May. 6 at 4:51 PM
$GLD nice day. making back some the drawdown in gold miners stocks.
Added some
$LUGDF shares to my marker positions. Who knows, if market is still in the mood to buy gold and gold miners, it could pop and run when they report (too bad i don't know when they'll report).
Good drill results yesterday, maybe a bottom in for the year. Who knows.
0 debt, they've been paying out their GAAP earnings in quarterly dividends. Probably guaranteed their AISC and all cash costs will go up as have the costs to AEM NEM KGC AGI (long small positions in AEM NEM AGI such that I don't care about drawdowns in them, cause I'm convince gold will cross the
$6,000 per oz next year)
2/19/26
4Q25 non-GAAP
$0.97
Dividend
$0.80
gold produced 119,483 vs 135,241
gold price
$4,299
AISC
$1,193
Cash cost
$947
FY'26
gold oz 475,000 to 525,000 vs 498,315 2025