Gold Silver Miners Rush

Gold Futures Snapshot

• COMEX Oct'26 Volatility: Gold COMEX Oct'26 opened at 4,857.40, hit a high of 4,886.00 and low of 4,832.00, with previous...

Balance sheet boost: Slashed $3.4B debt for $2.1B net cash position, enabling $3.4B shareholder returns and 4% dividend hike to $0.26.

-Production...

• Portfolio up 25% past year, far exceeding expectations
• Gold rallies 50% in sterling, now ~2% overweight vs 10% target (SGLN)
• Energy +58%, EM +42%, Japan +38%; bonds flat
• Full rebalance to targets; swap longer bonds for TIPS/cash amid inflation risks

Key platinum COT highlights signaling rising bullish bets:

• Specs up 1,701 contracts to +18K net—most bullish in 13 weeks, 7th rise in 8 weeks
  -...

Oct'26 Gold COMEX (@GC.5) opened at $4,857, hit a high of $4,886 and low of $4,832, down from prev close $4,891. Long-dated volatility rages post-highs.

Operation 100K highlights accelerating 2026 mining changes:

• Gold consolidation: G Mining Ventures' $3B acquisition of G2 Goldfields creates a Tier-1...

Gold Futures Positioning

• 🔥 CFTC Net Long Decline: The CFTC reported a decrease in speculative net long positions in COMEX gold futures for the...

• CFTC Positioning: Speculative net long positions in COMEX gold futures decreased for week ending April 7.
• Barchart Gold Mini: Latest prices,...

Precious metals eye continued gains post-weekly highs:

• Gold spot at $4,762/oz (+2% wk), futures $4,787; key $5,000 level next if buyers hold
  -...

Major trader steps up: Trafigura provides $65M debt financing and 700,000 oz gold doré offtake for Heath Goldfields' Bogoso–Prestea oxide ore restart,...

China's potential sulphuric acid export ban next month hits copper mining hard—key for silver's 70% byproduct supply.

• China supplied 4.6M tonnes in...

Precious Metals Price Action

• 🔥 Comex Gold Surge: Comex gold futures surged $25 per ounce to an intraday high of $4,802 amid US-Iran ceasefire...

• Gold futures jumped $25/oz to $4,802 intraday high on ceasefire hopes.
• Pared gains amid Iranian claims of violations and Strait of Hormuz...

Midas Discovery (MIDSX), a top gold miners fund, gained 196% in 2025 and 11.5% YTD 2026 thru March amid rising gold prices.

• Gold boosts miners via...

Newmont (NEM) Value Signals

• 🔥 Zacks Strong Value Stock: Zacks.com highlights Newmont Corporation (NEM) as a strong value stock based on its...

Bullish signals building for Newmont (NEM):

• Institutional buying spree: Firms like Simplicity Wealth (+14.32%, 1,559 shares), Sowell (+10.71%), and...

Strategic reversal: Barrick pursues M&A while retreating from riskier Africa/Asia after a decade of expansion, per Chairman Thornton post-CEO swap and...

Price Surges

• 🔥 Silver Spot: Silver spot price reached $77.52, up $3.92 or 5.33%.
• 🔥 Gold Futures: Gold futures rose to $4,817.10, up 3.44%,...

• Price jumps: Gold futures open $4835 (+3.2%), hit $4864; silver to $77+ (+6-7%) on Trump’s 2-week truce reopening Strait of Hormuz.
• Key driver:...

• Gold front month hits $4,817.10 +3.44% (+$160) from $4,657.10 settlement; day range $4,760-$4,851
• Silver spot $77.52 +5.33% (+$3.92); low $72.96,...