Ep: 11 | Why Do Precious Metals Businesses Trade At Such Low Valuations?

Why do precious metals businesses trade at low valuations? Get ignored? Or are vilified? This episode is a recorded presentation of Jonathan Wellum's investment thesis for the precious metals sector from the SME conference 2025.  Jonathan outlines:The bigger picture: The foundation of the western world's moral and ethical framework has been deeply rooted in Judeo-Christian values. This framework is fundamental to understanding the value of humanity, and our role as stewards of the earth and its resources.Environmentalism: That is, extreme environmentalism. This worldview is willing to sacrifice the needs of people, viewing them as parasites to the earth. This view in its extreme devalues humanity and undermines growth and development. Opportunities driving commodities market: Such as increased digitization, growing energy demands, the green transition, and AIValuations the sector: stocks in the mining and energy sectors are trading cheap relative to the commonly chased tech stocks while offering exceptional growth. Fiat currency continues to lose its value as governments recklessly spend growing the disparity in the debt to GDP ratio. And gold's lasting ability to protect and grow wealth, demonstrated by gold's outperformance of the S&P500 since 2000. Follow us on social media: ⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠Want help achieving your financial goals? ⁠⁠⁠⁠⁠Contact us!