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What if..................

keetskeets Posts: 25,351 ✭✭✭✭✭
What if there were a steep and sustained increase in the price of Gold/Silver?? What if it only reached the highwater-mark of 1980 but held for a period long enough to actually see the melting of all the Gold/Silver coins that would most certainly be taken to the buyers??

I've always been amused at the way the advent of TPG's changed how the average collector viewed scarcity and actual rarity. The old way is what I like to term "RedBook Collecting" because it seemed in the 60's when I entered the hobby that a coins value and scarcity was determined by it's total mintage. Today it seems more determined by it's grade availability. With my imagined scenario, I envision a mating of the two!!!!!!

It's already no more than an (un)educated guess to state the true extant numbers of many, many issues. A large bullion stimulated melt-off would really glean the remaining stocks of even the lowest graded and most readily available coins. Moderns would probably benefit the most for the exact reason they are so maligned by many. The real kicker, as I see it, is that this would be an artificially manipulated increase of rare coin prices---and indeed of rare coins themselves!!!---by persons who aren't even involved in the rare coin business and likely wouldn't even know what they're doing. We reap all the reward, is that great or what??

But man, would it be tough to decide what to do!!! Sell because i can get $40 on the dollar?? Wait because maybe I'll end up with a better date after the dust settles?? WOWZER!!!!! Imagine all the Morgan Bullion that would disappear, it's staggering. All those G-VF coins worth about $8-$10 could suddenly rise quickly and it's almost a foregone conclusion that they'd find themselves as a glob of metal. All the "old coins" in dresser drawers worth $10-$20 would be history to say nothing for the aforementioned Roosevelts/Washingtons/Franklins/Kennedys.

Whaddaya think about this fantasy?? Would you do a wholesale dump or would you be selective and speculate with some coins??

Al H.image

Comments

  • I have to say... I have thought about this happening... I would keep everything I could get my hands on, for the long term value of the coin. I also have to throw in that I do have a small collection of bullion silver( bars, and rounds) just in case that happens. image
    Just cause someone pee'd in your Cheerios don't pee in mine.

    image
  • Interesting. All I know for sure is I have tubes full of silver junk coins that would be history if silver ever got near $50/ounce. For the time being they sit in the bank box because I'm too lazy to do all the inventory lists, and mailing costs are too much on bullion anyway. Now that I think about it, I might try to cherry pick some original low grade key dates from a bullion dealer if I could.
    morgannut2
  • jdimmickjdimmick Posts: 9,673 ✭✭✭✭✭
    If silver went to 40x face, I would dump everything including BU silver rolls of dime, quarters and halves for melt. Dont care if its Ms or not, if it were a chance to unload em , they be a going.

    Example: Just last week I listed a lot of (4) nice Ms Roosies, all coins were Ms-65FB or better on E-bay,(40's/50's) they sold for something like 13.00, thats it. If I could have melted them at 4.00 a coin instead, they would have went as bullion. I would have been better off. The buyer on this lot got a real deal as some of these dimes will easily holder and sell for $30. But I only paid 4.2 face for them so I made a buck or two. Point I am making is, back to conder's point, some really nice choice material, that isnt necessarily worth a bunch as a "raw coin" would get removed from the market and lost as bullion if this were to happen.

    jim
  • cohodkcohodk Posts: 19,095 ✭✭✭✭✭
    I would love to see silver at $40/oz. Think of all those hoards that would surface. It would alos be nice to see the dealers dump all their junk. I get tired of seeing the same old VF-XF morgans in dealer cases. Melt 'em all an lets see some real coinsimage
    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • cladkingcladking Posts: 28,636 ✭✭✭✭✭
    Who'd complain?

    Coins made in the hundreds of million still wouldn't become scarce though. There are many
    reasons from the simple fact that the coins will literally come out of the floorboards to the sim-
    ple fact that coins would remain a convenient way to own silver. Additionally if enough started
    to disappear to affect prices then the rising prices would cause the coins to be set aside when
    they exceeded melt value.

    All of the coins made scarce or rare by melting over the last half century have been base metal
    coins. These were usually coins that people ignored and didn't miss when they were recalled
    and melted.

    Certainly there were a few dates probably affected by the 1980 run-up and it would be much
    more dramatic if the price stayed high. Coins which had only a little more melt value than numis-
    matic value and were already underappreciated were most affected. Things like VF '40-D quart-
    ers were melted in significant numbers compared to the number available. Very large numbers
    of BU 40% halfs were also melted. These were considered common so lots were destroyed.

    Today, of course, such a scenario would be far different. Back in 1980 everyone had lots of me-
    tal and dealers bought it from collectors and the public in great quantity. Much of this is gone
    forever and the silver this time would be things like Washington commems and even 1992-S
    silver halfs and quarters.

    It would certainly be interesting.
    Tempus fugit.
  • In the short run it would seem great as everyone dumped their silver for windfall profits, but in the long run it would probably be bad for numismatics since it would greatly reduce the number of new collectors, especially young collectors, coming into the hobby. When silver got to $50 a common circulated roosevelt got to $2.50 each. Now silver was only up there briefly, but if it was to stay there much of the common silver would eventually get scrapped. So where do the young collectors start? Common Roosevlts at $5, Washintons at $9, circulated Franklins at $15 - $17? The kids are priced out before they ever start, and while there are not a lot of young collectors at any particular time, most of them get their start as children. If the prices are too high for them to get their start, they won't be back as collectors later when they are older. And fewer collectors will eventually mean softer prices for the better material as well.
  • "Now silver was only up there briefly, but if it was to stay there much of the common silver would eventually get scrapped. So where do the young collectors start? "

    Clad.

    Jim
  • Well,

    Seem's like the Hunt Brothers are a dead issue.... However for what it's worth, I like my father believe that silver will do it again and snagging up what you can buy of 90% or Pre-64 bags of 1000.00 face is still worth having. Especially if you have time to glance through it and pick out the good stuff, (Errors and Higher grades). I know a guy that used to go around hospitals and buy 55 gal. drums of X-rays and take them out and burn them to collect the silver that was left at the bottom. I'm sure of this, I saw a great many people slapping down good silver coins at $40.00 an ounce. Even i dropped about 10 very worn and slick Morgans and peace dollars and turned around and used the cash to buy higher grade stuff people were fixing to send to the smelting pot. We lost a great deal of coins during that time. And as history does have a tendency to repeat itself, as alway's look before you leap.

    "Those who don't remember the past, Are condemned to repeat it"

    Checked for spelling and punctuation...............NOT......image
  • roadrunnerroadrunner Posts: 28,303 ✭✭✭✭✭
    You could also see a wholesale melting of saints and $20 Libs too.
    I don't believe that happened in 1980 as we didn't stay at $850 long enough for that to occur. But next time around it could certainly happen.

    More than likely, any spiking of silver to $50+ and gold to $850+ would not last that long before speculation ran it straight up and then straight down again. You might not have very long to cash in your coins.

    Actually, a lessening in supply might actually help the hobby. There is way too much of the lower end stuff around as it is. If half of it went away, I doubt prices would change by much.

    roadrunner
    Barbarous Relic No More, LSCC -GoldSeek--shadow stats--SafeHaven--321gold
  • BAJJERFANBAJJERFAN Posts: 31,082 ✭✭✭✭✭
    Even if silver hit $200 an ounce I would not be selling my 1893-s or other nice Morgans. There is plenty of junk 90% silver around and if those who sold off every Morgan for which they paid $200 or less did so, then I would be making a killing on the ones I kept.
    theknowitalltroll;
  • nwcsnwcs Posts: 13,386 ✭✭✭
    >Would you do a wholesale dump or would you be selective and speculate with some coins??

    Wholesale dump.
  • [Q"Now silver was only up there briefly, but if it was to stay there much of the common silver would eventually get scrapped. So where do the young collectors start? "

    Clad >>


    So they go to the bank and search rolls. What do they do next week? Sure they might try upgrading for a little while but I think the interest in the hobby would fade VERY quickly.
  • NoGvmntNoGvmnt Posts: 1,126
    "So they go to the bank and search rolls. What do they do next week? Sure they might try upgrading for a little while but I think the interest in the hobby would fade VERY quickly.

    Darkside. LOL

    Jim
  • keetskeets Posts: 25,351 ✭✭✭✭✭
    More than likely, any spiking of silver to $50+ and gold to $850+ would not last that long

    hey roadrunner

    that's why my scenario had the price staying up for awhile, to give some time for the bought coins to actually be melted. when the Hunt's ran things up it was so short lived that some got stuck with a lot of silver coins. and Mike, there are always areas to collect in for kids. cents and clad would be a fun challenge at face value. just because there's no precious metal involved, do you really think kids wouldn't collect??

    al h.image


  • << <i>Darkside >>


    If they are lucky.

    Yes, for young collectors. I think they would do the clads fairly quickly, and the Memorial cents. Jeffersons might give them a challenge from pocket change or rolls because the older material DOES show up but slowly. Possibly at a rapid enough pace to hold interest. But for most youngsters anything before 1964 would be priced out of reach, Today, even though those coins still have to be purchased, they are still within the reach of their pocketbooks. With silver at $40 ot $50 and oz they probably won't be. Unless they moved to the darside, i'm afraid most would lose interest. Hey back in 1979 and 80 when silver went up like it did, a lot of ESTABLISHED collectors quit the hobby. If it did it again I think it would happen again. An if established collectors are quitting, I doubt if many young people would be STARTING.

    Hey how many here STARTED collecting in late 79 early 80 when silver was over $30?
  • mhammermanmhammerman Posts: 3,769 ✭✭✭
    To some degree, we are still seeing the great melt down of '79. Another excellent keets thread with astute responses. My coin dealer and I were discussing a coin in his store last week. He wanted a hefty premium for a coin that I saw as a common date, high mintage coin (oh, ok, it was a '14 D $10 indian in a pcgs 63). Then he gave me the lesson about how many had been certified v.s. the seemingly high mintage. When we studied it a little it was obvious that there just weren't many of these around. (I still didn't buy it because it had a bad scratch on her cheek). He further explained how the 89 ASE original rolls were basically non-existent in the market and the mintage was just as high as the other ASE's. He was punctuating how mintage is not a particularly valid indicator of rarity or availability. To back it up, he pulled out a book that lists the certified numbers of all U.S. coins. Lesson learned! Once you get away from the trendy coins of the day, a little study based on availability as certified coins v.s. mintage makes the coin picture much more focused. A high mintage coin may indeed be quite rare and there are many examples of this in gold as well as modern issues.

    I offered my dealer another method of pricing coins with bullion value...melt + rarity=value. Seems simple enough. An example would be $5 common indian vf-xf is $100 for melt plus $50-$80 for rarity so that coin should be worth $150-$180 for rarity or so instead of the $230-$250 every one is trying to get for them, they just aren't that rare in that condition and their numismatic value is mostly in the seller's eye. It takes a lot of guess work and mystery out of the deal. A ms 64 common $20 Saint with high certified populations would go for $400 for bullion + $300 for rarity/numismatic value, not $850. It would make the buyer ask himself if that coin was worth $300 or $450, kind of narrows the range a little. I'm still thinking about the implications of this but it would reflect bullion prices better and would take a lot of the boogie woogie out of coin dealing, at least it would narrow the areas of dissention down a little. It would most certainly make the buyer consider if the rarity of the coin warranted such a premium over melt. He would have to ask himself the question, "Why am I paying this much of a premium for air."

    Wouldn't it be nice to be holding a couple of rolls of f-vf $5 gold that you got into for $150 if it shot up to $800...yummmm, especially if you got them for bullion plus a premium for numismatic value instead of some percieved rarity. Another great melt down would probably favor sparing the slabbed material with gold or silver content from the great melting pot...food for thought.
  • cladkingcladking Posts: 28,636 ✭✭✭✭✭


    << <i>[Q"Now silver was only up there briefly, but if it was to stay there much of the common silver would eventually get scrapped. So where do the young collectors start? "

    Clad >>


    So they go to the bank and search rolls. What do they do next week? Sure they might try upgrading for a little while but I think the interest in the hobby would fade VERY quickly. >>



    A collection of regular issue clad quarters from circulation isn't going to keep an
    advanced collector interested for very long probably. Oh sure, if you like VF and
    better coins that were well struck or at least have the major detail then such a
    set can take years to assemble. One only has to look at about 1,200 dimes to
    make a complete collection of the regular issues and about 1,000 quarters for a
    whole set. VF and better dimes will take about 25,000 coins and VF and better
    quarters are about the same.

    If you think about it though this is really much better than what got our generation
    hooked on coins. Back in 1960 there were not any of the real key dates in circula-
    tion because they had all been removed years before. While it was theoretically
    possible to get an '09-S vdb in pocket change in actuality as far back as 1945 The
    Numismatist reported only one coin in 45,000 was this rarity. By 1960 these were
    long gone and collectors were forced to deal with the idea they couldn't even com-
    plete their sets. Worse yet is that the '09-S vdb's hadn't been lost and destroyed,
    they had been removed from circulation in high grade or intercepted even before they
    got to circulation. This meant that the coins existed but were prohibitively expensive.
    It also implied that anything of actual value had also already been found and removed.
    All the coins in circulation had been screened repeatedly by large numbers of collectors
    and anything of real value was gone.

    Today it is far different. People ignored these coins when they were issued and they
    have been mostly ignored ever since. There is no where one can go to buy a nice VF
    1969 quarter. If you want this coin you'll have to find it yourself in circulation, but be
    prepared to look at about 25,000 other quarters first.

    Todays pocket change is even richer in rarities of die varieties than of condition. Nu-
    merous varieties don't exist at all in uncirculated condition and are very difficult to
    buy in any condition. If you want these you almost have to find them yourself and
    when you do it just might be condition census.

    I've been working on a "circulation" set for more than seven years and still lack seven
    or eight major varieties and all of the best known varieties. Even my main collection
    which I've toiled on for 32 years still lacks the three major DDO's and the rarities.

    Certainly none of the coins in circulation sell at a premium at the current time, but this
    isn't because the coins are undesirable or common, it is merely because these are still
    being ignored for the main part.
    Tempus fugit.
  • I agree that there are varieties in the clad series that could keep and advanced specialist collector challenged for years. But I'm talking about young beginners, 8 - 13 years old who traditionally collect for a few years, leave, and come back a few decades later. Very few collectors enter the hobby as die variety specialist collectors. That usually only develops in a small percentage of long term advnced collectors. Beginners usually do date and mint sets of the current coins and then start going back in time starting with the silver versions of the current coins. And if silver reached and held the $40 -$50 an oz levels they would be priced out of those markets. (Kind of how you don't usually see 8 year olds putting together sets of circ strike silver eagles. (Unless collector dad is financing them.) They usually can't afford them, and at $50 an oz silver they won't be able to afford the silver dimes and quarters either. So they have to go darkside, or advanced die variety specialist. I just don't see it happening.
  • keetskeets Posts: 25,351 ✭✭✭✭✭
    hey Sam

    you've convinced me that i need to try a little experiment. i think i'll try to put together some circ modern sets, just stuff that i can get from circulation and at the bank for face. i'll only challenge myself to go back 40 years. what i think we've lost in the discussion relative to a young collector is that they don't have the resources to buy coins with, it's almost as though we look at it from a perspective of a beginning collector with an advanced collectors income. when i started it was all i could do on a few dollars a week in "allowance" and whatever i scraped up from mwing lawns and shoveling driveways along with Birthday and Christmas money.

    thinking back 40 years from 1964 to 1924, there was quite a few holes in my books even though the coins were readily available for a brief period through at least 1968-1970. i wonder how the "Modern" circ set will look??!!??

    al h.image
  • mirabelamirabela Posts: 5,010 ✭✭✭✭✭
    The thing to do if that happens is to cherrypick what's being brought in for melt. The last time around, it was amazing how much seated coinage, decent circ barber coins, circulated classic commems, beautifully toned stuff from old albums etc. ended up in dealers' melt boxes.

    Hang around and snag the best of the type, the BU dollars, etc. When metals went crazy 25 years ago, there was so much coming at some of the dealers they didn't even have time to pick the best out of their own purchases. They made out better by just buying it and flipping it as bullion. I got some things that were a bargain at melt, even when melt was $35 or $40.
    mirabela

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