Author is considering physical silver coins as a long-term hold based on supply constraints, EV battery demand, and a low gold/silver ratio.
Unpriced research observations (excluded from Calls and Returns):
XAGUSD — LONG Author believes China's halt on silver exports, new long-range EV battery technology, and few new mines create tight supply conditions. He also sees silver as undervalued relative to gold based on the price ratio. Therefore, he is interested in buying 1 oz silver coins as a long-term hold in the UK. Exact non-equity contract requires separate historical validation; no generic proxy.
after seeing the price rise, and reading about china stopping exporting I thought wow this is interesting, especially when I also read about the new silver long range battery tech for EVs coming out, and how few new mines there are.