In the long term, I am still bullish on GOLD.
Even if it could become turbulent again with rising interest rates.
Are you already buying, or are you still cautious about gold and silver?
I am also very confident that the copper project will be successful.
But maybe I'm just too optimistic about the stock market.
Hello my dears,
Many of you will probably be thinking now.
"how boring, yet another gold mine, and he only recently joined K92 $KNT (-0,62%) "
Those of you should definitely read on to the end. I don't find this mine boring at all.
Once again, I got into K92 a little too early. But who would have thought that 🍊would want to wage a long war before the elections and drive up inflation at the same time. This man is simply unpredictable. But good for us investors, because he always drives share prices down.
I was thinking of buying into K92. But then I had this thought.
"Even with gold mines, it can't be bad to diversify"
And since I had already been looking at other commodities over the last few days anyway. I also came across antimony too. Which led me to an exciting gold mine. Which still has a few boosters.
Alkane owns a large copper-gold porphyry project (Boda-Kaiser)
critical raw material antimony
Awakening synergies through the merger.
My dears,
I have now found an exciting gold mine. I think that some of the valuation has not yet been priced in.
Do you find this gold mine just as exciting?
That still begs the question.
Is now the right time to invest in gold mines or gold?
(I look forward to many comments from you)
Despite the escalating geopolitical tensions in the Middle East, the price of gold is currently relatively weak.
Instead of benefiting from the uncertainty, the yellow precious metal has even trended slightly downwards since the outbreak of the Iran war. This is unusual for many market observers, as gold is traditionally seen as a safe haven in times of crisis. However, the current trend suggests that other factors are dominating the market - at least in the short term.
Nevertheless, I remain optimistic. In my opinion, the markets are currently in a transitional phase in which short-term liquidity requirements and capital shifts are depressing the price.
Structural factors such as rising government debt, ongoing inflationary trends and geopolitical uncertainties should continue to provide a strong foundation for higher gold prices. In my view, the increasing skepticism towards fiat currencies and the role of gold as a store of value in particular speak for a long-term bullish scenario.
Institutional investors and central banks continue to show interest in gold. Especially in a world in which geopolitical power shifts and economic uncertainties are increasing, gold is likely to gain in importance as a strategic reserve. For me, short-term setbacks should therefore be seen as technical corrections rather than trend breaks.
"Buy when the cannons thunder"
Alkane is a gold and antimony producer
with activities in Australia and Sweden
Alkane is an Australia-based commodities group with interests in gold, antimony and copper
They have production facilities and major projects in Australia and Sweden, following the company's merger with Mandalay Resources.
The wholly owned operations include Tomingley Gold Operationsan open pit and underground gold mine southwest of Dubbo in central western New South Wales, the Costerfield-Gold- and antimony underground mine north-east of Heathcote in central Victoria and the underground gold mine Björkdal northwest of Skellefteå in Sweden (around 750 km north of Stockholm).
They also own the Boda-Kaiser-Projektwhich is based on a large gold-copper porphyry system at Mietskassern north of Wellington in central western New South Wales.
Alkane supports ongoing regional exploration near mines to increase the resources at each of their sites. It also owns several very attractive gold and copper assets in Central West New South Wales, including those belonging to the Northern Molong Porphyry Project (NMPP).
Alkane is headquartered in Perth, Western Australia. The company was founded in 1969 and merged with Canadian-based Mandalay Resources in August 2025. Alkane is listed on the Australian Securities Exchange (ASX:ALK) and the Toronto Stock Exchange (TSX:ALK).
Alkane and Mandalay complete transformative merger
Published: 21:03 05 Aug 2025
The fusion between Alkane Resources Ltd (ASX:ALK, OTC:ALKEF) and Mandalay Resources Corp. (TSX:MND, OTCQB:MNDJF) has been completed, creating a dual listed gold and antimony producer with a diversified asset base in Australia and Sweden.
The newly combined company, named Alkane Resources Limited, holds three capital generating assets - Costerfield (Victoria), Tomingley (New South Wales) and Björkdal (Sweden) - with forecast gold equivalent production of 160,000 ounces in the 2025 financial year, increasing to over 180,000 ounces by 2026.
The Company is supported by a solid pro-forma liquidity position of 218 million Australian dollars and is well positioned for sustainable growth and valuation.
"This merger represents a significant step forward for both companies. By combining our complementary portfolios, we have created a stronger, more resilient platform that provides the scale and financial flexibility to pursue long-term growth. I look forward to welcoming our new shareholders and the Mandalay team as we move forward together, with a focus on sustainable production and long-term value creation," said Alkane CEO and Managing Director Nic Earner.
Alkane and Mandalay complete transformational merger
Australia's potential copper jewel: How Alkane Recources plans to capitalize on the AI mega-thirst.
1. explosion in copper demand due to AI data centers
The West recognizes that:
a massive hunger for copper for copper. Without copper, the energy transition and the AI infrastructure cannot be realized.
2. turning away from China and Russia
→ Copper projects in Australia gain strategic importance as a result.
3 Alkane Resources as a "potential copper jewel"
The text hints at this:
Boda-Kaiser – Alkane-Ressourcen
4. financing requirements as a key issue
5 Strategic classification
The tenor: If Alkane manages to secure financing, the project could become a real gamechanger.
6.🧨 What role does antimony play as a game changer for Alkane?
Antimony is the hidden jokerthat can lift alkanes into a completely different league - for three reasons:
Antimony is a critical raw material of the West
While copper is a "bulk metal", antimony is a strategic metal:
The USA and EU include antimony on the list of of critical raw materialsbecause the supply is extremely uncertain.
👉 Costerfield is one of the very few western antimony mines. This makes alkanes geopolitically more valuable than the proportion of sales would suggest.
7 China dominates antimony - and the West is looking for alternatives
The article emphasizes the turning away from Chinese supply chains in the raw materials sector .
This is important for copper. For antimony it is existential:
👉 This automatically makes alkanes a strategic supplier.
This is a value that is often underestimated in traditional valuation models.
8. antimony can help Alkane to finance Boda-Kaiser
The article clearly states: Alkane needs financially strong partners for copper project .
This is where antimony comes into play:
✔ Stable cash flows from Costerfield
Even though the share of sales is small, Sb:
✔ Strategic leverage in negotiations
A company that supplies a critical raw material has
👉 Antimony strengthens Alkane's position to be able to realize Boda-Kaiser at all.
9. Antimony is an "asymmetric" gamechanger
Copper is the big lever for the future. But antimony is the asymmetric lever:
👉 Copper is the game changer for the future.
Antimony is the gamechanger for strategic positioning today.
Alkane wins the NSW Minerals Council's Explorer of the Year Award for Kaiser
Alkane gewinnt den Explorer of the Year Award des NSW Minerals Council für Kaiser - Alkane Resources
Alkane Resources expands Kendal deposit with bonanza antimony-gold discovery at Costerfield
Last updated: 19:30 24. Feb 2026
Alkane Resources drills deeper at Tomingley and confirms gold bearing structure beneath Roswell
Last updated: 19:25 23. Feb 2026
Alkane Resources posts record first half revenue and profits as expanded mining portfolio fails to materialize
Last updated: 23:55 12. Feb 2026
Alkane launches US ADR program to expand North American investor base
Last updated: 00:35 12. Feb 2026
The company emphasized that the ADR facility does not involve the issuance of new shares or the raising of new capital.
Alkane increases December quarter production to 43,663 oz AuEq across three mines
Alkane Resources discovers a new gold zone at Tomingley's McLeans deposit
Last updated: 20:23 02 Nov 2025
Alkane Resources entdeckt eine neue Goldzone bei Tomingleys McLeans-Lagerstätte | ASX:ALK, OTC:ALKEF
Alkane's merger-driven quarter delivers cash boost and entry into the ASX 300
Last updated: 21:15 28 Oct 2025
AUD in millions
Estimates
Year Net sales Change
2024 173 -9,2 %
2025 262,4 51,66 %
2026 944,4 259,97 %
2027 1.012 715 %
2028 941,2 -6,99 %
Year EBIT Change
2024 24,15 -59,23 %
2025 42,53 76,11 %
2026 361,1 748,94 %
2027 464,3 28,58 %
2028 529,7 14,09 %
Year Net result Change
2024 17,68 -58,36 %
2025 33,04 86,93 %
2026 239,8 625,63 %
2027 319,7 33,32 %
2028 351,4 9,93 %
Year Net debt CAPEX
2024 3,5 116
2025 11,2 58,05
2026 -425 124,7
2027 -722 123,4
2028 -1.007 99,24
Year Free cash flow Change
2024 -70,62 -1.814,84 %
2025 -6.677 90,54 %
2026 424 6.499,66 %
2027 365,6 -13,77 %
2028 427,2 16,84 %
Year EBIT margin ROE
2024 13,96 % 5,8 %
2025 16,21 % 10,09 %
2026 38,23 % 20,38 %
2027 45,88 % 24,27 %
2028 56,28 % 20,63 %
Year Earnings per share Change
2024 0.0289 -58,71 %
2025 0.0539 86,51 %
2026 0.1992 269,48 %
2027 0.2334 17,21 %
2028 0.2586 10,8 %
Year P/E ratio PEG
2024 17.3x 0.98x -0.3x
2025 13.3x 1.25x 0.2x
2026 7.96x 1.77x 0x
2027 6.79x 1.33x 0.4x
2028 6.13x 1.08x 0.6x
Market value 2,165
Number of shares (in thousands) 1,366,205
Date of publication 22.08.2025
This EBIT margin and margin increase should also inspire you. And at a great valuation.
Performance
Current year +20.90 %
1 year +161.29 %
5 years +116.00 %
10 years +912.50 %
As promised:
+ 1
