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>> No.20037192 [View]
File: 147 KB, 2148x1234, 1569688505526.png [View same] [iqdb] [saucenao] [google]
20037192

>>20036608
I'd say unless you have a foot in the door in Switzerland to keep stacking PM.

>>20036860
another way to look at it: if the attached chart is correct and we assume that the allocation for coins and bullion this year will match the above ground average (~6%) and if we mine about 950MM a year... We just delivered 5% of the total which would be almost a full year's amount of what's normally peeled off for coins and bullion. In other words, we're going to need more coins and bullion. I'm sure the producers will kick it up and that we have more available from slowdowns in other markets, but to me, this seems bullish. any more info on the delivery charts?

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