Miners: BOA's Latest Report Reveals Massive Shift

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning. “The Gold reset is a process, not an event”Today* Discussion: BOA on Miners* Premium: BOA excerpt/ Financial NewsDiscussion: BOA's Latest Report Reveals Massive Shift Report covers:* Net asset value, reserves and resources* Price to Net Asset Value (P/NAV) for North American Gold and Precious Metals Producers and Royalty Companies* 2025 PRODUCTION guidance* 2025 CASH COST guidance* 2025 ALL-IN SUSTAINING COSTS (AISC) guidance* 2025 CAPEX guidance* much much moreAnd much more in tables and graphics. Plus, an excellent summary of how Gold got here for your non-metals pals to read.For now, we’ve included some P/NAV and EV/EBITDA sensitivities at bottomMore excerpts at bottom…GoldFix Analysis: Markets Recap:Stocks ended higher in choppy trading as investors weighed latest economic data and U.S. trade policies. Shorter dated Treasury yields rose on improved retail sales. The dollar weakened, while gold prices continued its surge. Oil prices ticked up on U.S. attack on Houthis and encouraging Chinese economic data.Continues at Bottom…Market News: * EXCLUSIVE-Intel's new CEO plots overhaul of manufacturing and AI operations Intel's incoming* Quantum computing, AI stocks rise as Nvidia kicks off annual conference* Tesla launches free trial of assisted driving service in China * Trump administration seeks delay in Nippon Steel case for merger talks, filing shows* Chevron buys about 5% of Hess stock ChevronFull stories in premium at bottom…Geopolitics/ Politics: H/t Newsquawk for GeopolData on Deck: Fed Decision* MONDAY, MARCH 17 U.S. retail sales* TUESDAY, MARCH 18 Housing starts* WEDNESDAY, MARCH 19 FOMC interest-rate decision* THURSDAY, MARCH 20 Existing home sales* FRIDAY, MARCH 21 None scheduled Summary and Final Market Check…Premium: Full report at noon…