RE: The biggest Black Swan28 Sep 2025 15:03
In the latest Clive Thompson video - at about 26 mins - PT Amman - the share price fell because the Indonesian gov't banned the exporting of copper.
When the huge economic collapse comes and the gold price rockets, countries will ban the exporting of gold and pay the miners less than the price on international exchanges. They could pay, perhaps, $2,000 per ounce or, say, $4,000 when the international price is £10,000.
Another scenario is that the miners are allowed to sell at the market price and so Fresnillo can pay a huge dividend, but the Mexican government will not let them pay dividends to foreign investors. The money has to be kept in Mexico.
This is all just supposition and speculation for debate, however it is not beyond the realm of possibility, see PT Amman above.