Adrian Day Asset Management
Adrian Day, London born and a graduate of the London School of Economics, is the editor of Adrian Day's Global Analyst. His latest book is "Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks."
Recent Articles about Franco-Nevada Corp.
As gold slips back from new record highs, a record close on Friday, and new high Monday morning, one of Global Analyst Adrian Day's favorite gold holdings has slumped.
Global Analyst Adrian Day reviews large developments at four royalty companies.
Global Analyst Adrian Day reviews more of the recent quarterly results and other developments from more of the gold and resource companies on his list. Some of these (Barrick and Royal) are from the beginning of the month. Day didnt review all the companies last week, focusing on those with more significant news or that were "Buys" at the time. This week, he completes the review of quarterlies as well as companies with other developments.
Global Analyst Adrian Day notes that recent earnings reports from gold and precious metals companies reflected lower production and higher costs amid macroeconomic uncertainty. However, strong balance sheets position leading royalty companies to acquire assets.
Global Analyst Adrian Day reviews developments at several resource companies on his list. Although there has been some negative news and disappointing quarterly results, Day believes many exciting potential developments are ahead.
Precious metals mining companies like Agnico Eagle Mines and Franco-Nevada face production issues, but well-capitalized miners are still finding attractive assets.
Global Analyst Adrian Day discusses some set-backs at several major mining companies, as well as stellar results from a top business development company.
Global Analyst Adrian Day looks at why gold has fallen and suggests it may have further to go. Meanwhile, he takes a look at some gold stocks, which are currently very inexpensive.
Global Analyst Adrian Day discusses some of the highlights of meetings he had with senior gold mining executives at two recent industry conferences.
Global Analyst Adrian Day reviews quarterly earnings reports from several gold companies, most of which were positive, notwithstanding some difficulties. Several are good buys, according to Day.
Adrian Day discusses the surprising dismissal of the CEO at one of his favorite gold royalty companies.
Global analyst Adrian Day looks at quarterly financials from some of his favorite resource companies. Most had pre-released production, so there were not so many surprises but some insights. There are a few Buys among them.
Global analyst Adrian Day looks at the quarterly results from three large royalty companies, a large miner, and a development company. Most of the companies had pre-released production and costs (except Franco) so Day notes few surprises when the full quarterlies came out. Day continues to be cautious in buying.
Adrian Day of Adrian Day Asset Management takes a brief look at the likely direction of gold prices and reviews developments at some of the companies on his list, including record results from Franco.
Having just returned from two large mining conferences, global analyst Adrian Day reviews results from some large gold and silver companies, as well as news on an exciting project. He plans to catch up with a couple more bulletins in the coming days. For the most part, gold company results were affected by higher costs and some operational hiccups. However, Day believes there have been some positive developments as well, with reason for optimism ahead.
Global analyst Adrian Day reviews recent results from several companies, a mixed set of results, mostly hurt by higher costs.
Global analyst Adrian Day updates us on developments at several of his gold companies, mostly positive, as well as takes a look at a couple of global companies with yields over 9%.
Adrian Day of Adrian Day Asset Management reviews preliminary 2022 results from a couple of gold royalty companies and updates us on the ongoing saga in Panama.
Adrian Day of Adrian Day Asset Management discusses updates at some companies, including two experiencing difficulties with local governments. Day believes such incidents often provide opportunities.
The first contributor opinion of the year, Adrian Day reviews the year just ended and looks ahead for where to invest in 2023.
Today, expert Adrian Day gives updates on developments affecting several of his favorite companies, mostly positive but with one potentially damaging piece of news.
Expert Adrian Day reviews quarterly financials from several resource companies. Most are doing well, though costs are rising. But given recent rallies in stock prices, Day suggests, for the most part, holding rather than buying more.
Expert Adrian Day reviews the quarterly earnings reports from the remaining precious metals companies on his list, including Wheaton Precious Metals and Franco Nevada, among others.
Expert Adrian Day discusses recent purchases from two royalty companies, as well as preliminary quarterly reports from several gold companies that he considers top buys right now.
In today’s Bulletin, analyst Adrian Day reviews the recent results from the big three royalty companies, all strong, with rock-solid balance sheets, but with a shortage of large projects in which to invest.
Adrian Day discusses financials from three resource companies that released earnings last week; all reported record years.
Adrian Day of Global Analyst looks at the mostly favorable developments at some of the companies on his list, but also at the farce playing out in Mexico.
Adrian Day looks at companies that have made recent acquisitions and whether you should add them to your portfolio.
Adrian Day of Global Analyst takes a look at the macro picture in light of Fed Chairman Jerome Powell's more hawkish comments last week and also reviews recent developments at some companies on his list.
In a year-end bulletin, Adrian Day gives a brief reminder of the fundamental reason for each stock in his portfolio, as well as to note the largest downside or risk for each.