Gold Mining Equity Pulse

• Profitable edge: Unlike loss-makers, Rand Mining delivers revenues and profits, fueling long-term shareholder value.
• EPS surge: 16% annual growth...

Torex Gold Resources (TORXF) focuses on gold, copper, and silver via Morelos Gold Property.

Key stats:

• Price: $48.44 (high $48.89, low $48.13)
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Key takeaways for gold equities:

• CB purchases slowed recently due to sellers like Turkey (131t sold) and Russia, but net buying persists YTD and...

Key NG investment angles from Morgan Stanley's first Overweight rating ($13.80 target):

• Donlin upside: Large, long-life Alaska project years from...

Major central bank just made another quiet gold move, spotlighting mining ETFs like GDX, SGDM, and GDXJ. These funds offer risk-spread exposure to gold miners amid central bank accumulation.

Avino Silver & Gold Mines (ASM) insiders own just 1.94% of stock, signaling low alignment.

• No insider buying in last 12 months; 1 seller for...

Hot CPI validates gold's upside, driven by temporary gasoline surge amid war:

• Gasoline +21.2% fueled 0.9% headline MoM jump to 3.3% YoY, but core...

Central banks' 23-month buying streak added 19t in Feb, 25t YTD—led by Poland's 20t haul.

• Strong demand persists despite Turkey/Russia sells,...

MarketBeat screener highlights seven gold stocks with top dollar trading volume recently:

• FCX (copper-gold major), NEM, AEM, B, CDE, WPM, AG.

These...

• Stock pops 7.9% after AngloGold Ashanti spotlights Arthur Gold Project
• Nevada build-out, led by Arthur, key to offsetting rising costs
• Counters maturing assets elsewhere for long-term value

• Geopolitical risk retreat: Ceasefire news slashed premiums, driving S&P 500/Nasdaq up 7 straight days—the longest streak since Sep 2025.
• Miners...

• Major sale: Non-Exec Dir Richard Clark dumped CA$11m shares at CA$4.59, below today's CA$16.46
• Implication: Insiders deemed that low price fair,...

EGO/ELD.TO pivots to copper and Canada growth with CA$3.8B Foran acquisition unanimously approved, adding McIlvenna Bay copper-gold project.

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ETF Updates

• 🔥 GDX Rises 1.06%: VanEck Gold Miners ETF (GDX) traded at 99.39 +1.04 (+1.06%) on NYSEArca.
• GLDN Holdings: Nicholas Gold Income...

Nicholas Gold Income ETF (GLDN) seeks total return via primary gold investments:

• Gold bullion for physical exposure
• Gold futures for leveraged...

• Gold surges on fragile US-Iran truce, USD weakness (down 1% to 4-week low), and persistent safe-haven demand.
• Canadian producers (Agnico Eagle,...

• Valuation gap: At CA$20.86, 26% below analyst midpoint (CA$28.33) and 60.6% under fair value.
• Q1 highlights: Strong operations, Canadian...

GDX demonstrates intraday strength, up +1.06% (+1.04) to $99.39 in NYSEArca real-time trading. Key watch for gold miners ETF flows.

LUG.TO rallies 6.2% after record mill throughput and steady Q1 output, supporting reliable Fruta del Norte operations.

Key de-risking for equity...

Key takeaways validating mining stocks amid megatrends:

• Gold as a long-cycle opportunity
• Mining stocks provide leveraged vehicle to participate
• Positions equities for share price upside in gold cycle