Sector Expert: Adrian Day

Adrian Day Asset Management

Image: Adrian Day

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 EuroPacific Gold Fund (EPGFX). His latest book is "Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks."

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Companies Commented On

  • Almaden Minerals Ltd.
  • Almadex Minerals Inc.
  • Altius Minerals Corp.
  • B2Gold Corp.
  • Balmoral Resources Ltd.
  • California Gold Mining Inc.
  • Eldorado Gold Corp.
  • Franco-Nevada Corp.
  • Goldcorp Inc.
  • Lara Exploration Ltd.
  • Mandalay Resources Corp.
  • Midland Exploration Inc.
  • NOVAGOLD
  • Osisko Gold Royalties Ltd.
  • Pretium Resources Inc.
  • Reservoir Minerals Inc.
  • Riverside Resources Inc.
  • Romarco Minerals Inc.
  • Royal Gold Inc.
  • Silver Wheaton Corp.
  • Sunridge Gold Corp.
  • Vista Gold Corp.
  • West Kirkland Mining Inc.


Recent Interviews

The Upside of a Down Mining Market (11/30/15)
Gold roller coaster

When the instinct is strongest to curl up in a ball and wait out the ravages of the down market is also when smart companies snap up distressed projects and get to work while capital costs are low. In this interview with The Gold Report, veteran investors Bob Moriarty of 321gold.com and Adrian Day of Adrian Day Asset Management share their messages to mining company CEOs and investors about advancing frugally to avoid being left in the dark. To make investing in teams doing the right things even easier, they identify a dozen companies that have already taken the contrarian advice to heart.

Adrian Day's Embarrassment of Riches: Gold Companies Cheap to Buy but Not for Long (7/2/15)
Crystal ball

Fund Manager Adrian Day believes that the U.S. dollar is fundamentally overvalued and we can expect a devaluation at some point. This is good news for the price of gold. In this interview with The Gold Report, Day adds the even-better news for investors in gold equities is that so many good shares now sell for so little, and he discusses several companies that won't remain bargains for long.

Will the January Effect Give Gold and Silver Miners a Bounce? (1/7/15)
2015

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.

Videos

Adrian Day (5/16/14)
Adrian Day on Mining Companies
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Recent Quotes

"FNV was able to take advantage of other companies' distress and get large, attractive, long-life royalties."

The Gold Report Interview with Adrian Day (11/30/15)
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"G is an example of a company continuing to advance and position for upside."

The Gold Report Interview with Adrian Day (11/30/15)
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"MD has added at least four new partnerships in the last 12 months."

The Gold Report Interview with Adrian Day (11/30/15)
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"PVG is advancing the Valley of the Kings project."

The Gold Report Interview with Adrian Day (11/30/15)
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"SLW is making smart deals right now."

The Gold Report Interview with Adrian Day (11/30/15)
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"SGC will distribute cash from the sale of its Eritrea gold-copper mines."

— Adrian Day, Global Analyst (11/14/15)
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"If you only own one gold company, make it FNV."

— Adrian Day, Global Analyst (11/14/15)
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"FNV is the leading gold royalty company."

— Adrian Day, Global Analyst (8/16/15)
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"At this price, G is a good buy."

— Adrian Day, Global Analyst (7/20/15)
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"BAR is an obvious buyout candidate."

The Gold Report Interview with Adrian Day (7/2/15)
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"MD is extremely well funded for a small company."

The Gold Report Interview with Adrian Day (7/2/15)
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"PVG is a very good buy right now."

The Gold Report Interview with Adrian Day (7/2/15)
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"R's CEO Diane Garrett has raised the financing for Haile without any gold hedging, which is impressive."

The Gold Report Interview with Adrian Day (7/2/15)
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"FNV has a great balance sheet, strong cash flow and a diversified asset base."

The Gold Report Interview with Adrian Day (7/2/15)
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"G has shown a strong growth profile."

The Gold Report Interview with Adrian Day (7/2/15)
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"MD continues to execute good deals."

— Adrian Day, Global Analyst (3/25/15)
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"G remains a good buy."

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

— Adrian Day, Global Analyst (1/27/15)
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"AMM is advancing Ixtaca, acquiring land rights and obtaining permits."

— Adrian Day, Global Analyst (1/27/15)
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"The combined company of VGQ and Osisko is a new royalty powerhouse."

— Adrian Day, Global Analyst (1/27/15)
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"We like G's management, balance sheet, political profile and growth outlook."

— Adrian Day, Global Analyst (1/14/15)
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"SLW's extension of its streaming agreement with Barrick is a positive."

— Adrian Day, Global Analyst (1/8/15)
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"Stocks such as AMM could benefit from the January Effect."

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

The Gold Report Interview with Adrian Day (1/7/15)
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"SGC's market cap is $32M, a fraction of the NPV of its shares."

— Adrian Day, Adrian Day Asset Management (12/6/14)
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"AMM's balance sheet is great."

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

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

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

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

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

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

The Gold Report Interview with Adrian Day (10/13/14)
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"My favorite prospect generator remains VGQ."

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

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

The Gold Report Interview with Adrian Day (5/12/14)
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"RPM has a good balance sheet."

The Gold Report Interview with Adrian Day (5/12/14)
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"FNV is a cornerstone of a portfolio."

The Gold Report Interview with Adrian Day (5/12/14)
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