My take: AUD gold is near peak

My take: AUD gold is near peak territory; margins expand fastest for low-AISC, net-cash producers with long reserve life.

Quality producers: Northern Star (NST), Evolution (EVN) for durable free cash flow and operational discipline.

Growth torque: De Grey (DEG) on Hemi build-out; Gold Road (GOR) via Gruyere leverage.

High beta / macro hedge: smaller producers with operational leverage—only if you can stomach volatility.

What matters: AISC trend, reserve life, grade control, and funding path for developers.

Trade plan: Own one quality producer + one growth name; add on any real-yield dip.

Risk: FX (strong AUD), cost creep (diesel/labour), dilution on unfunded builds.

In AU gold I buy margins, not myths—low AISC, long reserves, and fully funded growth.

[Event] AU Gold Picks ✨ Find & Pick an AU Gold Ticker

Spot gold has broken strongly above $3,600/oz, hitting a new all-time high with a 36.65% YTD gain. Gold miners make up a big part of the Australian market too — NEM & EVN are up nearly 100% YTD, while PRU gained 66% and NST 35%. On top of that, the GOLD.AU ETF surged 32% this year. 💡 Share an Aussie gold stock you know or go to find one now! Post a ticker 👉 earn 5 Tiger Coins Share your thoughts on it 👉 earn 10 Tiger Coins

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Reg Ford
09-10
Reg Ford
DEG’s Hemi build + GOR’s leverage,love this gold growth pick!
Astrid Stephen
09-10
Astrid Stephen
AUD gold peaks? NST/EVN’s low AISC = safe margin plays.I’m in!
financead
09-10
financead
Absolutely love your insights on gold investing! [Heart]

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On top of that, the GOLD.AU ETF surged 32% this year.\n\n💡 Share an Aussie gold stock you know or go to find one now!\nPost a ticker 👉 earn 5 Tiger Coins\nShare your thoughts on it 👉 earn 10 Tiger Coins","image":"https://community-static.tradeup.com/news/89f40704afcb94a4c884e5a273804ab6"}],"images":[],"coverImages":[],"html":"<html><head></head><body>My take: AUD gold is near peak territory; margins expand fastest for low-AISC, net-cash producers with long reserve life.\nQuality producers: Northern Star (NST), Evolution (EVN) for durable free cash flow and operational discipline.\nGrowth torque: De Grey (DEG) on Hemi build-out; Gold Road (GOR) via Gruyere leverage.\nHigh beta / macro hedge: smaller producers with operational leverage—only if you can stomach volatility.\nWhat matters: AISC trend, reserve life, grade control, and funding path for developers.\nTrade plan: Own one quality producer + one growth name; add on any real-yield dip.\nRisk: FX (strong AUD), cost creep (diesel/labour), dilution on unfunded builds.\nIn AU gold I buy margins, not myths—low AISC, long reserves, and fully funded growth.</body></html>","htmlText":"<html><head></head><body>My take: AUD gold is near peak territory; margins expand fastest for low-AISC, net-cash producers with long reserve life.\nQuality producers: Northern Star (NST), Evolution (EVN) for durable free cash flow and operational discipline.\nGrowth torque: De Grey (DEG) on Hemi build-out; Gold Road (GOR) via Gruyere leverage.\nHigh beta / macro hedge: smaller producers with operational leverage—only if you can stomach volatility.\nWhat matters: AISC trend, reserve life, grade control, and funding path for developers.\nTrade plan: Own one quality producer + one growth name; add on any real-yield dip.\nRisk: FX (strong AUD), cost creep (diesel/labour), dilution on unfunded builds.\nIn AU gold I buy margins, not myths—low AISC, long reserves, and fully funded growth.</body></html>","text":"My take: AUD gold is near peak territory; margins expand fastest for low-AISC, net-cash producers with long reserve life. Quality producers: Northern Star (NST), Evolution (EVN) for durable free cash flow and operational discipline. Growth torque: De Grey (DEG) on Hemi build-out; Gold Road (GOR) via Gruyere leverage. High beta / macro hedge: smaller producers with operational leverage—only if you can stomach volatility. What matters: AISC trend, reserve life, grade control, and funding path for developers. Trade plan: Own one quality producer + one growth name; add on any real-yield dip. Risk: FX (strong AUD), cost creep (diesel/labour), dilution on unfunded builds. 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NST/EVN’s low AISC = safe margin plays.I’m in!","text":"AUD gold peaks? NST/EVN’s low AISC = safe margin plays.I’m in!","html":"AUD gold peaks? NST/EVN’s low AISC = safe margin plays.I’m in!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":477122770342144,"commentId":"477122770342144","gmtCreate":1757491351396,"gmtModify":1757525019745,"authorId":3479274700653540,"author":{"id":3479274700653540,"idStr":"3479274700653540","authorId":3479274700653540,"name":"financead","avatar":"https://static.tigerbbs.com/5edd2eb060757aaff1389f44b4f12616","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":476916347593552,"objectIdStr":"476916347593552","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Absolutely love your insights on gold investing! [Heart]","text":"Absolutely love your insights on gold investing! 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