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B2Gold's new Mali permit opens Fekola Regional production, while completion of its gold prepay lets future ounces sell at spot. Fekola Regional is expected to add over 150,000 oz annually from 2028 into the mid-2030s; management expects significant free cash flow. The bull-flag setup watches $4.92 support. x.comÂ
Gold miners Agnico Eagle, B2Gold and Newmont are worth buying aggressively because, per Willem Middelkoop (@wmiddelkoop), gold mining shares are dirt cheap again compared with gold. x.comÂ
Gold miners' record margins and sustained central-bank gold buying support the sector's bullish setup. Average AISC margins reached $3,076/oz in Q1, up 134% year over year, per the World Gold Council; gold remains above $4,100/oz. Central banks bought a record 289 tonnes in Q2. The watched bull-flag trigger for GDX is $89.76. x.comÂ
Alibaba's offering looks leaked and already priced in, and Friday's options activity points much higher. Big money dumped the stock Friday because of the leak, so at worst it retests its China low before moving up, and the stock is already way too cheap. x.com x.comÂ