As high gold prices become the baseline, mining equities are poised to outperform in 2026 – VanEck’s Casanova | Metals Mine

  • As high gold prices become the baseline, mining equities are poised to outperform in 2026 – VanEck’s Casanova

    From kitco.com

    As gold prices continue to trade near all-time highs above $5,000 per ounce, miners are generating record margins and free cash flow, and with all-in costs below $2,000 per ounce, the sector is positioned to outperform once again this year, according to Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck. In a recent commentary, Casanova said the miners’ latest balance sheets, costs, and margins add up to durable profitability – even if gold prices don’t move higher. “Investors continue to ask whether gold prices can rise further from here,” she wrote. “We believe that remains likely. We ... (full story)

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