Mining Stock Daily A Zurich Precious Metals Roundtable with Florian Grummes and John Feneck
Nov 14, 2025
Florian Grummes, a precious metals analyst with 30 years of experience, and John Feneck, a former finance professional turned consultant for junior mining companies, share fascinating insights from the Zurich Summit. They discuss how recent political events have created buying opportunities in gold. Florian highlights a bullish forecast for silver, predicting a significant breakout. Both guests emphasize the importance of selective investments in the junior mining sector and discuss macroeconomic trends that could influence market dynamics.
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From Merrill Lynch To Fenneett Consulting
- John described his career path from Merrill Lynch to founding Fenneett Consulting to help juniors access US capital markets.
- He noted a sudden influx of 189 new clients as evidence the bull market has returned.
How A Physical Ounce Started A Career
- Florian recounted 30 years in markets starting with buying physical gold and investing heavily in 2001–2011 mining stocks.
- He explained his business Midas Touch Consulting and publishing research in multiple languages.
Bullish Optics Mask Weak Fundamentals
- John argued recent positive headlines and optics (US-China handshake, policy tweets) mask weak fundamentals and create buying opportunities in miners.
- He called the market's rally partly driven by optics, not sustainable economic strength.