The current macro economic environment has provided a strong set up for the price of gold - particular for Australian dollar gold. John Deniz, Managing Director at Paragon Funds, says he remains positive on this sector and shares some of the considerations he takes when investing in the space. "With Australian dollar gold at near all time highs, you have to take a view on the currency. Our view is that with the Australian dollar under pressure that Australian dollar gold is likely to stay elevated for some time." When it comes to selecting stocks exposed to the gold price Deniz outlines some key criteria. 1) They must have strong free cash flows and high margins from existing productions 2) There should be minimal additional capital required 3) The asset must have a long mine life and ideally, potential for exploration upside. In this video, Deniz expands further on these points and outlines some of the stocks that meet his criteria: &feature=youtu.be
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