Adrian Day

Adrian Day Asset Management
http://adrianday.com

Recent Articles about Barrick Gold Corp.

Financial Beats at Gold Companies 02/21/2024

Global Analyst Adrian Day reviews year-end financials from three major gold companies on his list. Although he believes there were some negative aspects, they were for the most part positive.

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.

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.

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 Moves up on Rates as Well as Mid-East 10/18/2023

Several larger mining companies reported preliminary quarterly results this week, mostly production numbers, with full financials to follow, as has become the norm in recent years. Below, Global Analyst Adrian Day looks briefly at these, as well as the gold market in general.

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.

Gold Company Earnings Mostly Positive 08/30/2023

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.

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.

Equity Markets and Gold After the Fed Pause 06/21/2023

Global Analyst Adrian Day looks at the impact of the Federal Reserves decision to pause raising rates on the markets. And Day updates recent developments at several companies, with several resource companies making attractive asset acquisitions. There are some good buys, according to Day. Resource stocks have given back sufficiently from their early May highs, and the outlook is a little clear.

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.

Higher Costs Hurting All Companies: Agnico Sell-Off Overdone for Top Quality Miner 02/21/2023

Global analyst Adrian Day reviews recent results from several companies, a mixed set of results, mostly hurt by higher costs.

Barrick Boosts Reserves by 10% Without Acquisitions 02/14/2023

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%.

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.

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.

Eight Resource Companies You Need To Pay Attention to 11/08/2022

Several companies on expert Adrian Day's list have either reported quarterly earnings or had other news. In the case of the larger companies, most have already pre-announced production or sales.

Six Resource Companies You Should Pay Attention To 10/24/2022

Several resource companies on expert Adrian Day's list have reported their production numbers for the third quarter, with some positive surprises, though costs are rising.

How Long Will the Fed Keep Going? 09/07/2022

Expert Adrian Day takes a look at Federal Reserve policy after Jackson Hole and what it might mean for the markets, plus updates developments at some companies on his list.

Expert Says, 'Royalties Have Advantage During Price Inflation' 08/11/2022

More resource companies released quarterly earnings, but since in all cases production and other items had been pre-released, there were few surprises for expert Adrian Day.

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.

Adrian Day's Top Four Gold Buys 06/21/2022

With Bitcoin going bonkers and the market in turmoil, Adrian Day says gold is a safe haven. Here are a few of his favorite companies that have throttled through the turbulence to top his list as Buys.

Analyst's Big Three Royalty Companies Have Strong Reports 05/10/2022

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. 

Gold Holds Steady, Analyst Says You Should Too 04/26/2022

Gold rush or gold bust? Editor of Adrian Day’s Global Analyst, Adrian Day reviews rising opportunities and developments in gold stock.