Sector Expert: Florian Siegfried

AgaNola

Image: Florian Siegfried

Florian Siegfried is head of precious metals and mining investments at AgaNola Ltd., an asset management boutique based in Switzerland. Previously Siegfried was the CEO of Precious Capital AG, a Zürich-based fund specializing in global mining investments. Prior to this Siegfried was CEO of shaPE Capital, a SIX Swiss Exchange-listed private equity company that was founded by Bank Julius Baer & Co. Siegfried holds a masters degree in finance and economics from the University of Zürich.



Recent Interviews

Five Companies Swiss Asset Manager Florian Siegfried Is Watching (1/18/16)
GDXJ and Gold Futures 1 Year Chart

When a leading Swiss bank recommended its clients sell all their gold, AgaNola Asset Manager Florian Siegfried knew the precious metal was preparing for an upswing. In this interview with The Gold Report, he shares five junior mining names that have made smart moves during the down time and are well positioned for an upswing.

Swiss Asset Manager Florian Siegfried: Look for Value Opportunities and Put Your Capital to Work Selectively in this Market (8/17/15)
Gold Net Position

In a junior mining market that doesn't value good news, M&A could be the golden ticket that pays investors a premium for their patience. In this interview with The Gold Report, AgaNola Asset Manager Florian Siegfried evaluates recent deals and points to the companies that could be the next takeovers. Plus, he makes a bold prediction for what the recent takeout activity and fallout from the Greek crisis could mean for the resource market as soon as October.

Florian Siegfried: Seeking Less Risky Business in Mining M&A (11/24/14)
Handshake

Florian Siegfried, head of precious metals and mining investments with Zurich-based AgaNola, says there are small signs—fewer equities participating in the recent rally, greater spreads in the high-yield market—that the sentiment toward gold is changing. But we will have to wait to see if a trend forms. In the meantime, Siegfried believes all-paper M&A will gain pace, with a focus on companies that are making money at current gold prices while still trading at multiyear lows. In this interview with The Gold Report, Siegfried suggests playing it safe with some small producers and tiny developers.

Recent Quotes

"FPC released some metallurgy results that are looking quite robust."

The Gold Report Interview with Florian Siegfried (1/18/16)
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"TXR has the kind of exploration model that continues to work in this challenging market environment."

The Gold Report Interview with Florian Siegfried (1/18/16)
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"VIT has received all the permits for the Eagle project in the Yukon."

The Gold Report Interview with Florian Siegfried (1/18/16)
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"FPC is a good way to gain exposure to M&A upside."

The Gold Report Interview with Florian Siegfried (8/17/15)
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"GPR is a stock to watch."

The Gold Report Interview with Florian Siegfried (8/17/15)
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"PVG's Brucejack is one of those mines that brings a long mine life and high grade in a safe jurisdiction."

The Gold Report Interview with Florian Siegfried (8/17/15)
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"OceanaGold paid almost a 70% premium on R's shares."

The Gold Report Interview with Florian Siegfried (8/17/15)
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"SAS's Taylor mine could add another 20–30 Koz of high-grade and low-cost production to its portfolio."

The Gold Report Interview with Florian Siegfried (8/17/15)
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"TXR has a huge district in the Northwest Territories."

The Gold Report Interview with Florian Siegfried (8/17/15)
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"TMM's management has proven it knows how to execute."

The Gold Report Interview with Florian Siegfried (8/17/15)
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