Adrian Day

Adrian Day Asset Management
http://adrianday.com

Recent Articles about Pan American Silver Corp.

Pan American Adds Silver, Amid Mine Restart Delays 05/27/2025

Global Analyst Adrian Day looks at some quarterly results, as well as other recent developments, from companies on his list. He believes there are some good Buys, thanks to market overreactions.

Fortuna Is a Buy After Market Misreads Strong Results 05/19/2025

Several gold mining and royalty companies reported first-quarter earnings, with a slew of strong results. For the most part, the stocks responded positively on top of already strong price appreciating, leading Global Analyst Adrian Day to recommend holding rather than buying. There is one exception, however.

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.

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.

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.

Agnico Lays Out Plans for Million-Ounce Producer 06/26/2024

Global Analyst Adrian Day discusses some recent updates on some of the 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. Beats Estimates as Panama Goes to the Polls 05/08/2024

Global Analyst Adrian Day looks at quarterly results from a couple of gold majors, as well as mostly positive developments at some others.

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.

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.

Nestle Looks To Healthful Foods To Change Image 01/03/2024

Global Analyst Adrian Day catches up on news from two stocks.

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.

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.

Gold Company Earnings Mostly Positive 08/30/2023

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.

Blue Chip Companies See Unexpected Growth 08/02/2023

Global Analyst Adrian Day looks at two top companies that, once again, outperformed expectations. He says, good things come from good companies!

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.