Adrian Day

Adrian Day Asset Management
http://adrianday.com

Recent Articles about Osisko Gold Royalties Ltd.

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.

Double-Digit Yields Available 02/14/2024

Global Analyst Adrian Day reviews recent earnings from some high-yielding stocks, domestic and foreign, as well as looks at recent developments at a few resource companies on his list. He notes that the recent decline in resource stocks presents several buying opportunities.

New CEOs Are Brought in at Osisko and Lara 01/17/2024

Global Analyst Adrian Day discusses revenue misses and new CEOs as gold companies turn a leaf on the old year.

Osisko Pursues Clearer Path: Better Late Than Never 12/20/2023

Several resource companies reported good news this past week, much of it long anticipated but welcome all the same. After the run-up in stock prices this month with the increase in the gold price and following the news, Global Analyst Adrian Day shares his recommendations.

Wheaton's Largest Asset Makes Progress 11/30/2023

Global Analyst Adrian Day reviews large developments at four royalty companies.

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.

Agnicos Production Hit and Costs Up, but Outlook Good 11/01/2023

Global Analyst Adrian Day discusses some set-backs at several major mining companies, as well as stellar results from a top business development company.

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.

Company Updates Reveal Strong Buys 08/16/2023

Global Analyst Adrian Day shares updates from several companies this week, both quarterly results and other news. In addition, recent technical difficulties delayed the writing and made this briefer than otherwise. Day aims to send another Bulletin in the coming days with more company updates, and he is also working on an article on the factors that move gold. Day also has more stocks on his list that can be bought currently than he had thought for a while.

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 Adds High-Potential Copper Royalty 07/05/2023

Global Analyst Adrian Day reports on recent acquisitions by two of the royalty companies on his list. Day believes both transactions are positive, and he wants to add to positions.

Equity Markets and Gold After the Fed Pause 06/21/2023

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.

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.

Strong Results From Several Miners and Royalty Companies 04/19/2023

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.

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.

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.

Six Resource Companies You Should Pay Attention To 10/24/2022

Several resource companies on expert Adrian Day's list have reported their production numbers for the third quarter, with some positive surprises, though costs are rising.

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.

Powell Says Money Not Important for Inflation 09/12/2022

Expert Adrian Day looks at recent comments from central bankers and comments on the little news this week from Osisko Gold Royalties Ltd.

Expert Says, 'Royalties Have Advantage During Price Inflation' 08/11/2022

More resource companies released quarterly earnings, but since in all cases production and other items had been pre-released, there were few surprises for expert Adrian Day.

Franco and Royal Make Major Investments 07/25/2022

Expert Adrian Day discusses recent purchases from two royalty companies, as well as preliminary quarterly reports from several gold companies that he considers top buys right now.

Good Full-Year Outlooks on These 3 Gold Cos. 04/20/2022

Editor of Adrian Day’s Global Analyst, Adrian Day takes a look at the first quarter results of three gold companies they think are worth watching.