endeavourmining

📈 Gold Surges Past $4,500 — These 3 FTSE Stocks Ride the Rally

2025 has been a gold‑dominated year, with bullion soaring from $2,624 per ounce to over $4,500, a 66% year‑to‑date gain. This rally has boosted UK mining stocks, particularly Fresnillo (FRES), Endeavour Mining (EDV), and Pan African Resources (PFR), with share prices surging 404%, 163%, and 246% respectively.

• Fresnillo standout: Best-performing FTSE 100 stock, also the world’s largest primary silver producer; silver up 146% this year to $71/oz.

• Strong earnings: Fresnillo H1 2025 EPS up 399%, EBITDA margin up to 56.9%, free cash flow over $1bn.

• Volatility & risk: Main risk is a potential gold price drop; Fresnillo faces Mexican regulatory and environmental challenges, but diversification via Probe Gold acquisition ($560m) helps.

While gold and silver’s structural uptrend supports these stocks, volatility remains high. Investors should expect fluctuations, but long-term fundamentals and global demand for precious metals continue to favor mining equities. Goldman Sachs projects gold could hit $4,900/oz by end-2026.

#FTSE100 #Fresnillo #EndeavourMining #PanAfricanResources #MarketUpdate
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