GOLD 0.51% $1,391.7 gold futures

Gold - ASX - explorers / developers

  1. 227 Posts.
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    Morning all.

    It has been a little while since I posted, but I've been keeping an eye on posts.

    I currently hold:
    Producers
    • NST
    • CMM
    • WAF
    • SLR
    • GOR
    • SBM (I know, I know)

    Explorers / Developers
    • DEG
    • BGL

    I really like the space where developers are on the cusp / have a clear plan for becoming producers. I have seen GOR, WAF and CMM all go through this transition (and benefited from it), and hope to see BGL (later this year) and DEG (2025) do the same.

    I am now looking for some new candidates for investing. Recognising that I research before investing, just looking for where to research.

    My criteria:
    • ASX listed
    • Ideally tier-1 jurisdiction (pref. Aus) - recently had a look at Tietto, but it feels a little toppy for me ATM
    • Don't mind the timeline to production (as long as the assets are interesting enough)

    Thanks in advance for any suggestions for evaluation.
 
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