Gold has had a remarkable 12 months. From the low in May-June last year, around US$ 3,500 an ounce, to the high of the January 2026 spike, around US$5,400 an ounce, the precious metals rallied almost 70%. It was during this period that lines formed in Martin Place outside ABC Bullion. Then, gold got the wobbles - particularly as war broke out in the Middle East. Whilst it didn't fall in a straight line, the precious metal fell from US$5,400 to a low of US$3,800 by late March - a 20% wipeout. With a tentative ceasefire in place and normal programming (i.e. US dollar weakness, inflation expectations easing, lower rates) potentially resuming, gold could be experiencing a reboot, where investors pile back in at a significant discount to where we were just a couple of months ago. Regardless of what the gold price does, there are a handful of ASX-listed miners that should be able to generate significant cash flow given their low costs, operational efficiency, and healthy margins. In this episode, Acorn Capital's Rick Squire and Datt Capital's Emanuel Datt run the ruler over four such names for your consideration. This episode was filmed on Wednesday, 8th April 2026.

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