April was a strong month for gold, with continued price increases and growing interest in the precious metal. The silver price has not kept pace with gold's performance, making it particularly interesting from an investment perspective.

The situation surrounding the “critical metals” needed for industry, high-tech, defense, and the green transition is receiving increasing attention in the ongoing geopolitical power struggle.

In this month’s letter, we take a closer look at recent market developments for investors in metals and their mining companies.

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