Brian W.B. Chu’s Post

𝐢𝐀𝐆𝐀𝐌’𝐬 𝐆𝐫𝐚𝐩𝐡 𝐨𝐟 𝐭𝐡𝐞 𝐌𝐨𝐧𝐭𝐡 📊 – Junior gold miners vs. Nasdaq 100   Selected by David Caron and Marc Gagnon, this graph compares the performance of junior gold miners to the Nasdaq 100 Index. · With the prices of gold and silver on the rise since late 2022, gold miners and developers are clearly reaping the benefits this year. · While fashionable themes like AI have attracted investor attention in recent months, the performance of gold producers has flown somewhat under the radar. · Still, the performance of mining companies compares favourably with that of the technology sector this year. The VanEck Junior Gold Miners ETF, which replicates the MVIS Global Junior Gold Miners Index, is up 21.2% year to date (as at August 28), while the Nasdaq 100 is up 15.6% over the same period. · The small and early-stage miners offer a high beta exposure to gold price and could benefit from a heightened M&A environment. · Industry cost inflation is easing, which should benefit margins going forward. The 𝐛𝐢𝐠 𝐭𝐚𝐤𝐞𝐚𝐰𝐚𝐲: Rising gold prices make the S&P/TSX Small Cap Index, which has over 15% exposure to gold mining, a potential investment opportunity. #goldstocks #stocks #equities #smallcap #mining 

Gold Miners Embark On The Next Stage Of The Bull Market https://lnkd.in/dhMa7prA This breakout in the GDXJ is especially important because it is occurring at the end of a quarter (Q3 ends on Monday September 30th) - there is mounting evidence that fund managers will be raising their allocations to the gold mining sector.

MIND THE GAP #2: A generational trade Excited to share the strong performance update of The "Omen Recherchebay Precious Metals & Responsible Mining" strategy [Bloomberg Ticker BCKT0685 Index]. Since its launch on April 30th, 2024, the strategy has surged over 34% in Eur terms, outperforming the VanEck Gold Miners ETF [ GDX US in EUr terms] by 8%. Leveraging expertise in metals/ISR fundamentals, geologists, C-suite figures, and global markets, we are riding the early wave of a major bull market in Metals and Mining. The key to our success lies in selecting mid-tier producer companies with robust ESG ratings, conducting thorough jurisdiction evaluations, and monitoring management's production track record. O&R Metals strategy anticipates M&A opportunities for outperformance, emphasizing real returns in a sector with mindblowing risk/reward potential. Why choose O&R Metals over Mining ETFs? - Potential for better rerating in precious metals prices breakout - Superior balance sheet quality in mid-tier miners despite sector challenges OMEN PARTNERS and Recherchebay have meticulously researched this trade. Join me in London, Zurich, and Hong Kong in November for discussions on this generational opportunity with investors keen on maximizing returns in the Metals and Mining sector. Guillaume Derville Laurent Maurel Alain Dublin Pierre Martin #Inflation #Stagflation #CapitalRotation #Gold #Silver #PeciousMetals #Mining #AssetAllocation #HedgeFund #WealthManagement #Familyoffice

With gold prices hovering near record highs, we’ve identified three standout gold companies on the ASX: Resources + Energy Group (ASX:REZ), Navarre Minerals (ASX:NML) and Auric Mining Limited (ASX:AWJ). Despite being in production or holding highly mineralised gold assets, these gold companies remain significantly undervalued, presenting a compelling opportunity for investors. In a recent Stockhead article, Paul Hart, Executive Director at Canary Capital, explores why these gold stocks offer exceptional upside potential in today’s favourable macroeconomic environment for gold. Follow the link below to read the full article: https://lnkd.in/dsh3SJ8F #gold #asx #smallcap #undervalued

"The significant gap between gold and gold equities had been narrowing over the last year, but the post-election weakness in the gold sector has widened it once again. With gold producers enjoying record margins, leading to record free cash flow generation, we expect this disconnect won’t last forever. Investors looking to hedge broader market risk through gold exposure, we think should also consider an allocation to the gold mining sector. They may be among the few equities not priced to perfection." This is an exert from our most recent ViewPoint, well worth a read: https://lnkd.in/ghxj67m7

There is no doubt a few gold #mining MDs sitting around thinking ‘What more do I need to do before investors react’? The #gold price keeps getting better and better, reaching record highs again in the past week, a ray of golden sunshine in an otherwise sombre commodities sector. This should be the time that share prices should be surging, fueled by optimistic analyst reports that ‘this is just the beginning’. Alas, #shareholders are taking a much more cautious approach to gold equities, particularly so for the smaller end of the market capitalisation curve. As some companies perform better than others, the focus will shift to M&A opportunities. Read this full article that was featured in our Making Noise Today newsletter ➡  https://bit.ly/43W6aa0 WE ARE WHITE NOISE www.whitenoisecomms.com #WNC #Strategy #Content #Design #ASX Amalie Schreurs Andrew Rowell

With gold prices projected to rally even higher by year's end, which gold mining stock is a better buy? 🔥💰 Heading: Seize the Opportunity with Gold Mining Stocks! 🚀✨ Subheading 1: Riding the Wave of Gold's Soaring Prices 🔥📈 Subheading 2: Comparative Analysis: Choosing the Best Gold Mining Stock 💼💡 Subheading 3: Empower Your HSA Investments for Optimal Gains 💪💵 Summary (200 words): Don't miss out on the golden opportunity that awaits you! As gold prices continue to soar, now is the perfect time to explore the potential of investing in gold mining stocks. Gold has always been considered a safe-haven asset, and with the current market volatility, its value is predicted to skyrocket even further by the end of the year. ⚡⭐ But how do you choose the right gold mining stock that aligns with your investment goals? Fear not, for I am here to guide you on this rewarding journey. Let's compare the top contenders! Through extensive research and analysis, I have handpicked the most promising gold mining stocks, each with its own unique strengths and growth potential. From established giants to emerging stars, we will delve deep into their financials, exploration projects, and management teams to identify the best investment opportunity for you. 💼💡 Your Health Savings Account (HSA) can play a crucial role in growing your wealth while providing for your healthcare needs. Take advantage of this unique investment vehicle, combining the power of healthcare and finance, to secure your future wellbeing. Invest wisely, and witness your HSA soar to new heights! 💪💵 Act now, and join the movement of smart investors making the most of these unprecedented times. Don't let the fear of missing out hold you back; take control of your financial destiny and invest in gold mining stocks today! 📈✨ #HSA #Investing #Healthcare #Health #Family #Wellness 💰🏥💪🌟

The junior gold turnaround is progressing, but it still doesn’t feel like it. I believe I’ve pinpointed the issue—and when it might shift. The problem is in how we define "junior" gold companies. Specifically, the VanEck Gold Junior Miners ETF definition. The ETF is now up a strong 51% for the year and is “catching up” to the rest of the gold market in the last few weeks. This ETF has over 80 holdings, and notably, most don’t fit the traditional definition of “junior.” The largest holding, Alamos Gold, boasts an $8 billion market cap—hardly what most would consider a junior. Even its smallest holdings are "large juniors" like DRD Gold and Orla Mining, each valued around or above $1 billion. This is a bit of an issue. Many believe we're on the brink of a bull market akin to what began in 2002. That previous cycle, however, took years for investor interest to permeate down to what most would define as the junior level. It wasn’t until gold prices more than doubled from the bottom and mid-tier miners achieved exponential gains that attention turned to more traditionally defined junior mining companies. That’s a sign we’re still early which isn’t the worst spot to be in. I realize no one needs more calls for hope and patience, but, the way things are going, they’re looking like they will be well rewarded soon. #Gold #GDX #GDXJ

Investing in Gold: Understanding the Difference! When diving into direct commodities like gold, remember this key distinction: they won't pay dividends like traditional shares. In the New Zealand share market, dividends are a common perk — companies often share their profits with shareholders, boosting cash flow.  However, commodities like gold operate differently. But fear not! There are alternative ways to tap into gold's potential: 1️⃣ ETFs (Exchange-Traded Funds): Gain exposure to gold through ETFs. 2️⃣ Mining Companies: Invest in mining companies involved in gold production, providing indirect exposure to gold's performance. Understanding these nuances is key to crafting a well-rounded investment strategy. Explore your options wisely. #GoldInvesting #DividendVsCommodity #ETFs #MiningCompanies #InvestmentTips #FinancialEducation #shorts

The #gold #industry is at a turning point. After years of cost-cutting, the focus is now on growth and replenishing depleting #reserves. #Shareholders, weary of value destruction from aggressive M&A, are demanding better returns and accountability. How can gold companies navigate this critical juncture? Discover the strategic options for achieving sustainable growth in this insightful article. https://lnkd.in/gf_DnKkn #LMG #LincolnGold #LincolnGoldMining #Mining #MiningIndustry #GoldMining #Investing #Investment #Investors #USA #Canada #GrowthStrategies