153% Gain in Three Months
153% Gain in Three Months
Notes From the Field By James Hickman (Simon Black) June 11, 2025
We’ve been extremely consistent—practically shouting from the rooftops over the last year—that there was an absolutely outrageous investment trend that was going to make people who were paying attention a lot of money… and it wasn’t going to last.
What we’ve been saying over and over is that gold’s bull run was just beginning. At $2,000, we said it wasn’t the end. At $3,000, we said it wasn’t the end… But the bizarre anomaly was that while gold was heading to all-time highs, gold stocks were still remarkably cheap.
And we explained the reason why—gold was hitting all-time highs because central banks were losing confidence in the US dollar and trading for the only truly universal asset in the world: gold.
But central banks were buying gold bars, not gold stocks—so while gold hit all-time highs, gold stocks barely budged.
It was a similar phenomenon with other real assets as well, including silver and platinum.
And in our 4th Pillar investment research service, we identified some of the most ridiculously undervalued companies and presented our research to subscribers.
It didn’t take very long—one of our most undervalued precious metals stocks is up 153% in three months.
Our other best performing precious metals picks of the year have gained:
146% in the last eleven months
133% in the last two months
51% in the last three months
Another five stocks we researched are up between 27-34%.
For the sake of transparency, one is actually down 27%.
And frankly, we don’t think it’s because it’s a bad company.
We think the company’s fundamentals and management are quite sound, so we believe it’s even more undervalued now. And with specific catalysts on its horizon, it’s a great opportunity to pick it up.
But in general, is it too late to find the deals?
Opportunities are definitely thinning, but there are still some out there.
To give you an example, in our most recent 4th Pillar report we sent out last week, we identified a profitable gold business trading for less than cash.
Talk about limited downside— you could literally buy the entire company, repay yourself with its cash, and have the operating business for FREE.
That’s the type of investment opportunities we find.
And just like the companies we identified recently which surged 150%, this one also has a number of catalysts on the horizon which could quickly re-rate the stock much higher.
Those catalysts are in addition to the simple fact that investors are finally catching on, and realizing how much value there is to be had in companies related to mining precious metals.
They’re looking. But we got there first.
We’ve been practically pounding the table on this for over a year.
We said these companies were cheap, we said they were going to skyrocket in value—and that’s exactly what’s happened.
This trend is not over. But it’s definitely something you want to be paying attention to.
I can’t stress this enough, these are the types of companies you want to own in this economic environment.
And we’re very proud of the work we have done to find these opportunities.
To your freedom, James Hickman Co-Founder, Schiff Sovereign LLC