When SentiFlow Spotted What Wall Street Missed: The Gold Mining Paradox | by Ryan Nguyen | Sep, 2025
For investors seeking exposure to Australian gold miners benefiting from AUD weakness and record gold prices
Last week, SentiFlow made its move by adding KGC into the portfolio. If you want to see the detailed SentiFlow AI analysis behind that decision, you can read about it in our previous article. What caught my attention was how heavily SentiFlow has been scaling its analysis on gold and mining stocks recently — probably triggered by all the recent news and market developments.
I dug deeper into the logs and found some very interesting reads on all the stocks that SentiFlow has been analyzing. This week’s analysis made me pause and reread it three times. While gold hit record highs above $3,700 per ounce — with institutional forecasts targeting $4,000 by 2026 — our AI flagged a massive disconnect that most human analysts seem to be missing entirely.
The data was stark: gold up 78% over 18 months, yet quality mining companies trading at single-digit P/E ratios. SentiFlow’s pattern recognition immediately locked onto what it classified as “extreme valuation asymmetry” — a situation where the underlying asset and the companies that produce it are moving in opposite directions.
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