Member Info for henry2

Always look at the P/E ratio - the miners seem undervalued whereas SPace X is hope over rationality.

Technical analysts seem to think that gold will soon break out from its current sideways level - some say up some say down. This all seems a bit fanciful to me - a bit like astrology. That is why I am a long term holder rather than a trader.

Producer input prices rose by 7.7% in the year to April 2026, up from a revised rise of 5.3% in the year to March. from

https://www.ons.gov.uk/economy/inflationandpriceindices/bulletins/producerpriceinflation/april2026

Inflation is going to rise. Will gold

Producer input prices rose by 7.7% in the year to April 2026, up from a revised rise of 5.3% in the year to March. from

https://www.ons.gov.uk/economy/inflationandpriceindices/bulletins/producerpriceinflation/april2026

Inflation is going to rise. Will gold

Eduardo Landin interview excellent. MR is just about up to speed again. I am not sure how much to read into the comments about San Jose. The outlook over the next few years seems very positive.

Well done on buying at 5.90. Hoch does seem more volatile than many other miners - very profitable if you can get the timing right. I am just holding and hoping (waiting?) for $5000 gold.

Excellent progress in Q1. Particularily the cash positive position.

Endeavour produced healthy Q1 results at a gp of 4800 (and moved to cash positive). This trend is likely to be followed by most pm miners IMO. I am looking forward to Q2 results at Hoch (full recovery at MR???). I am trying to avoid getting bearish with all of the short term news.

Https://www.tipranks.com/news/company-announcements/hochschild-mining-posts-solid-q1-production-and-swings-to-net-cash-as-brazil-turnaround-advances

Will MR be back to near max production? If so the Q1 results should be great.

Is it feasible to make profits from gold grades which are considerably less than 1g/t au?

I agree. I would like to top up but I always seem to buy back too early. Even with inflation US interest rates may not rise.

Stock market on the way down. It is starting to look like stagflation (very good for PMs). Hold steady.

I hold equal amounts of ggp and hoc. Sotolo's comment about oil's contribution to AISC very interesting. I intend to ignore the share price etc. until after the conflict ends (hopefully soon). PM + miners will do very well in a stagflationary environment, if that is the outcome.

Excellent cash position. The take over of Centamin by Anglo has worked out extremely well.

Q4 results appear very promising. Hopefully a significant uplift tomorrow.

Very very rapid turnaround!

Please slow down gold and silver. Otherwise..

Thank you Bamps, I greatly appreciate all your comments. What makes Greatland more than just an investment for me is the underlying narrative.

Gold 4492, silver 81.2

I want daily price rises to be modest (not 6% in a day). The longer this draws out the better.

I currently hold a number of PM mining shares + PM ETFs. Is there any advantage in holding physical gold?