The world holds its breath, and so does
China.
Tensions spiked after
US airstrikes hit Iran’s nuclear facilities, sparking global condemnation and Iranian threats to
block the Strait of Hormuz, a vital route for nearly 30 percent of global oil.
For China, the risk is huge. Around
45 percent of its crude imports flow through this chokepoint, so any disruption could send oil prices soaring and shake global markets.
When energy risks climb,
gold shines brighter.
With uncertainty rising, investors are rushing to safe havens.
Gold prices have surged, proving once again their role as the
ultimate hedge. For gold miners, this could be a rare moment when the market moves in their favor.
I still remember when we spent years searching for a
true gold proxy. A company that could offer real leverage to rising gold prices rather than simply following the market. Now it feels like we have finally found it.
BRMS is no longer just a quiet name at the edge of Indonesia’s mining space. After years of being overlooked, the company is unlocking the value of its huge gold reserves. Its flagship project
Citra Palu Mineral is expanding production with plans to double capacity while tapping into richer underground ore.
Gorontalo Mineral is also making steady progress with its new 4000 tons per day plant expected to start running by 2026.
With both projects advancing well,
BRMS is on track to become Indonesia’s third largest listed gold producer just as global gold demand is picking up.
Meanwhile, our Chief Strategist sees
gold prices potentially jumping to USD 8500 to 12000 per ounce, up 150 to 260 percent. This is driven by soaring bond yields, unsustainable global debt, fears of a looming debt crisis, and rising geopolitical risks including threats to the Strait of Hormuz.
One long term driver is also quietly returning to the spotlight. Since President
Nixon removed the gold standard in 1971, the gap between US dollars in circulation and the country’s gold reserves has widened. With
US gold coverage ratios now at historic lows, the stage is set for a major gold price revaluation and a powerful rally ahead.
This is why after years of searching for a true gold proxy in Indonesia, we believe BRMS finally ticks all the right boxes.
First, better management. With the Salim Group firmly at the helm, BRMS has clear direction, secured funding, and focused execution.
Second, a proven track record. The share price is up 40 percent year to date, reflecting real progress and growing market confidence in the company’s transformation.
Third, strong fundamentals. With 110 tons of JORC-compliant reserves and one of the highest gold coverage ratios in the sector, BRMS offers a solid hedge against macro risks. Its two key projects, CPM and Gorontalo, are both advancing and set to lift BRMS into the ranks of Indonesia’s top gold producers.
As global demand for safe havens rises, BRMS stands out as the purest gold leverage story in the market. With all pieces finally falling into place, BRMS could be Indonesia’s breakout gold story, just as the world needs it most.
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