Gold & Silver: A Lot Further To Go | John Waldie on Investing in the Precious Metals Bull Market

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Sep 29, 2025

John Waldie, a Senior Portfolio Manager at SCP Resource Finance, shares his insights from decades in precious metals finance. He reveals that the precious metals bull market is just entering its fourth inning, with silver poised to potentially outpace gold. As generalist investors and family offices begin to explore this sector, Waldie emphasizes the astronomical returns possible through early-stage placements. He also discusses the crucial role of resources, reserves, and feasibility studies in valuing mining projects and highlights the opportunities and risks across various jurisdictions.

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INSIGHT

Precious Metals Rally Still Early

John Waldie believes the precious metals rally has much further to run and equities are beginning to follow bullion higher.
He frames the market as still early in the cycle, not at bubble levels yet.

ANECDOTE

Deal Flow Has Turned Frenetic

SCP is seeing heavy deal flow with five to six deals a day across the street and roughly one deal every seven days where they participate.
In August they sometimes co-led two or three financings a week, producing a fast and furious placement pace.

ADVICE

Use Conferences To Source Deals

Attend industry conferences because many financings and catalysts are arranged there and deal momentum follows those meetings.
Use Beaver Creek and similar events to connect issuers, bankers, and investors ahead of financing runs.

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Gold has surged to $3,800 and silver has broken above $46, but according to John Waldie, Senior Portfolio Manager, of SCP Resource Finance, the precious metals bull market is only in the “fourth inning.” In this conversation with Trey Reik, Waldie explains why silver could soon outpace gold, why generalist investors and family offices are just beginning to enter the sector, and how mining financings are at record levels. He also shares how early-stage placements can deliver extraordinary returns and why miners remain undervalued even after the recent rally and breaks down the importance of resources, reserves, and feasibility studies in understanding mining company valuations. He also highlights the opportunities and risks in different mining jurisdictions, from Canada to West Africa.

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