Sector Expert: Charles Gibson

Edison Investment Research

Image: Charles Gibson

Charles Gibson is director of mining at Edison Investment Research. A chemist by academic training, hespent a decade in the City as a mining analyst at Cazenove and a specialist mining salesman at T Hoare Canaccord, before joining Edison. He has extensive media experience, having written for MoneyWeek and The Business magazines, and The Evening Standard. Gibson is a leading authority on mining and continues to guest present for LBC on financial and business matters.

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Companies Commented On

  • Wheaton Precious Metals Corp.


Recent Interviews

Why Is Charles Gibson Nervous About the Fed's Actions? (1/7/16)
Effective Federal Funds Rate

Charles Gibson, an analyst with London-based Edison Investment Research, is nervous. Gibson says the U.S. Federal Reserve's statement that it would push the benchmark interest rate to 1.375% by the end of 2016 could send the U.S. economy in the wrong direction for the sake of containing mostly nonexistent inflation. He says the economy's capacity to sustain higher interest rates—especially higher real interest rates—is limited and that could ultimately create greater safe-haven investment demand for gold. In light of some choppy economic times ahead, Gibson and his colleague Tom Hayes recommend defensive equity names with little risk in this interview with The Gold Report.

Charles Gibson Unearths Hidden Mining Gems in Africa (10/3/12)

Charles Gibson, from his vantage point in London, has a unique view of mining companies in Africa. Gibson is the head of mining for Edison Investment Research, which writes unbundled investment research on a range of companies from its offices across Europe, New Zealand and Australia. In this exclusive interview with The Gold Report, Gibson talks about some hidden mining gems in Africa.

Recent Quotes

"We expect WPM's dividend to be increased in Q4/19 to $0.10/share."

— Charles Gibson, Edison Investment Research (8/16/19)
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"WPM declared a dividend of $0.09/share for Q1/19."

— Charles Gibson, Edison Investment Research (5/15/19)
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"WPM achieved new gold production and sales records in FY18."

— Charles Gibson, Edison Investment Research (3/25/19)
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"The settlement creates a framework for WPM and the CRA for the future."

— Charles Gibson, Edison Investment Research (12/19/18)
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"Production of gold, silver and palladium attributable to WPM from its streaming assets were all better than our expectations in Q3/14."

— Charles Gibson, Edison Investment Research (11/26/18)
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"WPM booked an exceptional profit in Q2/18."

— Charles Gibson, Edison Investment Research (8/21/18)
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"The stream deal should add $0.04 to WPM's EPS/year from FY21 to FY30."

— Charles Gibson, Edison Investment Research (7/24/18)
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"WPM agreed to acquire 42.4% of cobalt production from Voisey's Bay."

— Charles Gibson, Edison Investment Research (6/21/18)
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"WPM's Q1/18 adjusted net earnings and EPS were within expectations."

— Charles Gibson, Edison Investment Research (5/18/18)
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"WPM's FY17 results were characterized by a record level of gold sales and of dividend payouts to shareholders."

— Charles Gibson, Edison Investment Research (3/27/18)
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"We expect WPM to become a majority gold streamer at San Dimas."

— Charles Gibson, Edison Investment Research (2/15/18)
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"WPM's shares are trading on near-term financial measures that are consistently cheaper than those of its royalty/streaming peers."

— Charles Gibson, Edison Investment Research (1/25/18)
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"WPM is trading consistently cheaper than its 'peers' and the miners."

— Charles Gibson, Edison Investment Research (11/30/17)
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