With big gold stocks looking fully-priced, the hunt is on for value down the chain. But tier-1 locations and scale are still must-haves. This is where Bardoc, led by the Pilbara Minerals trio, is coming into its own. Plus, Rio chairman says “we think we have a mine” at Winu. Leading... Show More
Despite the multitude of worries in the world, the gold price in $US terms continues to be under pressure, trading about 2.7 percent below its level of a year ago and about 10 percent off its January peak. Show More
20th October 1987 probably doesn’t mean a lot to anyone who wasn’t in the market – but for those who were - it was a day no one ever forgets... Show More
The US looks suddenly' very vulnerable" to a nasty selloff once everyone considers these 8 points, and I'm a BUYER of gold stocks for the first time in a long time... Show More
The Bells Gold Tracker is a periodic update and review of ASX-listed gold equities and the gold market. We run through a current market theme, key company releases from the last week, a gold-producers’ comparison table, a performance “heat-map” and some key price and relative value charts. After updating for... Show More
Gold miners generally don’t meet our quality requirements at Montgomery. But there is one miner that has gone through a massive transformation over the past eighteen months – Evolution Mining (ASX: EVN). With a strong track record of profitable acquisitions, and a declining risk profile, we think it’s a business... Show More
Orion’s focus is on building a portfolio of quality development and exploration properties in the highly prospective Areachap Terrane of the Northern Cape Province of South Africa. The Company has taken advantage of depressed commodity prices to enter into the options to acquire the properties, which have the potential to... Show More
It’s worth noting that North American gold equities are still trading on multiples over 30% higher than Australian listed gold equities. This is despite the Australian stocks maintaining stronger margins. Unsurprisingly it appears that much of the buying in local gold producers appears to have come out of North American... Show More
With near record A$ gold prices, the gold industry continues to generate extraordinary levels of free cash. Arguably it is allocating capital better than ever before in terms of balancing growth aspirations with shareholder returns. It’s great to see them really having a go with the drill bit too. We... Show More
A potential technical top formation has emerged on the spot gold price. A New York close below US$1257 is required, which if this occurs, would generate a technical sell signal, resulting in the spot gold technical outlook turning negative. The downside technical price target in that situation would then be... Show More
