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    Clive Thompson on Gold, Silver and AI



    Clive Thompson on Gold, Silver and AI

    Retired Swiss banker Clive Thompson shares what gold and silver stocks he is investing in.

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    50 Comments

    1. @BloorStreetCapital on

      I am always looking for new and interesting people to provide insights on how to navigate the financial markets so if you have any suggestions please let me know. Thanks for the support!

    2. @kirkhamster0024 on

      I have been bullish on gold and silver miners for a while. Following are the ones I hold. I think I did enough homework on these but would like feedback from some of the mining experts on whether I need to sell any of these.

      Barrick Mining (B); Westgold Resources (WGXRF); Jaguar Mining (JAGGF); Endeavour Mining (EDVMF); Prospector Metals (PMCOF); Ramelis Resources (RMLRF); B2Gold (BTG); Guanajuato Silver (GSVRF); I-80 Gold (IAUX); 1911 Gold (AUMBF); Banyan Gold (BYAGF); Talisker Resources (TSKFF); Nexgold Mining (NXGCF); Coeur Mining (CDE); Pan American Silver (PAAS); Endeavour Silver (EXK); Hecla Mining (HL); First Majestic Silver (AG).

    3. @antoniosocorro6841 on

      This is a question to Clive Thompson. I follow your channel and sometimes I made comments on your videos. My doubt is: are you inviting some of us to a select group of investors? I've got the feeling that it is aome scammers. Please let me know.

    10. @ronaldwoods8979 on

      I think Clive hit the proverbial nail on the head when he discussed valuations and it doesn't matter if its eps or cf or whatever they all point to very attractive and inexpensive valuations. Providing expenses such as labor and fuel stay low these margins for gold producers will just keep expanding.

    11. @jtrealfunny on

      I wonder if Gold Miners will pay more dividends, I would much rather dividends than buybacks, which I see as favoring executive compensation over shareholders.

    14. @maxplank4083 on

      Wisdom comes with age and Clive exudes in it. No fancy jargon, no sleight-of-hand, just hard facts and the truth. Keep speaking Clive, We’re all listening.

    17. @greg-g4t on

      Regrading the computer science degree people, 40 years ago, a friend was 6 years into becoming a Journeyman in the printing industry; then personal computers wiped out 80-90% of the printer shops across the country. (in the USA) in just a few years. Now AI is doing that on a very brown scale.

    19. @briankoontz9711 on

      My primary and first mining portfolio is up 1000% since 2022.

      Stocks owned are: Snowline Gold, Banyan Gold, Thesis Gold, Dryden Gold, Abra Silver, Gold Royalty, Empress Royalty, Abra Silver, Argenta Silver, Goldmining Inc., Hercules Metals. And I am a bigtime gold bug with bullion and an honorary silver bullion position.

    23. @holaclive on

      The average gold price for the quarter July to end of September is 3 500. Strong results expected from miners. The price now is 3,886, if this maintains, stronger results for quarter October to end December

    27. @mlangbert on

      Switzerland is one of 10 European countries I have visited in the past two months (currently in Rome). Switzerland is among the better places to live, but I would opt for Cannes on enjoyment issues, although Zug is probably the best place on economic issues combined with life quality. Switzerland is beautiful but quiet.

    29. @andrejansen152 on

      BOREALIS MINING (BOGO.V) Sandman Gold Project – Updated Metal Value at Current Prices

      At today’s prices the Sandman PEA looks seriously outdated.

      The 2023 study used $1,800 gold and $23 silver – but with spot gold now around $3,887/oz and silver at $42/oz, the economics move into an entirely different league.

      Using the same production and recovery assumptions from the PEA:

      • Gold recovered: approx. 255,750 oz

      • Silver recovered: approx. 833,700 oz

      • Total contained value: $1.03 billion USD

      That’s almost double the gross metal value assumed in the original PEA.

      Even silver, which represented barely 1% of the project’s value at $23/oz, now contributes over 3% of total revenue at today’s price levels – roughly $35 million USD in silver alone.

      All while Sandman remains a low-capex ($51M), fully modeled heap-leach project in Nevada, with open-pit potential and full exploration upside across a 117 km² land package.

      At current metal prices, Sandman isn’t just robust – it’s a sleeper re-rate waiting to happen.

      Borealis Mining (BOGO.V) is on the verge of a near-term restart at the Borealis Mine in Nevada. The mine is fully permitted with ADR facility, leach pads, and infrastructure already in place. The company has completed its first doré pour and confirmed that the timing of the restart will be announced shortly.

      The NI 43-101 Technical Report by SRK (2023, updated 2024) shows that within a three square kilometer radius, Borealis controls approximately 182,000 recoverable ounces from waste dumps and the Gold View deposit. At today’s gold price of 3,882 dollars per ounce, that represents more than 700 million dollars gross value. Even after applying full operating costs, taxes, royalties, and an 8 percent discount rate, the conservative net present value remains around 302 million dollars. On a per-share basis (115.2M shares outstanding), this equals roughly C$3.57 per share versus today’s C$1.34.

      That means the current market capitalization of C$154M is trading at less than half of the conservative NPV of just waste plus Gold View. Importantly, this excludes all other Borealis zones such as Graben, Jamie’s Ridge, and Purdy’s Peak (reported only as historical resources), excludes Sandman, excludes Big Balds, excludes exploration upside, and excludes silver credits despite Borealis doré running about 50 percent silver.

      Sandman, based on the April 2023 PEA, assumed only 1,800 dollar gold and 23 dollar silver and was already robust. At today’s prices (3,882 gold and 42 silver), the gross metal value is over 1 billion dollars with payback of initial capital estimated at as little as three months , yes 3 MONTHS!

      Borealis is backed by credible names such as Robert Buchan (founder of Kinross, now Chairman), Eric Sprott, Rob McEwen, and CEO Kelly Malcolm, with insiders buying in the open market. Combined with Tier-1 Nevada jurisdiction, fully permitted infrastructure, and proven production capacity, Borealis Mining represents one of the most undervalued opportunities in the junior mining space.

      Even without Sandman, without Big Balds, and without exploration upside, the facts from the technical report already point to fair value multiples above the current market.

    36. @SydblackswanSydblackswan on

      No disrespect meant; however, has anyone verified this man’s background has a Swiss banker? I have merely researched using ChatGPT and cannot verify anywhere that he has the background he professors to have. Just wondering if anyone has been able to check his background… Thank you.

    39. @Levi1300-go6mq on

      Excellent interview, Clive is truly a wonderful man! I used his AI-assisted technique as he described it with multiple agents (Grok, Gemini, etc) and got wildly differing projections from each. Has anyone else experienced this? Thoughts?

    40. @jshellenberger7876 on

      We should’ve caught one just last night. They’re here in the village giving tips to police officers and then they are following me around town and that was before I took over the police station so we have problems with dirty police and I have problems with dirty mugs and I have thrown out the dirty police and I’ve thrown out the dirty muck. MONKS.. I got them MONKS wearing black monk muck boots. And walking around town after they killed my cat.. caught the culprit of who killed my cat, but they have not been arrested. They’re offering cash settlement.. I’m trying to leave. I just wanna go be on the beach. No nobody has been here to talk to me. How many times do I have to keep telling you this? #POTUS

    43. @MuckyMucky-z3c on

      Jurisdictions. It is a big error to say US, Canada and Australia are "safe" jurisdictions for gold mines. In less developed countries, mines may be nationalized. In so called "safe" countries, profits can be confiscated by Special Taxation for example. With any industrial sector, if they make "excessive" profits, the temptation of Western countries doing a tax grab becomes irresistible This has happened many times in Europe. Remember, the US confiscated physical gold!!

    44. @nickgreek8046 on

      Clive Thompson is absolutely brilliant! First time I came across him was through Mario Enacco, and I must say — this old English chap really knows what he’s talking about! He deserves full credit for his insight and experience. I genuinely enjoy every single video he makes! 👏🇬🇧

    45. @lymonk41 on

      Thank you Jimmy and especially Clive ! I’m learning and it is great to have market actions explained by another human that is not out to confuse us !

    48. @Tpry on

      Mcchuan by Rob Mcchuan by Rob Mcchuan – gold silver co,low PE
      Mcchuan copper
      STALANTIS
      2. Ramelius resources
      3. Newmont
      4. GoldminingETF -GDX
      5. Agnico

    49. @RaineCharlesm1b on

      The increasing price of gold and silver is bittersweet. Our financial system is becoming very unstable as is the world. Thanks for the educative video…….As new investor, it's important to remember that investing and trading require more than just technical analysis skills. Discipline and emotional maturity play a significant role in achieving success. It's wise to keep in mind the adage of "time in the market vs. timing the market," as this mentality can help you weather market volatility. With insights of Avery Livingston crypt and my commitment to learning and growth, I've been increasing my earnings in just a few months. Keep up the good work..

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