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Adrian Day

Adrian Day Asset Management

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Adrian Day, London born and a graduate of the London School of Economics, heads the eponymous money management firm Adrian Day Asset Management, where he manages discretionary accounts in both global and resource areas. Day is also sub-adviser to the new EuroPacific Gold Fund (EPGFX). His latest book is "Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks."




Recent Interviews

Must Read: 10 Companies Adrian Day Sees as Stable in a World that Is Not (10/13/14) Fund Manager Adrian Day has a ready answer for investors wondering why the gold price has been so depressed. It is the strength of the dollar. The Bank of Japan can act like a drunken sailor buying bonds at negative interest rates and the European Central Bank can do all the quantitative easing it wants, but as long as the dollar remains high, the gold price will suffer. That is why, in this interview with The Gold Report, Day focuses on 10 companies that can remain stable at almost any price.

From Beaver Creek to Denver: A Journey Between Different Worlds (10/1/14) September's Precious Metals Summit at Beaver Creek, followed hard by the Denver Gold Forum, brought a huge chunk of the gold mining and investing community to Colorado. The Gold Report Publisher Jason Mallin heard firsthand about companies that were adding value, and how investors planned to shift focus for the remainder of 2014. In this Gold Report roundup, we asked other experts in attendance for their takeaways from the proverbial mountaintop.

Juniors Operating from the Driver's Seat: Adrian Day (5/12/14) Adrian Day has spent years making money for clients by steering them into and out of positions in precious metals equities. While higher commodity prices are always welcome, the founder of Adrian Day Asset Management says in this interview with The Gold Report that he maneuvers toward more telltale fundamentals like strong balance sheets and sound business plans. He believes investors should shift toward companies helmed by experienced managers with skin in the game and with exceptional projects, and names a handful that fit the bill.

Adrian Day
(5/16/14)
Adrian Day on Mining Companies
Central Banks Gold
(2/9/13)
Banks Support Gold

Recent Quotes

"AMM's balance sheet is great." (10/13/14) Almaden Minerals Ltd. - The Gold Report Interview with Adrian Day More >

"FNV is stable and is available at a good price." (10/13/14) Franco-Nevada Corp. - The Gold Report Interview with Adrian Day More >

"MND pays a 3.5% dividend, which people like." (10/13/14) Mandalay Resources Corp. - The Gold Report Interview with Adrian Day More >

"Due to a stable business plan, MD can survive for a long time on $5M." (10/13/14) Midland Exploration Inc. - The Gold Report Interview with Adrian Day More >

"PVG has given us many good opportunities for profits." (10/13/14) Pretium Resources Inc. - The Gold Report Interview with Adrian Day More >

"VGQ has strong, competent, honest and disciplined management, and a very solid balance sheet." (10/13/14) Virginia Mines Inc. - The Gold Report Interview with Adrian Day More >

"VGZ's flagship property, Mt. Todd in Australia, is excellent." (10/13/14) Vista Gold Corp. - The Gold Report Interview with Adrian Day More >

"My favorite prospect generator remains VGQ." (5/12/14) Virginia Mines Inc. - The Gold Report Interview with Adrian Day More >

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"AMM's Ixtaca is a low-grade, bulk-tonnage project with good infrastructure and a lot more drill targets." (5/12/14) Almaden Minerals Ltd. - The Gold Report Interview with Adrian Day More >

"MND is a well-funded junior with promising projects." (5/12/14) Mandalay Resources Corp. - The Gold Report Interview with Adrian Day More >

"RPM has a good balance sheet." (5/12/14) Rye Patch Gold Corp. - The Gold Report Interview with Adrian Day More >

"FNV is a cornerstone of a portfolio." (5/12/14) Franco-Nevada Corp. - The Gold Report Interview with Adrian Day More >

"MD's JV partners have already re-upped, which demonstrates confidence in the projects." (1/31/14) Midland Exploration Inc. - The Gold Report Interview with Adrian Day More >

"AMM's Ixtaca drill results continue to be strong." (1/31/14) Almaden Minerals Ltd. - The Gold Report Interview with Adrian Day More >

"I feel very positive about PVG's Brucejack deposit, and the bulk sample results have only gone to support that confidence." (1/31/14) Pretium Resources Inc. - The Gold Report Interview with Adrian Day More >

"VGQ is one of the top companies I would want to hold long term." (1/31/14) Virginia Mines Inc. - The Gold Report Interview with Adrian Day More >

"FNV has great management, a great balance sheet, about $900M in cash and no debt." (1/31/14) Franco-Nevada Corp. - The Gold Report Interview with Adrian Day More >

"The Ixtaca property will be a size where AMM will be paid a multiple of its market cap for the project." (9/11/13) Almaden Minerals Ltd. - The Gold Report Interview with Adrian Day More >

"FNV has an 86% pre-tax margin, $900M cash, unused credit and no debt. It's a beautiful company." (9/11/13) Franco-Nevada Corp. - The Gold Report Interview with Adrian Day More >

"MD has a low spend rate and ~$4M in cash, so it's going to be around." (9/11/13) Midland Exploration Inc. - The Gold Report Interview with Adrian Day More >

"PVG's Valley of the Kings zone is a deposit with astonishingly high grades." (9/11/13) Pretium Resources Inc. - The Gold Report Interview with Adrian Day More >

"If you think of all of the upside that it has, RGL is very inexpensive." (9/11/13) Royal Gold Inc. - The Gold Report Interview with Adrian Day More >

"VGQ is one of my long-term favorite companies; it's morphing into a royalty model." (9/11/13) Virginia Mines Inc. - The Gold Report Interview with Adrian Day More >

"AMM is in a strong position to continue to advance both its projects." (4/27/13) Almaden Minerals Ltd. - Adrian Day, Global Analyst More >

"VGQ is one of my favorite smaller, pure royalty companies." (4/5/13) Virginia Mines Inc. - The Gold Report Interview with Adrian Day More >

"FNV's agreement with GRO is a great deal because FNV can increase its royalty portfolio without putting in the time to look for small royalties." (4/5/13) Franco-Nevada Corp. - The Gold Report Interview with Adrian Day More >

"GRO is a relatively new royalty company with a very interesting twist on the business." (4/5/13) Gold Royalties Corp. - The Gold Report Interview with Adrian Day More >

"If you're interested in seniors, look at RGLD." (4/5/13) Royal Gold Inc. - The Gold Report Interview with Adrian Day More >

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