Hereâs a âLaundry Listâ of stocks you may wish to consider to get back in the game with a profit!
| Stock Name | Country | Market Cap | PE Ratio |
|---|---|---|---|
| Barrick Gold (GOLD) | Canada | $27.264B | 22.19 |
| Agnico Eagle Mines (AEM) | Canada | $24.365B | 23.65 |
| Franco-Nevada (FNV) | Canada | $20.678B | 30.66 |
| Gold Fields (GFI) | South Africa | $12.018B | 0.00 |
| Royal Gold (RGLD) | United States | $7.547B | 32.73 |
| AngloGold Ashanti (AU) | South Africa | $7.171B | 0.00 |
| Kinross Gold (KGC) | Canada | $6.655B | 12.90 |
| Alamos Gold (AGI) | Canada | $4.803B | 24.20 |
| Harmony Gold Mining (HMY) | South Africa | $3.553B | 0.00 |
| Osisko Gold Royalties (OR) | Canada | $2.658B | 29.26 |
| Triple Flag Precious Metals (TFPM) | Canada | $2.523B | 33.87 |
| Eldorado Gold (EGO) | Canada | $2.454B | 23.51 |
| Iamgold (IAG) | Canada | $1.203B | 250.00 |
| Centerra Gold (CGAU) | Canada | $1.172B | 0.00 |
| Dundee Precious Metals (DPMLF) | Canada | $1.158B | 7.09 |
| Seabridge Gold (SA) | Canada | $0.885B | 0.00 |
| DRDGOLD (DRD) | South Africa | $0.647B | 0.00 |
| Gold Reserve (GDRZF) | United States | $0.324B | 0.00 |
| Osisko Development (ODV) | Canada | $0.217B | 0.00 |
| Jaguar Mining (JAGGF) | Canada | $0.108B | 6.18 |
| U.S GoldMining (USGO) | Canada | $0.068B | 0.00 |
| [US Gold Corp (USAU)] |
(US Gold Corp Profit Margin 2010-2023 | USAU | MacroTrends)|United States|$0.034B|0.00|
The above list is from Macro Trends
It is a simple fact that Major producers have outperformed $SPX since 2021. Do a weekly chart comparison to your favorite GDX (avg yield 1.75%) component to see. A favorite Nevada small steady producer with an 8% yield and monthly payout is Fortitude Gold. Anyone else have a favorite producer with monthly payouts?
Anyone check last yearâs posts for suggested investment research?
GLTA
EZ
If your retirement funds have been enjoying the melt-up in the major sectors over the past decade this video with Chris Vermeulen will be of interest - or especially if your portfolio has not performed as expected :
(https://www.youtube.com/watch?v=dRBo9olC2hQ)
Commodities based around pricing should do well in the upcoming phases of the market. The VIX is at a multi-month low:
The saying here âWhen the VIX is low, itâs time to go.â Means fear has left the market. Although this video is a few days old, generally the market is signaling an eventual pullback. If the market (DOW) pauses and starts to move higher, commodities will likely be pulled along higher also.
Chris explains that he likes asset classes with high volatility and rotates out of the slow moving or declining ETF asset classes. There are several graphic charting examples of how he employs this. He does not like the buy and hold strategy many investors employ. Precious Metals is the best play right now and Chris has a different approach in this part of his portfolio. When the metals and miners come to life Chris becomes more bearish on the overall market. If a recession occurs, Vermeulen thinks Nuclear Power will come back into play and covers some of the Uranium market and thinks it has long-term potential that can last for many, many years over the next 5-10 years.
An additional video, that I think will benefit many, I already posted on the Global Economy thread. The discussion is deep and makes sense to me, but also is what has me concerned:
(https://youtu.be/ReVEOLP0Ay8?t=168)
I gained a broader perspective of what to expect regarding currencies and the broader market after viewing this long discussion
And one more for your viewing pleasure over the long weekend. An interview with Michael Oliver who starts by saying heâs ânot a sports fan, but the game unfolding this year is the best youâll ever see, in the markets and beyond!â
âGold and Silver Entering Acceleration Phase" -Michael Oliverâ
(https://youtu.be/mNFHIXL3cTU?t=173)
Lots of charts with detailed discussion included. He has an unusual momentum based strategy for viewing and investing in markets and gives a detailed explanation of each chart.
This is the one he begins his talk with, with the chart going back 75 years. In your idle time over the long weekend enjoy the videos and the accompanying discussions presented . You may find some information of value.
EZ
Anyone follow the saga in 2019 of the Fatherâs Day 987 OZ Gold rock at Beta Hunt Mine? In 2020 RNC Minerals Announces Name Change to Karora Resources Inc and started trading on the TSX exchange as âKRRâ (KRRGF). It had a prolific following on our Other Stocks threads and was hugely profitable over the years for many, myself include.
Recently Karora merged with Westgold, another Australian miner. The announcement excerpt and link are shown here:
Westgold Karora Merger Information
Merger to Create +400 kozpa 1 Australian Gold Miner â Fully Leveraged to the Gold Price
Transaction Highlights:
Westgold Resources Limited (ASX: WGX, OTCQX: WGXRF â âWestgoldâ) and Karora Resources Inc. (TSX: KRR, OTCQX: KRRGF â âKaroraâ) have agreed to combine in a merger pursuant to which Westgold will acquire 100% of the issued and outstanding common shares of Karora by way of a statutory plan of arrangement under the Canada Business Corporations Act (âTransactionâ).
The Transaction represents a transformational step change in growth for both Westgold and Karora shareholders:
- Creates a globally investable, mid-tier gold producer operating exclusively in Western Australia with a highly complementary combination of mining and processing assets, people and balance sheet;
- Top 5 largest, ASX listed Australian gold producer based on the pro forma market capitalisation with combined Ore Reserves of 3.2Moz2 and Mineral Resources of 13Moz3;
This stock is well worth keeping an eye on. I do have a large position remaining as a result of the this new combined mining merger.
EZ
I like that concept of a âsmall steady producerâ especially if they are high-grade and have a low AISC.
Anyone that was part of the Karora merger with Westgold Resources may want to listen in on this:
part of an in-depth discussion on Westgold Resourcesâ latest progress with Wayne Bramwell, Managing Director & CEO. He presents the companyâs financial year-end update and recent successes, such as the impressive drill results from the Fletcher Zone at Beta Hunt and the newly declared South Junction Ore Reserve. Wayne also provides an overview of what these developments mean for Westgoldâs future. A live Q&A session with Wayne follows.
Join Wayne today at 6 AM AWST / 6 PM ET / 3 PM PT
To register, go to It's not too late to join Wayne for a live Q&A!
Spartan, another Australian corp was mentioned by Baldy recently, as one you might want to keep a watch on. I agree, thanks John. Interestingly, itâs not far from the Westgoldâs mining sites. Hereâs a clip from Spartanâs website:
Artemis Res (ARTTF)- Titan Prospect High Grade Gold Vein Discovery samples 10,000gtAu 23.8%Cu, 10.4oz Gold Bar from samples. {10,000gt is the highest assay capacity of the lab which is 1% Gold ! , so these samples were OVER 1% Gold}
Might be a good time to get in early. for those of us who are suffering with MDMN !
The company has extracted multiple hard rock gold samples from the quartz-iron veining with the largest being an estimated 10 cm by 4 cm.
⌠these gold occurrences originate from a hard rock source which indicates a potentially large gold structure.
Sampling work was conducted around the Titan prospect with about 300 kg of material removed. This material was sorted, crushed, separated, extracted and a bar weighing 10.4 oz was subsequently produced.
Rock chip samples were analyzed in the ALS laboratory in Perth and included Gold grades of as high as 10 000 g/t, 6 520 g/t and 10.2 g/t.
Copper assay results also returned high values, including 23.8% and 14.55% .
The Titan mineralized trend has been tracked for about 700 m and appears to remain open under shallow cover. Furthermore, recent field observations suggest it also occurs on a much larger and strike extensive structural zone.
âWe remain excited by the prospectivity that our tenements continue to deliver. The re-focus of exploration efforts and strategy on a tenement-wide scale is continuing to deliver evidence of multiple new zones for gold mineralization, which we believe could contain the potential for large-scale deposits. The next steps will allow us to refine these zones, delineate bona-fide prospects and work towards more targeted exploration efforts,â commented executive director George Ventouras.
Titan is located within the Artemis owned Carlow tenement and about 2 km from the Carlow project, which has a mineral resource of 374 000 oz, or a mineral resource of 704 000 gold-equivalent ounces.
Artemis Resources (ASX:ARV) Managing Director George Ventouras Titan Gold Prospect Interview
Congrats to Gold now at 2500! Hey Jimmy, how much is the stockpile worth now??
If we knew the tonnage & an approximate grade, we could guesstimate ! But alas, this particular stock (AUMC) gives the least info of any stock I know of, and I follow a LOT of stocks !
Gold actually now at $2,621.40, amazing ! but the naked shorters for all gold/silver stocks (via the $Billion âFundsâ) are able to drives prices down while gold goes up , so that they can buy at lower prices.
We, the little people, have to watch while we get screwed !!!
This one certainly is worth keeping an eye on. Unfortunately it is only available to those who have international trading available. It makes trading restricted for the majority of those who trade primarily on US exchanges. Also, Osiko Resources has taken an interest in this one.
Aggressive exploration campaign
Back in February 2023, SPR put a target of a 600,000oz deposit that exceeded 5g/t gold for Never Never and has already far exceeded that expectation.
The depositâs maiden MRE came in at 952,000oz at 5.4g/t and is growing at pace â and so are surrounding prospects, which the explorer has been aggressively drilling into.
Resource expansion, reserve definition and near-mine exploration drilling have been targeting Never Never âlookalikesâ which include the Pepper, Four Pillars, West Winds and Sly Fox prospects.
Osisko Gold Royalties Announces Agreement to Purchase Royalties on Spartan Resourcesâ Dalgaranga Gold Project in Western Australia
MONTREAL, Sept. 30, 2024 (GLOBE NEWSWIRE) â Osisko Gold Royalties Ltd (the âCompanyâ or âOsiskoâ) (OR: TSX & NYSE) is pleased to announce that it has entered into a binding agreement to acquire a 1.8% gross revenue royalty (âGRRâ) on the Dalgaranga Gold project (the âDalgaranga Royaltyâ and the âProjectâ) operated by Spartan Resources Limited (âSpartanâ) in Western Australia. In addition, Osisko shall also acquire a 1.35% GRR (the âExploration Royaltyâ) on additional regional exploration licenses in proximity to Dalgaranga. The considerations to be paid by Osisko to the seller, Tembo Capital Mining Fund III (âTemboâ), for the Dalgaranga Royalty and the Exploration Royalty, respectively, total US$44 million and US$6 million (collectively the âTransactionâ). Closing of the Transaction is subject to approval from Australiaâs Foreign Investment Review Board which is expected in the coming weeks.
TRANSACTION HIGHLIGHTS
Exposure to a Premium Gold Development Project in a Top-Tier Mining Jurisdiction
- Dalgaranga is one of the best gold development and production re-start projects globally. The Project is located in Western Australia, one of the most prolific and well-established mining jurisdictions; and
Dalgaranga, a recently mined open pit operation, has been rejuvenated by very impressive new high-grade discoveries, most notably the Never Never and * by very impressive new high-grade discoveries, most notably the Never Never and Pepper deposits, which have shifted the focus towards ore extraction via underground mining methods.
Near-Term Cash Flow Potential
- The Dalgaranga mill is fully-permitted and approvals for future underground mining are in progress, providing a clear path to near-term production. The Project is on the verge of re-starting as one of Western Australiaâs next significant high-grade gold mines with first production from underground likely re-commencing within the next 2 years.
Note that miners to gold ratio is at an all-time low as reported by many. There are many more accessible mining stocks on US exchanges that could be reported on this thread, but Iâll have to leave that to others for now, as Iâll be traveling out of state most of October. Tomorrowâs pending longshoremanâs dockworkers strike is of immediate concern to all in the US:
A potential dockworkers strike could mean product shortages and high prices ahead of the holidays
NEW YORK (AP) â U.S. ports from Maine to Texas could shut down Tuesday if a union representing about 45,000 dockworkers carries through with a threatened strike.
A lengthy shutdown could raise prices on goods around the country and potentially cause shortages and price increases at big and small retailers alike as the holiday shopping season â along with a tight presidential election â approaches.
âFirst and foremost, we can expect delays to market. And those delays depend on really what the commodities are and priorities at the ports and how quickly things move,â said Mark Baxa, president of the Council of Supply Chain Management Professionals.
(A potential dockworkers strike could mean product shortages and high prices ahead of the holidays)
Take care everyone, and GLTA
EZ
Ramaco Resources, METC, is a coal mining company I got into last month. They have discovered rare earth ore at one of their mining sites.
Baldy is deservedly proud of this Spartan recommendation made last year. If he wanted to inquire of me with a follow-up appropriately, he could have followed up on this thread for other stocks, not the main AUMC thread which is of interest to all shareholders. John is not a shareholder of Auryn, but he incessantly chooses to post there. The Spartan has nothing to do on the AUMC thread except feed Johnâs oversized ego. I did take a position and it is markedly up from when this recommendation was made. Unfortunately, the majority of investors where Baldy boasted this stock could not take advantage of it as it is only traded on the Australian exchange (ASX), as I had already mentioned in my original post. Osisko (OR) did take a position in Spartan, so savy investors in the USA could at least have some exposure by buying OR . Most everyone on the main thread is sticking to stocks traded primarily in the USA and OTC. I have concluded that stocks trading exclusively on foreign exchanges are of little interest to most investors here. Let me know if Iâm incorrect in that conclusion. No one could go wrong with holding positions in the leaders on the HUI, all of which I do hold positions in.
The HUI is at a 10 year low of valuation and rising when compared to the price of gold. The HUI is a weighted index made up of both gold and silver miners. Using ChatGPT, âThe two largest companies by market capitalization are weighted at 15% each, the third largest at 10%, and the remaining companies are given equal weight, making up the remaining 60% of the index. The most significant companies making up the HUI index are Newmont Corporation, Barrick Gold Corporation, and Goldcorp Inc., with Newmont having the highest weighting. I do have positions in all 3 of them as long-term holds. Additionally, AEM, WPM, KGC, SKE HMY, GFI, OR and PAAS are some of my best performers on the American exchanges, but these are all long term held positions.
On Foreign and OTC exchanges I had been a long hold on Karrora which merged with Westgold Resources, an Australian stock which is looking to expand to a 5M OZ resource. Recently, DGMLF which I bought at a nickel in 2019, is being acquired by Northern Star Resources, primarily traded on the Australian stock exchange with the NESRF ticker in the US. Iâd be remiss not to mention LUGDF which is up over 460% in my portfolio, originally acquired in Dec 2021 in a firesale during tax loss selling. There are many other stocks that could be mentioned, but most are primarily interested in the AUMC related holdings and not posting about other stocks. I still have my positions there in AUMC and MDMN and continue to hold while waiting for a major turnaround whenever it occurs.
Best wishes to all that post here. Perhaps some will take an interest in sharing by posting with other stocks that are of interest, and hopeful of oversized future gains. Actively mining producers and explorer/developers on their way to producing are well suited candidates. Sharing in gainful knowledge is what this thread was primarily started for. It is disappointing to see so few here have decided to not actively participate. I would welcome a change where thoughfil sharing of investment ideas are exchanged.
EZ
January 16, 2026 has excellent update on progress being made toward commercial production of the Fortuna mine and related projects. Elsewhere, there is good news on mining here stateside.
NOTICE THE REMARKS AT THE END OF HIS SPEECH;
âSo, weâre fixing our mining ecosystem in the United States. Twenty-nine years to build a mine is not acceptable to President Trump. Weâre going to fix this. Weâre making critical minerals projects in the US probably our number one priority right now.
We have a federal priority list for permitting. Itâs basically never been used for mining projects before. Weâve added 52 critical minerals projects to the list and weâve created multiple different structures to permit projects, and we can now create environmental impact statements literally in less than a month when we need to, for the national energy emergency declared by the president.
So itâs not going to take twenty-nine years to build mines anymore. Itâs going to move a lot faster than that and weâre already doing it. So four things: investing, stockpiling, protecting our mining companies and fixing our mining ecosystem because this industry is so important to our national development.â https://youtu.be/VskXJWGE790
Thank you for sharing, EZ. Iâd love to participate in this Topic, but I havenât yet found any great prospects on my own. 
But Iâll keep workinâ on it, lol!
$5.5B cash. That is quite the acquisition.
$550 / oz M&I
^^^ TORONTO, Jan. 26, 2026 (GLOBE NEWSWIRE) â Allied Gold Corporation (âAllied Goldâ or the âCompanyâ) (TSX: AAUC, NYSE: AAUC) is pleased to announce that it has entered into a definitive agreement (the âArrangement Agreementâ), pursuant to which Zijin Gold International Company Limited (âZijin Goldâ), a public company listed on the Hong Kong Stock Exchange (âHKEXâ), has agreed to acquire all of the issued and outstanding shares of Allied Gold (the âTransactionâ) at a price of C$44 per share (the âOffer Priceâ) in cash.
The equity value pursuant to the Transaction is approximately C$5.5 billion based on Allied Goldâs common shares outstanding, realizing a significant, certain and immediate value for Allied Gold shareholders. The Offer Price represents a premium of approximately 27% over Allied Goldâs 30-day volume-weighted average price (âVWAPâ) on the TSX as of the market closing on January 23, 2026.
The announced Transaction provides a highly attractive all-cash offer for Allied Gold at what represents an all-time high for the Companyâs share price, crystallizing significant and certain value for its shareholders. The Transaction is also a testament to the exceptional efforts of the entire Allied Gold team to identify, finance, optimize, grow, and develop what we have always known is a world-class portfolio of gold assets across Africa, and it is also an endorsement of these high-quality assets and the mining-friendly jurisdictions where they are located.
Zijin Gold is among the worldâs largest mining companies with a proven track record of successful international transactions, project development and operational excellence. Of critical importance, Zijin Gold shares Allied Goldâs sustainability values, prioritizing employee safety and well-being, environmental performance, and fostering meaningful engagement and collaboration with external stakeholders. All of this, together with our ongoing strategy for resource growth, development, and operational excellence, is expected to continue advancing while creating significant value for this high-quality portfolio of assets for all stakeholders.
I had that one on my watch list, and forgot to watch it! 
Africa not my favorite area even though it has some of the best deposits. âIt is better to be roughly right than precisely wrong.â â John Maynard Keynes
Ivanhoe has one of the largest projects.
Ivanhoe Mines Announces Update on Platreef, the Worldâs Largest Precious Metals Mine Under Development Publish date: 12 January 2026 I ask myself, âWhy is there a 91,447,900 short position on this stock?â There is just so much activity in the sector. February & March reporting months. M&A activity is picking up.
EZ
Just following up from my post on the main thread in case anyone is interested in utilizing this thread while we await news. These are stocks I currently have positions in, mostly in alphabetical order. I hope you find them of interest. Perhaps review some of the other stocks here, or even better, post some you find of interest.
Oh, and in case you are still interested, Iâd like to see where this one looks like in another 2 years!
EM
Barrick Mining Corporation Just Recorded A 29% EPS Beat!
AI: How important is Copper to Barricks earnings?
Copper is an increasingly vital component of Barrick Miningâs financial profile, currently contributing roughly one-seventh (14%) of total revenues while serving as the companyâs primary vehicle for future organic growth. In 2025, copper production reached a record 220,000 tonnes, aligning with managementâs strategic shift to rebrand the company from âBarrick Goldâ to âBarrick Miningâ to reflect this dual-commodity focus.
Keeping an eye on copper.
EM