Gold’s Breaking Out to New Highs; Here’s the 3 Best Stocks to Play It
Here are the best small, medium, and large gold players to capitalize on record prices, global instability, and out-of-control sovereign debt.
While gold grabs the headlines, the real story is hiding next door to a $40 billion gold mine in Tanzania.
One junior gold stock—backed by Barrick, financed by a billionaire, and boxed in by 13.5Moz of high-grade gold—just broke ground. And it’s still trading under $0.20.
Before we get there, let’s talk about why 2025 is shaping up to be the most important year for gold investors in over a decade.
Why Gold? Why Now?
Gold (NYSE: GLD) recently broke above $3,500/oz to set a new all-time high before pulling back to a more compelling entry point—right at its 50-day exponential moving average (EMA), a critical level of technical support.
With global instability on the rise, sovereign debt ballooning to unsustainable levels, and trust in fiat currencies eroding, investors are rushing toward safe-haven assets. Central banks continue quietly accumulating physical gold, even as the metal rallies in tandem with a strong U.S. dollar—a highly unusual dynamic that signals we may be entering uncharted financial territory.
Some experts, including macro strategist Luke Gromen and former hedge fund manager Russell Napier, now suggest that if monetary confidence truly collapses—or if a global reset or gold-backed framework emerges—gold could reach between $10,000 and $25,000 per ounce.
Add in Basel III regulations (an upward revaluation of gold), whispers of a return to a gold-backed monetary regime, and geopolitical turmoil, and you have a setup that has historically launched gold into a new stratosphere.
But for investors looking to multiply their returns, it’s not the metal they should be buying—it’s the miners.
Macro Catalysts Are Also Lining Up
- Central bank buying is at record highs
- Sovereign debt and currency devaluations are accelerating
- Mining supply is tight due to a decade of underinvestment
China’s Secretive Gold Buying: A Global Power Move
China has been quietly stockpiling gold. The PBoC has reported steady increases for 18 consecutive months—but insiders believe they’re underreporting. Much of their gold is likely bought through state-controlled entities or sovereign funds and disclosed later.
Analysts estimate they’re buying several hundred tonnes per year beyond official numbers. This isn’t just diversification. It’s a quiet pivot to hard money—and a hedge against Western monetary policy.
Miners Offer More Torque—And They’re Still Undervalued
Gold stocks offer leverage to the price of gold. In bull markets, producers can return 2–3x the gains of the metal itself. Developers and near-term producers? They can return 5–10x or more. But what’s striking in 2025 is that miners are still cheap—not just in relation to gold, but to their own historical valuations.
Major gold mining ETFs like VanEck Gold Miners ETF (NYSE: GDX) and VanEck Junior Gold Miners ETF (NYSE: GDXJ) continue to lag the metal, still trading below 2020 highs—even with gold being 60% higher. This highlights how undervalued mining equities remain.
| Category | EV/Oz Gold Eq (2025) | Historical Bull Market Avg | Discount vs Historical Bull Market High |
| Senior Producers | $300–$500/oz | $400–600/oz | ~50% |
| Mid-Tier Producers | $90–160/oz | $150–250/oz | ~64% |
| Developers (Pre-prod) | $30–80/oz | $80–150/oz | ~80% |
Not only does gold have clear upside potential, but miners provide a multiplier effect—and right now, they’re trading at massive discounts even before that leverage kicks in.
During the 1970s gold bull market, gold surged from $35 to over $800 per ounce. Homestake Mining, one of the top gold producers at the time, rose more than 1,600%. That kind of explosive move came not at the start of the rally, but after gold had already begun climbing.
From Macro Tailwinds to Tactical Execution: Positioning with the Right Gold Stocks
With the macro tailwinds firmly in place, the opportunity is clear. But not all gold stocks are created equal.
Some are overleveraged. Others are too early. And many are stuck in jurisdictions that won’t attract institutional capital.
To truly capitalize on this gold supercycle, investors need to focus on companies that check key strategic boxes.
What to Look for in a Gold Stock:
- Fully permitted or in late-stage development
- High-grade ounces in a stable jurisdiction
- Capable, aligned management with strong insider ownership
- Strategic partners or investors (majors, billionaires, institutions)
- Tight share structure and low dilution risk
The Sweet Spot: Between Feasibility and First Pour
The real re-rates in gold equities don’t happen when companies are drilling—they happen when they’re building. When juniors cross from exploration into development, institutional capital takes notice. That moment between feasibility study and first pour is where the market realizes it’s not just a science project anymore.
We’ve uncovered a name that’s right there—fully permitted, with funding commitments in place, and construction underway.
The Spectrum of Opportunity
Large Cap: Barrick Gold (TSX: ABX | NYSE: B)
Barrick Gold (TSX: ABX) (NYSE: B) offers stability, scale, and profitability. It’s one of the few companies positioned to benefit directly from a return to a gold-backed regime. But as a mature, fully valued producer, its upside is naturally capped. A great foundation, but not the big-torque play.
Mid Cap: New Gold (TSX: NGD | NYSE American: NGD)
Smaller than Barrick, New Gold (TSX: NGD) (NYSE American: NGD) has decent leverage to rising gold prices. It’s already producing, so much of the development risk is behind it. That said, it’s also already re-rated. It’s fairly valued in this cycle unless gold soars well beyond $4,000.
Small Cap Sweet Spot: Lake Victoria Gold (TSXV: LVG | OTCQB: LVGLF)
The Tiny Gold Stock With Barrick on the Cap Table and First Gold in Sight
If you’re looking for real torque in this bull market—this is it.
Lake Victoria Gold (TSXV: LVG | OTCQB: LVGLF) is a fully permitted, construction-stage gold company based in Tanzania, with first gold expected this year. It’s backed by Barrick ( investor), financed by Tanzania’s richest mining magnate, and trades under $0.20. This is the type of setup that can re-rate several hundred percent.
Flagship Project in Construction:
- A JORC-compliant historical resource* with upside
- Mining license granted
- 2021-updated feasibility study
- Water tank completed, ball mill deposit paid
- First pour expected in ~12 months
Strategic Backers
The project’s contract mining is led by one of the most influential names in Tanzanian mining—he’s worked with Barrick, AngloGold Ashanti (NYSE: AU), and Anglo American’s (OTC: NGLOY) De Beers. He’s also a major shareholder.
Barrick Gold is a Shareholder
Barrick, the $32 billion mining behemoth, bought in at $0.27 and is drilling across the property line. Additionally, they’ve already bought land from LVG and now surround them completely.
But Here’s The Real Story: Bordering One of Barrick’s Most Prized Assets
Lake Victoria Gold’s second project directly borders Barrick’s 13.5M oz** Bulyanhulu gold mine. With over 50,000 meters of drilling already completed—including bonanza-grade intercepts up to 70 g/t—LVG strategically retained what it believes to be the most prospective ground, while Barrick acquired surrounding parcels.
Tanzania: Africa’s New Gold Epicenter
- 60+ years of democracy
- English common law
- $4B+ invested by Barrick
- Other juniors like TRX Gold are already producing. LVG could be next.
Funding Secured, No Toxic Dilution
- CAD $11.5M commitment from mining partner (first tranche closed)
- 7,000 oz bullion-backed loan term sheet
- No warrants, no cheap paper
- 80% in insider/strategic hands
End Game: Strategic Setup for a Buyout
This isn’t just a near-term production story. It’s a potential discovery and M&A play. Barrick is already on the cap table, has bought land, and produces next door.
In 2021, LVG sold six non-core licenses to Barrick for $6M + up to $45M in discovery-based payments. But they kept the best ground.
Osino’s $368M buyout in 2024—at much lower gold prices—set the precedent for African juniors. Lake Victoria Gold could be next.
Conclusion: The Clock Is Ticking
Gold has broken out. Miners are next. And the best setups are still flying under the radar.
Barrick for stability. New Gold for leverage. But Lake Victoria Gold (TSXV: LVG | OTCQB: LVGLF) for the kind of upside that defines bull markets.
Shares are still under $0.20—but for how long? With first pour in sight and major players circling, the window is narrow. Discover Lake Victoria Gold before the rest of the market catches on.
Do your due diligence—but don’t say you weren’t warned.
*Historical Resource Estimate for Lake Victoria Gold
The Historical Resource Estimate is considered relevant for understanding the exploration potential of the Project, but a qualified person has not done sufficient work to classify it as a NI 43-101 Compliant current mineral resource. The Company is not treating the estimate as current, and it should not be relied upon. Verification by a qualified person—including data validation, additional drilling, and completion of a new technical report—would be required to upgrade the estimate. There is no assurance that any portion of the historical estimate will be confirmed or be economically viable. Mineral resources are not mineral reserves and do not have demonstrated economic viability. The Project resource comprises 42,000oz Au measured mineral resources at 3.15g/t, 95,700oz Au indicated mineral resources at 1.95g/t and 153,900oz inferred mineral resources at 1.53g/t for a total of 291,600oz Au (the “Historical Resource Estimate“).
**Resource Estimate for Barrick Gold Bulyanhulu Project
Proven reserves of 0.62 million tonnes grading 7.03g/t, representing 0.14 million ounces of gold and probable reserves of 16 million tonnes grading 6.96 g/t/, representing 3.6 million ounces of gold. Measured resources of 2.8 million tonnes grading 7.93g/t, representing 0.72 million ounces of gold and indicated resources of 28 million tonnes grading 7.16g/t, representing 6.5 million ounces of gold. Inferred resources of 11 million tonnes grading 7.2g/t, representing 2.5 million ounces of gold.
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