Adrian Day

Adrian Day Asset Management
http://adrianday.com

Recent Articles about Fortuna Silver Mines Inc.

Franco Will Increase Production Without Cobre Panama 04/17/2024

Global Analyst Adrian Day looks at first-quarter results from three resource companies, as well as recaps Francos annual "investor day." Overall, he believes the results were positive.

What To Do with a Crown Jewel? 03/20/2024

Global Analyst Adrian Day reviews year-end financials from the last of his companies to report, as well as looks at other news. Since both of these companies both core holdings for him had previously pre-announced certain metrics, financial results came in as expected.

Chinese Buyers Join Central Banks To Drive Gold Higher 03/13/2024

Global Analyst Adrian Day looks at recent changes in gold demand, as well as report on year-end financials from a couple more companies on his list.

Barrick Misses Again, With Higher Costs 01/31/2024

Several resource companies provided preliminary fourth-quarter results, with mostly misses on guidance (notwithstanding higher production), higher costs, and weak outlooks for 2024. Global Analyst Adrian Day believes market reactions were overdone, however, making for some very good buys.

New CEOs Are Brought in at Osisko and Lara 01/17/2024

Global Analyst Adrian Day discusses revenue misses and new CEOs as gold companies turn a leaf on the old year.

Osisko Pursues Clearer Path: Better Late Than Never 12/20/2023

Several resource companies reported good news this past week, much of it long anticipated but welcome all the same. After the run-up in stock prices this month with the increase in the gold price and following the news, Global Analyst Adrian Day shares his recommendations.

Mixed Results at Major Resource Companies 11/22/2023

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.

Gold Co. Loses Partner but Value Enhanced! 10/11/2023

Global Analyst Adrian Day takes a look at positive news from three of his favorite resource stocks.

Why Are the Stocks So Cheap Relative to Gold? 09/28/2023

Global Analyst Adrian Day discusses some of the highlights of meetings he had with senior gold mining executives at two recent industry conferences.

Company Updates Reveal Strong Buys 08/16/2023

Global Analyst Adrian Day shares updates from several companies this week, both quarterly results and other news. In addition, recent technical difficulties delayed the writing and made this briefer than otherwise. Day aims to send another Bulletin in the coming days with more company updates, and he is also working on an article on the factors that move gold. Day also has more stocks on his list that can be bought currently than he had thought for a while.

Barrick Little Light on Output, on Track for Year 07/20/2023

Global Analyst Adrian Day looks at production results from some gold companies; all will have full financials to follow. With gold and silver stocks jumping in the last week the XAU was up over 7% to its highest level since mid-May we are not chasing now.

CEO's Sudden Departure Raises Concerns 07/12/2023

Adrian Day discusses the surprising dismissal of the CEO at one of his favorite gold royalty companies.

Wheaton Buys New Stream, Continuing Recent Trend 05/24/2023

Two new acquisitions and a string of resignations, along with more quarterly results, have led global analyst Adrian Day to share his thoughts with us. It's been a busy week for some of the companies on his list.

Recent Acquisitions Pay Off for Royal Gold 05/10/2023

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.

Strong Results From Several Miners and Royalty Companies 04/19/2023

Global analyst Adrian Day discusses preliminary first-quarter results from several gold companies, mostly positive, as well as positive developments at two juniors. Given the strong recent moves and the increased risk of a pullback, Day is buying little right now.

Gold: The Game's Afoot as Something Breaks and the Fed Buckles 03/21/2023

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.

Growth Ahead for Altius, Agnico, Fortuna, and Kingsmen 03/17/2023

As the investment world focuses on banks from Silicon Valley to Credit Suisse, Adrian Day of Adrian Day Asset Management catches up on developments at a few more of the companies on his list.

Stocks, the Dollar and Gold Whipsawed on Fed Outlook 02/07/2023

Global analyst Adrian Day discusses last week’s market action, as well as covers recent results and other developments at several of the companies on his list.

Is Gold's Rally Vulnerable, as Fed Readies To Meet? 01/23/2023

Adrian Day of Adrian Day Asset Management reviews recent results from several resource companies, mostly positive, though cost increases are an issue everywhere.

Osisko Has Record Quarter, With Lots Ahead 01/17/2023

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.

Trouble in Tropics for Fortuna and Franco 01/09/2023

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.

Gold and Silver Hold Their Own Among Market Carnage 01/03/2023

The first contributor opinion of the year, Adrian Day reviews the year just ended and looks ahead for where to invest in 2023.

Diversification Pays off for Franco Once Again 11/21/2022

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.

Mining Co. Makes an Unexpected but Attractive Acquisition 10/03/2022

Today, expert Adrian Day reviews the latest acquisition by Agnico Eagle Mines Ltd. and shares his thoughts on some of the resource companies on his list.

Mixed Results From Major Gold Companies 08/23/2022

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.

Agnico Has Strong Quarter: Production Up, Costs Down 08/08/2022

Expert Adrian Day reviews recent quarterlies and other developments at some more of his favorite gold and silver companies.

Franco and Royal Make Major Investments 07/25/2022

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.

What Is the Risk of More Downturn? 07/05/2022

Expert Adrian Day looks at the state of the market after this year’s 23% decline and discusses the risk of more possible downturn. Find out which companies he thinks are a buy — and which ones need to fly off your radar.

Exploration Deals and Results at Top Resource Companies 06/13/2022

Today expert Adrian Day runs over the latest updates in deals and exploration from Midland Exploration, Orogen Royalties, and Fortuna Silver to tell you which ones he believes are a Buy.

Gold Pullback Creates an 'Opportunity to Buy' 05/24/2022

Adrian Day recaps the recent news at some of his favorite resource companies, noting several good buys that emerged after the recent sector pullback.