2 ASX 200 gold stocks making moves on big news today

These two ASX 200 gold stocks are grabbing headlines on Monday. But why?

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Key points

  • Ramelius Resources reported a 25.1% decline in gold production for the September quarter, leading to an 8.3% drop in the Monday morning share price. 
  • Perseus Mining also reported decreased quarterly gold production by 17.6%, resulting in a modest increase in share price on Monday, as the company maintained its fiscal year guidance.
  • Perseus also extended its share buyback program and reported a leadership transition over the quarter.

Two S&P/ASX 200 Index (ASX: XJO) gold stocks are grabbing plenty of investor attention today after releasing their latest quarterly results.

Ramelius Resources Ltd (ASX: RMS) shares are down 8.3% at $3.21 apiece after the miner reported on its September quarter performance.

And Perseus Mining Ltd (ASX: PRU) shares are up 0.6% at $4.76 each following the company's own release.

For some context, the ASX 200 is up 0.4% at this same time.

Here's what's happening.

ASX 200 gold stock tumbles on production slide

Ramelius Resources shares are falling after the miner reported gold production of 55,013 ounces for the three months to 30 September, down 25.1% quarter on quarter.

Ramelius produced the gold at an all-in sustaining cost (AISC) of $1,836 per ounce.

Gold sales came in at 54,734 ounces, with the ASX 200 gold stock achieving an average price of $4,528 per ounce for revenue of $248 million.

Of potential concern, management noted that grades at the company's Cue project have reverted back closer to Ore Reserve estimates following several quarters of outperformance.

They noted:

Given this and increased production from Penny West (as opposed to Penny North), Mt Magnet production grades will be slightly lower going forward until such time that material quantities of Dalgaranga (Never Never) ore are available in late FY26 .

As at 30 September, the ASX 200 gold stock had cash and gold holdings of $827.7 million, up 2.2% from the June quarter.

Management said they will provide FY 2026 production, AISC, and capital guidance as part of Ramelius' five-year outlook on 28 October.

With today's intraday fall factored in, Ramelius Resources shares remain up 52.1% in 2025.

Which brings us to…

Perseus Mining shares in the spotlight

Perseus Mining shares are edging higher after the ASX 200 gold stock reported gold production of 99,953 ounces, down 17.6% from the prior quarter.

Perseus produced the gold at an AISC of US$1,463 per ounce, up 3.2% from the June quarter.

Gold sales from the miner's three operations totalled 101,589 ounces. That's down 29,653 ounces quarter on quarter, impacted by lower production. Though management noted this is in line with Perseus' FY 2026 guidance and the timing of shipments.

Over the three months, Perseus achieved an average realised gold price of US$3,075 per ounce, which was US$98 per ounce more than in the June quarter.

As at 30 September, the ASX 200 gold stock held cash and bullion of US$837 million.

Looking ahead, Perseus maintained its FY 2026 production and AISC guidance at 400,000 to 440,000 ounces at AISC of US$1,460 to US$1,620 per ounce.

The company's share buyback program of up to $100 million over 12 months was also renewed.

In other major developments, Jeff Quartermaine retired as Perseus' CEO on 30 September, with Craig Jones assuming the role on 1 October.

The Perseus Mining share price is up 81.2% year to date.

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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