October 19, 2026
Bonus Content: DHL’s Express Surge Is Good News for Holiday Retail
Gold and silver are in a powerful bull market – and one ultra-low-priced small-cap precious metals company has quietly built a unique way to capitalize on this historic uptrend.
The company is already generating record revenue from producing gold and silver mines.
It has attracted some of the biggest names in the resource arena.
And it just announced the largest transaction in its history.
Yet incredibly… shares remain largely undiscovered below $1.
That creates an intriguing opportunity to get in early and low as this fast-emerging company enters its biggest growth phase yet.
What makes this story especially compelling is the business model.
Unlike the typical mining firm, this company doesn’t have to build or operate a single mine.
Instead, it puts its capital to work in carefully selected mining projects in exchange for a share of the gold and silver produced:
✔ Exposure to multiple producing mines without operating them
✔ Exploration upside and mine-life growth funded by mine operators
✔ Diversification across multiple metals and jurisdictions
✔ Growing cash flow to be deployed into new royalties and streams
✔ Powerful leverage to rising gold and silver prices
In other words… put capital to work once… generate cash flow… reinvest that cash flow into the next opportunity… rinse and repeat.
That’s the power of the royalty and streaming model – and this soon-to-be-known sub – $1 company is reaching a critical inflection point as you read this.
And there’s another piece of this story you absolutely need to know.
Behind the company is a longstanding strategic relationship with a major mining-focused investment firm – giving it direct access to a steady pipeline of deals across the global mining landscape.
And we’re already seeing that secret weapon hard at work.
The company has just inked a new gold streaming deal on an established producing gold mine – by far the largest transaction in its history – signaling just how much bigger this story is becoming.
And the smart money is already paying attention.
One of the sector’s best-known financiers has put his own money behind the firm and believes it has a durable competitive advantage in the royalty and streaming space.
Better still, he joins the company’s CEO in our exclusive interview.
We’ve put together a FREE online report revealing the full story – including:
✔ The royalty and streaming advantage
✔ Producing assets already generating cash flow
✔ Largest transaction in company history
✔ The secret weapon driving the deal flow
✔ Our exclusive in-depth interview with the CEO and special guest
And with shares still below $1, the opportunity to get in early is right now.
Click here for instant access… and discover this fast-emerging gold-silver royalty firm before the rest of the market catches on.
DHL’s Express Surge Is Good News for Holiday Retail
DHL Group does not usually move markets outside Frankfurt. This Monday it deserves attention from traders watching transport, retail, and anything exposed to holiday shipping demand.
In light of ongoing earnings momentum, in particular within the Express division, and indications of a robust seasonal peak in Q4, management raised its full-year 2026 reported Group EBIT outlook to above EUR 7.0 billion, up from the prior guidance of more than EUR 6.5 billion. That is a EUR 500 million lift to the floor, not a rounding adjustment.
The Q3 preliminary figures are what make the upgrade credible rather than aspirational. Group revenue increased more than 12% year-over-year to around EUR 22.6 billion, while Group EBIT reached approximately EUR 1.71 billion, up around 16% from EUR 1.477 billion a year earlier. DHL Express posted EBIT of around EUR 1.035 billion in Q3, versus EUR 692 million a year prior. The company attributed the improvement to yield and cost measures and operating leverage from weight growth, with capacity constraints in the air freight market supplying around EUR 100 million of support.
Two further upgrades accompanied the EBIT revision. The full-year 2026 free cash flow outlook, excluding net M&A, was raised to more than EUR 3.2 billion from around EUR 3.0 billion. Capex guidance moved to around EUR 3.6 billion from a prior range of EUR 3.0 to 3.3 billion, a signal that management sees enough forward demand to justify accelerated investment now rather than after the season posts.
What Traders Should Watch
- FedEx and UPS as proxies. DHL’s Express division is the clearest read on international B2B and B2C parcel demand. A 16% operating profit increase in Q3, with the company calling Q4 robust, supports the case that FDX and UPS are not heading into peak season with a volume shortfall. Both report next month, and guidance revisions from either could move the sector.
- Air freight tightness. Capacity constraints in the air freight market provided DHL Express with around EUR 100 million of support in Q3. That dynamic benefits freight forwarders and air cargo operators into Q4 if tightness persists.
- Holiday retail read-through. DHL’s explicit confidence in a robust Q4 peak is a direct comment on e-commerce and omnichannel retail volumes. Retailers counting on a functioning logistics infrastructure into December got a useful data point Friday evening.
- Full Q3 report on November 5. DHL is scheduled to publish its complete third-quarter 2026 results on November 5, 2026. That date lands ahead of most U.S. retail earnings and could set the tone for the transport sector into Thanksgiving week.
The Caution
Third-quarter free cash flow, excluding net M&A, was around EUR 900 million, a figure that includes net outflows of around EUR 255 million related to the International Emergency Economic Powers Act. Tariff drag is real and ongoing. DHL absorbed it and still raised guidance, which says something about the underlying demand picture, but it is not a risk traders should dismiss heading into a policy-sensitive Q4.
DHL stock edged lower at the European open Monday, trading in the EUR 57-58 range. The guidance upgrade is the signal. The price action is noise.
