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AU
USMaterials · Gold
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Pure-play gold producer ~2.7Moz/yr post-Centamin, levered to bullion via $-spot revenue and ~$1,100-1,200/oz AISC at the lower half of the senior-producer cost curve. Reincorporation to UK domicile + NYSE primary listing (Sept 2023) closed the historical SA-discount vs $NEM $GOLD $AEM; Centamin deal (Nov 2024) added Sukari, lifting reserves and shifting geographic mix away from sub-Saharan concentration.
It reads our $AU data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.