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 just returned from the large PDAC mining convention in Toronto. Now, he updates developments in some companies and stocks on his list, with buying opportunities caused by fund liquidation.
Global Analyst Adrian Day discusses updates on more companies and answers a question on mining in Mexico.
Global Analyst Adrian Day discusses developments at several companies on his list, some positive, some less so.
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?
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 Analyst Adrian Day reviews recent developments at some of the companies on his list, along with some of the insights he gained at the recent gold conferences in Colorado.
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.
Global Analyst Adrian Day reviews three of his favorite junior exploration stocks, which he believes are all Buys.
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 reviews news from three of the companies on his list and answers some reader questions.
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.
Global Analyst Adrian Day looks at seemingly weak results from two of his core holdings, in each case with a brighter outlook and an opportunity to buy.
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 two top companies that, once again, outperformed expectations. He says, good things come from good companies!
Global Analyst Adrain Day looks at recent developments at three of his favorite gold companies, one large miner, one royalty generator, and one exploration company. Day believes all three are good buys here.
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 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.