Letters by company

Fresnillo PLC

1 letter discussing FNLPF. Everything written about it on this site is on its ticker page.

First Eagle Investments Gold Fund Commentary Gold Fund Commentary attributes gold’s decline to tighter-policy expectations following the Iran war, persistent inflation and a stronger dollar, while arguing that fiscal strains, reserve diversification and geopolitical risk preserve gold’s role as a strategic hedge. The portfolio review discusses Pan American Silver’s Escobal CVRs, Peñoles’ Fresnillo stake, B2Gold’s asset sale and Goose Project disruption, and the operating strengths of Agnico Eagle and Wheaton Precious Metals. 2Q 2026 -16.6% AEM $105BBTG $10BPAAS $22BWPM $72B