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Adrian Day

Adrian Day Asset Management
http://adrianday.com

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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 (www.adriandayassetmanagement.com; 410-224-2037), 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

Quality over Quantity Stressed at Colorado Conferences (10/4/13) If it is fall, it must be conference season in Colorado. The Denver Gold Forum, held Sept 22–25, was an invitation-only event billed as featuring seven-eighths of the world's publicly traded gold and silver companies measured by production. It was preceded by the Precious Metals Summit in Beaver Creek, which focused on smaller, emerging companies, some 90 of them with market caps of at least $20 million. Attendees included analysts, fund managers and institutional investors eager to hear updates on companies they own—or may want to own in the future. The Gold Report Publisher Karen Roche and Associate Publisher Jason Mallin were there and brought back this report.

Finding Low-Risk Miners in Today's Minefield: Adrian Day (9/11/13) Adrian Day is finding that the glass is definitely half full these days. While the founder of Adrian Day Asset Management believes that volatility in precious metal stocks will continue, he also believes that gold's extreme bottom is behind us and macroeconomic and geopolitical conditions will continue to support gold. In this interview with The Gold Report, Day is downright exuberant on gold stocks and discusses royalty companies, prospect generators, majors and juniors that can mitigate risk.

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.

Central Banks Gold
(2/9/13)
 Banks Support Gold

Recent Quotes

"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 >

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"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 >

"MAG's JV partner would be a natural buyer in a takeover." (8/1/12) MAG Silver Corp. - The Gold Report Interview with Adrian Day More >

"G has a very strong pipeline." (8/1/12) Goldcorp Inc. - The Gold Report Interview with Adrian Day More >

"FNV is by far my favorite large-cap gold company." (8/1/12) Franco-Nevada Corp. - The Gold Report Interview with Adrian Day More >

"AMM's Poliquin father-and-son team is widely respected in the industry." (8/1/12) Almaden Minerals Ltd. - The Gold Report Interview with Adrian Day More >

"We expect MD to add properties and JVs; it is a Buy once again." (6/2/12) Midland Exploration Inc. - Adrian Day, Global Analyst More >

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