Adrian Day

Adrian Day Asset Management
http://adrianday.com

Recent Articles about Pan American Silver Corp.

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.

Osisko's Stock Run-up Justified by Growth Ahead 05/17/2023

Global analyst Adrian Day looks at quarterly financials from some of his favorite resource companies. Most had pre-released production, so there were not so many surprises but some insights. There are a few Buys among them.

Fed's Next Move Priced In. What Is After That? 05/03/2023

Global analyst Adrian Day looks at gold and last week's Fed meeting, along with recent results from several diverse companies, including a high-yield U.S. company and global blue chip, as well as two gold and silver companies. All are fighting rising costs and a slowing economy, with different effects on different companies.

Stocks: The Risk Is to the Downside 04/07/2023

Global analyst Adrian Day's last three recent recommendations, two sells and one buy, all filled. Details below. Also, Day comments on one of his companies and takes a look at the sock market.

Things Are Coming Together for Osisko 03/14/2023

Having just returned from two large mining conferences, global analyst Adrian Day reviews results from some large gold and silver companies, as well as news on an exciting project. He plans to catch up with a couple more bulletins in the coming days. For the most part, gold company results were affected by higher costs and some operational hiccups. However, Day believes there have been some positive developments as well, with reason for optimism ahead.

Barrick Boosts Reserves by 10% Without Acquisitions 02/14/2023

Global analyst Adrian Day updates us on developments at several of his gold companies, mostly positive, as well as takes a look at a couple of global companies with yields over 9%.

Is Gold's Rally Vulnerable, as Fed Readies To Meet? 01/23/2023

Adrian Day of Adrian Day Asset Management reviews recent results from several resource companies, mostly positive, though cost increases are an issue everywhere.

Osisko Has Record Quarter, With Lots Ahead 01/17/2023

Adrian Day of Adrian Day Asset Management reviews preliminary 2022 results from a couple of gold royalty companies and updates us on the ongoing saga in Panama.

Gold and Silver Hold Their Own Among Market Carnage 01/03/2023

The first contributor opinion of the year, Adrian Day reviews the year just ended and looks ahead for where to invest in 2023.

Diversification Pays off for Franco Once Again 11/21/2022

Expert Adrian Day reviews quarterly financials from several resource companies. Most are doing well, though costs are rising. But given recent rallies in stock prices, Day suggests, for the most part, holding rather than buying more.

Mining Co. Makes an Unexpected but Attractive Acquisition 10/03/2022

Today, expert Adrian Day reviews the latest acquisition by Agnico Eagle Mines Ltd. and shares his thoughts on some of the resource companies on his list.

Mixed Results From Major Gold Companies 08/23/2022

Expert Adrian Day reviews the quarterly earnings reports from the remaining precious metals companies on his list, including Wheaton Precious Metals and Franco Nevada, among others.

Gold Pullback Creates an 'Opportunity to Buy' 05/24/2022

Adrian Day recaps the recent news at some of his favorite resource companies, noting several good buys that emerged after the recent sector pullback.

The Potential for High Growth Is Real at These Companies 03/09/2022

Adrian Day discusses recent results and developments at several of his favorite resource companies, with some still good buys despite the recent rallies.

Asset Acquisitions Continue at Gold Companies 02/01/2022

Adrian Day looks at companies that have made recent acquisitions and whether you should add them to your portfolio.

Should You Add to Resource Stock Positions Now? 01/24/2022

Adrian Day reviews updates from several resource companies and discusses whether this is the time to load up.

Analyst Takes Year-End Stock of His Portfolio 12/28/2021

In a year-end bulletin, Adrian Day gives a brief reminder of the fundamental reason for each stock in his portfolio, as well as to note the largest downside or risk for each.

Osisko Sees Record Revenues With Projects Advancing 12/13/2021

Adrian Day, in the Global Analyst newsletter, updates recent results and developments at several companies, large and small, with some current buys among them.