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YOLO $600k+ speculation on MUX as Barrick M&A target
Top stocks hitting 52-Week Highs/Lows - September 2, 2025 📈 📉
Portfolio shuffle, all in into gold!!
With inflation running, interest rates hike, covid lockdowns, a war & possible recession where would you invest?
A compelling case for a $GROY short squeeze - just getting started!
My transition to inflation gains. Where the puck is going.
Early DD. Beat the crowd for June FOMC. Fck $QQQ. Fck $GLD.
Play with the commodity super cycle: let us find miners!
Mentions
I used to trade a good bit last year but was out of the market until a few days ago. My main goal for investing at the moment is short-term growth thats somewhat stable. VOO - 25% DXJ - 19% VLUE - 17% XBI - 17% FSLR - 8% DG - 7% FNV - 7%
I am fully aware of all my stocks and have researched them extensively. If I just looked at PE multiple I would have missed massive gains. But also please note when I said I am only accumulating VST, CEG, FNV, WPM, and RGLD right now. The rest I accumulated over the last year. Their current multiples is one of the reasons. On the gold question, the short answer is financial repression keeps interest rates below inflation, causing a negative real rate of return. This debases the currency and gold goes parabolic relative to that currency. The last time the US implemented financial repression was post WW2 and gold went 1700% relative to the dollar. For the long answer, ask your favorite AI.
Lots of people can't hold physical in their tax deferred accounts. That said paper gold has no yield and doesn't compound, not to mention the counter party risk. Miners face operating risk, labor risk, diesel costs and environmental liabilities. The winner here is the royalty model. No mines, no operating risks, no strikes, diesel or cleanup. Franco Nevada, FNV. 432 royalty assets world wide, debt free. Gold up? Royalty revenue up. Gold down? Royalty revenue falls less than mining revenue since it's a top line claim. Just buy it and let it compound. Don't worry if it's up or down. Problem solved
I bought FNV. Earnings and balance sheet are ridiculously strong and I don’t think this precious metals/commodity super cycle is going anywhere any time soon.
Your patience will be rewarded. Just don't all in, always diversify. And play gold through compounding proxies like FNV and WPM rather than straight gold.
Was in a lot of silver, gold and copper earlier this year. Exited everything except FNV which has earnings tomorrow…you? Still have a couple months left til expiry, so thinking they could have a nice comeback…
20% of DXYZ is in Anthropic and SpaxeX, both of which have 2-3x'ed since the time DXYZ FNV was $25 (assuming a 2T IPO for SpaceX) Another \~5% in databricks I can see DXYZ being valued at $35-40 assuming SpaceX and Anthropic IPO this year. But it is trading at $65+ Does anyone have any arguments for why it should be trading at $65+?
My big bet for next week is FNV. Tuesday earnings, but do that with what you will. Good luck out there.
There are some etfs of stocks designed to perform well during high inflation, like INFL and FCPI. Focus on companies with pricing power that can weather inflation, or companies that own physical assets. Persistent inflation will trigger higher interest rates. You might look at companies that benefit from that. Lenders, banks, and bdcs. The financial sector has underperformed for a while now, might get some time in the sun with rate hikes. Some politicians have been buying bank stocks as well if you follow that. Commodity prices rise when the dollar declines, so many stocks related to them tend to outperform. Gold and silver are the obvious choices, but steel, aluminum, potash, copper, fertilizer, oil, etc will benefit. I'mnot going into detail on PMs or energy stocks as they should be covered elsewhere. If you've been burned or are hesitant to jump into precious metals and miners lately, the invesco commodities etf, DBC, holds futures in 14 different commodities and has done pretty well over the last year. Some other ways to play commodities that might not be on your radar: 1. Shipping freight, BWET tracks tanker futures or wet freight. It has performed spectacularly since the war. I am kicking myself for not getting into this 3 months ago. Up over 800% ytd, and no slowing as long as the strait is closed. The bottom might fall out when it reopens though, so dont forget your stop loss, or sell a call/buy a put (options market is weak AF though so caution there as well) 2. If you like gold and miners but gas prices and geopolitics have you worried about their margins, you might consider streaming companies like Wheaton, WPM, they provide financing to miners in exchange for guaranteed future output from them at rock bottom prices. They profit when commodities are high even if the miners are struggling to break even. They have been beaten up lately as gold prices have fallen, possible buying opportunity? Google "metal streamers", theres a few larger ones and several report earnings next week. For broader exposure, some PM etfs that include streamers are GBUG, GOAU, and METL. Hopefully I've given you somethings to think about! Do your research, I'm not a financial advisor and this is not financial advice, just answering a very good question. I have written WAY more than I intended so my apologies if you're still with me this far. Happy hunting! TL;DR Inflation resistant etfs: INFL, FCPI Discount retail, home goods, auto parts Financials, BDCs, some REITS for higher interest rates Commodities etfs: DBC, BWET, Precious metal streamers, WPM, FNV, RGLD, TFPM, OR PMS ETFS: GBUG, METL, GOAU
I prefer gold royalty companies to avoid the collectibles tax on the metal itself. FNV and WPM are the two I’ve been using mostly. RGLD is another one, but is slightly smaller.
FNV call at 10am. I wonder what all these gold miners are gonna do with their profits hmm lol
FNV is free money. Crushed earnings and no movement get in while you can your welcome
FNV nice quarter. Give it to me baby
I’ve been sitting in FNV, WPM, & RGLD for a bit and have no intention of selling anytime soon.
I mean FNV gotta be up, right? Puts, or whatever.
USLM. Any of the metal streaming companies (FNV, WPM, etc ). Airports (OMAB, CAAP).
I'm in AGI, AEM, AU and FNV for gold, AG for silver.
You could also add TOU and FNV as well, but I'm with you on these
IAUX is a great play. They already have production and now have the path to keep ramping up. Unlike HYMC this stock actually has real legs. Having FNV and the banks backing them is a huge vote of confidence.
Your picks lean heavily toward capital-light, pricing-power businesses, which makes sense for a long term compounding strategy. My only question is whether you’re comfortable with the commodity exposure via FNV/WPM.
I’m in FNV which is mining royalties and WPM. I’m also in SILJ
Hoping in ERO calls tomorrow. Looking to see if AMZN drops for a good entry for LEAPS. Adding to FNV. Looking for entry to LMT.
I have FNV to ride the gold trend. Geopolitical instability is here to stay
So FNV, B2gold, Augo and Aem ? Any others ? Im new to gold stocks and know basicly nothing about these since im in to tech and defence stocks
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.
Looking at their quarterly revenue and quarterly earnings growth (negative) it looks like a dog. Compare it to my largest portfolio holding Franco-Nevada (FNV) which is also a precious metals royalty company and look at the difference in quarterly revenue and earnings growth and it looks like Empress is doing really really bad.
High luck FNV playthrough with naughty nightwear to break the Strip casinos on Blackjack
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.
Can someone legit tell me why $FNV and $RGLD have lagged so much compared to gold? Their business model is so clean, their revenue is almost purely dependent on the price of gold (almost zero margin, very low fixed cost per ounce). They seem greatly undervalued if you assume that gold will stay above $3000-4000 per oz, which I think is highly likely in the medium term.
Franco Nevada $FNV is still priced where it was when gold was $2,600/oz. Seems extremely undervalued. What am I missing?
CEF and SGOL are gold. GLD is more paper gold. I like GDXY for gold exposure plus yield. The gold royalty companies are great FNV WPM etc.
If you buy gold R&S companies right now (FNV, RGLD, WPM) it's like buying gold at a 40% discount. Good medium term move if you want to buy the gold dip. Position: 10% of my risk capital in leaps on FNV and RGLD, will be averaging down.
Bless my GOOG and GAP calls that are bailing out my poor decisions with FNV and RGLD
Look to the gold and silver royalty companies like FNV WPM MTA OR etc. you get exposure to precious metals and some income in the meantime. PSLV for a liquid silver exposure.
I think there are about 6 viable / fair / value stocks this earnings week https://imgur.com/a/u5KeMwe IHS FNV B CAH CSCO PNNT
Gold, silver, and real estate are the hedges for a weak dollar. Bitcoin is another form of fiat money. Not backed by any real thing, just by consensus of users. I like the gold royalty companies like $FNV $WPM etc for gold/silver exposure.
Silver and gold bullion in your possession. Gold/silver royalty companies like $ FNV $WPM $MTA etc. $GDX etf for trading. $NAK for speculators
Gold royalty companies like $FNV $WPM $MTA etc.
Anyone look into Altius minerals (ATUSF)? They do streaming rights (similar to FNV) so it's a royalty play. However, they aren't focused on gold but on other mineral projects such as copper, cobalt, nickel, potash, etc. I can't find any other company that operates in that niche, but it seems like an interesting play on falling dollar/commodity super cycles.
$GDX for trading. $CEF for holding long term I like the gold royalty companies for long term hold, you get exposure to gold plus some interest income. Look at $FNV and $WPM for examples
Gold is considered an inflation hedge, when interest rates go higher gold usually goes lower due to the fact that gold does not pay a dividend or interest. It’s also a safe haven investment, so when there is turmoil and uncertainty in the market money moves into gold. I like holding the gold royalty companies like FNV, WPM, etc. you get exposure to gold and they pay dividends, which get higher with higher gold prices. I trade the GDX for quick in and out moves.
Love it! I am in FNV - took a huge hit today, still up 5% and not selling, since we'll be adding 5T in debt soon. This is just unsustainable...
FNV calls for earnings on 5/8
Gold miners- AU FNV AEM AGI GDX EGO GFI
I already live in California, and we seem to be moving away [from the rest of the US, so I guess this my life soon?](https://static.wikia.nocookie.net/fallout/images/6/67/FNV_NCR_Flag.png/revision/latest?cb=20220703110324)
I sold my gold stocks except $FNV and $FQVLF which are both doing quite well. Now that we hit 3k I expect a retracement back to 2750/2850 and even though gold companies are doing fine in that range gold stocks have followed gold lately so I got out of most but intend to rebuy.
Gold @ ATHs... get your GROY & FNV royalties before the rich buy it all.
Stocks that held up when the S&P dropped below 200dma and 5dma also held up over the last week while the market tanked, $FNV, $CRVO, $MO, $STRW, $GLD, $TW
Bought FNV calls because it’s Canadian.
# **TLDR** --- **Ticker:** GOLD, AEM, FNV, NEM, CGAU, KGC **Direction:** Up **Prognosis:** Buy gold mining stocks; they're undervalued, increasing production, and sitting on cash. **Author's Portfolio Performance (From Image):** Mostly Green, with AEM and KGC being significant winners.
FNV is especially interesting because they have rights to stream a major mine in Panama that is ready to go but shut down by the government. They've already wrote it off as a loss on their books but with the Panamanian economy declining and pressure from the US there is increased talks of reopening.
I like the gold/silver royalty companies. Look at FNV, WPM, OR, etc.
Okay, so I gotta ask. Why FNV? Their royalty agreements nets them only approximately 1-2% of production per site if I recall. Out of everything else you posted, this just seems so out of place. Since you're balls deep in miners, this is like throwing money into a savings account compared to everything else you have. If producing operations are truly where it is at, it seems more logical to just put money into miners that have both developing and producing sites, ignore all the dora the explorers, and ignore the royalty collectors.
I'm in FCX (gold/copper miner), AEM (gold miner), and FNV (gold royalties/streaming). I'm hoping that covers me.
Mining moves in bust and boom cycles, you primarily have to understand the cycles for each specific resource. And mining is generally a play for long term investors not wsb degens. Some of the companies here in your list are really struggling (e.g VALE, FNV, SAND) and are clearly undervalued, so you are buying the dip. But this could easily be a 5-10yr dip and they haven't hit the bottom yet
VST, TEM, AVGO, FNV, GOLD, and BABA get kisses from daddy today
I'm okay with GDX/GDXJ underperforming relative to gold as long as the financial statements demonstrate a consistent dedication to streamlining operations, reducing AISC, fleshing out exploration projects, and building up their cash base. The market always ignores miners until they become too attractive to resist. My disappointment is that the largest companies are dropping the ball in these areas, and the juniors - the subsector infamous for incinerating capital with no return - are making necessary changes to adapt sustainable cost structures. If NEM, FNV, etc. can't get the basics nailed down, why should anyone buy them with their bloated valuations?
As you can see, there are still some appealing deals but most of gold's future gains has already been priced in. This is the byproduct of investors crowding into the big names prior to 2024 only to crowd in more once the metal started soaring. People might talk about AAPL and NVDA being overpriced, but they have nothing on NEM or FNV. Now compare these to some of the smaller royalty companies and junior miners. |Name|Market Cap|P/E|EPS (FY24)|EPS (FY25)|EPS (I-DCF)|Disparity| |:-|:-|:-|:-|:-|:-|:-| |Altius|865|11.8|0.96|0.93|0.41|0.52| |EMX Royalty|212|13.5|0.06|N/A|0.06|0| |Endeavor|5,549|9.3|1.78|3.38|1.85|1.48| |Lundin|5,710|14.5|1.07|N/A|1.04|0.03| |Mayfair|150|5.7|0.30|0.40|0.12|0.28| |Minera Alamos|122|4.4|0.07|N/A|0.02|0.05| |Royal|9,206|17.6|4.44|6.44|0.13|6.31| |Sandstorm|1,731|23.9|0.09|0.26|0.45|\-0.19| |Thor Explorations|120|2.0|0.12|0.19|0.03|0.16| |Wesdome|1,360|15.7|0.70|1.06|0.90|0.16|
As you can see, there are still some appealing deals but most of gold's future gains has already been priced in. This is the byproduct of investors crowding into the big names prior to 2024 only to crowd in more once the metal started soaring. People might talk about AAPL and NVDA being overpriced, but they have nothing on NEM or FNV. Now compare these to some of the smaller royalty companies and junior miners. |Name|Market Cap|P/E|EPS (FY24)|EPS (FY25)|EPS (I-DCF)|Disparity| |:-|:-|:-|:-|:-|:-|:-| |Altius|865|11.8|0.96|0.93|0.41|0.52| |EMX Royalty|212|13.5|0.06|N/A|0.06|0| |Endeavor|5,549|9.3|1.78|3.38|1.85|1.48| |Lundin|5,710|14.5|1.07|N/A|1.04|0.03| |Mayfair|150|5.7|0.30|0.40|0.12|0.28| |Minera Alamos|122|4.4|0.07|N/A|0.02|0.05| |Royal|9,206|17.6|4.44|6.44|0.13|6.31| |Sandstorm|1,731|23.9|0.09|0.26|0.45|\-0.19| |Thor Explorations|120|2.0|0.12|0.19|0.03|0.16| |Wesdome|1,360|15.7|0.70|1.06|0.90|0.16|
I had a lot of NEM leaps that I rotated into FNV and GOLD https://www.reddit.com/r/wallstreetbets/comments/1g59xiu/nem_leaps_printed/?utm_medium=android_app&utm_source=share
> It's an interesting point. For what it's worth, I don't think of FNV as a deal, per say. Just a really solid longer-term company that's got a few potential catalysts. I guess my stance is based on the question, "*Why buy a gold stock over holding physical gold?*" The metal has no counterparty risk and no exogenous threats can depreciate its value. You'll never have a Victoria Gold situation where your investment is wiped out by one bad day or a legal decision in its jurisdiction. Since gold as an asset fluctuates so violently throughout the decades, the companies are not stable long-term investments. The big ones have regularly lost 70%-90% of their stock value at the nadir of cycles and stayed there for years. There are two main justifications: * Arbitrage between the current price and its current worth/future potential. According to whatever personal thesis you have regarding gold's future price, the disparity should widen appropriately. At heart it's value investing. * The passive leverage inherent in a gold company's operations. For the right companies, a 20% rise in gold's value can result in 3x profit margins and 4x FCF. With that philosophy, you're treating it as a growth company. With the exception of Agnico Eagle and Northern Star, the big companies don't fit the GARP profile and they're way too expensive to be value plays. > However, most of those have run by the looks of their charts. Still not badly priced though.... RGLD is around 16x P/E with a projected 50% EPS increase next year. With its main projects coming online, SAND's EPS will triple in 2025 and compress the multiple down to 8-9x. I think they have a lot of room to run, and they're not even the best in their field.
It's an interesting point. For what it's worth, I don't think of FNV as a deal, per say. Just a really solid longer term company that's got a few potential catalysts. However, thanks for pointing me towards some of the smaller names. I'll look into those, possibly to swap out the position if I'm really interested. However, most of those have run by the looks of their charts. Still not badly priced though....
My skepticism comes more from how surprisingly poor the major gold companies' fundamentals are compared to the mid-tier and junior miners. I did a fairly extensive inspection of the sector back in September, running their balance sheets through the CPA database I've brought up a few times here. If there's one thing I learned as a buy-side analyst, it's you can't trust the company balance sheet as presented. Not only are the likes of FNV, KGC, GOLD, WPM, NEM, etc. overpriced compared to smaller companies along several valuation metrics, but they're also less efficient in asset usage and have weaker earnings projections (YoY percentage wise) as well. The high premium they demand for margin of safety doesn't seem worthwhile when that's the *only* thing being priced in.
Yeah, there's something to be said for small names, and I like them too. FNV is the safer name, imo. Less upside, but it's tried and true. They've proven to be really good at what they do. For what it's worth, I have several smaller royalty names I'm also watching. Like I mentioned, backwards looking earnings are somewhat misleading on FNV as they had a monumental disruption to their business when cobre Panama closed...it was around 25% of their revenue. So yeah, they're still normalizing from that.
Yeah, but a competitor like Royal Gold or Sandstorm has meaningful growth prospects with much lower valuations. FNV has been consolidating for 4 years with no significant earnings growth, yet it's trading at 50 P/E (its real value, not the GAAP estimate).
I did hear that episode, though it's been really high on my to buy list for awhile now. I actually listened to that episode specifically for the FNV take, which is similar to mine.
Royalty streams are an excellent way to play gold. I'd like FNV a lot more if it wasn't wildly overpriced while GDX/gold and HUI/S&P are still at historically low levels.
Got into FNV this morning. Absolutely phenomenal royalty and streaming company. I don't think the market has given it any credit for the rise in gold prices, and they have an outside shot at Cobre Panama reopening.... And if none of those play out, I'm happy to just let it do its thing and build it's portfolio of mineral rights.
I've seriously dialed back my commodity names. I find them very hard to predict because the supply/demand dance can be a bit mysterious. There's a shortage, but there's not...no idea. I think there's great names in the commodity sector that are less volatile as they focus more on royalty streams. FNV, TPL, NRP, LB are a few. I'd love to add exposure there.
In light of a nice move by materials from China stimulus today .. I'm still very interested in FNV. They're a streamer, not a miner so there is a lot less volatility there (though also less upside). Also, they got decimated by the shit down of one of their streams, the Cobre Panama mine, which was nearly 20% of their business. However, that's now priced in. So they are a company that has fantastic margins, can generally compound at a mid teens rate, and had the added upside potential of Cobre Panama coming back online. Interesting play.
Anyone into FNV? They're a gold/materials streaming company. Super high margins and lower volatility than miners. Stock has been a dog lately due to problems at a mine in Panama that they get royalties from.... however it's been an awesome comp long term.
Yeah P/E’s are quite high for many of them. Not sure myself - got a very small amount of FNV on a pullback and VOXR before it jumped.
It’s a good idea to have a few silver and gold coins for insurance and as heirlooms. It’s good to have a little inflation protection in your portfolio. I like the gold and silver royalty companies in my portfolio. They give me exposure to another asset class and pay dividends. Look at WPM FNV OR etc.
I'm full porting into 3.5x leverage FNV, I'll see where it took me in a year as the fed cuts
That FNV call was a work of art
Based on WSB activity: Buy FNV, SOXS, CLOV, GOOG, ASTS, INTC
Fallout New Vegas FNV calls you say?
Buying Franco Nevada calls when the company is still recovering from its Cobre Panama loss… a true regard. Zero DD but dares to buy calls. Btw FNV is a good buy at this prices. Just don’t be a regard trying to time the market.
That’s what you get when you buy stuff like FNV! WTF is FNV??
"Truth is, the game was rigged from the start" -FNV
Investing in FNV because roaming the Mojave almost makes you wish for a nuclear winter 🐂🐂🐂
Look at the royalty companies like FNV and WPM. You get exposure to gold while getting some income. SAND and MTA more risky. OR is another one. $GDX is the only gold etf worth looking at.
My FNV calls hanging in there
I like SVOL during these volatile times. When markets bottom yield will drop. But in the meantime it’s a fair play. Long gold/silver royalty companies like FNV and WPM. I’d sell some very long term leaps on the QQQ to play downside.
I’ve been on this sub for a minute and goddamn this new era of FNV wannabe ber bool shit is cringe Play the fucking market
So with gold up some miners haven't moved much or struggled and then you see with their earnings okay in inflationary environment you have pretty significant input costs... fuel costs, employment costs, the global situation on edge for foreign mines etc. That makes sense, even with gold So high the benefits to these miners can become a bit of a wash and that makes sense. But then I was thinking what about gold royalty/streamers. I just dont know enough about some of these companies (rgld being one of the only ones I've invested in on and off over the years) to figure if they benefit much more significantly in this type of environment then say miners would. Not really looking for answers or anything just something I've been interested and looking at and learning more about an aspect of the gold industry. I'm thinking there's definitely something of value there looking at FNV earnings (though they did have one blackeye on the report from the cobre issue) but at the same time I just dont see them moving much outside of with gold price itself and miners looking through data and charts. Thats my pondering for the weekend. Don't know if anyone else looking at aspects of gold outside of directly owning gold or miners.
https://static.wikia.nocookie.net/fallout/images/c/c9/Benny_FNV.jpg/revision/latest?cb=20190829161352
My FNV 135’s are going to be like 3$ come Friday.
FNV 135’s are 10 baggers gents
China buying gold. Pump FNV
Gold: FNV 135c 5/19 you’re welcome regards
Here you go regard COIN 185p 4/26, cvna 64p 4/26, mstr 1050p 4/26, FNV 135c 5/19, ABNB 152.5p, snow 140p 4/26,SNAP 18c 4/26,NFLX 510p 5/3