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July 15, 2026  
June 22, 2026
1 min read

Alkane Resources, 3-Mine Gold & Antimony Producer Emerges After Mandalay Merger

In this deep dive series, we examine Alkane Resources (ASX: ALK / TSX: ALK), which has transformed into a cash-generating multi-mine gold and antimony producer following the 2025 Mandalay merger. With operations at Tomingley, the high-grade Costerfield (Au-Sb) mine, and Bjorkdal, the company delivered a record 45,776 AuEq ounces in Q3 FY2026 and maintains FY2026 guidance of 160,000–175,000 AuEq ounces at an AISC of A$2,600–A$2,900/oz. Backed by A$374 million in cash, bullion, and listed investments, plus long-term optionality from the 14.7 Moz AuEq Boda-Kaiser gold-copper project. Will Alkane offers strong leveraged exposure in a bullish gold environment? Watch the full video.

Presentation slides:

Full written analysis at the original article here: 

https://www.rocketeller.com/alkane-resources-record-production-a374m-cash-and-a-giant-copper-gold-project/

RT

We spent more than a decade as a forex trader before discovering a simpler truth: macro thinking beats trading noise. That the exact date we became a value investor. Our investing framework focuses on fundamentals, cycles, ratio charts, and technical timing. If you want to understand markets without the Wall Street jargon, follow along.

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