ETF provider: VanEck Vectors (Van Eck Global)

Ticker: GDXJ

ISIN: IE00BQQP9G91

Currency: Euro

Exchange: Borsa Italiana

This ETF has suffered a lot from the drop in gold prices. However, the price has fallen way too far. That rate is now almost at the same level as in January 2020 when the gold price was significantly lower. Another factor is the backlog at laboratories. Drilling results therefore only come many months later. Many investors lost patience as a result and proceeded to sell the gold miners. More stimulation and higher inflation will cause the gold price to rise again. The backlog with drilling results will be made up.

ETF provider: L and G

Ticker: AUCO

ISIN: IE00B3CNHG25

Currency: Euro

Exchange: Euronext Amsterdam

Despite the gold price being much higher than a year ago, this ETF is only a little higher than a year ago. The gold mining stocks included in this ETF have lagged the rise in the gold price. At the current gold price, mining companies are making significantly more profit than a year ago. This will become apparent when the company figures are announced in 1 to 2 months. Mine closures due to corona have depressed the results in the first half of 2020. But in the fourth quarter there were hardly any or none. Then we start to see from the business figures where the profit figures go with the current high gold price. The risk of mine closure disappears through vaccination.

ETF provider: VanEck Vectors (Van Eck Global)

Ticker: GDXJ

ISIN: IE00BQQP9G91

Currency: Euro

Exchange: Borsa Italiana

The gold price is still under pressure today. Most December gold futures are now closed. That is why I expect that the fall in the gold price will also stop. In December we will get the ECB and the FED. The US government's support plan will also come at some point. More stimulation and the gold price will rise. A number of the prospectors included in this ETF are experiencing laboratory backlogs. It is therefore a long time to wait for drilling results. When those results come, the shares of those gold miners can go up again.

ETF provider: L and G

Ticker: AUCO

ISIN: IE00B3CNHG25

Currency: Euro

Exchange: Euronext Amsterdam

The gold price and this ETF are under pressure due to vaccine hopes. Investors only focus on this. It remains to be seen whether vaccination will take place as soon as expected. The fundamentals with an extremely low interest rate, printing money and more and more money to the consumer causing inflation to rise are still excellent for gold and this ETF. That Janet Yellen an advocate of stimulation will most likely become the new Finance Minister is also positive. In addition, we will get the FED and the ECB in December, both of which can come up with more stimulus. The support plan of the American government will also come one day. In short, things are not going well in the short term. For the longer term, it looks great.

ETF provider: L and G

Ticker: AUCO

ISIN: IE00B3CNHG25

currency: Euro

exchange: Euronext Amsterdam

The gold price is around 1900 dollars high enough to generate hefty profits for gold mining companies. Yet those mining shares are still lagging behind. If the stock market falls, they will unjustifiably suffer from it. Mine closures due to corona earlier this year did not benefit production. The fear of new closures due to corona plays a role in the still low prices of mining stocks. However, the risk is not that great. Because mines are taking sufficient measures and total lockdowns, just like earlier this year, are not an issue. There will also be vaccines next year. In addition, the gold price will continue to rise because it is in a bull market.

ETF provider: VanEck Vectors (Van Eck Global)

Ticker: GDXJ

ISIN: IE00BQQP9G91

Currency: Euro

Exchange: Borsa Italiana

The euro is down due to the increasing number of corona infections in Europe and therefore the dollar upward. A high dollar is not good for the gold price. Stock markets down, which also led to the shares in this ETF being pulled down. The euro / dollar exchange rate will recover quickly. Stock markets can still be lower. But investors will use the low gold price to get into the gold bull market at a discount. Many companies included in this ETF are in the process of drilling. Good drilling results can cause stocks in this ETF to soar. That is why now after a decline from this ETF stepped in.