John Rubino – Torrents Of Cash Were Generated From Q1 Earnings In The Gold and Silver Stocks – Where Is It All Going?
About this episode
John Rubino discusses the financial health of gold and silver producers and the implications of Q1 earnings.
John Rubino, {Substack https://rubino.substack.com/}, joins me for another wide-ranging discussion around the strong financial health of the gold and silver producers and royalty companies parsing the Q1 financial data. We review all of the revenue and cashflow being generated on their balance sheets, and where all that cash is going as a return of capital to shareholders. We also touch upon the ongoing geopolitical uncertainties and macroeconomic catalysts that are leading to volatility in gold, silver, oil, critical minerals, and the related resource stocks. We start off reviewing the various return of capital approaches to entice investors of PM stocks through share buybacks, by paying dividends, and through looking for accretive merger or acquisition targets. Next we focus on if we are still in a bull market for the precious metals complex, after the parabolic move higher earlier in the year. John points out that the reasons for the prior PM bull markets topping out were for different macroeconomic reasons, from Fed policy and central bank policies, to interest rates, currency pairs, and global trade frictions. He goes on to unpack the reasons this bull market is still on…
People in this episode
Host: KE Report
Guest: John Rubino
Topics covered
- gold and silver stocks
- Q1 earnings
- financial health
- geopolitical uncertainties
- macroeconomic catalysts
- bull market
- return of capital
Keywords
- gold
- silver
- cashflow
- share buybacks
- dividends
- mergers
- interest rates
- macroeconomics
- volatility
Mentioned in this episode
Organizations: Substack
More episodes of The KE Report
- GSP Resource - Unlocking the Copper & Gold Potential of the Historic Alwin & Mur Projects, Beside The Highland Valley mine In B.C.
- Q2 Metals - 20,000-Meter Summer Drilling Program, Closed $70Million Financing
- Dana Lyons & RK Equity - Chart Breakouts vs. Geopolitical Chokepoints: The Ultimate Metals & Critical Minerals Playbook
- Sean Brodrick – Opportunities Emerge From Government Support For Drone Stocks and Critical Minerals Stocks
- Cerrado Gold – Q1 2026 Financials, Operations, and Exploration At Minera Don Nicolas, Falcon Properties Acquisition, Lagoa Salgada EIA, and Upcoming BFS For Mont Sorcier
- Nick Hodge – Macro Market Movers, 2 Site Visits, and Investing Strategies in Copper, Gold, And Critical Minerals Stocks
Explore listener stats, chart rankings, contacts and more on the The KE Report podcast page.