24/7 Wall Street
01 Jun 2026, 20:48 UTC · 2h ago
This Gold Stock Under $30 Is The Pivot Away From Historically Overvalued Tech
24/7 Wall Street
01 Jun 2026, 20:48 UTC · 2h ago
Story key points
5 claims · impact-rated
BlackRock warns that the Shiller P/E is at its most expensive levels since the 1929 and dot-com bubbles, citing front-loaded spending by AI builders with back-loaded revenues. — A warning of a systemic bubble in the AI/tech sector from a major institutional manager suggests significant downside risk for high-valuation growth stocks.
-0.80Kinross Gold (KGC) reported a 92% expansion in record margin per gold equivalent ounce to $3,476 in Q1 2026. — Massive margin expansion combined with record gold prices suggests strong fundamental growth and profitability for the company.
+0.60Kinross Gold has committed to returning 40% of its free cash flow to shareholders in 2026. — A guaranteed high payout ratio is a strong positive catalyst for shareholder value and stock price appreciation.
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Kinross Gold maintains a forward P/E of 10x, which is lower than peers Newmont (11x) and Agnico Eagle (13x). — Relative undervaluation compared to industry peers presents a compelling value play for investors.
+0.30Kinross Gold reaffirmed 2026 production at 2.0 million gold equivalent ounces with an AISC of $1,730 per ounce. — Guidance stability and a low All-In Sustaining Cost provide a floor for earnings expectations regardless of gold price volatility.
+0.20Ticker attribution
Model heads
The article highlights record margin expansion, strong free cash flow, low valuation, and a strong growth pipeline.
The company is dominating the AI capital spending cycle and hitting fresh records, though it is mentioned as part of an expensive market.
The company is cited as having lower 2026 production guidance and a higher valuation multiple compared to Kinross.
The company is mentioned as having a higher valuation multiple than the featured positive stock Kinross.
[mutual] Both are major gold producers compared by the author on valuation and production.
[mutual] Both are major gold producers compared by the author on valuation and production.
[mutual] Both are major gold producers compared by the author on valuation and production.
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