GoldBank Insider

Gold Bank
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GoldBank Insider demystifies the world of buying and selling gold for everyday savers and serious investors alike. Each episode delivers clear, no-jargon guidance on market cycles, spot prices, premiums, and dealer spreads, plus practical tips on coins versus bars, storage, security, verification, and avoiding scams. Hear timely analysis of macro drivers, central-bank demand, and geopolitical risk, alongside step-by-step playbooks for building and exiting positions with confidence. Whether you’re stacking your first gram or optimising a larger portfolio, you’ll get actionable frameworks, expert interviews, and examples you can use today, with tools and checklists.

  1. Gold & Silver Pull Back as Mining Stocks Slide Into Earnings

    4H AGO

    Gold & Silver Pull Back as Mining Stocks Slide Into Earnings

    Welcome to Goldbank Insider. Today we’re covering the sharp pullback in gold and silver, and why mining stocks sold off right as an important earnings window opens — a key watchpoint for UK investors tracking precious-metals exposure. Main news discussion Mining stocks fell on Tuesday as gold dropped around 3% and silver fell nearly 6%, after both metals had rallied strongly earlier in the year. The immediate market implication was broad risk-off pressure across precious-metals equities, even as expectations for upcoming earnings remain elevated for parts of the sector. The companies explicitly referenced include Pan American Silver, Wheaton Precious Metals, Barrick Mining, and SSR Mining. Market or investor insight This matters because it shows how quickly the market can reprice mining equities when the underlying metals correct. In the short run, miners and streamers often move more aggressively than bullion due to operating leverage and sentiment. Analysis/opinion: the next leg for these stocks is likely to be driven less by “metal momentum” and more by earnings results and forward guidance — especially if investors start questioning whether expectations still make sense after a sudden price shock in gold and silver. Winners Precious-metals streamers/royalties (relative defensiveness) Wheaton Precious Metals: the model can be viewed as comparatively defensive versus higher-cost miners because revenue is tied to production streams rather than operating a mine directly; in a selloff, investors sometimes rotate to “lower operational risk” exposure. Miners with strong growth expectations into earnings Coeur Mining, SSR Mining: elevated expectations into the earnings window can support these names if results and guidance meet the market’s bar despite weaker metal prices. Large-cap gold exposure for “quality dip” positioning Barrick Mining: large, liquid producers can attract dip-buying interest when the move is driven by macro and metal volatility rather than company-specific deterioration. Losers Silver-levered producers hit by the silver slide Pan American Silver: silver-heavy producers tend to be hit hardest when silver drops sharply. Broad gold miners pressured by gold’s pullback Kinross Gold: gold-sensitive miners often see immediate pressure when gold retreats, reflecting sentiment and beta to the underlying metal move. For UK investors, the key takeaway is that metals volatility is now feeding straight into mining-stock pricing, and the next catalyst is whether earnings and guidance can stabilise sentiment after a fast pullback in gold and silver. That’s today’s Goldbank Insider — thanks for listening. #Gold #Silver #Platinum #Mining #MiningStocks #PreciousMetals #Commodities #UKMarkets #Investing #Finance

    18 min
  2. The Loulo Renewal: Stabilizing Mali’s Gold Frontier

    2D AGO

    The Loulo Renewal: Stabilizing Mali’s Gold Frontier

    Welcome back to Gold Bank Insider. Today we’re covering Mali’s decision to renew Barrick Mining’s Loulo gold permit for another 10 years and why this matters to UK investors watching geopolitical risk, supply stability, and gold-linked equities. Main news Mali’s government approved a draft decree renewing Barrick Mining’s permit for the Loulo gold mine for an additional 10 years, following the resolution of a 2-year dispute over profit-sharing and operational control at the Loulo-Gounkoto complex. As part of the settlement framework referenced: Barrick agreed to withdraw its arbitration case at the World Bank’s dispute tribunal. Mali said it would drop charges against Barrick and its affiliates, release employees, and restore operational control of the complex to Barrick. A feasibility study cited by Mali indicated: 6 years of open-pit mining reserves 16 years of underground mining reserves Estimated gross annual production of 420,920 ounces The complex is described as Mali’s largest gold producer and Barrick’s most profitable mine, generating nearly $900 million in revenue in 2024. Market or investor insight For investors, the key takeaway is reduced near-term operational and legal uncertainty around a major West African gold asset, which can influence sentiment toward gold miners exposed to “resource nationalism” and shifting mining codes. If the market reads the permit renewal and dispute resolution as improving cashflow visibility and lowering disruption risk, that can support confidence in gold-mining equities tied to stable production. At the same time, the backdrop of a mining code that raised taxes and increased state stakes reinforces that jurisdiction risk can reprice quickly — something UK investors often see reflected in miners’ valuation discounts and risk premia. Winners Barrick Mining: A 10-year permit renewal plus restored operational control improves continuity and reduces near-term disruption risk at Loulo-Gounkoto. Fresnillo: If West Africa jurisdiction risk feels lower after a major permit renewal, sentiment can spill over into listed precious-metals miners more broadly. Hochschild Mining: Similar “risk-on” read-through for precious-metals equity sentiment if investors interpret the news as de-risking for operators in complex jurisdictions. Newmont: A positive “stability” headline in a key gold region can nudge sector sentiment, especially if it reduces perceived disruption risk in global gold supply. Agnico Eagle: Improved macro sentiment toward large-cap gold miners if investors see fewer headline shocks around permits and operations. Losers Greatland Gold: When a major operator’s project is de-risked, capital can rotate toward larger, more “de-risked” names and away from higher-beta explorers. Pan African Resources: If investors prefer scale and permit clarity after a jurisdiction headline, some higher-risk or smaller names can lag in relative terms. Hecla Mining: A gold-specific de-risking headline can pull attention and flows toward gold exposure rather than silver-focused equities. Coeur Mining: Same relative-flow argument — gold miners may attract more attention than silver names on a gold permitting headline. #Gold #GoldMining #MiningStocks #UKMarkets #Investing #Finance #Commodities #MarketNews

    13 min
  3. Ghana Hits Record 2025 Gold Output as Proposed Royalty Hike Raises New Risks for UK Investors

    5D AGO

    Ghana Hits Record 2025 Gold Output as Proposed Royalty Hike Raises New Risks for UK Investors

    Welcome back to Gold Bank Insider. Today we’re looking at Ghana’s record gold output in 2025 and why a proposed royalty change could matter for metal prices and mining stocks watched by UK investors. Main news Ghana produced a record 6 million ounces of gold in 2025. Large-scale mines delivered 2.9 million ounces (flat year-on-year), while artisanal and small-scale mining (ASM) rose to about 3.1 million ounces. The industry warns the projected 6.5 million ounces in 2026 is at risk because the government plans to replace a fixed royalty with a sliding scale of 5% to 12% linked to gold prices, potentially taking effect this month unless amended or withdrawn. Large-scale output was helped by ramp-ups at Shandong Mining’s Cardinal Namdini and Newmont’s Ahafo North, offset by declining grades at older mines including Gold Fields’ Damang. Immediate market implication: higher royalties could pressure cash flow and reduce investment appetite, which may cap future supply growth expectations. Market or investor insight Why it matters: Ghana is a major gold producer, so policy changes that threaten future output or investment can affect global supply expectations and sentiment in gold mining equities. Practical implications If royalty uncertainty slows expansions, it can be supportive for gold prices at the margin and increase the risk premium investors demand for miners with Ghana exposure. Record output driven by ASM suggests near-term supply can still surprise on the upside when prices are strong and formal channels improve. Winners ASM & formal buyers (Sector/Channel) ASM output rose to about 3.1 million ounces, and the record is linked to more supply moving into formal channels amid high prices and reforms. Newmont & Shandong Mining (Producers) Ramp-ups at Newmont’s Ahafo North and Shandong Mining’s Cardinal Namdini are cited as key offsets to declines elsewhere, highlighting where growth is coming from. AngloGold Ashanti (Producers) AngloGold Ashanti is directly referenced through Obuasi, and any operational resilience there can stand out relative to peers facing sharper project-economics pressure from the proposed royalty scale. Losers Perseus Mining (Producers/Developers) Royalty increases could reduce project economics and make Perseus Mining’s Edikan expansion uneconomic. Gold Fields (Producers) Declining grades at older mines such as Gold Fields’ Damang can pressure production and costs if not offset by new projects. Adamus Resources & Asante Gold (Producers) These operators are described as likely to be hit hard by the proposed royalty scale. Ghana’s record 2025 output shows how quickly supply can rise when prices are strong and more production flows through formal channels. But the proposed royalty overhaul is now the swing factor for 2026 supply growth and mining investment sentiment and that’s the key risk UK investors should watch. #Gold #GoldMining #Mining #Commodities #UKMarkets #Investing #Finance #MiningStocks

    14 min
  4. Johnson Matthey, Sibanye-Stillwater and Valterra Partner to Grow Platinum Demand

    FEB 11

    Johnson Matthey, Sibanye-Stillwater and Valterra Partner to Grow Platinum Demand

    Welcome to Goldbank Insider, the podcast for a UK audience tracking what’s moving gold, silver, and platinum markets, and why it matters for investors. Today we’re focusing on platinum group metals, or PGMs, and a new collaboration that aims to create fresh industrial demand beyond the traditional uses. Main news UK-listed Johnson Matthey has teamed up with 2 major South African PGM producers, Sibanye-Stillwater and Valterra Platinum, to develop what they describe as high-impact technologies enabled by PGMs. The stated goal is to diversify demand and reduce reliance on the main end use PGMs are known for today. A key point here is how concentrated demand currently is. The announcement says around 60% of global PGM supply is used in catalytic converters, which reduce harmful emissions from internal combustion engines. That’s a big dependency on 1 application, and it’s exactly what this collaboration is trying to broaden. They’ve also flagged where new demand could come from. The work will explore applications across: * Clean hydrogen technologies * Advanced emissions detection and reduction for stationary and mobile sources * New electronic materials * High-performance alloys and other advanced materials The partners say the programme is designed to move innovations faster from lab research into commercial products, and it may expand over time with other partners joining. Market or investor insight For investors, the “why now” is important. The report notes PGM prices have been rebounding over recent months, alongside the strong rise in gold, giving some breathing room to miners that have been under pressure. In that context, initiatives aimed at building new, longer-term demand can matter because they potentially support a more balanced supply-and-demand picture over time. From a UK perspective, Johnson Matthey’s role stands out. As a specialist in metals chemistry with deep industrial and research expertise, the company is positioned as the bridge between raw materials and real-world industrial adoption. If new PGM uses scale, that can change the demand mix, and it can also influence how investors think about the durability of PGM demand beyond the current dominance of autocatalysts. It’s also worth noting that platinum demand isn’t only industrial. The World Platinum Investment Council is referenced for pointing to platinum bar and coin demand in China, which highlights that investor demand can be a meaningful part of the story too, even as the industry pushes for new industrial applications. Johnson Matthey, Sibanye-Stillwater, and Valterra Platinum are explicitly trying to create new industrial growth lanes for PGMs, at a time when prices have been recovering and the sector is looking for more diverse demand drivers. If these projects translate into commercial products, it could help broaden the market’s foundations and potentially improve long-term demand resilience for platinum group metals. #Gold #Platinum #PGMs #PreciousMetals #Mining #Metals #Commodities #Investing #Finance #UKMarkets #LSE #MarketUpdate #IndustrialDemand #CleanHydrogen

    21 min
  5. Fresnillo’s Coneto Restructuring and the Silver Viper Equity Pivot

    FEB 9

    Fresnillo’s Coneto Restructuring and the Silver Viper Equity Pivot

    Welcome to Goldbank Insider, the podcast where we break down the latest gold, silver, and platinum news with a clear UK lens. Today we’re looking at a company-specific update from Fresnillo, the London-listed precious metals miner, and what it could mean for investors watching silver and gold exploration exposure. Main news The news is that Fresnillo is involved in a restructuring of its interest in the Coneto Silver Gold Project, alongside Orex Minerals and Silver Viper Minerals. In simple terms, Fresnillo is shifting part of its exposure to the Coneto project away from a direct project stake and into an equity position in Silver Viper Minerals. As part of the transaction, Fresnillo is set to receive shares in Silver Viper Minerals linked to its interest in Coneto. The deal reshapes ownership of the Coneto asset and changes how Fresnillo participates in any future progress at the site. For UK investors, the key point is the structure. Instead of only holding exposure through the project interest itself, Fresnillo is now tying part of that upside (and risk) to a listed company’s share price. That can add flexibility because listed shares can be easier to value day-to-day and, in many cases, easier to buy or sell than a direct stake in an exploration project. Market or investor insight. This kind of change matters because it can affect how Fresnillo’s risk profile looks to the market. If your investment thesis is based on Fresnillo’s longer-term silver and gold pipeline, the Coneto deal gives Fresnillo another route to participate in exploration progress while keeping flexibility over how that exposure is held. Fresnillo’s share price context is worth keeping in mind. The stock was around £35.56, and it has delivered strong returns over several longer time frames. At the same time, the valuation looks stretched, with the shares trading well above estimated fair value and a high P/E multiple compared with broader market benchmarks. Over the last 30 days, performance has been slightly negative, which is a useful reminder that even strong longer-term trends can come with short-term volatility. So, what should investors watch? How the market prices Silver Viper Minerals, because Fresnillo’s exposure is now partly linked to that equity value. Any updates from the Coneto Silver Gold Project itself, because project progress would be a core driver of sentiment. Fresnillo’s valuation and volatility signals, because when a stock is priced richly, news flow can have an outsized impact on expectations. Fresnillo is reshaping how it’s exposed to the Coneto Silver Gold Project by moving part of that exposure into shares of Silver Viper Minerals, alongside Orex Minerals in the transaction. For UK investors, it’s a reminder that the structure of a deal can be just as important as the asset itself, because it changes how risk and upside show up in the share price. Keep an eye on updates from Coneto and on how Silver Viper trades, as both now matter more directly to the Fresnillo story. #Gold #Silver #PreciousMetals #MiningStocks #MetalsAndMining #UKStocks #LSE #Investing #Markets #Commodities #Finance #GoldInvesting #SilverInvesting

    11 min
  6. Barrick’s Gold IPO Plan: New CEO, Big Valuation, and What It Means for UK Investors

    FEB 6

    Barrick’s Gold IPO Plan: New CEO, Big Valuation, and What It Means for UK Investors

    Welcome to Gold Bank Insider, the UK podcast that breaks down the biggest precious metals and mining stories. Today we’re looking at a major gold-mining headline from Barrick Mining: a planned IPO of its North American gold assets, and a new CEO to lead the next phase. Main news Barrick Mining will press ahead with preparations for an initial public offering of its North American gold assets, and it has named its interim head, Mark Hill, as chief executive and president. The IPO is expected by late 2026. Barrick plans to offer around 10% to 15% of those assets to the public, while keeping a controlling stake. Analysts have estimated a valuation of around $42 billion for the North American gold assets. These assets include Nevada Gold Mines, the Pueblo Viejo mine in the Dominican Republic, and the Fourmile project in Nevada. The market reaction was mixed. Barrick saw a positive premarket response in US trading, but its Toronto-listed shares fell 6.7%. One reason investors focused on was rising costs linked to a settlement with Mali that resulted in a total cost of $823 million for Barrick. The company has also faced challenges, including mine-related fatalities and a dispute with Mali’s government. Market or investor insight Here’s why this matters if you’re a UK-based investor watching gold and gold miners. 1. A big IPO can reshape how the market values gold assets An IPO can force a clearer valuation on a specific portfolio. If Barrick lists a minority stake while keeping control, investors may start to look at that North American gold business more like a stand-alone company, with its own performance, costs, and strategy. That can change sentiment and valuation, even before any shares are actually listed. 2. UK investors often own miners in global portfolios, so structure matters Many UK investors hold international miners through mainstream investment accounts, funds, or ETFs. Corporate actions like this can affect how those products price and allocate exposure, because the market starts to separate “the asset” from “the group”. 3. Costs and country risk can outweigh good headlines The shares falling 6.7% in Toronto is a reminder that miners are not just a simple bet on the gold price. The $823 million cost linked to Mali shows how quickly costs and political outcomes can hit investor confidence, even when a company is talking about strategic plans like an IPO. 4. High gold prices are supporting results and shareholder returns Barrick beat Q4 earnings expectations, reporting adjusted earnings of $1.04 per share and $6 billion in revenue, up 65% year on year, largely helped by high gold prices. It also repurchased $500 million of shares in Q4 and issued a 42-cent dividend. For investors, that’s the “cash return” angle: stronger gold prices can translate into buybacks and dividends, but the market still watches whether costs stay under control. 5. 2026 production and cost guidance helps frame the investment case For 2026, Barrick forecasts gold production of 2.90 to 3.25 million ounces, with all-in sustaining costs of $1,760 to $1,950 per ounce. For UK investors, this kind of guidance matters because it shapes expectations for margins and resilience if gold prices move up or down. The takeaway for a UK audience is straightforward: this is a major corporate move in the global gold-mining space, with Barrick aiming for a late-2026 IPO of a slice of its North American assets and putting Mark Hill in charge. But the share move also highlights the reality of mining investing: costs, disputes, and operational risks can matter just as much as the gold price. #Gold #GoldMining #PreciousMetals #Mining #MiningStocks #Investing #UKInvestors #UKMarkets #Finance #Commodities #Barrick #TSX #NYSE #PortfolioInvesting #MarketNews

    19 min
  7. The $5,000 Threshold: Geopolitics and the Precious Metals Surge

    FEB 4

    The $5,000 Threshold: Geopolitics and the Precious Metals Surge

    Welcome to GoldBank Insider — the UK podcast that turns the biggest precious-metals headlines into clear takeaways. Today: gold is ripping higher again, reclaiming the $5,000 level, and silver and platinum are moving with it. Here’s what’s driving it, and what UK investors should watch next. What happened Gold surged more than 2% on 4 February, extending Tuesday’s powerful rebound that was described as the biggest daily jump since 2008. Spot gold traded around $5,070 per ounce, with April US futures around $5,090. Silver climbed to roughly $87–$88 per ounce, platinum rose to around $2,270 per ounce, and palladium also advanced. Why it’s moving 1. Geopolitics is back in the driver’s seat The rally was boosted by heightened US–Iran tensions, which typically pushes investors toward safe-haven assets like gold. 2. Rates expectations are helping non-yielding metals The story also points to expectations for multiple US rate cuts in 2026, which can support gold because it does not pay interest. 3. This is also a “post-crash” snapback Gold recently hit a record near $5,595, then sold off sharply before buyers stepped back in. That context matters because it explains why moves are so violent right now: positioning is crowded and liquidity can vanish fast when margin and volatility rise. The UK investor angle If you’re buying physical bullion in the UK, holding gold ETFs, or tracking miners, the key takeaway is that this market is being pulled by 2 forces at once: Risk-off headlines (geopolitics) can cause sudden vertical rallies. Positioning and leverage can cause brutal air pockets in the other direction. Price can travel a long way in both directions before it “makes sense”. That means risk management matters more than prediction. What to watch next 1. Key price levels Gold: the $5,000 area is the psychological line. If it holds, the market can stay in “momentum mode”. If it fails, you can get another fast retracement. Silver: watch for outsized swings — it tends to overshoot in both directions when volatility hits. Platinum: keep an eye on whether it holds above the recent bounce zone around the low-to-mid $2,200s. 2. The next US data prints Upcoming labour data as the next clue for Fed policy expectations. If the market prices fewer cuts, that can cool the rally; if it prices more cuts, metals can stay supported. 3. Volatility and “forced selling” signals When you see huge intraday candles and sudden reversals, it’s often positioning being washed out. That’s usually when both opportunity and risk spike. Gold back above $5,000 on geopolitics and rate-cut expectations, with silver and platinum ripping alongside it. #GoldBankInsider #Gold #Silver #Platinum #Bullion #PreciousMetals #Commodities #UKInvesting #MarketVolatility #SafeHaven #Inflation #CentralBanks #Geopolitics #FX #RiskManagement

    17 min
  8. The Trust Trade: UK Precious Metals and Market Mania

    JAN 30

    The Trust Trade: UK Precious Metals and Market Mania

    Welcome to GoldBank Insider, the UK podcast that turns the biggest precious metals headlines into clear takeaways. If you invest in physical bullion, ETFs, or you just track the price, this episode is for you. What happened Gold has been repeatedly hitting fresh records and, on 29 January, reached just under $5,595 an ounce (around £4,060) before dropping sharply later in the day to about $5,250 (around £3,810). Silver has been even more dramatic: it was below $30 (around £22) around the time “liberation day” tariffs were being prepared last April, and it has since nearly quadrupled to more than $118 (around £86), with the fastest run-up in the past month. One strategist says the market has “all the hallmarks of a mania” and calls the moves “parabolic”. The big driver: a re-pricing of trust This is being framed as a rush into “safe haven” metals as global economic rules get shaken up. The surge is being linked to aggressive US policy moves, escalating geopolitical threats, and pressure on the US central bank. A key point: markets are effectively re-pricing trust in currencies and institutions. In plain English: if people feel the rules are unstable, they reach for assets that do not depend on a promise from a government or a central bank. Why silver is sprinting Silver often rides gold’s momentum, but it tends to move harder because the market is smaller and more speculative. One simple behavioural reason silver is catching fire: it feels more “approachable” to retail buyers because the unit price is lower than gold. Central banks vs retail: who is actually buying? World Gold Council data is cited: central bank buying remained important, but was 21% lower in 2025 than the prior year, at 863 tonnes. So the recent acceleration looks heavily driven by retail and investment flows: people buying the “safe haven” narrative, and also people chasing momentum because prices are moving. There is even a UK-specific nod: the Royal Mint site actively encourages retail consumers to start investing in gold. The currency angle UK investors should care about This is not just a metals story. There is also renewed pressure on the US dollar, tied to concerns about policy stability and central bank independence. For UK listeners, the practical point is simple: if GBP strengthens against the dollar, it can soften the move in £ terms even when the dollar gold price is screaming higher. £1 was around $1.38 on the day, up notably in a short period. The weird part: why equities are fine If this is a “trust” trade, why have US shares not collapsed? One explanation: US stocks have stayed strong, led by big tech and the AI boom, with the S and P 500 up 17.9% in 2025 including dividends. So you can have a world where investors are nervous about institutions, but still optimistic about corporate earnings. What to watch next Dollar direction: if the dollar bounces, metals can cool fast. Headlines risk: sudden geopolitical rumours can spike prices and then unwind the same day. Retail frenzy signals: when everyone is talking about it, volatility tends to rise. Gold vs silver behaviour: if gold steadies but silver keeps ripping, that is classic late-stage excitement. UK price reality: always check the £ chart, not just the $ chart, because FX can change the story for UK buyers. A move that goes up “parabolic” can also come down fast. If you buy, think in terms of sizing and time horizon. Metals can be a hedge, but you can still overpay in the short term. #GoldBankInsider #Gold #Silver #PreciousMetals #Bullion #UKInvesting #Markets #SafeHaven #Inflation #GBPUSD #FX #Commodities #MacroEconomics #WealthPreservation

    16 min
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About

GoldBank Insider demystifies the world of buying and selling gold for everyday savers and serious investors alike. Each episode delivers clear, no-jargon guidance on market cycles, spot prices, premiums, and dealer spreads, plus practical tips on coins versus bars, storage, security, verification, and avoiding scams. Hear timely analysis of macro drivers, central-bank demand, and geopolitical risk, alongside step-by-step playbooks for building and exiting positions with confidence. Whether you’re stacking your first gram or optimising a larger portfolio, you’ll get actionable frameworks, expert interviews, and examples you can use today, with tools and checklists.

Information

  • Creator
    Gold Bank
  • Years Active
    2025 - 2026
  • Episodes
    36
  • Rating
    Clean
  • Copyright
    © Gold Bank
  • Show Website
    GoldBank Insider