Gold Mining Stocks

[peter2]

A fourth for good luck is out of favour Bellevue Gold (BGL), which could be a takeover target in a sector where it’s cheaper to buy a new mine than develop one."

Been seeing that for quite some time. That there's been no offers and Mgt is struggling to increase production (+ contain costs) suggests the geology is trickier than anticipated.

 

[ShareSuccess]

I've Sold out of NST for a Nice profit, but Missed the Opportunity to get Back in at around the $15-$16 Mark

Had a bit of a look Yesterday & out of the top 10 or so by Market cap, i see NST & WGX as the Best Value plays of the group & will look to re-Enter on any weakness in Prices.

I may be dreaming, But I really do see Gold Re-rating in The near Future & it could go as high as $5,000 USD in the next 2 Years if central Bank buying Continues the way it has!

 

[TimeISmoney]

I've Sold out of NST for a Nice profit, but Missed the Opportunity to get Back in at around the $15-$16 Mark

Had a bit of a look Yesterday & out of the top 10 or so by Market cap, i see NST & WGX as the Best Value plays of the group & will look to re-Enter on any weakness in Prices.

I may be dreaming, But I really do see Gold Re-rating in The near Future & it could go as high as $5,000 USD in the next 2 Years if central Bank buying Continues the way it has!

I'd say you might see a challenge with BRICS against the USD, and they're backing their money with Gold.

 

[Garpal Gumnut]

Weekend Market Matters and a subscriber asked what are MM's currently preferred gold miners behind their first pick of Evolution (EVN).

Weekend Q&A: ASX ends the week at a fresh high as results season heats up - Market Matters

Weekend Q&A: ASX ends the week at a fresh high as results season heats up Market Matters - ASX buy recommendations

marketmatters.com.au

Answer:

"A very fluid answer which is likely to vary week to week depending on the price of the individual stocks in question but three we like today, with gold trading ~$A5,200 on Wednesday, are:

• Northern Star (NST) – this major producer has struggled since trading above $23 in April, correcting well over 30%. The fall was largely justified after their FY26 guidance and 4Q production numbers coming in slightly below consensus while cost guidance was revised higher (~$A2500/oz) with its All-in Sustaining Costs (AISC) ~5% above expectations – a bad one, two, three! We feel NST should occupy one of the three spots on size and having already worked through some tough geological times.
• Ramelius (RMS) – we like RMS as a very low-cost producer; for the full 2025 financial year, RMS produced 301,664 ounces of gold at an AISC of $A1,551 per ounce, which was at the lower end of its updated AISC guidance range. We can see RMS making new highs above $3 when gold punches to new highs – it’s even paying a more than 4% grossed up yield while you wait!
• Regis Resources (RRL) – we’ve flagged RRL as a good risk/reward more aggressive play over recent months. We like RRL after its almost 30% correction from its June highs, a significant correction considering the precious metal has only slipped ~7% over the same timeframe, i.e. a classic crowded trade unwinding.

A fourth for good luck is out of favour Bellevue Gold (BGL), which could be a takeover target in a sector where it’s cheaper to buy a new mine than develop one."

I've avoided those 3 but a few weeks back got a pinch of NST. It's funny, for anyone who has ever done the Company Directors Course through that mob of shysters the AICD, one of the bad boy companies as part of getting the exam was Northern Star Sugar.

gg

 

[divs4ever]

I've Sold out of NST for a Nice profit, but Missed the Opportunity to get Back in at around the $15-$16 Mark

Had a bit of a look Yesterday & out of the top 10 or so by Market cap, i see NST & WGX as the Best Value plays of the group & will look to re-Enter on any weakness in Prices.

I may be dreaming, But I really do see Gold Re-rating in The near Future & it could go as high as $5,000 USD in the next 2 Years if central Bank buying Continues the way it has!

that depends on where you see the US Dollar going

into oblivion , still the reserve currency , or just another major currency ( like the euro or rupee )

if most are selling the bullion to India and China ( in their native currencies ) the US Dollar value will be less relevant

 

[Garpal Gumnut]

I don't often hold the larger Australian gold producers. I bought NST recently and many moons ago held GOR but only broke even on it.

My question for members is, do the larger Aussie gold producers follow any larger cycles apart from the obvious run up with large movements in the price of gold?

gg

 

[finicky]

Gold Story

"Gold has been a standout performer across global bourses in 2025 as the precious metal punched to new highs but not all boats float as one. The global ETF shown below has 54% exposure to Canadian miners, 18% US and less than 9% to Australia. Unfortunately, it is one of the reasons it pushes new highs almost daily while many ASX names languish. Year-to-date, the GDX has advanced 70% while locally it’s been a very mixed bag from Northern Star (NST) +20.3%, Ramelius (RMS) +48%, Gold Road (GOR) +62%, and Regis Resources (RRL) +74% with not all companies taking full advantage of the runaway gold price.

Overall, we still see further upside for global gold stocks and the GDX, but the move feels mature.
Market Matters is cautiously bullish towards the GDX ETF"

What Matters Today: Things can get confusing in the Resources Sector - Market Matters

What Matters Today: Things can get confusing in the Resources Sector Market Matters - ASX buy recommendations

marketmatters.com.au

 

[Sean K]

Some more opinion here.

Mentioned: VAU, NST, GMD, CMM, SMI, GDX

7 ASX stocks and ETFs to ride gold’s next leg higher

As bullion breaks US$3,500, experts from Katana, Macquarie and VanEck reveal their top ASX ideas to ride gold’s next leg higher.

www.livewiremarkets.com

 

[countrylad]

@Sean K your avatar the gold coin did you buy that one, its very pretty