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What the podcasts are saying about
NEM
In-depth coverage
13
Mentions · 7d
30
Mentions · 30d
30
Mentions · 90d
29
Episodes
Latest attributed ideas · most recent first
18 JULTHE REAL ESTATE GUYS RADIO SHOW · 03:15
Gold mining stocks offer asymmetric value catch-up
“The guest argued that gold mining stocks are historically cheap relative to physical gold and represent a high-conviction catch-up trade as institutional capital enters the sector.”
In depth · 4/5Verify in source →
18 JULMACROVOICES · 12:10
Gold miners enter a cash-flow-driven bull market
“The thesis argues that gold mining equities are entering a strong bull market as rising gold prices finally outpace production costs, leading to dramatic margin expansion and capital discipline.”
In depth · 4/5Verify in source →
18 JULTHE REAL ESTATE GUYS RADIO SHOW · 05:15
Gold mining stocks poised to outperform physical metal
“Peter Schiff argued that gold mining companies are positioned to dramatically outperform physical gold because their profit margins are expanding rapidly as gold prices rise faster than mining costs.”
Core thesis · 5/5Verify in source →
18 JULTHE GRANT WILLIAMS PODCAST · 04:30
Gold and silver miners face algorithmic mispricing
“The guest argued that algorithmic trading creates idiosyncratic downside risk in gold and silver mining equities by overreacting to short-term EPS misses.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 08:15
Gold miners turn into money printing machines
“The bull case for gold mining equities is driven by high operating leverage as gold prices rise far above their fixed extraction costs.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 11:15
Newmont dip presents low-risk technical setup
“The bull case argued is that Newmont's sharp decline to its major supportive moving average, triggered by an exogenous event, represents a low-risk, high-reward technical buying opportunity.”
Substantive discussion · 3/5Verify in source →
17 JULPALISADES GOLD RADIO · 00:15
Large-cap gold miners offer conservative dividend value
“The bull case argued for large-cap gold miners is that they are transitioning into conservative, high-yielding value plays trading at historically low ratios relative to the underlying metal.”
In depth · 4/5Verify in source →
17 JULWEALTHION - BE FINANCIALLY RESILIENT · 01:50
M&A wave coming for mid-tier gold producers
“The guest argued that major gold producers will be forced into an aggressive M&A cycle to replace declining reserves, benefiting mid-tier producers and single-asset developers.”
Core thesis · 5/5Verify in source →
17 JULCOMMODITY CULTURE · 08:40
Gold miners offer deep value on dips
“The bull case for gold mining stocks is that strong corporate earnings and high margins have created a disconnect where juniors are undervalued relative to physical gold.”
Core thesis · 5/5Verify in source →
17 JULCOMMODITY CULTURE · 03:10
Gold miners trade at deep valuation discounts
“The bull case argued for major gold miners is that they are trading at historically cheap free cash flow multiples of around 10x despite rising gold prices, presenting a significant re-rating opportunity as sentiment improves.”
In depth · 4/5Verify in source →
17 JULPALISADES GOLD RADIO · 10:05
Gold miners underperform physical gold
“The speaker expressed skepticism toward gold mining equities, noting they have historically devalued relative to the physical metal and behave in ways that defy basic logic.”
Substantive discussion · 3/5Verify in source →
17 JULPALISADES GOLD RADIO · 01:15
Gold and silver miners are steeply oversold
“The guest argued that high-quality gold and silver producers are trading at steep discounts of 40% to 50% despite a secular bull market in precious metals.”
In depth · 4/5Verify in source →
17 JULCOMMODITY CULTURE · 10:15
Gold miners offer strong sleep-well-at-night value
“The bull case argued for tier-one gold producers is that they are generating record profits at current gold prices, with lower oil prices further supporting their margins.”
Substantive discussion · 3/5Verify in source →
4 JULCOMMODITY CULTURE · 04:45
Mining equities poised for late-cycle explosion
“The speakers argued that precious metals mining equities are highly undervalued relative to their massive free cash flows, representing a late-cycle catch-up opportunity.”
In depth · 4/5Verify in source →
4 JULTHOUGHTFUL MONEY · 04:15
Gold miners undervalued despite strong cash flows
“The speakers argued that gold mining equities remain deeply undervalued and represent a compelling opportunity due to explosive free cash flow generation that has not yet been fully priced in.”
In depth · 4/5Verify in source →
4 JULPALISADES GOLD RADIO · 09:30
Newmont represents an overlooked three-bagger opportunity
“The guest argued that Newmont is poised to reach $400 to $500 per share if gold reaches and sustains a $7,000 level.”
Substantive discussion · 3/5Verify in source →
4 JULCOMMODITY CULTURE · 11:45
Mining stock disconnect presents long-term value
“The guest argued that the disconnect between record-earning gold and silver producers and their lagging stock prices is a temporary knee-jerk reaction to liquidity fears.”
Substantive discussion · 3/5Verify in source →
4 JULWEALTHION - BE FINANCIALLY RESILIENT · 02:15
Western gold under-ownership to re-rate equities
“The guest argued that Western institutional portfolios are historically under-allocated to gold, and their eventual return will drive a major re-rating of undervalued gold equities.”
In depth · 4/5Verify in source →
4 JULTHOUGHTFUL MONEY · 03:15
Silver and miners set for major breakout
“The guest argued that silver and precious metal mining equities are positioned for a major technical breakout and significant upside, potentially outperforming gold.”
Core thesis · 5/5Verify in source →
4 JULPALISADES GOLD RADIO · 09:15
Precious metal miners poised for relative breakout
“The guest argued that precious metal miners are historically undervalued relative to gold and are on the verge of a massive relative performance breakout.”
In depth · 4/5Verify in source →
4 JULCOMMODITY CULTURE · 15:45
Underinvestment forces gold mining sector consolidation
“The guest argued that gold mining companies will be forced into a wave of mergers and acquisitions to combat declining output caused by years of underinvestment in exploration.”
In depth · 4/5Verify in source →
4 JULPALISADES GOLD RADIO · 03:10
Royal Gold offers superior risk-reward over Newmont
“The guest argued that Royal Gold presents a far more attractive risk-reward profile than major producers like Newmont due to its robust margins, cheaper relative valuation, and potential S&P 500 inclusion.”
In depth · 4/5Verify in source →
4 JULCOMMODITY CULTURE · 02:00
Physical metals preferred over mining equities
“The guest argued that physical precious metals are superior to mining stocks due to rising energy input costs and counterparty risks.”
Substantive discussion · 3/5Verify in source →
4 JULPALISADES GOLD RADIO · 00:15
Gold miner ETFs mitigate company-specific risk
“The guest argued that exposure to gold and silver miners is more effectively managed through diversified ETFs rather than concentrated positions in individual junior or major mining stocks.”
Substantive discussion · 3/5Verify in source →
4 JULCOMMODITY CULTURE · 03:10
Unfavorable risk-reward for major gold producers
“The guest argued that large gold producers like Newmont and Agnico Eagle present an asymmetric downside risk at current valuations.”
In depth · 4/5Verify in source →
4 JULCOMMODITY CULTURE · 10:50
Precious metal miners trade at deep discounts
“The guest argued that major and junior gold and silver miners are trading at a fraction of their fair value due to systemic share price manipulation.”
In depth · 4/5Verify in source →
4 JULCOMMODITY CULTURE · 00:45
Gold miners present a fat pitch
“The guest argued that gold and silver mining equities represent a highly leveraged, mispriced opportunity due to a massive spread between low production costs and high spot prices.”
In depth · 4/5Verify in source →
4 JULTHOUGHTFUL MONEY · 03:40
Sovereign capital shifts to gold in ground
“The guest argued that sovereign and institutional capital is increasingly buying highly discounted gold mining companies with high-quality assets as a cheaper alternative to buying physical gold.”
In depth · 4/5Verify in source →
4 JULPALISADES GOLD RADIO · 07:35
Caution urged on beaten-down gold miners
“The guest argued that market participants should exercise caution and maintain liquidity rather than aggressively acquiring gold miners, warning that a broader stock market rollover could trigger another 50% drop in the sector.”
In depth · 4/5Verify in source →
4 JULPALISADES GOLD RADIO · 06:10
Precious metals correction offers buying opportunity
“The guest argued that the recent 25-30% correction in gold and silver is a temporary retracement and represents a strong medium-to-long-term buying opportunity.”
In depth · 4/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION