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Gold

This Month

West African Resources in $120m cash call; Euroz Hartleys on ticket

The 87.6 million new shares were offered to investors at $1.37 apiece.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
Spartan Resources Dalgaranga Gold Project in WA’s Murchison region.

Big lick of Spartan Resources shares trade, again

Street Talk spotted three trades in the West Australian gold explorer after Monday’s closing bell.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

June

Calidus Resources' Warrawoona Gold Project is located in the emerging Pilbara goldfields.

Pilbara gold miner Calidus collapses as Macquarie calls in receivers

The ASX-listed company runs the Warrawoona mine near Marble Bar in Western Australia and was working with SQM to develop the Pirra lithium project.

  • Kylar Loussikian
Donald Trump is the bookmakers’ favourite to win the election.

Here’s how investors should trade the US election

Goldman Sachs says these commodities are the best way to protect investments against the threat of a fresh wave of inflation.

  • Alex Gluyas
The key is to seek out low management fees given different ETFs track the price of the same commodities.

The bitcoin ETF wave has arrived in Australia

VanEck is launching a cut-price bitcoin ETF as investors eye cryptocurrency and gold as hedges against geopolitical risk.

  • Tom Richardson
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May

Ramelius Resources chief executive Mark Zeptner.

Ramelius approached Westgold for $3b-plus gold merger

While neither of the ASX-listed companies disclosed the deal discussions, Wednesday morning’s Takeover Panels application all but confirmed the status quo.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
Australian Gold and Copper launched the raise on back of a strong surge in its share price.

Australian Gold and Copper in $11m equity raise

Majority shareholder Delin Mining Group would take top-up to retain its 55 per cent stake, potential investors were told. 

  • Sarah Thompson, Kanika Sood and Emma Rapaport
Silver prices could outperform gold this year, ANZ predicted.

Commodities on cusp of ‘super-bull’ rally after traders cash in

Investors have taken profits following a powerful rally in copper and gold prices, but strategists believe the correction will be short-lived.

  • Alex Gluyas
Anthony Selby says lingering high interest rates mean there’s nothing wrong with bagging a 5 per cent risk-free return in cash savings.

10 investment tips to ride out the ‘new normal’

Given elevated interest rates and inflation are forecast to flow through financial year 2025, investors are eyeing stocks, property and gold to get ahead.

  • Tom Richardson
Australia’s major super funds have overlooked a valuable opportunity by not allocating more to gold.

Why superannuation funds are wrong on gold

Millions of Australians could be missing out on the benefits of gold because of a conflict of interest inherent in big super.

  • Chris Brycki
De Grey Mining says its Hemi project is on track to become one of Australia’s biggest gold mines.

Gold Road’s takeover grip on $2.3b De Grey loosens

Gold Road’s grip on Australia’s best undeveloped gold mine will loosen after it bought only a portion of its rights in De Grey to keep alive a rival deal.

  • Peter Ker
WA budget resources

WA taps Albanese for $200m critical minerals hub

WA has earmarked land near where Alcoa is closing its alumina refinery and a BHP nickel refinery is hanging by a thread for a critical minerals processing hub it wants the Albanese government to co-fund.

  • Brad Thompson

April

Listed gold miner Turaco Gold is running a $16 million placement to develop its Cote d’Ivoire project in West Africa.

West African gold play Turaco Gold launches $16m raise

Street Talk understands the $108 million company has called in lead manager and bookrunner Argonaut to round up fresh funds for its West African operations.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
The interest rate story should prompt a rethink for investors, Morgan Stanley says.

How to adjust your ASX portfolio for a higher-for-longer world

Hot inflation and the prospect that rate cuts will be further delayed should encourage investors to rotate from banks towards miners, Morgan Stanley says. 

  • James Thomson
Collins St Management’s Vasilios Piperoglou believes the local gold sector is filled with potential multibaggers.

This top-performing fundie is all-in on ASX gold stocks

Vasilios Piperoglou believes gold stocks will “multibag” in the coming months, and says Collins St Asset Management value fund has a portfolio full of potential winners.

  • Alex Gluyas
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Gold is often touted as a safe haven investment when risk assets are sold off.

Commodity markets perplexed why gold keeps going up

The precious metal’s decoupling from the traditional drivers of prices has analysts divided on its outlook.

  • Alex Gluyas
Tung Nguyen plans to retire next year at 50.

Meet the former refugee retiring at 50 thanks to gold’s surge

Tung Nguyen has invested heavily in gold and bitcoin via his SMSF.

  • Tom Richardson
Demand for gold, including by investors and central banks, is on the up amid inflation and geopolitical concerns.

Gold’s dizzying ascent isn’t over yet, say fundies

The precious metal has surged nearly 20 per cent since February, but macro fund managers expect the momentum to continue.

  • Sybilla Gross and Yvonne Yue Li
A Newmonth mine in Western Australia. The company is one of the world’s largest gold producers.

Buy Newmont to benefit from gold price surge, Citi urges

Shares in the gold miner, which merged with Newcrest last year, have fallen. But the investment bank says that should be more than overcome this year.

  • Joshua Peach
Tribeca’s Simon Brown.

Breakout in gold is making Ramelius cheap, says Tribeca

Small caps fund manager Simon Brown explains why investors should be buying the WA gold miner, and why he’s standing by Kelsian after a tough earnings season.

  • Joanne Tran

Original URL: https://www.afr.com/topic/gold-hv0