Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss the macro outlook and what it means for metals. With Gold at $2,000 and Copper set to see a China lift, we cover Agnico Eagle Mines, First Majestic Silver, and Southern Copper.Central banks were buying Gold at a record pace in 2022 and they're of to another strong start to the year in 2023.
Silver mines have invested in excess of EBITDA for years, making them challenging businesses on the surface. However, given the underinvestment story in the space and what could turn into much higher green-demand for the metal, we take a look at First Majestic and its peers.Southern Copper is one of the deepest reserves of copper in the industry, making it an attractive play as demand is set to double by 2035.
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