This ASX All Ords gold stock is tipped to rocket 182%! Here's why

A leading broker forecasts outsized gains from this up-and-coming ASX All Ords gold stock.

| More on:
St Barbara share price Minder underground looks excited a he holds a nugget of gold he has discovered.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Brightstar Resources shares are anticipated to surge by 182% over the next year, according to analysts at Taylor Collison.
  • Brightstar is ramping up production, with Q1 FY 2026 results indicating significant progress at its Fish and Second Fortune projects, driving expectations for a strengthened cash position and reduced funding needs.
  • The company is expected to lower unit costs as production volumes increase, with a speculative buy rating assigned by Taylor Collison.

The All Ordinaries Index (ASX: XAO) is very unlikely to surge 182% over the coming year, but this ASX All Ords gold stock has been tipped to do just that.

The potentially explosive Aussie gold miner in question is Brightstar Resources Ltd (ASX: BTR).

Brightstar shares are up 2.3% in late morning trade on Monday, changing hands for 45 cents apiece. Despite that boost, the Brightstar share price is still down 33.8% since this time last year.

But looking to the year ahead, the team at Taylor Collison expect a much better performance from the ASX All Ords gold stock.

Here's why.

ASX All Ords gold stock ramping up production

The gold price has retraced from its record highs notched in late October. But at US$4,015 per ounce today, the gold price remains up 53% year to date. And that should offer strong tailwinds for Brightstar shares as the junior miner moves to rapidly increase production levels.

The ASX All Ords gold stock reported its first-quarter (Q1 FY 2026) results on 31 October.

"Brightstar's September quarter marked another operational step-up as Fish and Second Fortune moved toward steady-state production," Taylor Collison's David Grant noted, following those results.

"The annualised September month production of 2.8koz is tracking at the top end of the 29-34kozpa guidance, positioning the Company to continue to build up the cash balance to lower external funding needs at Laverton, Menzies and Sandstone," he added.

Grant noted that Brightstar's September quarter production increased to 7,000 ounces of gold. That included 3,600 ounces from the ASX All Ords gold stock's Fish project and 3,400 ounces from its Second Fortune project.

"Fish achieved targeted production output during the month of September, contributing 2.8koz for the month," Grant said. "We think this demonstrates both mines' ability to perform at the upper end of the group guidance (29-34koz), exceeding our modelled ~29koz FY26 estimate."

Grant sounded an optimistic note on progress at Brightstar's Fish project.

"The ramp-up at Fish progressed ahead of schedule and under budget, confirming orebody continuity and steady productivity," he said.

Addressing Brightstar's higher costs, Grant said:

Although BTR's costs are high relative to peers, we expect the unit costs to continue trending lower as development spend tapers and fixed mining/processing costs are spread across higher production volumes.

Connecting the dots, Taylor Collison has a speculative buy rating on the ASX All Ords gold stock with a price target of $1.27 a share.

That represents a potential upside of 182.2% from current levels.

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.

More on Broker Notes

Broker looking at the share price.
Broker Notes

Broker ratings on 6 ASX shares about to join the ASX 200

These 6 companies will enter the ASX 200 in the December quarter rebalance. Should you buy them?

Read more »

A happy elderly woman smiles and cheers as she looks at good investment news on her laptop.
Broker Notes

Macquarie forecasts this $3.4 billon ASX healthcare share is set surge 33%

Macquarie tips material outperformance from this ASX healthcare share in 2026.

Read more »

Man looking at digital holograms of graphs, charts, and data.
Broker Notes

3 reasons this ASX 300 tech stock is forecast to leap 83% in 2026

A leading broker expects some outsized returns from this ASX 300 tech share. Let’s see why.

Read more »

gold share price represented by speeding golden bullet
Broker Notes

Why this surging ASX All Ords gold stock is tipped to rocket another 233%

A leading broker expects outsized gains from this ASX All Ords gold stock. But not without risk.

Read more »

A blockchain investor sits at his desk with a laptop computer open and a phone checking information from a booklet in a home office setting.
Broker Notes

3 buy-rated ASX 300 shares at 52-week lows

They've fallen far over the past 12 months but have buy ratings from the experts.

Read more »

Two happy excited friends in euphoria mood after winning in a bet with a smartphone in hand.
Broker Notes

Bell Potter names more of the best ASX 200 shares to buy in December

These are best buys according to the broker. Here's what it is saying about them.

Read more »

A young man pointing up looking amazed, indicating a surging share price movement for an ASX company
Broker Notes

These ASX 200 shares could rise 30% to 40% in 2026

Looking for big returns? Analysts think these shares could beat the market.

Read more »

Ecstatic woman looking at her phone outside with her fist pumped.
Broker Notes

Analysts name 3 ASX shares to buy this week

Analysts have good things to say about these shares.

Read more »