Gold price and exploration comp.3 Sep 2025 10:08
Fully invested in gold companies of different size.
The rationale is, gold price destined to go much higher in any time frame..
I am not going to predict how much high gold price will be in 1 month or 1 year,
that is for the Youtube videos, all I need to know is that almost all the news flows and macroeconomics are pointing for a higher gold price.
Even the correlation between USD and POG is broken, whereas often now gold price rises together with UDS-Index.
Classic example was in the last few days when we had a mini correction of the US-Indexes which favor appreciation of USD
and yet POG made a new record high. With this climate set to last for the foreseeable future, finding finance for gold projects is a given.
Where else would the investment capital go to grow? Add to that that interest rate are set to come down, hence easier money at cheaper costs.
Finally on POG, beside the economic dynamics, there is (and is not small feat) the news flow, trifs, wars, BRICS, political instabilities, you name it.
Every news coming out seems to point out the gold price appreciation, even if some time has nothing to do with it...there are the mainstream media
and biased journalisms for you, I am not complaining.
Now we come to miners.
I have invested 50/50 between mid large cap. producing miners and small cap exploration miners, whereas the profit from
producing miners goes to balance the volatility of exploration miners.
I have tried to time entries in small exploration miners but to no avail, if you have to formula or system for doing that please share it.
IMO, the best method is to toughly analyse the company and its potential, to gauge where that sp will be in a given time frame,
supposing of course that same fundamentals like the price of gold are met.
I have come across a website that gives me all the Companies news on "Commence drilling exploration activities" of the day
and have analysed dozens of minnows companies out there, work is ongoing.
I find this "hobby" a great way to compare apples with apples and pears with pears.
Don't get me wrong please, for e the mid/long view is still what I look for. together with trying to keep my emotion in check.
If for producing miners, profitability and jurisdiction are possibly the 2 most important factors,
for exploration miners, essay grade, extent of work done, and potential are the factors that count of share price appreciation.
With Mila Resources, again, people should look in the incoming results for gold found in the new extended zones of the property and yes, also confirmation ar Yarrol.
The latest RNS clearly emphasize the scope for this new campaign which if successful, will extend the gold mineralization to several Km.
This material even will justify a market cap, imo, 3 times today considering the location of Yarrol and the potential for 2-3 million OZ resources,
once many more drilling will take place.