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 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.
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.
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.
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.
Global Analyst Adrian Day reviews financial results from a slew of companies on his list, mostly resource companies.
Global Analyst Adrian Day reviews results from six major resource companies, four of which are royalty companies.
Global Analyst Adrian Day discusses some recent updates on some of the 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 quarterly results from a couple of gold majors, as well as mostly positive developments at some others.
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.
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.
Global Analyst Adrian Day catches up on news from two stocks.
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.
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.
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 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 two top companies that, once again, outperformed expectations. He says, good things come from good companies!
Adrian Day discusses the surprising dismissal of the CEO at one of his favorite gold royalty companies.