Group 1 - The gold sector has outperformed others with an annual increase of over 50%, driven by a "re-monetization" of gold and a restructuring of global trade demand for physical assets [1][4] - In the ASX 500, 21 out of the top 50 performing companies are gold-related, with 8 out of the top 10 being gold stocks, indicating strong market interest in this sector [1][4] - The current gold price is influenced by global central bank purchases, ongoing geopolitical risks, and expectations of monetary easing, with COMEX gold futures trading at approximately $3,334 per ounce [3][4] Group 2 - The trend of "de-dollarization" in the global monetary system is still in its early stages, with gold entering a phase of "re-monetization" after a historical period of "de-monetization" [5][6] - The demand for gold and commodities is becoming more diverse and solid, as countries are less willing to concentrate their reserves in dollar assets [6] - Companies with clear gold resources and those entering the development phase are expected to see significant valuation reappraisal opportunities [6][8] Group 3 - Theta Gold Mines, a gold exploration and development company, is advancing its flagship project towards production, holding 6.1 million ounces of gold resources [7][8] - The average market value per ounce of gold resources for 15 companies is approximately AUD 429, while Theta Gold Mines' valuation is significantly lower at AUD 19.5 per ounce, indicating a potential undervaluation [8] - The overall performance of gold stocks is expected to diverge in the future, with companies that have strong management teams and solid capital structures likely to attract more market attention [6][8]