Letters by company

Pan American Silver CORP

2 letters discussing PAAS. Everything written about it on this site is on its ticker page.

First Eagle Investments Gold Fund Commentary Gold’s second-quarter selloff reflected tighter-policy expectations after the Iran war, even as central-bank reserve buying persisted. The fund retained gold as a strategic hedge against geopolitical turmoil and fiscal strain, while backing Agnico Eagle and Wheaton for balance-sheet strength, operating quality and long-term growth. second quarter 2026 AEM $93BBTG $9.6BPAAS $19B
First Eagle Investments Gold Fund Commentary Gold rallied amid monetary-policy uncertainty, pressure on Federal Reserve independence, unstable trade policy, sovereign debt and geopolitical tensions. The fund cited strong operating delivery at Newmont and Agnico Eagle, while retaining exposure to Orla Mining and Pan American Silver as their mine portfolios and reopening prospects develop. third quarter 2025 AEM $93BNEM $120BPAAS $19B