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THE SERVERS ARE LITERALLY MELTING: Why boomer gold miner $CGAU is the play
Precious metals are the only thing keeping my portfolio afloat rn
FIAT is going downhill fast and DeFi is about to be choked out by czarian over-regulation. Precious metal bulls what are some top-notch gold and silver stocks on your watchlist?
FIAT is going downhill fast and DeFi is about to be choked out by czarian over-regulation. Precious metal bulls what are some top-notch gold and silver stocks on your watchlist?
Mentions
I opened a Roth in December last year. Never bought stock or messed with the market beforehand. Somehow I’m up 26%. Had no idea what I was doing but I just bought random stocks until I ran out of money. My biggest winner is CGAU
CGAU has been really good to me as of late
I have a gold mine ticker CGAU. I keep thinking it topped, but every day it goes higher. I keep trimming 25 shares every time it hits the next dollar amount. Started trimming at 17$ but it hit 24$ Friday, probably should have let that ride. It doesn’t seem to want to slow down
Anyone know why CGAU has such a low P/E compared to the comps?
This feels like a classic WSB "one true bottleneck" thesis. Even if photonic chips become mainstream, you'd still need to prove that molybdenum oxychloride becomes a critical commercial material, that supply is constrained, and that CGAU is a meaningful beneficiary. That's a lot of assumptions stacked on top of each other. Interesting idea, but I'd want to see industry adoption before treating it as more than a speculative narrative.
Why then not to buy $FCX instead of $CGAU? Freeport owns also molybdenum mines and capacity of their mines bigger than a Idaho site
Mining companies excluding gold/silver are tricky. The famous viral "rare earths" play is MP Materials which I strongly suspect is a scam and is trading at forward P/E of \~1,666. UUUU and Denison are decent established names. I think ERO is interesting as a copper play, also CGAU (although they're also in gold). These trade at PE 22 and 10 just now - strong margins and ROE. There are some other interesting ones worth looking at. Full list: [https://www.sharestep.co/pub?tid=ts\_emslr2x0](https://www.sharestep.co/pub?tid=ts_emslr2x0)
Mining companies excluding gold/silver are tricky. The famous viral "rare earths" play is MP Materials which I strongly suspect is a scam and is trading at forward P/E of \~1,666. UUUU and DNN are decent established names. I think ERO is interesting as a copper play, also CGAU (although they're also in gold). These trade at PE 22 and 10 just now - strong margins and ROE. There are some other interesting ones worth looking at. Full list: [https://www.sharestep.co/pub?tid=ts\_emslr2x0](https://www.sharestep.co/pub?tid=ts_emslr2x0)
CGAU doesn't fit my time frame. i buy long calls mostly (1 year)
I owned CDE at one point. I have a tiny position in CGAU right now. One thing that bothers me about the miners is that they can still dilute you. It's the new offerings that worry me the most as a retail investor. You can have a great day and get diluted later that evening. I have been selling CCs lately, but there's no perfect approach. I've gotten smoked on the underlying more than once selling CCs.
I'll go with CGAU. Volatile gold stock
No, the term "diamond hands" is a euphemism to glorify stubborn bagholding, period, end of story. Nothing diamond about carrying a massive loss and losing on opportunity cost. As for $WWR, you needed to buy it before it ran, not now. No ay in hell will it go to your tartegs - the runup is over, and insiders already made money on it. My "SEC Insider Call Alerts" call option scanner picked up $WWR on 9/23/25, but I did not make any trades that day, unfortunately. I wish I did. My current trade from this set up is GCI Dec $5 calls. Here is the alert: "SEC Insider Call Alerts: • 09/23/2025, Symbol $Strike, Exp Date, Bid/Ask • 09/23/2025, GEOS $20, 10/17/2025, 1.9/2 • 09/23/2025, CGAU $10, 11/21/2025, 0.65/0.9 • 09/23/2025, LRMR $5, 10/17/2025, 1.15/1.3 • 09/23/2025, AIRS $8, 10/17/2025, 0/0.5 • 09/23/2025, AIRS $8, 01/16/2026, 0.9/2.35 • 09/23/2025, HROW $55, 11/21/2025, 3.7/4.3 **• 09/23/2025, WWR $1, 11/21/2025, 0.15/0.2** **• 09/23/2025, WWR $1, 10/17/2025, 0.1/0.15"**
SBSW DVS LGO OBE MUX EXK DRD CGAU I’m buyin and adding to some of my miner positions…
I agree that they will go up more, I just worry about a pullback in the coming weeks. My favorite stocks are EQX, CGAU, HL, and PAAS do you have any Recs?
[Eldorado Gold](https://www.marketcapwatch.com/company/eldorado-gold-marketcap)'s latest marketcap: $3.66 B Price $17.85 [Centerra Gold](https://www.marketcapwatch.com/company/centerra-gold-marketcap)'s latest marketcap: $1.34 B Price $6.49 Well, both EGO and CGAU display solid fundamentals with attractive balance sheets and production guidance. CGAU’s lower cost base and higher free cash flow give it a steadier operational profile, which could be appealing if you're looking for less volatility. On the other hand, EGO may offer more upside if gold prices experience a strong rally, making it an interesting pick for a growth-oriented strategy.
Check out EGO, CGAU, and Barrick.
# **TLDR** --- **Ticker:** GOLD, AEM, FNV, NEM, CGAU, KGC **Direction:** Up **Prognosis:** Buy gold mining stocks; they're undervalued, increasing production, and sitting on cash. **Author's Portfolio Performance (From Image):** Mostly Green, with AEM and KGC being significant winners.
|NXST|broadcasting|17.25%| |:-|:-|:-| |UVE|insurance|13.25%| |TAC|energy|12.00%| |BWMX|specialty retail|12.00%| |BTI|tobacco|10.75%| |ACGL|insurance|10.75%| |QFIN|credit services|8.00%| |PRG|rental & leasing service|8.00%| |LUG|gold miner|3.25%| |CGAU|gold miner|3.00%| |TUI1|travel services|1.75%| (40.00% fin; 17.25% comm; 13.75% discretionary; 12.00% energy; 10.75% staple; 6.25% gold) (60.00% US; 18.25% Canada; 12.00% Mexico; 8.00% China; 1.75% Germany) (4.44% dividend; 1.01 beta)
|NXST|broadcasting|17.25%| |:-|:-|:-| |UVE|insurance|13.25%| |TAC|energy|12.00%| |BWMX|specialty retail|12.00%| |BTI|tobacco|10.75%| |ACGL|insurance|10.75%| |QFIN|credit services|8.00%| |PRG|rental & leasing service|8.00%| |LUG|gold miner|3.25%| |CGAU|gold miner|3.00%| |TUI1|travel services|1.75%| (40.00% fin; 17.25% comm; 13.75% discretionary; 12.00% energy; 10.75% staple; 6.25% gold) (60.00% US; 18.25% Canada; 12.00% Mexico; 8.00% China; 1.75% Germany) (4.44% div; 1.01 beta)
I got burned hard on investing in a gold company with only 1 producing mine. Investing in one with 0 producing mines sounds even worse. Right now I'm eyeing BTG and CGAU.
Many of the major gold miners are trading at the low end of long term valuation ranges. This offers the potential for a big ramp. AEM is the best, lowest cost major. If you want to play in the juniors, I like KGC and CGAU.
It’s easy to play VIX in a volatile bull market, not necessarily in a bear market. It also doesn’t really match your investment strategy - VIX isn’t good collateral. If you want a solid collateral play, check out AUY or similar low priced metal etfs. AUY appreciates at 5x the rate of gold, as do others like CGAU. But, they’re still relatively insulated investments.
very bullish on Centerra Gold (CGAU) and Biolargo (BLGO)
Nice. Also bullish on CGAU and ESK.
Nice. Also bullish on CGAU, AUY, and HMY