Adrian Day

Adrian Day Asset Management
http://adrianday.com

Recent Articles about Franco-Nevada Corp.

A Rate Cut Is Priced In, So How To Invest? 12/08/2025

A rate cut in December is widely expected, but will this be positive for gold? Global Analyst Adrian Day addresses that question, as well as looks at recent developments at some companies on his list.

Gold Companies Report Strong Earnings, With Costs Under Control 11/18/2025

Global Analyst Adrian Day reviews third-quarter results from several companies, including the major royalty companies, which were strong across the board. There are also some meaningful royalty purchases reported.

Has Gold Seen Bottom? This Expert Doesn't Think So 11/17/2025

Gold rose more than 60% this year, cracking the US$4,300 barrier for the first time. It has since cooled and some may wonder if the pullback means the end of this bull market, but Global Analyst Adrian Day told Streetwise Reports believes that the current prices are "definitely not the top."

Companies Doing Well Amid Strong Cash Flows 10/06/2025

Global Analyst Adrian Day reviews more of the presentations and meetings he had in Colorado earlier in the month.

Are Investors Returning to Gold Stocks? 09/08/2025

Global Analyst Adrian Day looks at a possible change in the gold market, as well as reviews the last quarter's earnings reports for clues as to the next quarter's winners.

Another Record for Franco-Nevada, With New Assets To Boost Second Half 08/25/2025

Global Analyst Adrian Day reviews quarterly earnings from most remaining companies, including some of his favorites. Day also looks at developments affecting other companies on his list.

Franco Buys Altius Royalty in a Win-Win Transaction 08/04/2025

Global Analyst Adrian Day looks at a great transaction for Altius Minerals Corp. (ALS:TSX), involving another of his holdings, Franco-Nevada Corp. (FNV:TSX; FNV:NYSE), as well as developments at other companies, including a couple of the global companies on his list.

Mali Seizes Barrick Mine: Arbitration Proceeds 06/25/2025

Global Analyst Adrian Day discusses developments at some companies on his list.

Orogen: End of Another Chapter Draws Near 06/16/2025

Global Analyst Adrian Day discusses developments at some companies on his list, including Orogen Royalties Inc. (OGN:TSXV; OGNRF:OTCQX) and Franco-Nevada Corp. (FNV:TSX; FNV:NYSE).

Royal Makes High-Return Acquisition 06/01/2025

Global Analyst Adrian Day discusses developments at some companies on his list, mostly positive.

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.

Metalla Ramps up for Strong 2025 and Beyond 04/07/2025

Global Analyst Adrian Day looks at the year-end financials from one more company all have now reported as well as the annual "investor day" at Franco, one of his core holdings.

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.

Franco Buys Royalties on Large Ontario Gold Camp 02/07/2025

Global Analyst Adrian Day discusses updates on more companies and answers a question on mining in Mexico.

Barrick Takes Mali to Arbitration, Situation 'Untenable' 12/27/2024

Global Analyst Adrian Day discusses developments at several companies on his list, some positive, some less so.

Barrick Revises Outlook but May Have Bottomed 12/12/2024

Global Analyst Adrian Day reviews forecasts and developments at companies on his list.

Barrick Cuts Outlook Again, but May Have Bottomed 12/04/2024

Two of Global Analyst Adrian Day's holdings held annual investor days, with somewhat subdued forecasts. Today, Day reviews these companies' forecasts as well as developments at other companies on his list.

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.

Franco-Nevada Stock Down in Overreaction to Weak Results 08/23/2024

One up, two down in the latest earnings reports from gold companies, though all three are looking for growth in the rest of the year.

Franco and Osisko Team up for High-Potential Stream 07/26/2024

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.

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.

Franco Will Increase Production Without Cobre Panama 04/17/2024

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.

Investors Move Toward Gold 04/10/2024

Global Analyst Adrian Day looks for signs that investors are finally turning to gold, and provides an update on developments at a couple of stocks on his list.

Chinese Buyers Join Central Banks To Drive Gold Higher 03/13/2024

Global Analyst Adrian Day looks at recent changes in gold demand, as well as report on year-end financials from a couple more companies on his list.

The Feds Dovish Tilt Means Patience Is Required 02/07/2024

Global Analyst Adrian Day comments on Jerome Powell's latest press comments and looks at recent developments from a few companies on our list of current recommendations.