Mining Stock Daily Morning Briefing: Rate Cut Hopes Lift Markets — Brixton, TDG, and Kalo Report Drill Results
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Oct 15, 2025 Markets surged as gold prices rose to $4,203, fueled by strong earnings and hopes for a Fed rate cut. PT Arsari Tambang is eyeing a $422 million acquisition in Canada, while Capstone Copper secured up to $360 million for its Santo Domingo project. Brixton Metals reported high-grade gold at their Trapper target, with some assays hitting 57.2 g/t. TDG Gold is expanding operations at Aurora West, and Kalo Gold made headlines with a major bonanza-grade discovery in Fiji. Meanwhile, Aya Gold posted record output, and Allied Gold cut costs significantly.
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Markets Rise On Rate Cut Hopes
- Gold rallied about 1% to US$4,203 as markets priced in stronger earnings and dovish Fed commentary.
- Jerome Powell noted a softening labor market, which lifted hopes for an eventual rate cut.
Check Consolidated Producers Post-Merger
- Consider reviewing producers with strengthened portfolios after mergers like Equinox Gold's Caliber combination.
- Look for diversified, long-life assets in stable jurisdictions when assessing gold producers.
Indonesia Firm Eyes Canadian Buy
- Indonesian PT Arsari Tambang is targeting a C$422 million Canadian acquisition, signaling outbound resource capital flows.
- Sovereign-linked private companies are increasingly active in cross-border mining deals.