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Mining Stock Monkey Reveals the Best Gold and Royalty Stocks to Buy Now
NowPress play to follow along0:00 / 41:27
Chapters14 segments · tap to seek
ticker lesson
Breakdown
0:00lesson
Gold - Temporary Issues
- Alamos Gold down 50% from highs
- Seismic activity at Young Davidson mine
- High quality management team
- Don't make permanent decisions on temporary problems
2:04lesson
Gold vs Royalty Companies
- Royalty companies outperform gold over time
- Leverage on upside from mine expansions
- Royalty companies have downside leverage too
4:34lesson
Physical Gold vs Royalty Companies
- Value in holding physical metal
- Protection against banking collapse
- Asset protection during government asset freezes
9:13lesson
Interest Rates and Gold Price
- Fed's hawkish stance on rate hikes
- Inflation fight requires aggressive rate increases
- Higher rates make bonds more attractive than gold
14:30lesson
Gold Consolidation at $3500
- Historic bull run from $2000 to $5500
- Consolidation to $3500 seems normal
- Healthy consolidation pattern
17:05lesson
Inflation Accounting and Social Security
- Government underreports inflation
- Annual cost of living adjustments below actual inflation
- Unfunded liabilities problem solved via dishonest accounting
19:41lesson
Silver Crown Royalties Investment
- Michael Gentile bullish on Silver Crown
- 20-year investment time horizon
- Need matching investment time frame
22:04lesson
Silver Technical Analysis
- Price at $58
- Hockey stick chart pattern
- Support at $54-$50 range
- RSI divergence signals bottom
25:58lesson
Royalty Company Valuations
- Aora, Royal Gold, Elemental, Altius, Wheat and Precious Metals
- Altius trading at discount to NAV
- Elemental acquisition of Beasler royalties
- Wheaton has long mine lives
30:42lesson
Royal Gold Buying Opportunity
- Royal Gold at $200 share price
- Exceptional buying opportunity
- Potential for double in share price without gold price movement
32:56lesson
Long-term Dollar Devaluation
- Dollar lost 97-98% of purchasing power over 100 years
- Government printing money to solve liabilities
- Inflation arbitrage via cost of living adjustments
35:28lesson
Uranium - Phoenix Mine Prospects
- Phoenix mine with high IRRa and short payback
- NPV of $1.6 billion at $60-65 uranium
- Current uranium at $85
- Market cap needed for $20 stock is $20-25 billion
37:53lesson
Uranium Margin Protection
- Low cost producer with $15-20 per pound production cost
- Margins expand linearly with uranium price
- Less upside leverage than high cost producers
39:54lesson
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Informational only — this is In it to Win it’s content, decoded by Plutus. Not Paid Daily’s advice or a recommendation. The outline, timestamps, and claims are extracted from what the creator said; verify before acting.