Thursday, July 17, 2025

Gold on the Rise: 3 Companies Riding the Surge

Date:

Gold isn’t just glittering — it’s glowing in bold on global balance sheets. With prices hovering near all-time highs, central banks quietly stacking reserves, and investors hedging against inflation and instability, the yellow metal is enjoying a renaissance. 

As of July 11, 2025, gold is trading at $3,357 per ounce, marking a staggering year-over-year increase of nearly 21%. This sharp climb is being fueled by monetary policy shifts, global economic fragility, and swelling institutional demand.

So who’s cashing in on this precious moment? We break down one large-cap juggernaut, one mid-cap workhorse, and one low-cap wild card worth watching.

Barrick Gold Corporation (NYSE: B) — Large-Cap Titan

Company Overview: Barrick Gold Corporation is a $36.49B market cap mining giant, with global operations across North America, South America, Africa, and the Middle East. It ranks among the top two largest gold producers in the world.

Flagship Property: Barrick’s Nevada Gold Mines (a joint venture with Newmont) is the crown jewel — producing over 3 million ounces annually. Historically, the Carlin Trend and Cortez Complex have shown average gold grades between 3 to 6 g/t.

Latest Company News: As of July 11, 2025, Barrick announced the completion of critical infrastructure upgrades at the Pueblo Viejo mine, enabling targeted 2026 production of over 800,000 ounces. The company also received final permits for additional underground development at its Loulo-Gounkoto complex in Mali.

Stock Price Data:

  • Current Price: $21.22 (Yahoo Finance, July 11, 2025)
  • YOY Return: +9%
  • 52-Week Range: $15.11 – $21.70
  • Analyst Price Target: Average $22.00
  • Market Cap: $36.49 billion

Dividend: Barrick currently pays a quarterly dividend of $0.10 per share, totaling $0.40 annually, which translates to a yield of approximately 2.07% at current price levels.

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Alamos Gold Inc. (TSX: AGI, NYSE: AGI) — Mid-Cap Momentum

Company Overview: Alamos is a Canadian mid-tier miner with a $5.5B market cap, operating three primary mines: Young-Davidson, Island Gold, and Mulatos. It has zero debt and a cash-rich balance sheet.

Flagship Property: The Island Gold mine in Ontario is a standout, with recent high-grade intercepts reported at 13.1 g/t over 7.5 meters. Phase 3+ expansion aims to grow output from 130,000 oz/year to 240,000 oz/year by 2026.

Latest Company News: On July 11, 2025, Alamos reported the successful integration of the Manitou Gold property into its Island Gold operations. The company stated that this land package boosts its exploration upside in the Larder Lake district. It also reaffirmed 2025 production guidance of 530,000 ounces.

Stock Price Data:

  • Current Price: $26.62 (Yahoo Finance, July 11, 2025)
  • YOY Return: +67%
  • 52-Week Range: $15.74 – $31.00
  • Analyst Price Target: Average $35.75
  • Market Cap: $11.20 billion

Dividend: Alamos Gold pays a quarterly dividend of $0.025 per share, or $0.10 annually, yielding about 0.60% at current prices.

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Golden Rapture Mining (CSE: GLDR) — Low-Cap Speculative Pick

Company Overview: Golden Rapture Mining Corp. (CSE: GLDR) is a Canadian junior explorer focused on unlocking high-grade gold systems in Ontario’s Rainy River District. With a C$1.31M market cap and no institutional coverage, the company offers micro-cap exposure to bonanza-style gold zones in historically underexplored areas. Exploration efforts are concentrated around shallow, vein-hosted gold near past-producing mines.

Flagship Property: The Phillips Township project remains Golden Rapture’s primary asset. Located near Nestor Falls, Ontario, the property has returned standout sampling and drilling results since late 2024:

  • July 2025 grab sample returned 38.90 g/t Au, while trenching in nearby zones historically hit up to 769 g/t Au.
  • Drill hole GRM24-12 delivered 285.00 g/t Au over 0.50m, and 114.96 g/t over 2.55m.
  • Fieldwork around the Combined Mine confirmed vertical quartz veins with visible gold, suggesting near-surface mining potential.

The company also holds a 50% interest in the Bully Boy Mine, acquired in 2025. Sampling in July returned:

  • 78.79 g/t Au, 13.10 g/t Au, 9.78 g/t Au, 1.811 g/t Au, and 1.090 g/t Au, with all grab samples returning gold values.

Latest Company News: July 14, 2025 – Golden Rapture announced high-grade gold results from its surface sampling program at the newly acquired Bully Boy Mine (50% owned), located adjacent to its Phillips Township property in NW Ontario.
The best grab sample returned 78.79 g/t Au, with all samples showing gold values. Other notable assays included:

  • 13.101 g/t Au
  • 9.781 g/t Au
  • 1.811 g/t Au
  • 1.090 g/t Au

This sampling program was designed to test surface quartz veins in the area of the main shaft.

Stock Price Data:

  • Current Price: C$0.050 
  • YoY Return: −72.22%
  • 52-Week Range: C$0.03 – C$0.30
  • Price Target: No institutional rating; retail forums speculate C$0.20+
  • Market Cap: C$1.31 million

Dividend:

Golden Rapture does not pay a dividend, which is common for early-stage exploration companies focused on growth and discovery.

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Why Gold Is Getting Expensive Again

Gold isn’t just a shiny rock. In 2025, it’s acting like a global currency, outperforming equities in many portfolios. As of July 11, 2025, gold is trading at $3,357.39 per ounce, up nearly 21% year-over-year, fueled by broad macroeconomic pressures and aggressive institutional buying.

One major driver is central bank demand. According to the World Gold Council, five of the top gold buyers this past year were China (225 tonnes added), India (70 tonnes), Turkey (57 tonnes), Kazakhstan (40 tonnes), and Russia (36 tonnes). This aggressive accumulation reflects a strategic pivot away from U.S. dollar dependence amid intensifying geopolitical rifts and dedollarization efforts.

Market volatility also plays a massive role. Global inflation averaged 5.6% across G20 nations in the past 12 months, with slowing GDP growth forecasts now putting the Eurozone at just 0.7% growth for 2025. Meanwhile, geopolitical risk remains elevated with continued tension in Eastern Europe and new flashpoints in East Asia. This keeps safe-haven demand strong as investors shift away from tech-heavy equity exposure.

Additionally, the U.S. Federal Reserve is widely expected to begin cutting rates by Q4 2025. Current futures imply a 70% probability of a 25bps cut before year-end. Real yields are already falling, and the U.S. dollar index (DXY) has declined by over 3.2% year-to-date, strengthening gold’s position as a global store of value.

This isn’t just a flash rally — it looks more like a long-term reallocation into hard assets.

Pros & Cons of Investing in Gold Companies

  • ✅ Exposure to rising gold prices through leveraged operations and assets
  • ✅ Potential dividends and cash flow (for producers like Barrick and Alamos)
  • ✅ Access to growth via exploration, M&A, and project development
  • ✅ Diversification from tech-heavy or cyclical sectors
  • ❌ Operational risk including environmental, regulatory, and cost overruns
  • ❌ Volatile stock performance, especially for junior explorers
  • ❌ Sensitive to gold price swings, rates, and currency moves

Final Take

Whether you’re looking for safety, growth, or a speculative punt, gold has something for every kind of investor right now. Barrick brings stability, Alamos brings momentum, and Golden Rapture brings potential fireworks. With gold shining bright in the current macro storm, now might be a good time to dig in — before the next leg up.

DYOR, stay shiny. 🪙

+ posts

Marc has been involved in the Stock Market Media Industry for the last +5 years. After obtaining a college degree in engineering in France, he moved to Canada, where he created Money,eh?, a personal finance website.

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