Gold is experiencing a structural shift in global demand with record ETF inflows and major banks raising price targets to $6,300/oz. High-margin gold producers are positioned to generate unprecedented free cash flow as industry costs remain flat while prices consolidate at record levels. Key players including Lake Victoria Gold, Equinox Gold, Coe...

Condire Management, LP significantly increased its position in Endeavour Silver by purchasing 1.5 million additional shares in Q4, bringing its total stake to 4.5 million shares worth $42.3 million (4.4% of fund assets). The aggressive move reflects confidence in the precious metals producer, whose stock has surged 141.4% over the past year, subs...

New Gold's stock fell 17% this week as gold prices declined from their late January peak of nearly $5,600 per ounce. The decline was driven by a strengthening U.S. dollar and profit-taking by investors. Additionally, uncertainty surrounding the company's pending acquisition by Coeur Mining weighed on investor sentiment.

Condire Management fully exited its SSR Mining position, selling 3.35 million shares worth $81.9 million after a 215% rally in 2025. Despite the institutional exit, SSR Mining continues strong momentum with a 38% gain year-to-date in 2026, supported by record gold prices, projected 10% production growth, and a $300 million share buyback program. ...

Ten large-cap stocks were top performers last week, led by precious metals and semiconductor companies. Hecla Mining gained 29.31% amid geopolitical tensions and weakening US dollar, while First Majestic Silver rose 26.57%. Moderna jumped 17.44% following positive cancer vaccine trial data. Micron Technology gained 13.21% after analyst coverage i...