'We’re Just Getting Started' - $4K Gold, M&A Surge, and the Next Phase for Miners | Peter Grosskopf

The gold bull market isn’t over—it’s just entering a new phase. In this Kitco News interview from the Rule Symposium in Boca Raton, Peter Grosskopf, Chairman of SCP Resource Finance and former CEO of Sprott, says mining M&A is accelerating, silver remains structurally tight, and high-quality juniors are now in play.

Grosskopf, who has decades of capital markets experience, warns that “there aren’t that many buildable targets left” and tells investors why developers trading at 0.1–0.2x NAV still offer significant upside. He also shares his outlook on jurisdictional risk, royalty company consolidation, and what a $4,000 gold price could mean for the sector.

Topics Discussed:
-Why gold at $3,300 is “healthy,” not a bubble
-ETF inflows and the return of generalist capital
-M&A acceleration in gold and silver sectors
-Why majors are “lining up now” for acquisitions
-Silver’s upside and lack of quality primary producers
-Which jurisdictions matter most for miners today
-Royalty company consolidation and valuation gaps
-Developer valuations and spot price disconnects
-$4,000 gold scenario and institutional capital rotation

Special thanks to our sponsor, G mining Ventures, for making this coverage possible. To learn more, visit: https://gmin.gold//

00:00 Introduction
01:07 Macro Setup: Gold and Silver Prices
02:25 Investor Sentiment and Market Dynamics
03:16 Valuation and Investment Opportunities
04:03 Mergers and Acquisitions in the Mining Sector
08:08 Jurisdictional Risks and Strategic Metals
11:33 Company Performance and Future Outlook
15:50 Market Cycles and Commodity Trends
16:46 Conclusion

#Gold #Silver #MiningStocks #PeterGrosskopf #RuleSymposium #KitcoNews #Investing #Mergers #Commodities #ETF #Sprott #NaturalResources #PreciousMetals #Uranium #Royalty #Developers #Macro #MonetaryPolicy #Inflation #Recession #MarketOutlook
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