Metals and mining ETFs

[Simpo Two]

I should have done this earlier (as always!) but am feeling the need to move partly into this area. I could Google 'Best metals and mining ETFs' but if anyone here can help me compile a shortlist to consider that would be very helpful. Many thanks.

[TVRBRZ]

I have (funds) Black Rock Gold and General
Jupiter Gold and Silver

ETFs Van Eck Rare UCITS, Global X Copper Miners UCITS

Friday was painful, but all are now recovering nicely. I may buy some Uranium when my stress levels have calmed down.

Still, 30% up and the new Gold and Silver prices have yet to be taken into account in the analyst earnings statements

[Mazinbrum]

Global X silver miners ETF
Yellow Cake for Uranium (not a miner though)

[texaxile]

I had a holding in Wisdom Tree Silver ETF (UK) - bailed out 2 weeks ago with a really nice profit now sitting in my S&S ISA, arguably the only occasion when I've ever had my timing to sell being "on point".

Now looking at possibly a copper ETF, or maybe a miner for a long term hold, so any suggestions gratefully received.

[Rhodrig27]

Blackrock gold and general has been good but as with them all over the last year have done well due to the gold/silver prices, very cyclical industry but I may get into some funds to diversify myself

[sideways sid]

Consider VanEck Uranium and Nuclear ETF along with more mainstream M&M ETFs

https://etfdb.com/etf/NLR/

[Simpo Two]

Thanks for all the suggestions. I think gold and silver may be a bit spent for the year but will definitely try to compile a 'mini portfolio' of other opportunities that will do well over the next year or two. They will need to be on the Fidelity platform though.

[TVRBRZ]

All mine mentioned above are on Fidelity.

Gold and Silver are on a pause, as are the Miners. However the analyst earnings figures are based on the previous qtr - ie Q3 2025 when gold was 3k and silver 35USD. Most of the Miners announce earnings for Q4 2025 in Feb/Mar, where they will use Q4 prices (av 4k and 60 USD)

Logic say for a silver miner is that if their costs were USD 25, at 35 dollars an oz, they made 10 dollars profit in Q3. For Q4, as their costs are the same, they now make a profit of 60-25= USD 35, so more than triple profit.

So even if silver reverts back to USD 60, a miner still triples its profit. That may, or may not, affect the share price....

Perhaps now is very much the time