Adrian Day Asset Management
http://adrianday.com
Adrian Day, London born and a graduate of the London School of Economics, is the editor of Adrian Day's Global Analyst. His latest book is "Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks."
Global Analyst Adrian Day reviews results from six major resource companies, four of which are royalty companies.
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.
Several resource companies on Global Analyst Adrian Day's recommended list reported first-quarter results last week.
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.
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.
Global Analyst Adrian Day reviews year-end financials from three major gold companies on his list. Although he believes there were some negative aspects, they were for the most part positive.
Global Analyst Adrian Day discusses revenue misses and new CEOs as gold companies turn a leaf on the old year.
Global Analyst Adrian Day reviews more of the recent quarterly results and other developments from more of the gold and resource companies on his list. Some of these (Barrick and Royal) are from the beginning of the month. Day didnt review all the companies last week, focusing on those with more significant news or that were "Buys" at the time. This week, he completes the review of quarterlies as well as companies with other developments.
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.
Global Analyst Adrian Day takes a look at positive news from three of his favorite resource stocks.
Global Analyst Adrian Day discusses some of the highlights of meetings he had with senior gold mining executives at two recent industry conferences.
Global Analyst Adrian Day reviews quarterly earnings reports from several gold companies, most of which were positive, notwithstanding some difficulties. Several are good buys, according to Day.
Global Analyst Adrian Day looks at production results from some gold companies; all will have full financials to follow. With gold and silver stocks jumping in the last week the XAU was up over 7% to its highest level since mid-May we are not chasing now.
Adrian Day discusses the surprising dismissal of the CEO at one of his favorite gold royalty companies.
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.
Global analyst Adrian Day looks at the quarterly results from three large royalty companies, a large miner, and a development company. Most of the companies had pre-released production and costs (except Franco) so Day notes few surprises when the full quarterlies came out. Day continues to be cautious in buying.
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.
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.
Global analyst Adrian Day reviews recent results from several companies, a mixed set of results, mostly hurt by higher costs.
Adrian Day of Adrian Day Asset Management reviews preliminary 2022 results from a couple of gold royalty companies and updates us on the ongoing saga in Panama.
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.