Gold’s been on a ride in 2025 — record highs, sharp corrections, and plenty of speculation on whether it’s entering a long-term supercycle or just peaking after a stimulus-fueled run. With central banks stacking reserves, currencies softening, and investors searching for stability, the yellow metal has reclaimed its spotlight. Juniors like Colibri Resource Corp. (TSX-V: CBI) are among those aiming to ride that momentum.
Global Gold Snapshot
Gold recently hit 4,000 USD/oz — an all-time high — before pulling back nearly 5% in one of its sharpest corrections since 2020. The rally was fuelled by a weaker U.S. dollar, geopolitical tension, and steady central-bank buying. Inflation’s still sticky, global debt keeps rising, and every Fed meeting seems to shake markets. Gold remains the go-to asset when things feel unstable — though volatility is now part of the game.
What’s Driving It
- Safe-haven demand amid war and trade disruptions.
- Central banks, especially in Asia, continuing to diversify out of the U.S. dollar.
- A softer greenback and declining real yields.
- Growing investor appetite for tangible, non-sovereign assets.
On the flip side, if rates tick up again or inflation expectations drop faster than expected, gold’s short-term momentum could fade.
Outlook: Bullish but Bumpy
Banks like HSBC are calling for gold to average between 4,600 and 5,000 USD/oz by 2026, arguing this wave could mirror the 1970s structural bull run. Others say the rally feels overheated and due for a breather. Still, the trend remains intact — gold’s reclaiming its role as a long-term stabilizer and hedge against systemic risk.
Spotlight on Colibri Resource Corporation
Colibri Resource Corporation (TSX-V: CBI) is one of the juniors positioned to benefit from the current gold environment. The company is active in Mexico, operating the 100%-owned EP Gold Project in the Caborca Gold Belt and holding a 49% stake in the Pilar Gold-Silver Project through its joint venture with Tocvan Ventures.
In 2025, Colibri raised about 1.6 million CAD in private placements to advance exploration. It also partnered with TerraEye, an AI-driven satellite exploration company, to optimize targeting at EP Gold. Meanwhile, Tocvan received permits for a 50,000-tonne pilot mine facility at Pilar — a significant step toward near-term development.
For a junior miner, these milestones are meaningful. The financing gives Colibri flexibility to explore aggressively, and with gold hovering around record highs, even modest discoveries could translate into real investor traction.
Share Information (as of October 21, 2025)
- Exchange: TSX Venture (CBI) / OTC: CRUCF
- Price: 0.16 CAD
- Market Cap: 3.59 million CAD
- 52-week range: 0.095 – 0.22 CAD
Investor Standpoints
- Pure-play exposure to Mexico’s proven gold district, the Caborca Belt.
- Balanced portfolio: grassroots exploration (EP) + near-term potential (Pilar JV).
- Solid funding position following recent private placement.
- Partnership with TerraEye adds a tech edge to exploration.
- Small float and micro-cap valuation offer high leverage to gold prices.
The Takeaway
Gold’s rally has reignited interest across the resource sector. Investors are back in exploration mode, looking for early movers with leverage to the commodity. Colibri fits that profile — small, funded, and active in one of Mexico’s most prospective belts. Whether this gold run becomes a true supercycle or not, the company’s timing couldn’t be better.
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.
