Free Cash Flow
6.0X FCF multiple on major 5 Gold miners. Never seen before at least back to 2015. This could actually be a regime change. The Majors are generating solid FCF driving earnings/share, enabling solid dividends and significant buybacks. The market is pricing on history, and a positive re-rate surprise could be in order
Lurked from :
https://x.com/GarrettGoggin/status/1891899335073276042/photo/1
Another great chart in the link worth your time.
https://x.com/GarrettGoggin/status/1891911670135500815/photo/1
earnings reports start en mass tomorrow… let the fireworks begin
Isn’t FCF a rearview metric?
My system warned last month of topping via GDX:IGE, so mining costs may be set to ramp (as one possibility).