Adrian Day

Adrian Day Asset Management
http://adrianday.com

Recent Articles about Osisko Gold Royalties Ltd.

Orogen's Silicon Royalty Continues To Grow 03/03/2025

Three more large gold and silver companies reported, all with good fourth-quarter results, though softer-than-expected guidance for the coming year. Global Analyst Adrian Day discusses below, as well as developments at other companies, including a new resource estimate at Orogen's Silicon-Merlin royalty deposit.

Altius Receives Split Arbitration Decision 01/21/2025

The long-awaited arbitration decision on Altius Silicon royalties was received last week, which also saw Barrick finally lose its patience with the government of Mali and issue an ultimatum. With this, Global Analyst Adrian Day looks at these and other developments, as well as look at golds resilience in the face of a strong U.S. jobs report.

Barrick Takes Mali to Arbitration, Situation 'Untenable' 12/27/2024

Global Analyst Adrian Day discusses developments at several companies on his list, some positive, some less so.

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.

Lara's Resource Study Shows Project Potential 10/21/2024

Global Analyst Adrian Day focuses on the eagerly awaited resource estimate for Lara Exploration Ltd.'s (LRA:TSX.V) Planalto copper project, and how it might develop. He also looks at recent announcements from some other companies on his list.

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.

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.

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.

Gold Co. Shows Once Again Why It Is Best in Class 05/01/2024

Global Analyst Adrian Day discusses good news at three of his major resource holdings. He notes that Agnico knocked it out of the park, Anglo upped the value of Orogen-'s royalty again, and Osisko had a major stream asset get bigger.

Franco Will Increase Production Without Cobre Panama 04/17/2024

Global Analyst Adrian Day looks at first-quarter results from three resource companies, as well as recaps Francos annual "investor day." Overall, he believes the results were positive.

Great Discovery Gets Bigger for Royalty Holders 02/28/2024

Global Analyst Adrian Day reviews year-end financials from several companies in the resource and global markets. Most of them had some disappointing news in their results, according to Day, but he leads with a junior that received some unvarnished great news.

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.

New CEOs Are Brought in at Osisko and Lara 01/17/2024

Global Analyst Adrian Day discusses revenue misses and new CEOs as gold companies turn a leaf on the old year.

Osisko Pursues Clearer Path: Better Late Than Never 12/20/2023

Several resource companies reported good news this past week, much of it long anticipated but welcome all the same. After the run-up in stock prices this month with the increase in the gold price and following the news, Global Analyst Adrian Day shares his recommendations.

Wheaton's Largest Asset Makes Progress 11/30/2023

Global Analyst Adrian Day reviews large developments at four royalty companies.

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.

Agnicos Production Hit and Costs Up, but Outlook Good 11/01/2023

Global Analyst Adrian Day discusses some set-backs at several major mining companies, as well as stellar results from a top business development company.

Gold Moves up on Rates as Well as Mid-East 10/18/2023

Several larger mining companies reported preliminary quarterly results this week, mostly production numbers, with full financials to follow, as has become the norm in recent years. Below, Global Analyst Adrian Day looks briefly at these, as well as the gold market in general.

Why Are the Stocks So Cheap Relative to Gold? 09/28/2023

Global Analyst Adrian Day discusses some of the highlights of meetings he had with senior gold mining executives at two recent industry conferences.

Company Updates Reveal Strong Buys 08/16/2023

Global Analyst Adrian Day shares updates from several companies this week, both quarterly results and other news. In addition, recent technical difficulties delayed the writing and made this briefer than otherwise. Day aims to send another Bulletin in the coming days with more company updates, and he is also working on an article on the factors that move gold. Day also has more stocks on his list that can be bought currently than he had thought for a while.

CEO's Sudden Departure Raises Concerns 07/12/2023

Adrian Day discusses the surprising dismissal of the CEO at one of his favorite gold royalty companies.

Osisko Adds High-Potential Copper Royalty 07/05/2023

Global Analyst Adrian Day reports on recent acquisitions by two of the royalty companies on his list. Day believes both transactions are positive, and he wants to add to positions.

Equity Markets and Gold After the Fed Pause 06/21/2023

Global Analyst Adrian Day looks at the impact of the Federal Reserves decision to pause raising rates on the markets. And Day updates recent developments at several companies, with several resource companies making attractive asset acquisitions. There are some good buys, according to Day. Resource stocks have given back sufficiently from their early May highs, and the outlook is a little clear.

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.

Strong Results From Several Miners and Royalty Companies 04/19/2023

Global analyst Adrian Day discusses preliminary first-quarter results from several gold companies, mostly positive, as well as positive developments at two juniors. Given the strong recent moves and the increased risk of a pullback, Day is buying little right now.