The Gold Report
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"Drill results from BAR's Martinière indicate a growing, fertile gold system." (5/13/13) Balmoral Resources Ltd. - Eric Lemieux, Laurentian Bank Securities More >
"SAS had a strong cash position of $32.1M at the end of Q1/13." (5/13/13) St Andrew Goldfields Ltd. - Eric Winmill, Casimir Capital More >
"GRG has an exciting high-grade silver discovery and just released an NI-43-101-compliant resource estimate with 105 Moz Ag eq." (5/17/13) Golden Arrow Resources Corp. - The Gold Report Interview with Thibaut Lepouttre More >
"THO's Escobal remains on budget and on schedule; its progress is encouraging." (5/10/13) Tahoe Resources Inc. - Chris Thompson, Raymond James More >
"We reiterate our Outperform rating on P and it remains one of our top picks." (5/10/13) Primero Mining Corp. - Shawn Campbell, Macquarie Capital Markets More >
Sector Experts
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Companies Commented On
- Agnico-Eagle Mines Ltd.
- Allied Nevada Gold Corp.
- Almaden Minerals Ltd.
- Alterra Power Corp.
- Altius Minerals Corp.
- Balmoral Resources Ltd.
- Barrick Gold Corp.
- Cartier Resources Inc.
- Copper One Inc.
- Eurasian Minerals Inc.
- Franco-Nevada Corp.
- Gladstone Capital
- Gold Royalties Corp.
- Goldcorp Inc.
- Kiska Metals Corp.
- Lara Exploration Ltd.
- MAG Silver Corp.
- Magma Energy Corp.
- Midland Exploration Inc.
- Miranda Gold Corp.
- Nevada Geothermal Power Inc.
- Newmont Mining Corp.
- Ram Power Corp.
- Renaissance Gold Inc.
- Royal Gold Inc.
- Silver Wheaton Corp.
- Sprott Resource Corp.
- Sunridge Gold Corp.
- Virginia Mines Inc.
- Vista Gold Corp.
Adrian Day
Adrian Day Asset Management
http://adrianday.com
Adrian Day, London born and a graduate of the London School of Economics, heads the eponymous money management firm Adrian Day Asset Management (www.adriandayassetmanagement.com; 410-224-2037), where he manages discretionary accounts in both global and resource areas. His latest book is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks.
Recent Interviews
Two Seniors + Five Juniors = One Amazing Gold Portfolio: Adrian Day (4/5/13) Adrian Day, founder of Adrian Day Asset Management, finds royalty plays some of the cleanest, least risky ways to invest in precious metals. Royalties also offer high margins and the benefit of exposure to exploration. In this interview with The Gold Report, he explains why royalty companies are so hot right now and shares the names of a handful of favorite companies both large and small with royalties around the world.
Gold in 2013: Fund Managers Reveal Reasons for Optimism (1/21/13) The Gold Report's first-ever survey of fund managers who invest heavily in junior gold mining stocks reveals cautious optimism on the sector's performance in 2013. The historical performance of gold in the year following a U.S. presidential election, the devaluing of the U.S. dollar and current low valuations for gold miners all bode well for an upturn this year, but some doubts remain. Learn how professional investors decide which companies are worth investing millions of dollars in this year.
Fund Managers Face Off in the Quest for Mining Profits (11/26/12) Buy and hold or go for the tenbagger? Two successful money managers, Adrian Day and Brian Ostroff, sat down with The Gold Report at the Hard Assets Conference to share their forecasts for 2013. Although the two have very different investing approaches, they came to some of the same conclusions about the future of gold and the companies that could make it through the next cycle.
(2/9/13)
Banks Support Gold
Recent Quotes
"AMM is in a strong position to continue to advance both its projects." (4/27/13) Almaden Minerals Ltd. - Adrian Day, Global Analyst 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 >
"FNV is my favorite; it generates over $300M of free cash flow each year." (11/26/12) Franco-Nevada Corp. - The Gold Report Interview with Adrian Day More >
"VGC's projects are takeover targets." (8/1/12) Vista Gold Corp. - The Gold Report Interview with Adrian Day More >
"SGC's numbers are astonishing." (8/1/12) Sunridge Gold Corp. - The Gold Report Interview with Adrian Day More >
"MD has five active JVs and doesn't need to raise any more money." (8/1/12) Midland Exploration Inc. - The Gold Report Interview with Adrian Day More >
Notable Quotes
"ROG's Burkina Faso deposit will be easy to mine, inexpensive to build and very profitable." (5/20/13) Roxgold Inc. - The Gold Report Interview with Brent Cook More >
"AMM is the kind of company an investor wants to be involved with." (5/20/13) Almaden Minerals Ltd. - The Gold Report Interview with Brent Cook More >
"ATY had some very good drill results and its VMS project is certainly economic." (5/20/13) Atico Mining Corp. - The Gold Report Interview with Brent Cook More >
"I like LYD because of its simple, low-capex project." (5/20/13) Lydian International Ltd. - The Gold Report Interview with Brent Cook More >
"TMM released record production of 28.3 Koz Au for the quarter." (5/8/13) Timmins Gold Corp. - Joseph Fazzini, Dundee Capital Markets More >