Adrian Day

Adrian Day Asset Management
http://adrianday.com

Recent Articles about OR Royalties

Barrick Mulls Company Split, Say Sources 11/25/2025

Global Analyst Adrian Day reviews most of the remaining quarterly earnings reports from companies on his list, as well as some other developments. Most companies reported strong financials, with strong operations and cost controls boosted by the strong resource prices.

Gold Companies Report Strong Earnings, With Costs Under Control 11/18/2025

Global Analyst Adrian Day reviews third-quarter results from several companies, including the major royalty companies, which were strong across the board. There are also some meaningful royalty purchases reported.

BDCs Oversold on Exaggerated Concerns: Buy for High Yields 10/20/2025

Global Analyst Adrian Day looks at the sharp decline in the stock prices of Business Development Companies, as well developments at his companies, including preliminary 3Q results from many gold companies.

Companies Doing Well Amid Strong Cash Flows 10/06/2025

Global Analyst Adrian Day reviews more of the presentations and meetings he had in Colorado earlier in the month.

Gold Company Earnings Set New Records 08/18/2025

Global Analyst Adrian Day looks at the quarterly earnings results from several gold companies, both miners and royalty companies.

Orogen Transaction Closes, as Big Success 07/21/2025

Global Analyst Adrian Day reviews recent developments at several companies on his list, including the closing of long-term and repeated recommendation Orogen Royalties Inc. (OGN:TSXV; OGNRF:OTCQX).

OR's Lost Royalty May Come Back Soon 07/14/2025

Global Analyst Adrian Day gives a short update on OR Royalties (OR:TSX; OR:NYSE) and shares some of this top Buys for the week.

Fortuna Is a Buy After Market Misreads Strong Results 05/19/2025

Several gold mining and royalty companies reported first-quarter earnings, with a slew of strong results. For the most part, the stocks responded positively on top of already strong price appreciating, leading Global Analyst Adrian Day to recommend holding rather than buying. There is one exception, however.

Barrick Continues Shift to Copper as Mine Advances 04/21/2025

Some gold companies, including royalty companies, reported preliminary results for the first quarter, some with more fulsome detail than others. Most will report full financials next month.

Orogen's Silicon Royalty Continues To Grow 03/03/2025

Three more large gold and silver companies reported, all with good fourth-quarter results, though softer-than-expected guidance for the coming year. Global Analyst Adrian Day discusses below, as well as developments at other companies, including a new resource estimate at Orogen's Silicon-Merlin royalty deposit.

Altius Receives Split Arbitration Decision 01/21/2025

The long-awaited arbitration decision on Altius Silicon royalties was received last week, which also saw Barrick finally lose its patience with the government of Mali and issue an ultimatum. With this, Global Analyst Adrian Day looks at these and other developments, as well as look at golds resilience in the face of a strong U.S. jobs report.

Barrick Takes Mali to Arbitration, Situation 'Untenable' 12/27/2024

Global Analyst Adrian Day discusses developments at several companies on his list, some positive, some less so.

Strong Cash Flows but Higher Costs for Resource Companies 11/15/2024

Global Analyst Adrian Day reviews financial results from a slew of companies on his list, mostly resource companies.

Lara's Resource Study Shows Project Potential 10/21/2024

Global Analyst Adrian Day focuses on the eagerly awaited resource estimate for Lara Exploration Ltd.'s (LRA:TSX.V) Planalto copper project, and how it might develop. He also looks at recent announcements from some other companies on his list.

Global Stimulus Will Boost Gold Further 10/16/2024

Global Analyst Adrian Day looks at the current state of play for the gold market and explains why gold stocks are just at the beginning of their bull run. He also looks at recent developments from some of the companies on his list.

Franco and Osisko Team up for High-Potential Stream 07/26/2024

After extensive travel, including two conferences in the last few weeks, Global Analyst Adrian Day updates us on the news from companies on his list.

Resource Companies Report Strong Results 05/15/2024

Several resource companies on Global Analyst Adrian Day's recommended list reported first-quarter results last week.

Gold Co. Shows Once Again Why It Is Best in Class 05/01/2024

Global Analyst Adrian Day discusses good news at three of his major resource holdings. He notes that Agnico knocked it out of the park, Anglo upped the value of Orogen-'s royalty again, and Osisko had a major stream asset get bigger.

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.

Great Discovery Gets Bigger for Royalty Holders 02/28/2024

Global Analyst Adrian Day reviews year-end financials from several companies in the resource and global markets. Most of them had some disappointing news in their results, according to Day, but he leads with a junior that received some unvarnished great news.

Double-Digit Yields Available 02/14/2024

Global Analyst Adrian Day reviews recent earnings from some high-yielding stocks, domestic and foreign, as well as looks at recent developments at a few resource companies on his list. He notes that the recent decline in resource stocks presents several buying opportunities.

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.