This mining company was so undervalued we bought it twice

10x in just nine months. That’s how much money our readers made on a precious metals mining company that we first featured in our investment newsletter Strategic Assets back in April 2025.

At the time, the company’s stock was trading at a low, single-digit price/earnings multiple.

We knew the precious metals boom wasn’t a fluke. By April 2025 when we first published our research on the company, gold had already been rallying for some time, and we expected silver to follow.

So at a minimum our analysis showed that the company’s profits would skyrocket.

But there were also a number of other factors that we identified– some serious, hidden value that had been buried inside of the company’s financial statements.

We were right. And within just six months, the company’s stock price surged by over 6x.

But even then we knew that was not the end of the story. The rest of the market was just starting to realize how much money gold and silver miners were going to be making. Precious metals prices were soaring to all-time highs… and we were convinced that prices would remain high.

By January the share price was up a total of 10x. But we noticed that central bank gold purchases had slowed slightly… and silver markets at that point were looking positively frothy.

So three months ago we suggested to our readers that it was time to take profits.

We were lucky in the timing, because, just two days later, silver prices fell 40% in a single session— the largest one-day drop in its history. Gold prices flattened. And the company’s stock dropped hard.

It kept falling for weeks and ended up down by more than 50% from its peak. Fortunately, we exited the position at the very top.

But here’s the crazy part.

Even though precious metals prices had come down significantly from their all-time highs, the company was still generating enormous profits.

We did the math, updated our analysis, and concluded that, even assuming much more modest gold and silver prices, the company was trading at just 4x forward earnings after the steep correction.

More importantly, we identified several important, brand new catalysts on the horizon that could generate even more shareholder value.

So, earlier this month in the latest issue of Strategic Assets, we once again made the case for the company. It’s already up 14% since then, but we believe it has vastly greater upside potential.

Our analysis is based on a simple premise: the US– and much of the western world– is in debt up to its eyeballs… and a major debt reckoning is coming.

We can already see the warning signs, which we discuss regularly in our daily conversations. Just yesterday we told you how both US dollar reserves AND international US dollar transfers in the global SWIFT banking system have declined dramatically just in the first quarter of 2026.

We believe this will ultimately lead to the world’s central banks ‘printing’ unfathomable sums of money. Inflation will rise dramatically as a result. And real assets (including energy and precious metals) will soar in value. It will be like the 1970s all over again.

Our focus is finding the highest quality yet most overlooked businesses in the real asset space, i.e. companies that are profitable (often dividend-paying) and extremely well managed with pristine balance sheets… yet deeply undervalued.

Every issue of Strategic Assets includes plain-language, highly-indepth research and analysis on companies that meet our standards. The precious metals mining company above is just one example.

It’s important to note that we are not ‘permabulls’. This investing environment is extraordinarily volatile, and our edge isn’t predicting where it goes next. It’s applying strict criteria to very well run companies, and adapting when the facts change.

We are rational. We don’t fall in love with companies or assets. Instead, we love our returns.

And those returns are pretty great. Out of 20+ companies that we’ve featured– in addition to the 10x miner above, we have another at 6x gains, and a multitude of others that are up 2-4x. Only three out of twenty are in the red right now, and we think they have substantial upside.

If you’d like to see the specific company behind this example — and the rest of our portfolio — click here to try Strategic Assets risk-free with a 30-day, no-questions-asked money-back guarantee.

Or start with the free sample issue that is available to read right now, no credit card required.

Source

Simon Black is an international investor, entrepreneur and permanent traveler. His daily letter is both educational and entertaining, and we suggest that those who want unbiased, actionable information about global opportunities sign up for Sovereign Man’s free, actionable newsletter at http://www.SovereignMan.com.

From Simon Black of SovereignMan.com

Source: https://www.schiffsovereign.com/trends/this-mining-company-was-so-undervalued-we-bought-it-twice-155042/