Gold Surged to $4,000, But Mining Valuations Remained Steady: 3 Key Stocks to Explore
Current Market Dynamics: Despite gold miners experiencing significant price increases, with GDX and GDXJ doubling in value, approximately $5 billion has exited mining ETFs, indicating a lack of confidence among investors and suggesting that the mining sector is under-owned rather than overcrowded.
Central Bank Influence: Central banks have become major net buyers of gold, purchasing 750-900 tonnes annually, which is significantly higher than previous years, while global mine supply is only growing by about 1%, creating a structural supply-demand imbalance.
Trading Strategies: Retail traders are advised to focus on high-quality miners like Newmont, Barrick, and Agnico Eagle, which have strong balance sheets and growth potential, while managing risk through defined position sizes and stop-loss strategies.
Market Outlook: The upcoming December FOMC meeting is a key event to watch, as the Fed's decisions on interest rates could impact gold prices and miner valuations, but the overall trend of increasing central bank demand and limited supply growth suggests continued opportunities in the mining sector.
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FRANCO-NEVADA CORP: RAYMOND JAMES INCREASES TARGET PRICE TO $304, UP FROM $280
Company Update: Franco-Nevada Corp has raised its target price for Raymond James.
New Target Price: The new target price is set at $304, an increase from the previous $280.
Spot Silver Continues Decline, Currently Down 6% at $67 per Ounce
- Market Performance: Silver prices have experienced a decline, dropping 6% to $67 per ounce.
- Trend Analysis: The recent downturn in silver prices indicates a potential shift in market dynamics.
Gold, Copper, and Missiles: Three Major Dividend Increases Following a Successful Year
2025 Performance Highlights: The aerospace and defense sectors saw significant returns in 2025, with the iShares U.S. Aerospace & Defense ETF delivering nearly 49% and the SPDR S&P Metals & Mining ETF achieving around 83%, marking their best performances in over a decade.
Franco-Nevada's Dividend Increase: Franco-Nevada Corporation announced a substantial 16% increase in its quarterly dividend to $0.44, driven by strong gold and silver prices, and expects to continue rewarding shareholders with consistent payouts.
Southern Copper's Strong Returns: Southern Copper Corporation reported a remarkable 68% total return in 2025, alongside a 11% increase in its quarterly cash dividend to $1.00, reflecting its position as a leading copper producer.
L3 Harris Technologies' Dividend Growth: L3 Harris Technologies declared a quarterly dividend of $1.25, representing a 4% increase, and is focused on maintaining a controlling stake in its missile solutions business while also planning to spin off this segment into a publicly traded entity.
Silver's Overextension Is Costing It. Silver Mining Stocks Could Be a Good Investment.
- Silver Market Decline: Silver experienced its worst trading day since 1980, highlighting the volatility in financial markets.
- Investment Opportunity: Despite the sharp decline, there may be potential for buying mining stocks as a result of the downturn.
FRANCO-NEVADA CORP: UBS Increases Price Target from $270 to $310
Company Overview: Franco-Nevada Corporation is a leading gold-focused royalty and streaming company.
Target Price Increase: UBS has raised the target price for Franco-Nevada shares to $310 from $270.
Gold Prices Soar to New Heights, Exceeding $5,300 an Ounce Before FOMC Meeting
Market Surge: Spot gold prices have surged above $5,300, setting new records in the market.
FOMC Meeting Anticipation: The increase in gold prices comes ahead of the upcoming Federal Open Market Committee (FOMC) meeting.
FRANCO-NEVADA CORP: RAYMOND JAMES INCREASES TARGET PRICE TO $304, UP FROM $280
Company Update: Franco-Nevada Corp has raised its target price for Raymond James.
New Target Price: The new target price is set at $304, an increase from the previous $280.
Spot Silver Continues Decline, Currently Down 6% at $67 per Ounce
- Market Performance: Silver prices have experienced a decline, dropping 6% to $67 per ounce.
- Trend Analysis: The recent downturn in silver prices indicates a potential shift in market dynamics.
Gold, Copper, and Missiles: Three Major Dividend Increases Following a Successful Year
2025 Performance Highlights: The aerospace and defense sectors saw significant returns in 2025, with the iShares U.S. Aerospace & Defense ETF delivering nearly 49% and the SPDR S&P Metals & Mining ETF achieving around 83%, marking their best performances in over a decade.
Franco-Nevada's Dividend Increase: Franco-Nevada Corporation announced a substantial 16% increase in its quarterly dividend to $0.44, driven by strong gold and silver prices, and expects to continue rewarding shareholders with consistent payouts.
Southern Copper's Strong Returns: Southern Copper Corporation reported a remarkable 68% total return in 2025, alongside a 11% increase in its quarterly cash dividend to $1.00, reflecting its position as a leading copper producer.
L3 Harris Technologies' Dividend Growth: L3 Harris Technologies declared a quarterly dividend of $1.25, representing a 4% increase, and is focused on maintaining a controlling stake in its missile solutions business while also planning to spin off this segment into a publicly traded entity.
Silver's Overextension Is Costing It. Silver Mining Stocks Could Be a Good Investment.
- Silver Market Decline: Silver experienced its worst trading day since 1980, highlighting the volatility in financial markets.
- Investment Opportunity: Despite the sharp decline, there may be potential for buying mining stocks as a result of the downturn.
FRANCO-NEVADA CORP: UBS Increases Price Target from $270 to $310
Company Overview: Franco-Nevada Corporation is a leading gold-focused royalty and streaming company.
Target Price Increase: UBS has raised the target price for Franco-Nevada shares to $310 from $270.
Gold Prices Soar to New Heights, Exceeding $5,300 an Ounce Before FOMC Meeting
Market Surge: Spot gold prices have surged above $5,300, setting new records in the market.
FOMC Meeting Anticipation: The increase in gold prices comes ahead of the upcoming Federal Open Market Committee (FOMC) meeting.
