V-Con: WA Gold Explorers – Here’s how ASX investors can play the gold market
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V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.
The outlook for gold is positive heading into the second half of 2022, all driven by inflation and money printing.
Gold is an ‘inflation hedge’; an investment that ostensibly protects the buyer from decreased purchasing power of a currency due to rising prices.
Which is happening right now, everywhere.
“We have a positive outlook on gold prices as inflation is likely to be persistent through the year, despite rising rates, due to high energy prices, and as U.S. M2 money supply is up 42% since the onset of the pandemic,” Fundamental Research Corp head of research Sid Rajeev said recently.
“As we are expecting stronger gold prices, we are expecting a 15% bump in sector valuations.”
Miners have fallen from their highs last month, “offering attractive entry points”, FRC says.
But it’s not just the miners that look attractive.
For the first time in a long time, good news stories are moving the dial on junior ASX gold stocks.
Speaking with a handful of emerging companies making waves in the sector — along with industry experts — Stockhead finds out what’s in store for gold in the back half of 2022, and beyond.
Corporate analyst and host Peter Strachan interviews Sawan Tanna, Treasurer at The Perth Mint.
Sawan Tanna is a qualified chartered accountant with 16 years’ experience in investment and commercial banking and precious metals industry.
Cazaly Resources (ASX:CAZ)
Tara French, Managing Director
Cazaly Resources is a Perth based diversified mineral exploration and resource development company. The company has built a track record for successfully acquiring and developing, adding value to, and divesting a range of resources projects.
Impact Minerals (ASX:IPT)
Dr Mike Jones, Managing Director
Impact Minerals is a project generator and developer. The company manages extensive tenement holdings in two major mineral provinces within Australia including the Commonwealth gold-silver-copper project and the Broken Hill project with its unique and exceptional grades of platinum group metals.
Antipa Minerals (ASX:AZY)
Roger Mason, Managing Director and CEO
Antipa Minerals is a exploration company focused on exploring for gold and copper in the Paterson Province of WA. This region hosts several world-class mineral deposits including the Telfer gold-copper-silver mine, the Winu copper deposit and the Havieron gold discovery.