Yesterday
Gold M&A madness is one for the crystal ball readers
The latest big gold tie-up is fascinating for each company’s shareholders, but the message for the rest of us is that the deal train is only getting faster.
Perseus Mining lobs bid for $1.6b Predictive Discovery
The deal could create a near $10 billion Africa-focused gold miner on the ASX.
Can gold keep its crown as the ultimate safe haven in 2026?
Geopolitical risk, inflation and central bank buying have spurred a rush into both physical metals and ETFs.
What Gabrielle and 411,000 investors have in common
ETFs recorded the biggest increase in investors this year since the COVID-era boom, with about 10 per cent of Australians now invested in the versatile funds.
This Month
Tulla Resources launches $129m block trade in Pantoro Gold
Just over 25 million shares were on offer, representing about 6.5 per cent of the $2.1 billion Western Australia gold miner.
Tim Goyder’s Minerals 260 was worth $30m in Jan. It’s now worth $900m
The veteran investor’s punt on a mothballed gold mine in WA has pushed its market value – and his net worth – towards $1 billion.
November
Gold may have doubled, but ASX miners remain a gamble
An analysis of gold stocks over the decade showed many of them collapsed or were taken over, while the survivors returned just 3 per cent per year.
WA gold hopeful Rox Resources launches $200m cash call
The developer’s largest shareholder, Hawke’s Point, a mining investor that owns 17.7 per cent of the company, has committed to investing $18 million.
Veteran Bell Potter gold bug Hugh Wallace-Smith dies at 80
The Geelong-based stockbroker passed away earlier this month. He built a reputation for being a massive bull in gold, well ahead of this year’s record run.
The Smorgon dynasty weathers a very bad year
On the outside, the descendants of the late billionaire industrialist are overseeing a rapidly growing fortune. But it’s been 12 months of serious turbulence.
Gold surge triggers hiring spree in hedge funds, banks and dealers
Long a relatively neglected corner of many trading floors, the precious metal’s price surge has recruiters scouring Asia to find specialists.
Why 69 is the magic number for this gold mining boss
Departing Perseus boss Jeff Quartermaine grew the value of the miner 69-fold during his 12-year stint. But two other trends grew just as fast in African mining.
Ignore the lull, gold traders say this rally will run until next year
The price of the precious metal has come off its record as trade tensions have cooled. But bulls say the underlying reasons for a surge are still there.
QVG says ‘fake-it-till-you-make-it’ investors are infecting markets
From punters lining up to buy gold to rare earth miners pulling off monster capital raisings, QVG is happy to wait on the sidelines amid exuberant markets.
Why this stock is a better pick than Rinehart’s rare earths bet
Geologist-turned-fund-manager Rick Squire has returned a massive 60 per cent in 12 months by investing in the speculative end of Australia’s mining sector.
Soaring gold stocks are taking over the ASX’s major indices
The S&P/ASX 200 is set to welcome at least two producers of the precious metal next month, a move expected to push out major names like Inghams and HMC Capital.
October
Gold heading towards a bear market? Strategists tip deeper pullback
Brokers are urging clients to “buy the rip after the dip” as retail investors flee gold markets, triggering wild swings in prices.
As mining stocks surge, the ASX could break this unwanted streak
Analysts have upgraded the earnings outlook for Australia’s mining sector, placing the ASX 200 on track to break three years of shrinking earnings.
Missed the gold rush? Fundies tip where to look next
From retail champions like JB Hi-Fi and Eagers that are set to gain from falling rates to metal detector maker Codan, fund managers offer their next winners.
Traders pounce on gold as correction ‘cleans out’ hot money
Brokers are urging clients to stick with the world’s hottest asset after strategists said a ‘much-needed’ pullback removed some of the speculative money from the market.