AEM for 2026 - 3.4m oz at AISC of $1,500/oz. Insane. It's
a FCF money printing machine. I don't know the short term
charts, but in a year the stock will likely be over $300/share (one
analyst in the metals space is forecasting more than a double from
here).
A lot of mining stocks in 2025 went up 100%+, but investing more
in well run mining stocks in 2026 is the place to be in my opinion
(the S&P is gasping). Relative to the metals they are
STILL cheap. using silver as an example, the average price
for 3Q was ~$35/oz. 4Q was ~$55/oz. Companies that are
reporting this week and next are getting 65-70% more for the
commodity which is largely dropping to the bottom line. We
are likely looking at average prices for 1Q 2026 around $85/oz
($88-90/oz is already locked in), another 55-60% increase. We
will see stellar earnings and cash flow, and probably quite a few
re-rates as the general investor possibly catches on at some point.
AEM 2026
Posted by blayden on 13th of Feb 2026 at 09:49 am
AEM for 2026 - 3.4m oz at AISC of $1,500/oz. Insane. It's a FCF money printing machine. I don't know the short term charts, but in a year the stock will likely be over $300/share (one analyst in the metals space is forecasting more than a double from here).
NEM is another cash flow
Posted by morton7 on 13th of Feb 2026 at 10:18 am
NEM is another cash flow monster.
A lot of mining stocks
Posted by blayden on 13th of Feb 2026 at 10:39 am
A lot of mining stocks in 2025 went up 100%+, but investing more in well run mining stocks in 2026 is the place to be in my opinion (the S&P is gasping). Relative to the metals they are STILL cheap. using silver as an example, the average price for 3Q was ~$35/oz. 4Q was ~$55/oz. Companies that are reporting this week and next are getting 65-70% more for the commodity which is largely dropping to the bottom line. We are likely looking at average prices for 1Q 2026 around $85/oz ($88-90/oz is already locked in), another 55-60% increase. We will see stellar earnings and cash flow, and probably quite a few re-rates as the general investor possibly catches on at some point.
yes Don Durretts target is
Posted by morton7 on 13th of Feb 2026 at 10:03 am
yes Don Durretts target is $615 i believe :-)
Ha! I was trying to
Posted by blayden on 13th of Feb 2026 at 10:15 am
Ha! I was trying to be conservative.
Good input. Thanks!
Posted by bpt_ken on 13th of Feb 2026 at 09:55 am
Good input. Thanks!