Inflationstsunami & Kriegswirtschaft bis 2029 - Silber, Platin & Goldminen als "Call-Option" auf Gold?

https://www.goldseiten.de/artikel/652481--Inflationstsunami-und-Kriegswirtschaft-bis-2029---Silber-Platin-und-Goldminen-als-Call-Option-auf-Gold.html

Mining Billionaires Watchlist Update

A breakdown of what mining legends like Warke, Giustra, Friedland & the Lundins are holding — and how their picks are performing in 2025:

SmallCapInvestor (@num8ersguy) auf X

Mining Billionaires Watchlist Update A breakdown of what mining legends like Warke, Giustra, Friedland & the Lundins are holding — and how their picks are…

x.com

Sprott Inc. (“Sprott” or the “Company”) (NYSE/TSX: SII) announced today that its Board of Directors has declared a first quarter 2025 dividend of US$0.30 per common share, payable on June 4, 2025 to shareholders of record at the close of business on May 20, 2025.

Sprott Inc. Declares First Quarter 2025 Dividend | Sprott

Sprott Announces First Quarter 2025 Results

Sprott Announces First Quarter 2025 Results | Sprott

Management commentary

"Sprott’s Assets Under Management (“AUM”) ended the first quarter of 2025 at $35.1 billion, up 11% from $31.5 billion as at December 31, 2024," said Whitney George, Chief Executive Officer of Sprott. "Our AUM growth during the quarter was driven by surging gold prices and strong inflows to our physical gold and silver strategies. During the first three months of the year, we benefited from over $3.1 billion of market value appreciation. We also delivered approximately $407 million of net flows. Subsequent to quarter-end, we generated another $816 million of net flows, primarily into our flagship Sprott Physical Gold Trust and benefited from $629 million of market value appreciation, bringing our AUM to $36.5 billion as at May 2, 2025, up 4% from March 31, 2025".

"While financial markets have been volatile in 2025, at Sprott we are fortunate to be extremely well positioned with an asset base divided between precious metals and critical materials. We have a balanced product suite that offers both safe havens and growth opportunities – all of which offer some inflation protection. We are in a strong position to create value for our clients and shareholders in any environment," continued Mr. George.

Zitat von Sorgenfrei

https://www.newsfilecorp.com/release/252887

QRC invested US$20 million in an Adriatic convertible debenture in December 2020. The debenture was converted into common shares of ADT in February 2024 at a share price of A$2.7976 and the Company has remained one of ADT's largest shareholders since then.

https://mjgcapital.com/wp-content/uploads/2025/07/July-2025.pdf

https://www.hydracapital.ca/2025/07/17/the-waiting/

O.T.

Inside July's Buys: Silver Surges & Royalty Paydays, by @JamesKwantes

by James KwantesPublished first at Patreon

ceo.ca

Queen's Road Capital Provides Update on Portfolio

Hong Kong, Hong Kong--(Newsfile Corp. - September 16, 2025) - Queen's Road Capital Investment Ltd. (TSX: QRC) (the "Company" or...

www.newsfilecorp.com

Additional US$20 million Investment in Moxico

QRC is pleased to announce it has completed an additional US$20 million convertible debenture investment in Moxico Resources plc ("Moxico"). The convertible debenture carries the same terms as the July 2024 debenture. QRC now holds US$70 million in Moxico convertible debentures which carry an 11.0% coupon and is convertible into Moxico common shares at a price of GBP0.90.

Moxico's flagship asset is the Mimbula copper mine in Zambia. Mimbula is expected to be producing at annual rate of 36,000 tonnes per annum by year end following completion of the new solvent extraction plant. Mimbula is undergoing a staged expansion to 58,000 tonnes per annum with completion expected by end of 2026.

Completion of Adriatic Metals Takeover

In December 2020, QRC invested US$20 million in an Adriatic Metals plc ("Adriatic") debenture that was convertible into Adriatic Metals common shares at a price of A$2.7976. On June 13, 2025, Adriatic entered into an agreement with Dundee Precious Metals Inc. ("Dundee") whereby Dundee would acquire all the shares of Adriatic. The transaction closed on September 3, 2025. Based on the current Dundee share price, the offer is currently worth A$7.04 per Adriatic share and up to A$7.89 per share if QRC is granted full allocation under the mix-and-match facility.

Conversion of IsoEnergy Debenture

In August 2020, QRC invested US$6 million in an IsoEnergy Ltd. ("IsoEnergy") debenture that was convertible into IsoEnergy common shares at a price of C$3.52. On August 1, 2025, QRC completed the conversion of the debenture into common shares ahead of the maturity of the debenture. IsoEnergy shares are currently trading at C$12.46 per share.

QRC currently holds a US$223 million convertible debenture portfolio earning an average 9.7% coupon as well as a US$130 million equity investment portfolio. 75% of the convertible debenture portfolio is in the money at current investee share prices. With its net asset value at an all-time high, annual interest income of US$22 million and a growing dividend, Queen's Road is well positioned for its next phase of growth.

Horizon Kinetics Q3 2025 Commentary

https://horizonkinetics.com/app/uploads/Horizon-Kinetics-Q3-2025-Commentary-Final.pdf

Aktienmärkte brechen real - in Gold bewertet - ihren 45-jährigen Aufwärtstrend! Finanz- & Geopolitisches Chaos ("Inflations- & Kriegstsunami") ante portas?

Aktienmärkte brechen real - in Gold bewertet - ihren 45-jährigen Aufwärtstrend! Finanz- & Geopolitisches Chaos ("Inflations- & Kriegstsunami") ante portas?

Sprott Announces Third Quarter 2025 Results

Sprott Announces Third Quarter 2025 Results | Sprott

Management commentary

"Sprott’s Assets Under Management (“AUM”) were $49.1 billion as at September 30, 2025, up 23% from $40 billion as at June 30, 2025 and up 56% from $31.5 billion as at December 31, 2024," said Whitney George, Chief Executive Officer of Sprott. "During the quarter and on a year-to-date basis our AUM has benefited from market value appreciation across our product suite, driven by rising precious metals prices and strong performance in our managed equities segment. We also reported $1.1 billion in net sales during the quarter and $2.7 billion on a year-to-date basis, concentrated largely in our physical trusts. September was the best sales month in company history, with $879 million of inflows spread across 20 different investment strategies. Subsequent to quarter- end, as of October 31, 2025, net sales for the first ten months of the year were $3.5 billion."

"Earlier this year, we expanded our ETF offerings with the launch of three new ETFs that capitalize on the expertise of our investment team, including two active ETFs. We are very pleased with the reception these new strategies have received as they delivered strong performance while reaching key AUM thresholds more quickly than any of our prior ETF launches," continued Mr. George. "Since 2022, our ETF AUM has grown from less than $400 million to more than $4.5 billion."

"Given the strength of our financial results and our confidence in Sprott’s future, with our core positioning in precious metals and critical materials investments, our Board has declared a third quarter dividend of $0.40 per share, an increase of 33%," concluded Mr. George. “We also strengthened our executive team with the appointments of Ryan McIntyre as President and Kevin Hibbert and Arthur Einav as Co-Chief Operating Officers of Sprott.”

Queen's Road Capital Announces US$115 Million After-Tax Earnings for Fiscal Year 2025

Hong Kong, Hong Kong--(Newsfile Corp. - November 17, 2025) - Queen's Road Capital Investment Ltd. (TSX: QRC) (the "Company" or...

www.newsfilecorp.com

Queen's Road Capital Investment Ltd. (TSX: QRC) (the "Company" or "QRC") is pleased to announce it has recorded after-tax earnings of US$115 million or C$3.25 per share for the fiscal year ended August 31, 2025, representing a Price-to-Earnings ratio of 2.4x at August 31, 2025.

QRC ended the year with a US$213 million portfolio of convertible debentures as well as US$130+ million of highly liquid equity investments. Today, the convertible debenture portfolio is at US$223 million and earns a coupon of 9.7%, generating approximately US$22 million of annual interest income. The Company also ended the 2025 fiscal year with an all-time high month-end net asset value ("NAV") and a near record low price-to-NAV multiple.

Warren Gilman, Chairman & CEO, stated: "After a record 2025 fiscal year, 2026 is off to a strong start with uranium, copper and gold equities in high demand. Our portfolio's current commodity exposure is approximately 50% uranium, 25% copper and 25% precious metals, a mix which should see further gains for Queen's Road shareholders in the future."

Queen's Road Capital Announces Continuation of the NCIB

Hong Kong, Hong Kong--(Newsfile Corp. - November 20, 2025) - Queen's Road Capital Investment Ltd. (TSX: QRC) (the "Company" or...

www.newsfilecorp.com

Queen's Road Capital Investment Ltd. (TSX: QRC) (the "Company" or "QRC") is pleased to announce that the Board of Directors of the Company has approved the continuation of the Company's normal course issuer bid for a further period of 12 months (the "2025 NCIB"). The Company's notice to commence the 2025 NCIB has been approved by the Toronto Stock Exchange (the "TSX").

The Company intends to purchase up to 1,760,000 common shares of the Company ("Common Shares") under the 2025 NCIB, representing approximately 3.45% of the Company's 51,045,547 issued and outstanding Common Shares as of November 13, 2025. Any shares purchased under the 2025 NCIB will be cancelled and returned to treasury. Purchases under the 2025 NCIB will be made through the facilities of the TSX and alternative trading systems in Canada. The NCIB enables the Company to repurchase its Common Shares for cancellation when the market price of its Common Shares may not fully reflect the underlying value of the Company's business and future prospects.