Key Points Global equities surging to new all-time highs US$ Gold prices basing before moving up again in new upleg Expect US$1,400 soon then at least US$1,500/oz in 2016 2016 Diggers and Dealers -showcasing the Australian Gold Sector Emerging gold companies hitting their straps Gold company dividends surging NST, EVN, RSG (in gold!), RRL and […]

Key points Gold heading for US$1,400 then US$1,500 then higher Silver following with something quite special Global equity markets ready to surge Heed the markets, not the commentators Bifurcation concept set in cement Wealth generation accelerating globally Dawes Points 2015 Gold Stock Portfolio up 290% in 18 months Buy BHP, RIO, FMG and S32 Buy […]

Gold: $1,500 by year-end? Thursday, 7 Jul 2016 | 6:56 PM ET More people are looking to buy gold amid shrinking supply, which should spark a price rally, explains Barry Dawes of Paradigm Securities. Interview on CNBC

Gold price surge likely to continue Key Points Gold surges above US$1320 Important technical break out achieved ASX Gold Index breaks through 4800 @A$1770/oz  6000 to be achieved sooner than anticipated! Most gold stocks on PERs XGD now up 198% from Nov 2014 1642 low The Bifurcation between entrepreneurs and bureaucrats developing nicely Global equities […]

Gold sector going from strength to strength Key Points ASX Gold Index up 141% from Dec 2014 lows and +55% in 2016 Dawes Points 2016 Portfolio up 68%,  2015 Portfolio up 165% Gold price beginning its next upmove Australia’s regional gold provinces offer great potential Key recommended producers are NST, EVN, TBR, NCM, MLX Recommended […]

Equity Markets building up steam Global boom unfolding nicely Commodities wanting to rally US equities ready to surge Eastward market rotation is following India and China look strong ASEAN on board too Technology sectors showing strength Gold readying for next upmove after recent consolidation Resources sector market shares returning to normal For some time, Dawes […]

Living Cities Property Development IPO A$7.5m IPO (in a former mining company shell) A$3.0m sought from local Australian market @ A$0.20 Prospectus available but closing on 30 May 2016 Projected FY18 NTA of A$0.23 and FY18 after tax distribution of A$0.15 Paradigm Securities Dongfang A$39m China IPO up 135% from October 2015 If you liked […]

  Key Points Gold ready to move higher gain Iron ore market tightening further Industrial metals looking to stage strong upmoves from recent lows Dawes Points 2016 Portfolio up 52% this year Dawes Points 2015 Gold Portfolio up 145% since 2 December 2014 RIO, BHP and FMG in excellent shape Second line ASX Resources stocks […]

Key Points Underweight market causes massive buying rush Gold Index made up 14% of All Ords turnover in past two weeks ASX 300 Gold Index pushes through 3000 – much more to come Dawes Points 2016 Gold Portfolio up 19.8% this year Dawes Points 2015 Gold Portfolio up 102% since 4 Dec 2014 Paradigm is […]

The strong performances of key ASX-listed Australian domestic gold producers have been a key feature of Dawes Points’ views of the world. Upbeat reports on production, cost reductions, earnings, cash and dividends assisting a +75% untraded weighted portfolio gain have insulated many clients from the external volatility in most other market sectors. Exploration results have also helped for some companies. These gains in Australia have encouraged Dawes Points to consider that the actions in the global gold, gold equities, commodities and commodities equities will be following those in Australia sooner or later in the new year of 2016. The Paradigm ASX 300 Gold Index share of All Ords value turnover graphic has been of great assistance in showing that the relevance of Gold Stocks was recovering and that indeed a major turning point was coming about after a very long decline.