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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

Will the January Effect Give Gold and Silver Miners a Bounce? (1/7/15) The January Effect–the surge that small-cap companies may experience at the beginning of the year–goes back some seven decades. What will 2015 bring? The Gold Report talked to some experts to find out what they are expecting in the early days of the new year and which companies might be in position to take advantage. Most experts are optimistic about a bump, and some have some very interesting ways to profit from it.

Best of the Best: The Most Popular Thoughts from 2014 (12/24/14) As natural resources bounced all over the charts in 2014, readers turned to the experts interviewed by The Gold Report for insights on what was driving these ups and downs, and how they could protect themselves—or, better yet, benefit—from the volatility. We combed through interviews with experts featured during the year, and offer some thoughts you might want to consider as you prepare for 2015.

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.

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

Recent Quotes

"G remains a good buy." (1/27/15) Goldcorp Inc. - Adrian Day, Global Analyst More >

"At least $3.3M is budgeted for MD drilling in 2015, all from partners." (1/27/15) Midland Exploration Inc. - Adrian Day, Global Analyst More >

"AMM is advancing Ixtaca, acquiring land rights and obtaining permits." (1/27/15) Almaden Minerals Ltd. - Adrian Day, Global Analyst More >

"The combined company of VGQ and Osisko is a new royalty powerhouse." (1/27/15) Virginia Mines Inc. - Adrian Day, Global Analyst More >

"We like G's management, balance sheet, political profile and growth outlook." (1/14/15) Goldcorp Inc. - Adrian Day, Global Analyst More >

"SLW's extension of its streaming agreement with Barrick is a positive." (1/8/15) Silver Wheaton Corp. - Adrian Day, Global Analyst More >

"Stocks such as AMM could benefit from the January Effect." (1/7/15) Almaden Minerals Ltd. - The Gold Report Interview with Adrian Day More >

"VGZ could be a beneficiary of the January Effect." (1/7/15) Vista Gold Corp. - The Gold Report Interview with Adrian Day More >

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"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 >

"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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