Adrian Day

Adrian Day Asset Management
http://adrianday.com

Recent Articles about Altius Minerals Corp.

Strong Cash Flows but Higher Costs for Resource Companies 11/15/2024

Global Analyst Adrian Day reviews financial results from a slew of companies on his list, mostly resource companies.

Barrick Disappoints Again; Looks for Strong Q4 11/04/2024

Global Analyst Adrian Day reviews financials and preliminary reports from some major resource companies as well as developments at others. He also answers a reader's question on Newmont: is it a good buy after the sharp drop after its earnings?

Global Stimulus Will Boost Gold Further 10/16/2024

Global Analyst Adrian Day looks at the current state of play for the gold market and explains why gold stocks are just at the beginning of their bull run. He also looks at recent developments from some of the companies on his list.

Gold Could Correct in Coming Week or Two 10/07/2024

Global Analyst Adrian Day reviews recent developments at some of the companies on his list, along with some of the insights he gained at the recent gold conferences in Colorado.

Diverse Issues Offset Mostly Strong Revenues 08/16/2024

Global Analyst Adrian Day reviews results from six major resource companies, four of which are royalty companies.

Franco and Osisko Team up for High-Potential Stream 07/26/2024

After extensive travel, including two conferences in the last few weeks, Global Analyst Adrian Day updates us on the news from companies on his list.

It Keeps Getting Better 05/22/2024

Global Analyst Adrian Day takes a look at the Silicon-Merlin deposits and the royalties held by two companies on his recommended list, Orogen and Altius. He calculates what they may be worth. He also looks at results and developments at other companies, including two global companies on his list.

Resource Companies Report Strong Results 05/15/2024

Several resource companies on Global Analyst Adrian Day's recommended list reported first-quarter results last week.

Barrick's Production Miss Not So Bad? 04/24/2024

Global Analyst Adrian Day looks at more first-quarter results from some resource companies, as well as some positive exploration results that, according to him, could extend a mine's life.

Investors Move Toward Gold 04/10/2024

Global Analyst Adrian Day looks for signs that investors are finally turning to gold, and provides an update on developments at a couple of stocks on his list.

What To Do with a Crown Jewel? 03/20/2024

Global Analyst Adrian Day reviews year-end financials from the last of his companies to report, as well as looks at other news. Since both of these companies both core holdings for him had previously pre-announced certain metrics, financial results came in as expected.

Double-Digit Yields Available 02/14/2024

Global Analyst Adrian Day reviews recent earnings from some high-yielding stocks, domestic and foreign, as well as looks at recent developments at a few resource companies on his list. He notes that the recent decline in resource stocks presents several buying opportunities.

Barrick Misses Again, With Higher Costs 01/31/2024

Several resource companies provided preliminary fourth-quarter results, with mostly misses on guidance (notwithstanding higher production), higher costs, and weak outlooks for 2024. Global Analyst Adrian Day believes market reactions were overdone, however, making for some very good buys.

Gold Stocks Watch: Earnings Season Brings Volatility 11/17/2023

Global Analyst Adrian Day notes that recent earnings reports from gold and precious metals companies reflected lower production and higher costs amid macroeconomic uncertainty. However, strong balance sheets position leading royalty companies to acquire assets.

Developments Overshadow Results for Resource Companies 11/15/2023

Global Analyst Adrian Day reviews developments at several resource companies on his list. Although there has been some negative news and disappointing quarterly results, Day believes many exciting potential developments are ahead.

Nestle Sees Real Growth Down, on a Strong Swiss Franc 10/25/2023

Global Analyst Adrian Day looks at seemingly weak results from two of his core holdings, in each case with a brighter outlook and an opportunity to buy.

Two Must-Own Companies With a Shared Asset 09/06/2023

Global Analyst Adrian Day looks at two of his favorite companies, both of which have royalties on the same asset.

Lower Revenues for Altius, but Outlook Positive 07/26/2023

Global Analyst Adrian Day provides brief updates on two of his favorite resource companies. He also looks at very disturbing activity by banks in England, which he believes is a foretaste of what we can expect once Central Bank Digital Currencies come into force.

Osisko's Stock Run-up Justified by Growth Ahead 05/17/2023

Global analyst Adrian Day looks at quarterly financials from some of his favorite resource companies. Most had pre-released production, so there were not so many surprises but some insights. There are a few Buys among them.

Gold Correction Underway, but Likely Short Lived 04/26/2023

Adrian Day of Adrian Day Asset Management takes a brief look at the gold market, plus gives an update on recent developments from three resource companies.

Growth Ahead for Altius, Agnico, Fortuna, and Kingsmen 03/17/2023

As the investment world focuses on banks from Silicon Valley to Credit Suisse, Adrian Day of Adrian Day Asset Management catches up on developments at a few more of the companies on his list.

Stocks, the Dollar and Gold Whipsawed on Fed Outlook 02/07/2023

Global analyst Adrian Day discusses last week’s market action, as well as covers recent results and other developments at several of the companies on his list.

Trouble in Tropics for Fortuna and Franco 01/09/2023

Adrian Day of Adrian Day Asset Management discusses updates at some companies, including two experiencing difficulties with local governments. Day believes such incidents often provide opportunities.

Gold and Silver Hold Their Own Among Market Carnage 01/03/2023

The first contributor opinion of the year, Adrian Day reviews the year just ended and looks ahead for where to invest in 2023.

Franco's Largest Asset Is at Risk 12/19/2022

Today, expert Adrian Day gives updates on developments affecting several of his favorite companies, mostly positive but with one potentially damaging piece of news.