David Finch joins us in Frankfurt to break down why gold miners remain historically cheap, even after a massive run. We talk valuations, cash flow, juniors vs majors, M&A pressure, and where smart money is moving right now on the ground.#gold #silver #goldmining ------------Thank you to our #sponsor, FIRST MAJESTIC SILVER. Make sure to pay them a visit: https://www.firstmajestic.com/------------👨‍💼 Guest: David Finch, CEO🏢 Company: IXIOS Asset Management🌎 https://www.ixios-am.com/𝕏 @DavidFi_📅 Recording date: November 15, 2025---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/Time Stamps:00:00 Intro from Frankfurt00:26 Sentiment & valuations01:42 Why generalists aren’t in yet03:20 Profit taking & human behavior04:14 Q3 earnings: free cash flow shift05:24 Dividends, buybacks & discipline06:42 Growth vs value debate08:27 Dividend normalization in mining09:28 Production declines & portfolio simplification10:36 M&A and reserve pricing12:04 Spot vs long-term gold price assumptions13:48 Where the money is actually flowing15:23 Juniors, financings & deal size17:25 What high gold prices change19:17 Revisiting past “uninvestable” names20:38 Biggest opportunities right now21:25 Key takeaway from David’s presentation22:00 Why miners remain historically cheap23:53 What analysts get wrong26:36 David’s outlook for 12 months27:17 Where to follow David27:37 Outro**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#gold #silver #goldminers #investing #miningstocks #commodities #macro #soarfinancially #frankfurt #goldprice #markets #juniormining #inflation #economy #goldsqueeze #resourceinvesting #finance #valuation #moneymoves #davidfinch #kaihoffmann #gdx #gdxj #metals #bullmarket

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