Gold Miners Will DOUBLE Again | David Finch
David Finch joins us in Frankfurt to break down why gold miners remain historically cheap, even after a massive run. We talk valuations, cash flow, juniors vs majors, M&A pressure, and where smart money is moving right now on the ground.
#gold #silver #goldmining
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Thank you to our #sponsor, FIRST MAJESTIC SILVER. Make sure to pay them a visit: https://www.firstmajestic.com/
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👨💼 Guest: David Finch, CEO
🏢 Company: IXIOS Asset Management
🌎 https://www.ixios-am.com/
𝕏 @DavidFi_
📅 Recording date: November 15, 2025
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Time Stamps:
00:00 Intro from Frankfurt
00:26 Sentiment & valuations
01:42 Why generalists aren’t in yet
03:20 Profit taking & human behavior
04:14 Q3 earnings: free cash flow shift
05:24 Dividends, buybacks & discipline
06:42 Growth vs value debate
08:27 Dividend normalization in mining
09:28 Production declines & portfolio simplification
10:36 M&A and reserve pricing
12:04 Spot vs long-term gold price assumptions
13:48 Where the money is actually flowing
15:23 Juniors, financings & deal size
17:25 What high gold prices change
19:17 Revisiting past “uninvestable” names
20:38 Biggest opportunities right now
21:25 Key takeaway from David’s presentation
22:00 Why miners remain historically cheap
23:53 What analysts get wrong
26:36 David’s outlook for 12 months
27:17 Where to follow David
27:37 Outro
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