Jones Report NEWS FLASH- AI Center growth will be a Silver HOG - Put a Watch on Hecla Mining (HL)

    

Market Talk 

The economic data of inflation and employment is making the market believe a high probability of an interest rate cut by the Federal Reserve in September.  It is the view of the Jones report the Federal Reserve should maintain independence from politicians as mandated by congress.  However, in the real-world politics and economics are closely related. This can make it difficult to project the impact of policy in the long run, but in the short run? It is up for YOU to watch and decide impacts, if any, on your own stocks.  For example, today "they" are saying that the government may invest in defense stocks.  Could this trend help KTOS get off the mark again?

Below, is a new Jones Report projection where the fancy pants on Wall Street are missing.  That could create opportunity in a certain stock being quite undervalued.  If interested, continue reading.

Stock Talk

Hecla Mining Company (HL) has various gold, silver, copper mines in Canada , Alaska and Idaho as well as lead and zinc mining. HL also has exploration sites in Montana, Nevada, Colorado and Washington state. Northwest Mexico.  HL is added as a Watch stock now  in the 7's and still under $10+.  HL recently increased their Gold by- product estimates at Green Creek mine as well, 

News Flash! AI data centers are some of the hungriest power users ever built, and to satisfy regulators and investors they are being paired with huge solar projects. That matters because every solar panel depends on silver paste, which is heated and hardened into the fine grid lines and contacts that carry electricity. Silver is the most conductive metal of all, and nothing else works as well at scale. Each gigawatt of new solar capacity requires roughly 750,000 ounces of silver, so Meta’s Louisiana AI project alone could add over a million ounces of annual demand — about 1% of the global total — from just one site. Multiply this trend across the rapid build-out of AI campuses worldwide and silver faces a steady new draw from the solar sector layered on top of already tight supply.

That’s why Hecla Mining (HL) stands out. It is the largest U.S. primary silver producer, with low costs thanks to gold, zinc, and lead by-products that subsidize production. Every $5 move in silver translates almost directly into earnings growth, and with gold output adding stability, HL offers both safety and powerful leverage to rising silver prices. If AI expansion keeps driving solar demand, it is the Jones report view that HL is positioned as possibly the best low-priced stock to capture that upside.

Kinross Gold (KGC) mining reported a large quarterly earnings beat with an eps of 44 cents. This is a 33% earnings beat over average analyst expectations and shows an increasing earnings trend over previous results. It is the Jones report view that KGC is a real deal stock and currently quite undervalued and "should be" in the 20's. Guess what?  Today, KGC is breeching the 20's and still undervalued in the "by and by" Jones report view.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

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More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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