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Added to YB: 2025-06-26

Pitch date: 2025-06-24

SILG.L [neutral]

Global X Etfs Icav - Global X Silver Miners Ucits ETF

+78.92%

current return

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The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.

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Show full summary:
SILG - a Silver Lining?

SILG.L pass: 41% silver/59% gold ETF at 66.6x P/E avg. Top 10 holdings = 70% NAV. Prefer CERT.L: £57.36m mkt cap, 16.4Moz silver reserves, 1Q25 annualized EBITDA $27m, projected net profit $15m (5.7x P/E), Lagoa Salgada NPV $147m (39% IRR), extra $39.8m NPV if silver hits $50/oz.

Read full article (5 min)