Lukas Ekwueme：黄金矿企股处 50 年来最便宜水平却无人问津
RT Lukas Ekwueme: Gold mining stocks are the cheapest they've been in 50 years... yet nobody seems to care. - 10%+ free cash flow yield - ~0.8x P/NAV ...
AI 导读
Lukas Ekwueme 转发观点称，黄金矿企股目前是 50 年来最便宜的水平，自由现金流收益率超 10%，P/NAV 约 0.8x，却少有人关注。尽管金价出现回调，黄金矿企仍是 S&P 500 中盈利能力最强的行业之一。
来源：@dgsommersmkts · x.com