: 70+ patents FDA-aligned IND pathways Health Canada dealer licence GMP pharmaceutical manufacturing Existing clinical relationships PEX010 botanical psilocybin program Ibogaine and MDMA development capability Most importantly: 👉 they now look less like a “psychedelic lifestyle company” and more like an actual early-stage biotech platform. That’s a meaningful change. 🧬 2️⃣ The ibogaine angle could become surprisingly important This stood out to me more after the recent developments. The combined company now explicitly references: psilocybin ibogaine MDMA within regulated drug-development frameworks. Why this matters: The narrative around psychedelics is evolving from: “mental wellness” to: “addiction treatment” And ibogaine is increasingly being discussed in: US political circles veteran treatment discussions opioid recovery conversations podcasts/media That does NOT mean commercialization is close. But it does mean: 👉 the company now has exposure to one of the most potentially disruptive psychedelic treatment categories. 📈 3️⃣ Their positioning is now actually differentiated Before Filament: They looked like a small speculative truffle company. Now: They have consumer distribution cultivation pharmaceutical IP clinical pathways research partnerships Very few psychedelic companies have all of that together. This “vertical integration” story is real now — not just marketing. 🔬 4️⃣ PEX010 looks more credible than many people realize One thing I found notable: The PEX010 clinical network is expanding internationally with new research agreements and shipments in: Australia UK Canada That’s important because: 👉 many psychedelic companies TALK about trials but Filament already has: active clinical supply infrastructure researchers using the compound licensing agreements That’s real-world traction. ⚠️ But Here Are The Major Concerns 1️⃣ Todd Shapiro compensation / optics Your concern here is completely understandable. This has been one of the biggest recurring complaints from retail investors for years. The criticism generally boils down to: large compensation relative to company size dilution weak share performance promotional style leadership And honestly… 👉 there is some validity to those concerns. My honest view on Todd The positives: He IS extremely good at: promotion networking generating attention keeping the company alive landing partnerships Without that: 👉 Red Light probably wouldn’t have survived this long. The negatives: The market clearly questions: capital allocation execution shareholder value creation And there’s a reason many investors remain skeptical. The stock performance historically has been brutal. 🏗️ 2️⃣ The farm situation damaged credibility This still matters. The Peterborough/AEM farm delays and banking issues hurt confidence badly. Investors heard: “major infrastructure build” then delays financing issues debanking That created distrust around execution. Even if understandable. 💰 3️⃣ Dilution remains a real risk This is probably the single biggest investment risk now. The company still: burns cash has limited revenue operates in expensive sectors (biotech + psychedelics) Even with Filament: 👉 serious clinical development costs huge amounts. So: future raises dilution warrants restructurings are all still very possible. 📊 My Updated Overall Assessment ❌ Is this a dodgy scam company? No. I no longer think that’s a fair characterization. They have: real assets real IP real licences real clinical work real partnerships ⚠️ Is it highly speculative? Absolutely yes. This is still: 👉 a microcap biotech-style gamble. 🔥 What Changed My View Most Honestly? The Filament acquisition. Because now there’s: actual pharmaceutical infrastructure legitimate IP regulatory pathways broader psychedelic compound exposure That gives the company: 👉 a more credible long-term strategic direction. 🎯 My Current Probability View Outcome Probability Struggles / dilution / stagnation 45% Survives and becomes niche player 35% Becomes major psychedelic biotech success 20% That’s actually slightly more bullish than I would’ve been before Filament. 📈 What Would Make Me More Bullish I’d want to see: stronger revenue growth insider buying reduced executive compensation clearer farm resolution clinical trial progression partnership with a serious pharmaceutical player That would materially improve credibility. 📉 What Would Make Me Bearish Again more dilution without progress promotional hype without execution stalled trials continued revenue weakness failure to monetize Filament assets 🧠 Final Bottom-Line Opinion My honest current feeling is: 👉 this company has evolved from a “meme psychedelic stock” into a legitimately interesting — but still risky — early-stage psychedelic biotech platform. That is a meaningful improvement. But: 👉 the market still does not trust management execution yet. And until they prove: revenue growth clinical progress shareholder discipline the stock will probably remain highly volatile and speculative.

bunnibly

AEM and AU puts have been my bread and butter lately. AGI has also been decent.

baconography

Gold miners' #1 operating cost expenditure by far is fuel (65-75%). Puts on AEM, AU, AGI, etc. is literally free money. These guys are fucked.

A55BAG

AEM at major support.

baconography

AEM puts are the gift that just keeps on giving

CMDR_Shepard96

AEM. Ya Killin me bro

Creme-Waste

AI burn-in demand changed, TRT, Sunright, AEHR, Cohu, AEM, whole sector is rerating.

ludololl

I work in a full adobe tech stack company. I don't agree with this. Adobe essentially has a monopoly on omnichannel digitally personalized tech stacks. They do front end with AEM, e-commerce with Magento/Adobe Commerce, Customer Data Platform, email/sms/push/in-app through AJO, omnichannel analytics with CJA, and an ad tech platform. There's tons of issues with what they provide, but there isn't another company competing at the same level in the same way.

kppalm

GDX is the gold mining ETF, AEM gold mining company, RGLD gold loyalty stream company. SIL silver mining ETF, HL silver mining company, WPM silver loyalty stream company

AntoniaFauci

Premium miners like AEM make money when gold is above $1100-1400. Even with some higher fuel costs, they’re still minting money.

CMDR_Shepard96

I'll probably chicken out long before then. I was down 41% at close yesterday.. My AEM March '27 230/290 bull spreads were down 29% yesterday. Everything I buy just shits itself.

CMDR_Shepard96

I've got a March 2027 AEM bull spread, 230/290. And a July '26 GLD 475/500. The first is now -30% & the second -40%. Everything I buy just shits itself lately

CMDR_Shepard96

So, I've got March '27 LEAPS on AEM, MSFT, META, TEAM.. they're all down badly. Seems like money has decided to rotate out if the tech sector, and AEM is just dumping becUse Gold has stalled. What do we think - gtfo or hold? All these companies are still stupidly profitable..

Vast_Cricket

Sold most AI stocks in 2024 got into Muni bonds for risk management and try to control hefty state income tax. \~15% total bond and fixed assets in portfolios some appreciated 15% avg growth on mini has been +3.5%. They pay 3-5% tax free(Fed & State) interest. For stability I bought gold streaming financial stocks before Taco came on board 2nd term. Knowing that character, it has stabilize volatility of total portfolio as well. Some like AEM has gained +371% following gold market also. Stock like RDDT has shunk -50% so far this year.

AntoniaFauci

The only real logic I’ve heard is people assuming extraction will cost more with fuel price surge. But leaders like AEM have all-in costs around $1100-1500 per ounce, so even if fuel goes up they’re still minting a fortune per ounce.

baconography

I'm in AGI, AEM, AU and FNV for gold, AG for silver.

AntoniaFauci

I’m not overly worried about the miners. AEM is best of breed and recently reported. They have all in costs of $1100-1400 per ounce. They can operate with nice profit as long as gold is $2000. The more above $2000 gold is, the more the windfall. They chose to operate in stable regions, providing another cushion.

2ooj

Hi folks, I hold AEM and Maple Gold Mines. AEM holds 20% of MGM so that’s why I invested into the smaller company. It’s 3$CAD per share at the moment and I was convinced by the new CEOs presentation.

Boozenooze2

personally, I will go for the biggest names as a core position both on on gold and silver (which is even more coiled than gold but riskier), in particular AEM, WPM, PAAS, AG and have a couple smaller names with higher risk reward, in particular Ross Beaty's EQX (relatively high AISC being worked on but the guy is nicknamed the broken slot machine for a reason), and VZLA, which is clearly the highest risk but has been sitting in the gutter for the last couple of weeks due to its Cartel issues. No Barrick or Newmont for me for instance as they are redundant with AEM, which is by far the best of the three.

TetonHiker

I hopped into AG and NG recently. Both hitting new highs right now but I understand the big guys are NEM, B, AEM, KGC and the like. As well as PAAS, HL, WPM, etc. You are probably right that an ETF might be reasonable for big guys and one focussed on the juniors. I just hate paying their fees, so I'll keep evaluating. Always interested in learning from others. Just starting my research. Been invested in uranium for years and it's paid off well (with much more upside to come) but I think the explosion in silver and gold miners, as they get repriced relative to the run-ups in silver and gold, is much closer at hand. Plan to get better invested for that run up shortly. Any advice on good ways to get better educated welcome!

aywwts4

Been fully ported into SA seabridge gold - it’s already a lever on gold. I’m expecting it to go parabolic with Q1 approval of a few rulings. Own 300k at the moment and the rest of my fun money is AEM and KGC who have promised a bunch of buybacks.

AntoniaFauci

I’ve comsidered taking gains so many times, but I keep seeing the fundamentals still work. AEM is best of breed. Their all in costs were recently affirmed as somewhere between $1100 and $1500. They said they can operate happily even if gold crashes to $2200. Of course even gold falls much less than that, the stocks will get pulverized anyway. But they don’t need to be. They also point out discoveries are just not happening, so the shortages will continue for the foreseeable future. And should gold collapse, it’s not like that will spur discovery.

baconography

AEM, AGI, AU, and AG have not failed. In fact, all are up to ATH after that plunge on gold and silver on Jan 29. NFA.

After-Question3165

CNQ, AEM, EQX you’re welcome

aywwts4

Took a beat today to digest the Q4 2025 gold miner reports, which is about 25% of my portfolio at this point because I'm a greedy fucker and want that sweet gold leverage. I've always had the thesis: Dividends are for boomers, the Gold Mining play is going to get crowded with rotations out of the QQQ crowd and other FOMO trades late to gold look for value. (Doesn't even mean overbought when they do, but they are already coming) Because of this I chase miners with the largest pure gains, Everyone's books are fantastic, debts paid off giant war-chests, now looking for who is investing in ***buybacks*** not boomer bait dividends. This is a massive shift, not a buy and hold for 10 year Berkshire play. Keep sizing up SA, gold was down and Seabridge went up, which tells me someone large is inside trading on key JV news or permitting approval. But for the miners, NEM announced guidance that they are going to pull less gold from the ground as prior, and B announced an end to buybacks, which tells me their leadership thinks their stock is overweight and they don't share my bull Gold thesis, so I sold 100% of those fools. KGC and AEM are who I rotated into. KGC is growing compellingly and continues buybacks (CFO said buybacks start "next week" on the Feb 18 call), AEM is doing great, both are continuing buybacks and announced a 2B buyback programs. This is just guarenteed returns on top of returns, and when gold finally does find a top, my dividends aren't cut like a public-school-pizza. In short, Dumped NEM and B, Bought SA and KGC and AEM with the money. Don't buy PM miners without signing up for COMEX margin change email newsletters, if they get fucky again DUMP EVERYTHING and rebuy at the bottom.

baconography

I moved from GLD LEAPS to a few gold miners (AU, AGI, AEM) instead, which have bounced back harder than GLD since the drop.

colrus

Precious metals equity valuations have trailed the price of the gold/silver prices. Quality miners are printing cashflow at these prices. Have to stick with management teams that respect shareholders equity and are returning excess cashflow in the form of dividends and share buybacks: Agnico Eagle ($AEM) Equinox Gold ($EQX) Pan American Silver ($PAAS) There's probably tons of other currently non-producing miners with permitted projects whose economics look extremely good with current prices, but I like the margin of safety in Skeena Resources ($SKE)

Celticsmoneyline

I like the miners, $B $AEM $KGC

TheBarnacle63

$AEM. Bought after Randgold Resources (DL: GOLD) was delisted when Barrick bought them out.

pink_ego_box

Good and silver miners finally outperforming the metals after yesterday's bullshit and $AEM results showing they are the most profitable industry in the world

pink_ego_box

At some point regards here will realize that buying gold mining companies like AEM who reported yesterday going in a year from 1B debt to 2B cash, with a 1.3B free cash flow and 73% operating margin, 2B in buybacks, a 12% increase in dividend... is better than Bag7 like google who will spend 180B on Capex only (what about Opex and salaries?) from a 130B net profit. By then MM will have bought already and y'all be left Bag7holding

AntoniaFauci

I had planned a sale for tomorrow, hoping that AEM’s results tonight would show what happens when your AISC is $900 and your budget plan is for $2000/Oz but gold goes to $5000 instead.

pink_ego_box

AEM massive Shrek dong after earnings

KaotikRush0198

Gotta get some more AEM + METC soon

x7_omega

In your situation, I would wait for gold to bottom (soon), and trade UGL, AEM, PAAS, AG and SII in some mechanical pattern, without overtrading, based on at least three years bull market ahead. Calls or stocks is a personal preference, but these ones.

AntoniaFauci

AEM reports Thursday. It has run a lot, but I can’t see why the sick numbers can’t continue. Their AISC is said to be around $1000 per oz. Their recent strategies and forecasts have been with an assumption of $2200 gold price.

Fearless_Ad_8776

Is AEM still worth it in golds bullish run rn?

FoggyFoggyFoggy

i tried indy stocks but realized if i cant be in front of a computer all day, i cant win. so i kept a couple of buy & holds for small part of portfolio: GOOGL, RY & waiting for AEM to drop a bit. i'm loaded on SOFI and it's waaaay too volatile

unknownsignal404

I put it all in agq seeing its going parabolic. Some leftover in SLV and AEM from earlier

aywwts4

The miner with the highest dividends (AEM) is the only stock I intentionally have zero exposure to. If you look 6 months or 1Y views you will see AEM for instance is only up 69% vs the rest at 130% - My theory is: We are entering hype and FOMO trade cycles, the gold news is not fringe any longer. A bunch of QQQ "Past performance guarantees future results" momentum traders are joining the chat, and they will screen out boomer dividend stocks and screen for the highest yield potential not seeing dividends masking returns. This trade is also not one of picking up small dividends over years, it's about capturing maximum potential upside in a giant monetary regime shift, and every USD is a stranded asset.

Rubiscon95

EXK, ASM, PAAS, HYMC, HL, CDE and leaps on gold majors, AEM, B, NEM

ACAD_Monkey

Since 2018, averaging down a bit, then sitting on 814%. 6% of my portfolio suddenly became 36%. Between USAS and AEM my tech stocks could harikiri and and I would still be ok.

En4cr

I have a small aoumt on AEM and ABX. Both have been doing well.

curious_skeptic

Long term holder of B, AEM, KGC & WPM

Bamboozle_

Kinross (KGC) has been incredible for me. As have AEM and NEM.

KyOatey

AEM. In since October. Had to suffer through a dip but it's doing well now.

hiphopanonomos

I cashed out my individuals like AEM B PAAS NEM and went full into GDX and GDXJ. I've had more steady gains that way and less weird days where one takes a random shit. I just bought into a .50 Jr mining company in canada but I can't talk about it here it's 200 mil market cap

grammarsalad

AEM is killing it

qsteak

The gold majors (FNV and AEM) are the safest stocks, but they are very expensive relative to the smaller mine developers. My favorite mine developer is BTG, it has had many issues the last couple of years and the stock has done poorly relative to other gold miners. It now trades at a very low valuation and I expect that it will solve many of its problems this year. Perfect set up for a nice run higher.

jons3y13

Probably a take over candidate. I have let these miners roll. I should have taken profits but until I see some sort of inventory fix and I don't see one anytime soon or I see some US fiscal sanity I will cash them out. AEM @ 40 was a great entry point. When yamana got bought it picked that up with paas @ 14. They didnt move for tears really. I just walked away and stopped looking. You are a smart trader, I am throwing a hail Mary i suppose. Vzla I am watching too, no position. They are unhedged silver miner.

x7_omega

Watched AG's CEO interview recently, a well-known guy. He mentioned this, and said he can't say a number yet for legal reasons, but it is \[some superlative\] large. Separately, Rich Rule mentioned that too, naming these AEM and PAAS. And numerically, for a high-cost producer such as AG, a price spike like silver had recently affects earnings non-linearly. Also from CEO, their AISC for silver was about $19 in 2025: with silver notionally at $40 in Q3 that makes for $21 in revenue; in Q4, for silver notionally at $60 on average, that makes for $41 in revenue. Also AG is clever with its sales, keeps silver in treasury, not only dollars, and has likely sold into a vertical spike, so if their earnings in Q4 could have been double the Q3, or better. All this does not give any number to go on, but it will definitely be an absolute blast of earnings, which is what CEO said.

gbaked

Yes I agree, in fact I previously posted my thesis on McEwen Mining as copper/gold mining play and potential acquisition target for Barrick, given the focus of gold mining majors like AEM/B/NEM on developing massive copper porphyry systems. [https://www.reddit.com/r/wallstreetbets/comments/1nnr3mg/yolo\_600k\_speculation\_on\_mux\_as\_barrick\_ma\_target/](https://www.reddit.com/r/wallstreetbets/comments/1nnr3mg/yolo_600k_speculation_on_mux_as_barrick_ma_target/)

Lost_Grand3468

*Valuation Stretched* Stock up ~ (Yahoo Finance) 138% YTD with a 35.7x earnings multiple. Average analyst price target of $51.55 implies ~4% downside, suggesting the stock is "priced to perfection" (TipRanks). P/S ratio of 4.49x near its 3-year high of 4.54x, well above industry average of 2.74x (Finimize) *Good News Already Priced In* Concerns mounting that the market has already priced in much of the good news from the $2.1 billion MAG Silver deal and higher production guidance (Weiss Ratings) With the stock trading near its 52-week high and institutional buying like North of South Capital's 444% stake increase already disclosed, fresh incremental catalysts are limited in the near term (Weiss Ratings) *Silver Price Dependency* Financial health closely tied to the price of metals on the world stage (Finimize). Silver is notoriously volatile—a mean reversion from current ~$30+ levels would compress margins significantly. Shares vulnerable to pullbacks as traders react to any disappointment in silver prices (Weiss Ratings) *Operational/Execution Risks* Business model heavily exposed to operational disruptions, cost inflation, regulatory challenges and environmental compliance in multiple jurisdictions (Weiss Ratings). Faces integration and execution risk as it manages assets at different stages of their life cycles (Weiss Ratings). Increased exploration costs have sparked discussions about potential impact on future production and profit margins (StocksToTrade). *Jurisdictional Risk* Operations across Mexico, Peru, Argentina, Bolivia—politically volatile mining jurisdictions. Permitting and social-license requirements can delay projects or restrict expansions. Mexico in particular has become increasingly hostile to mining interests. Poor Shareholder Returns Relative to Volatility. Weak dividend support—despite reasonable profitability and 11.29% ROE, shareholders not being well-compensated through dividends for the volatility they endure (Weiss Ratings). Compared with peers like Southern Copper (SCCO) and Agnico Eagle (AEM), PAAS offers similar ratings but less dividend support (Weiss Ratings). *Technical Weakness* Recent session volume of 3.77M shares well below the 90-day average of 6.57M, suggesting pullback unfolding without heavy buying support (Weiss Ratings). Stock losing ground near the top of its trading range rather than extending higher (Weiss Ratings). Bottom line: If you're bearish silver prices, see the MAG Silver integration as a "sell the news" event, or believe the ~30-35x multiple is unsustainable for a miner, PAAS has meaningful downside risk from current levels. The analyst targets clustered around $51-52 vs. recent trading near $53-55 suggest limited upside even in a constructive scenario.

PrinceZamasu

So should I dump some into AEM? Or is it risky now

x7_omega

Earnings come in February. AEM, PAAS and AG will have an absolute blast of earnings.

Silver-Ad2116

AEM is the best gold miner in the world. B lacks the quality and historical excellence. You have so much money in the gold industry, yet don’t understand why AEM has a premium. Rookie who got lucky.

goblin561

yeah AEM is comparable to B. for some reason B is lagging behind AEM. it has identical gold production, market cap and profits but B is lagging behind. could be because B doesn’t have permanent CEO yet. hoping Q4 report changes that

After-Question3165

Nice job Op. AEM looks like it’s a good spot to buy right now where it hasn’t broken back out after October like the other majors

sunnbeta

No new individual picks for me (just feeding VTI/VXUS) but I have some QS I’m gonna let ride (very small % of portfolio) Also have a gold miner (AEM) and copper (SCCO). Took profit from AEM over the last couple months, maybe too soon, but was up over 250% from my basis and seemed prudent. Still have a small amount on the table. 

hiphopanonomos

I got a lot between sil and SILJ, going to throw all my bond money into SLV. I ended up selling out of AEM and NEM due to unnecessary overlap with GDX and GDXJ etc. Wish me luck tomorrow

Ok_Currency_6390

I mean with oil so cheap and metal prices so high it's almost difficult for a miner to not make money If you are even half decent at valuing businesses and can avoid the obvious pitfalls the potential is just unbelievable Even if you think miners are doomed it's worth chucking a few bucks into at least the ETF's, the risk / reward asymmetry is just unbelievable right now For example, AEM's (Agnico Eagle) FCF is going up *faster than the stock price*. And it's up 124% on the year. That is absolutely wild

gizamo

I direct dev teams for a Fortune 500. Every time I see a company using AEM, I have to assume that their CTO just absolutely loves to burn money *after* they wipe their asses with it. Then, they inhale the smoke to get some semblance of that long, long-ago time, back when they had more than 3 functional brain cells. Similarly, Adobe Commerce is a complete mockery of what Magento once was, and it's not integrated into AEM well at all. It's like a drunken hillbilly decided to weld his old broken down trunk onto his mobile home so give himself yet another bathroom for their wipe/burn/inhale ritual.

callsonreddit

AEM -7% I’d buy if i had overnight hours lol

Profitaker1

B is outperforming NEM and AEM. The setup is better, same with P/E and growth prospects with Fourmile and maybe Riko Diq (but that's riskier). IPO of the Fourmile/North American Assets is coming. Watch out.

BagHoldersOfAmerica

Damn OK I'm in then. What about AEM? Already too popular? They are so established figured it was a safe bet

BagHoldersOfAmerica

Nice, I was going to go deep into AEM and NEM but those are good too

Terakahn

FIX, GOOGL, ALAB. If I thought it was a bullish year. I'm not convinced. So. AEM, XLU, XLV.

jons3y13

Juniors may make bigger moves. If in doubt find an index fund and look at the basket. I did that to round out my silver miners with SILJ. As far as gold miners i killed it with AEM and KGC. 40 us on aem and 7 us on kgc. NA

ninjagorilla

Ones on my watch list that I haven’t taken the plunge on: MLI (mueller industrials- makes copper plumbing materials among other things ) V (visa) ONDS (onidas- a drone manufacturer) ERIE (Erie insurances company) Djco (daily journal- Charlie mungers holding company) PGR (progressive insurance) WM (waste management ) Ones I own I’d consider more of: AEM (agnico eagle mines- Canadian gold miner) RNMBY (rheinmetall- European defense manufacturing) CVX- (chevron oil)

trentcoolyak

Wild how I went from +3 to -7, must be adobe bag holders. Adobes entire business model is predicated on images and videos being unbelievably difficult to create at professional quality. They have some revenue in website orchestration like AEM, but in large part they are tooling for professionals to create things. It’s becoming exceedingly obvious that 1- Professional experience is not longer required to create high quality images and video 2- The relative cost of image creation and video creation is already going down. Look at the video game industry, ad industry, etc. the job listings in those industries for artists have fallen off a cliff. You can argue that the subscription model they have is super sticky and that ai doesn’t 1:1 replace everything adobe can do yet, but it’s undoubtedly true that content creation is getting commoditized already and better ai / greater adoption will only make it worse so their ability to extract margins is going to massively decline over the next few years. I’ve seen many adobe fanboys try to say that adobe is going to win the ai creation competition which is 1: completely false their models are absolutely trash when even compared to Chinese open source models like seedream 2: even if it was true and they have the best models somehow, their business depends on creation being a professional skill set and having zero viable competitors (their margins are absurd).

always_going

CDE - gold and mining stock AEM IAG

Macready123

Time to rotate into the juniors imo, the mega caps may only move hard if there will be degen option plays from the masses. If you still wanna play the majors, AEM, WPM, FNV are fundamentally way better than Barrick.

Biggacheez

I have been DCAing many mineral mining stocks like HL, CDE, AEM and the like. Recently got into energy ETFs like PHO and VDE. also WM is always good to DCA in my opinion. That said, I decided to sell all my tech stock (42 NVDA and AMD, RIGHT before the AMD spike over $200=(....... But I moved a lot of that capital into my Robinhood account where I've been DCAing all those I mentioned (and some I didn't) PLUS selling options on TSLL. Been getting 10%/month on average since August so.... Can't complain yet

rayzorburns

I stand corrected thankyou for the input. I still can share some mining stocks if you’re interested with better ror than mag 7. AU GFI KGC NEM B ZIJMY AEM

sNeKbIt99

Wonder if Barrick will split up into Africa and NA components. Wonder if it does... if AEM picks up the NA assets.