Gold Mining Stocks Rally As Spot Market Moves To New Highs
10 November 2010 - 2:17AM
Dow Jones News
Shares in gold mining stocks rose Tuesday on the back of gains
in the price of the precious metal to record highs above $1,400 a
troy ounce, a move analysts said reflects the current optimism
surrounding the industry.
As of 1423 GMT, shares in Randgold Resources Ltd. (GOLD) were up
4.2% at GBP62.40 a share, while London-listed Russian gold and iron
ore miner Petropavlovsk PLC (POG.LN) rose 7.4% to GBP10.18 a share.
Gold miner Avocet Mining PLC (AVM.LN) meanwhile saw its shares
rally 7.4% to GBP2.29 a share and Centamin Egypt Ltd. (CELTF), a
gold mining group with operations in Egypt, saw its shares rise 4%
to GBP1.92 a share.
"The strength of the gold price has prompted a general market
move," said Evolution Securities U.K. analyst Charles Kernot.
Recent months have seen the price of gold rocket by almost 30%
since the beginning of the year, peaking earlier Tuesday at
$1,422.45/oz. With a weak global economy and the dollar
floundering, gold--which is traditionally a hedge against
inflation--is being seen as a safe bet. The U.S. Federal Reserve's
announcement that it would implement a further large-scale
quantitative easing program, known as QE2, drove the dollar down
last week, a move that some analysts said has added to the gold
price surge.
"What we're seeing is the reaction of the market to the outcome
of QE2 and the weaker dollar," said Oriel Securities U.K. analyst
Charles Cooper. "This is incentivizing investors into looking into
commodities. This massive sentiment improvement translates into
equities," he said.
The rally in gold stocks isn't likely to subside any time soon,
analysts said, given continued optimism over the price of gold.
TheBullionDesk analyst James Moore predicted the gold rally
would continue, with prices reaching $1,415 a troy ounce and
$1,465/oz by the end of the year, possibly topping $1,500/oz next
year. "It would take a dramatic turnaround in the economic picture
to bring the price down," he said.
-By Francesca Freeman, Dow Jones Newswires; +44 (0)20 7842 9413;
metals@dowjones.com