⛏️ Gold Is Over $3,000 — Are These the 2 Juniors Set to Finally Run?

Welcome, investors.

Gold is holding strong above $3,200 per ounce, marking all-time highs and signaling what many now call a generational bull market. Goldman Sachs sees gold hitting $3,700 by year-end 2025, and for the first time ever, a Reuters poll shows institutional consensus above $3,000.

Yet despite this historic rally, many junior gold stocks remain stuck in neutral.

While the $GDX ( ▼ 1.34% ) and $GDXJ ( ▼ 2.38% ) ETFs have posted strong gains, those benefits have been concentrated in a handful of names—leaving most juniors behind.

Why the disconnect?

🔻 Capital is still flowing to major producers first—where cash flow leverage is immediate
🔻 Many investors are still cautious after the 2019–2020 cycle bust
🔻 The junior market is saturated, with thousands of undercapitalized companies vying for attention
🔻 And most juniors still lack a clear path to production or meaningful near-term catalysts

But as history shows, this is how every bull market in mining begins.

The capital flows from majors to mid-tiers to juniors. We are now entering the next phase: the emergence of select developers and high-grade explorers with catalysts.

And that’s where G Mining Ventures and Rua Gold come in.

✔️ A $3.2B NPV project with 350,000 oz/year production and AISC of $1,123/oz — GMIN targets construction by H2 2025

✔️ Drilling at Rua Gold’s Auld Creek project in New Zealand’s historic Reefton Goldfield has hit 48.3 g/t AuEq — and Rua controls 95% of the district.”

In a sector crowded with stories but light on substance, these two companies check critical boxes:
✅ High-grade assets
✅ Defined development plans
✅ Strong jurisdictions
✅ Near-term news flow and growth catalysts

Gold is moving. The producers have moved.
Now, the juniors with real fundamentals could finally have their moment.

Matthias Schneider
Editor at Analytica Investor

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