NewsBite

Gold

Today

US strategist Warren Pies argues that greed is giving fear a bath right now – and fuelling the bull run.

The ‘everything bubble’ is back. But this time it’s different

Equities, crypto, housing and gold have all set fresh all-time highs in the past month. One strategist says this isn’t about FOMO, but the fear of being left behind.

Yesterday

Bennelong’s Doug Macphillamy, QVG’s Chris Prunty and Firetrail’s Matthew Fist are the top-performing small caps fundies of FY25.

The ASX small caps that catapulted Bennelong’s 41pc return

Doug Macphillamy’s Emerging Companies Fund beat 61 rival strategies tracked by Mercer for the 2025 financial year. Firetrail and QVG Capital also made the top 10.

The Super Pit gold mine at Kalgoorlie.

Northern Star drops gold hedging to cash in on soaring bullion price

Gold has risen by more than two-thirds over the past 18 months, driven by global trade uncertainty, and the company had been selling well below the spot price.

This Month

Larvotto Resources will use proceeds from its $55 million funding placement to get its Hillgrove project back into production.

Gold explorer Larvotto Resources fires up $55m capital raising

Stockbrokers Aitken Mount Capital Partners and Blue Ocean Equities were seeking interest at 68¢ per share on Wednesday morning.

Regis Resources CEO Jim Beyer.

Regis Resources seeks to squeeze the day at $3b Tropicana gold mine

Regis has been flirting with the idea of acquiring 100 per cent of the Tropicana gold project from its joint venture partner AngloGold Ashanti.

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Gold producers have stepped up production to take advantage of soaring prices, bucking a long-term trend to cut output.

Gold miners usually cut output when prices soar. Not this time

Gold production can drop when prices are high as miners process their lower-grade ore, but some have bucked the trend and stepped up output.

SG Hiscock’s Philllip Li.

Here’s one ASX gold miner that is tipped to re-rate

SG Hiscock’s Phillip Li names one of the last remaining cheap gold stocks that’s set to soar and explains why he backs Qualitas.

Jake Klein has stood down as executive chairman of Evolution Mining but he will remain a non-executive chairman and an investor.

This exec has built two companies worth billions. He is doing it again

Jake Klein, who has just spent 15 years developing Evolution Mining and who is ranked 39th on the 2025 Rich Bosses list, is addicted to building businesses.

Paragon’s John Deniz is already eyeing the next takeover target in the booming copper market.

Australia’s top stocks fund seals golden year with rare 100pc return

Paragon’s commodity-focused hedge fund smashed rivals in the 2024-25 financial year, double the return of the next best fund ranked by Morningstar.

Gold hit record valuations over the weekend.

Gold’s next move could make or break these ASX miners

Broker MA Financial has warned that easy wins for the ASX’s gold stocks may already be in the rearview mirror.

Antipa Minerals is actively exploring in the Paterson Province of Western Australia.

WA mineral explorer Antipa in $30m capital raise

Shares in the explorer have jumped more than 150 per cent in the year to July 3, starting the calendar year at 27¢.

June

These 8 trades have tormented the country’s fund managers this year

Underweight on Commonwealth Bank? Good luck. Long on CSL? Another faux pas for institutional investors trying to beat the index and deliver outsized returns.

Gold to become Australia’s third-biggest export by value in the next year

Export earnings from the precious metal are expected to hit $56 billion in the next year, according to the Department of Industry, Science and Resources.

Andrew and Nicola Forrest will both step down as co-chairs of Minderoo Foundaition.

Forrests strike gold in Greatland as miner soars on ASX debut

A gold producer backed by billionaires Andrew and Nicola Forrest has struck paydirt on its first day as a publicly listed company.

New Murchison is making the leap from a gold explorer to a miner.

New Murchison Gold launches equity raising

The equity raising comes less than a month after New Murchison denied it had received a non-binding indicative bid from the $2.8 billion Westgold Resources.

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Cygnus Metals is capitalising on the demand for copper and gold stocks to launch a cash call.

Copper, gold explorer Cygnus Metals rattles the tin

The raising comes amid strong prices for the commodities, which have set loose several deals on the ASX.

WA gold explorer Meeka Metals launches $40m capital raise

Sole lead manager and bookrunner Petra Capital was rounding up investors at 15¢ a share on Tuesday morning.

Listed gold miner Turaco Gold is running an institutional placement to develop its Cote d’Ivoire project in West Africa.

West African explorer Turaco Gold launches $60m raise

Broker syndicates are rounding up investors at 44¢ per share.

Greatland Gold MD Shaun Day.

Greatland Gold finalises pricing for $490m-plus raising for ASX debut

The deal includes a $50 million raising from Greatland, and a simultaneous sale of 66.7 million shares from the world’s largest gold producer, Newmont Corporation.

The dizzying rally in the gold price has stalled at near record levels.

Index shift at VanEck Gold Miners ETF causes ripples Down Under

One of the world’s oldest and largest gold miners ETFs is ditching 22 names from its fund amid an index shift.

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