We attended the 2024 Australian Gold Conference last week at a time when gold is coming back in vogue with the gold price continuing to push to new highs in CY24, exceeding US$2,500/oz or a little over A$3,800/oz.
This environment has been good for producers, particularly the higher cost miners that have the most operating leverage to higher gold prices.
However, there are early signs that investor interest is starting to flow down through to developers, in particular more advanced ones.
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