Calls
3
Dawid Heyl
Natural Resources Portfolio Manager, Ninety One
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 27
$109.29
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Gold mining equities are compelling at current metal prices because producers have prioritized shareholder returns, generating strong free cash flow for dividends and buybacks, and generalist investors are only starting to focus on that; the sector is compelling on free cash flow versus other sectors.
Thematic ETFs
Long
Jan 27
$101.59
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Precious metals, especially gold, should continue rising because of generational global shifts including possible weaponization of European-held Treasuries, central bank gold holdings overtaking sovereign bonds, very low institutional gold allocations, and a broader shift away from the U.S. dollar and Treasuries as the dominant safe haven.
Commodities
Long
Jan 27
$476.10
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Precious metals, especially gold, should continue rising because of generational global shifts including possible weaponization of European-held Treasuries, central bank gold holdings overtaking sovereign bonds, very low institutional gold allocations, and a broader shift away from the U.S. dollar and Treasuries as the dominant safe haven.
Commodities
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Dawid Heyl has 3 trade ideas tracked on Buzzberg across 4 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
