Adrian Day

Adrian Day Asset Management
http://adrianday.com

Recent Articles about Wheaton Precious Metals Corp.

Franco's Results Hit by Panama Loss, but Growing 03/21/2025

Global Analyst Adrian Day reviews of fourth-quarter earnings results as well as other news from several companies on his list. Given the sharp rallies in several gold stocks the metal traded over $3,000 an ounce on Friday Day is holding most of the gold stocks, though the outlook for the year ahead is very strong.

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.

Fortuna Sells a Problem Mine as It Hits Record 02/03/2025

Global Analyst Adrian Day reviews several company updates in the gap since his last letter. This includes some significant news on a couple of companies as well as some larger resource companies reporting preliminary fourth-quarter results and some personnel changes.

Agnico Adds Ounces for Malartic Mill 12/23/2024

Global Analyst Adrian Day reviews recent developments, good and bad, at several companies on his list. He is not adding to many gold stocks right now, given concerns about a possible pullback in the immediate future.

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?

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.

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.

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.

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.

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

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

Mixed Results at Major Resource Companies 11/22/2023

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.

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 Co. Loses Partner but Value Enhanced! 10/11/2023

Global Analyst Adrian Day takes a look at positive news from three of his favorite resource stocks.

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.

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.

Wheaton Buys New Stream, Continuing Recent Trend 05/24/2023

Two new acquisitions and a string of resignations, along with more quarterly results, have led global analyst Adrian Day to share his thoughts with us. It's been a busy week for some of the companies on his list.

Recent Acquisitions Pay Off for Royal Gold 05/10/2023

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.