Gold Mining Equity Pulse

No significant updates today.

Two analysts diverge on gold's base-building phase and equity implications.

• Erfle sees the $4,500 level and GLD 414 as critical support in a tight...

Two contrasting forecasts shape gold's trajectory, with direct implications for mining equities and ETFs.

• Bullish case sees gold surpassing $6,000...

Kinross is investing $3 billion to develop the Lobo Marte project in Chile's Atacama region, marking one of the country's largest upcoming mining...

U.S. Gold's Luke Norman outlined completed permitting, feasibility study progress, early works, and construction financing plans for the CK gold-copper project in Wyoming, underscoring near-term catalysts for this speculative junior developer.

Barrick Gold's aggressive share repurchases signal strong management confidence in undervaluation amid robust financial momentum.

• Explosive growth...

• Profit recovery: Swung to US$25.8M pre-tax profit on US$122.8M revenue, reversing prior year's US$21.3M loss
• Output growth: 25,061 oz gold and...

Riverside Resources is spinning out assets like the Blue Jay project and Mexico portfolio to unlock shareholder value while shifting to a royalty model amid improving gold market conditions.

Harmony Gold (HMY) shares are retreating after a rally fueled by robust results and record gold prices, as investors reassess how much good news is...

• Orla Mining (ORLA) named Zacks Bull of the Day with #1 Strong Buy rank
• Transformed into mid-tier producer via Camino Rojo cash flow and...

Regulatory Updates

• 🔥 Gold Fields Tarkwa Lease: Ghana’s government will renew the Tarkwa mining lease for Gold Fields but requires fresh...

Despite the global gold rush, Australia is the hardest place to mine the metal, creating distinct structural and regulatory headwinds for Australian-listed gold equities.

Aura Minerals' 1Q26 earnings conference details the company's operational and financial results alongside strategic advances driving growth, including...

Westhaven Gold's CEO discussed a Dundee partnership funding up to C$85 million through pre-feasibility on the Shovelnose high-grade gold project,...

Gold miners are posting record margins exceeding $3,000 per ounce while the sector trades around 10x forward earnings.

• Avino delivered strong Q1...

This paid promotional interview with CEO Rick Van Nieuwenhuyse positions Contango Silver and Gold (CTGO) as a cash-flowing producer post-Dolly Varden...

Low institutional enthusiasm and extreme underallocation in gold assets suggest the correction is in its later stages, creating a potential entry for...

$2.34 billion weekly inflows into gold funds show renewed demand as ceasefire hopes ease dollar strength and inflation fears.

• Gold rose more than...

Ghana has committed to renewing Gold Fields' Tarkwa lease but will require detailed development plans and ministerial review before approval.

• No...

Gold miners deserve an upgrade to Buy via GDX despite technical warnings on gold's choppy range, as they generate unprecedented $2,800–$3,000/oz margins while trading 27% off peaks. Accumulate exposure on weakness rather than chasing spot prices.