Sector Expert: Charles Gibson

Edison Investment Research

Image: Charles Gibson

A chemist by academic training, Charles Gibson spent 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.

Subscribe to
Streetwise Reports

Companies Commented On



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 ratesŚespecially higher real interest ratesŚis 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

"SLW's performance was buoyed by record gold sales."

— Charles Gibson, Edison Investment Research (8/30/16)
moreá>

"SEA's Kerr-Sulphurets-Mitchell is the largest undeveloped gold deposit in North America and among the top 10 in the world."

— Charles Gibson, Edison Investment Research (8/30/16)
moreá>

"SLW is trading on near-term financial ratios that are cheaper than those of its royalty/streaming peers."

— Charles Gibson, Edison Investment Research (8/25/16)
moreá>

"SLW is trading on near-term financial ratios that are cheaper than those of its royalty/streaming peers."

— Charles Gibson, Edison Investment Research (7/4/16)
moreá>

"SLW is trading on near-term financial ratios that are cheaper than its peers, despite being associated with less risk."

— Charles Gibson, Edison Investment Research (5/25/16)
moreá>

"SLW had impressive Q4/15 performance, yet is the cheapest of its peers."

— Charles Gibson, Edison Investment Research (4/28/16)
moreá>

"We now estimate that SLW will be debt free in FY17."

— Charles Gibson, Edison Investment Research (4/19/16)
moreá>

"A strong Q4/15 performance at SLW's gold division was complemented by an equally impressive performance from its silver division."

— Charles Gibson, Edison Investment Research (3/24/16)
moreá>

more comments

"SLW's Q4/15 results, scheduled for release on March 16, will include the Antamina gold stream for the first time."

— Charles Gibson, Edison Investment Research (2/15/16)
moreá>

"SLW is a very attractive investment."

The Gold Report Interview with Charles Gibson (1/7/16)
moreá>

"SLW's new silver stream has caused us to increase our earnings forecasts."

— Charles Gibson, Edison Investment Research (11/11/15)
moreá>

"In Q2/15, SLW produced and sold record silver equivalent ounces."

— Charles Gibson, Edison Investment Research (10/22/15)
moreá>

"SLW has stated that it will defend its tax position vigorously."

— Charles Gibson, Edison Investment Research (7/9/15)
moreá>

"In Q1/15 SLW's Ag eq production exceeded 10 Moz."

— Charles Gibson, Edison Investment Research (6/25/15)
moreá>

"In Q1/15 SLW's production exceeded 10 Moz silver-equivalent for the first time."

— Charles Gibson, Edison Investment Research (5/26/15)
moreá>

"SLW's Q4/14 and FY14 were closely in line with our expectations."

— Charles Gibson, Edison Investment Research (3/27/15)
moreá>

"The additional 25% stream from Salobo takes SLW's interest to 50%."

— Charles Gibson, Edison Investment Research (3/5/15)
moreá>

"We estimate SLW's earnings per share (excluding Pascua-Lima) of $1.50 in FY/19."

— Charles Gibson, Edison Investment Research (1/19/15)
moreá>

"In Q3/14, SLW had a 20.5% QOQ increase in silver sold."

— Charles Gibson, Edison Investment Research (11/28/14)
moreá>

"SLW's Q3/14 production from Salobo reached a record as a consequence of the ramp-up of Salobo II."

— Charles Gibson, Edison Investment Research (11/18/14)
moreá>

"SLW remains the cheapest of its royalty/streaming peer group."

— Charles Gibson, Edison Investment Research (11/3/14)
moreá>

fewer comments


Due to permission requirements, not all quotes are shown.