Gold, silver stocks take heavy punishment as investors switch to base metals

GLOBAL LISTED RESOURCES STOCKS

Composite weighted 12-month net price gains/losses

Main

10-day

IMC*

Stock

result

change

USD bn

sample

Diamond stocks

-29.8%

16.3%

0.9

41

Tier I coal stocks (Asia)**

4.6%

11.6%

105.9

20

Uranium stocks

55.7%

8.5%

16.4

117

Tier II iron ore stocks**

-3.9%

8.4%

38.1

19

Zinc stocks

66.3%

8.2%

5.1

16

Nickel stocks

22.8%

7.9%

27.7

32

Coal stocks

-1.0%

7.4%

232.2

96

Copper stocks

76.7%

6.3%

68.8

93

Molybdenum stocks

31.4%

5.7%

9.3

20

Uranium producer stocks**

37.9%

4.7%

11.4

4

Tin stocks

44.2%

3.4%

2.2

12

Oil stocks

-9.2%

-0.8%

1787.0

47

Iron ore stocks

20.2%

-1.1%

129.4

84

Oil sand stocks

-11.3%

-1.2%

30.9

15

Potash producers

12.5%

-1.4%

77.6

12

Aluminium stocks

23.0%

-2.2%

56.6

19

Tier I coal stocks (non-Asia)**

-14.6%

-3.9%

39.0

30

Mining majors**

14.0%

-4.8%

584.4

20

Tier I iron ore stocks**

30.8%

-6.0%

80.8

3

Gold ETFs

13.4%

-15.7%

41.8

9

Platinum stocks

-5.2%

-20.2%

44.0

51

Silver ETFs

6.0%

-21.7%

3.6

3

Silver stocks

113.7%

-23.8%

12.9

43

Tier I platinum stocks**

-7.1%

-24.3%

36.0

3

Gold stocks

79.2%

-35.9%

207.6

247

Tier I gold stocks**

65.7%

-35.9%

150.2

13

Tier II gold stocks**

140.7%

-47.5%

36.5

18

TOTALS

2708.7

945

* Investible market capitalization

** IMC counted in other sub-sectors

Source: Analysis by Barry Sergeant

Note: All samplings are operating companies, with the exception of ETFs

Note: the 12-month price gain/loss calculation assumes

1. A weighted amount of USDs are invested in each of 945 stocks

2. At the stock's lowest price in the past 12 months, and

3. That each stock is still held at the current date.