30 Comments
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RussTrommer's avatar

(heavy) gold.

LOL, I do appreciate a sense of humor !

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David Jensen's avatar

;)

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An Ol' LSO's avatar

Actually I think he meant by "heavy" the 400 oz bars in the LBMA - not the 100 oz form favored in the U.S.

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David Jensen's avatar

Yeah - the 28lb. gold bars at the BoE are 'heavy'.

But no problem moving 128M oz. of 70 lb. (1,000 oz.) silver bars.

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Nik's avatar
Mar 7Edited

David - have a look at that piece of news

https://t.co/MB9vXAVKa9

HSBC’s head of precious metals Paul Voller has retired from the bank, one of the leading players in the global gold market, sources say

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David Jensen's avatar

The pieces topple.

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David Glassman's avatar

“heavy”, ha!

All that weight is really hard to manage and transport… must require WEEKS to deliver!

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David Jensen's avatar

Except 120M oz of silver got delivered during the same period.

So heavy.

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David Glassman's avatar

Smokescreen… nothing to see here!

Stacking!

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The Lusty Servant's avatar

" . . . a market price excursion".

Are we going on a picnic?

I like a nice day out.

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David Jensen's avatar

Picnic is set when price break-out happens.

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The Lusty Servant's avatar

There will be a bull in the field but it will be on our side. Call him Zeus or Dionysus, whatever you prefer . . . It is time for his day in the sun.

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Neil MacLeod's avatar

How much heavy could a BoE chuck if a BoE could chuck promises?

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Thomas Fuller's avatar

The “silver shortage is near” fear (FOMO) mongering rears its head again. I’ve been in the markets since 1975 and seen this time and time again. People pushing their book promote this.

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David Jensen's avatar

Give data showing the London silver stocks are not being drawn-down and the high lease rates for silver in London are not real. Otherwise, it's just chat.

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1933Revolt's avatar

David, if the metal is maintained in the Comex warehouses, isn’t it still available to meet any demand? Only if end users and investors take actual physical delivery and remove it from Comex warehouses will we know what is left, right? Of course London could default in the interim. Interesting days for sure.

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David Jensen's avatar

‘Registered’ COMEX inventory is available to market.

‘Eligible’ COMEX inventory is not available to market.

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Oz HillBilly's avatar

Do the LBMA numbers have integrity? No government or corporate numbers can really be trusted anywhere today and i would assume the LBMA information could also be misleading and not factual.

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David Jensen's avatar

It's what we got.

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Nathan's avatar

"Heavy" gold, love it :)

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Steven Mulvey's avatar

Is the LBMA ever audited?

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Dennis Kruize's avatar

It keeps surprising me... that the price stays around $32... with all these (looming) shortages.

Is that all paper silver thrown into the market that keeps the price surpressed ? And "almost" nobody comes to collect the silver in these paper contracts, the silver that gets shipped in recent months only seems to "stabelise" the price . And it just settles around the $32 price..... as if no shortage looming and as if there are truckloads of new silver is heading to these warehouses.

Somehow it looks like this can go on forever and ever... but my silver experience only goes back to 2010....

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David Jensen's avatar

Physical delivery ends the scam.

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Mr. Simon Field's avatar

Isnt it a good play to buy the miners if silver jumps in price? No storage fees and pissing around with metal?

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bitcrypt's avatar

Also need to do due diligence on which miners you invest in. Lots of risks with management, exploration, even geopolitics (i.e. concern that unfriendly government might nationalize the mine)

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Mr. Simon Field's avatar

Well…yes. An EFT sorts that out ro some degree

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KoDeMondo's avatar

Fully agree with you

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Peter Jackson's avatar

You gave to commit to buying miners prior to any jump in price.

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Colin Rainier's avatar

On the 3rd anniversary of the nickel fiasco, isn’t it appropriate to be concerned that the contracts will simply be annulled given the legal precedent subsequently established?

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David Jensen's avatar

The London contracts are private party-to-party contracts. They can't be annulled within the law.

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