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‘Compelling': Strides in gold mine production mirror increase in gold price

‘Compelling': Strides in gold mine production mirror increase in gold price

News.com.au05-06-2025
eToro Market Analyst Josh Gilbert discusses the price of gold and its importance in investors' portfolios.
'It's come from that gold price obviously rallying, the two don't always move in tandem,' Mr Gilbert told Sky News host Ed Boyd.
'But when we're seeing these gold miners being able to, you know, essentially make more money from the gold they're producing, often we'll see those gold miners follow suit.
'There is a compelling case, really, for this increasing long-term exposure to gold … it deserves a place in a portfolio.'
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Beauty Diary: Huge rise in demand for supermarket beauty products
Beauty Diary: Huge rise in demand for supermarket beauty products

News.com.au

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  • News.com.au

Beauty Diary: Huge rise in demand for supermarket beauty products

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‘This isn't a novelty or aberration': Female jockeys set up for success in Queensland
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News.com.au

timean hour ago

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‘This isn't a novelty or aberration': Female jockeys set up for success in Queensland

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Stock Tips: One expert makes a Sigma call, Aussie Broadband connects with another
Stock Tips: One expert makes a Sigma call, Aussie Broadband connects with another

News.com.au

time2 hours ago

  • News.com.au

Stock Tips: One expert makes a Sigma call, Aussie Broadband connects with another

It's no easy gig analysing share prices and company performance but somebody's got to do it. Every week two experts from our Share Tips columnist pool give us their recommendations. Toby Grimm – Baker Young Limited BUY Sigma Healthcare (ASX:SIG) Sigma's merger with Chemist Warehouse created Australia's dominant vertically integrated pharmacy group with a high growth outlook given our ageing population and wellness trends. Pinnacle Investment (ASX:PNI) Pinnacle should benefit significantly from the market's rally back to all-time highs with base and performance fees likely to exceed recently downgraded expectations. HOLD South32 (ASX:S32) The company's quarterly production update showed encouraging operational performance, and we note the Hermosa project in the US could be a tier one asset given supportive US critical mineral security policy. Woodside Energy Group (ASX:WDS) Alongside a relatively impressive quarterly output report, Woodside has confirmed key development projects are on track reducing risk and improving free cash flow available for distributions. SELL AMP (ASX:AMP) Recent share price appreciation underestimates continued competitive challenges and continuing investment needs. Combined with sub-optimal bank operations we see risks of setbacks and would be exiting. Helia Group (ASX:HLI) The loss of Commonwealth Bank and potentially ING mortgage insurance contracts (combined worth more than half the business' premiums in 2024) underscores a lack of competitive advantage and growth. Tony Paterno – Ord Minnett BUY Aussie Broadband (ASX:ABB) Remains well placed to grow market share as consumers trend to higher speed tiers and the NBN's fibre upgrade program rolls out. ARB Corporation (ASX:ARB) Australian new vehicles sales increased by 2.4% in Jun-25. ARB's key vehicle sales increased 15.0% in June, with the SUV and LCV market both lifting. HOLD Bapcor (ASX:BAP) After the recent strategy day, the company's key messages are on business simplification, continuing cost initiatives and improving retail operations. It expects operational improvements following headcount reductions and warehouse consolidation. Brickworks (ASX:BKW) Demand for BKW's Industrial property developments remain solid, with further growth in rental income expected. In Australia, recent rate cuts are expected to translate into improved housing activity late in 2025. SELL Evolution Mining (ASX:EVN) EVN delivered a slightly softer quarter result (higher capex), whilst the outlook showed higher costs. Trading expensive at these levels. Lynas (ASX:LYC) We believe the optimistic LYC share price rise since the MP Materials & DoD deal is misplaced. We don't believe they will benefit and the US has gone all-in on its domestic producer.

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