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"Energy XXI is always looking at acquisitions and optimizing the drilling program. With the share buyback, the company is showing it recognizes the value of cash flow." (6/4/13) Energy XXI - The Energy Report Interview with Andrew Coleman More >
"Uranium producers like EFR are going to start popping up on people's radar screens." (5/23/13) Energy Fuels Inc. - The Energy Report Interview with Matt Badiali More >
"The conservative uranium bet is to go with companies making money at current prices. That's FCU." (5/23/13) Fission Uranium Corp. - The Energy Report Interview with Matt Badiali More >
"CHK is active in the Marcellus sweet spot in northwestern West Virginia." (5/16/13) Chesapeake Energy Corp. - The Energy Report Interview with Josh Young More >
"FCU is on to the most exciting uranium discovery to come around in quite a while." (5/14/13) Fission Uranium Corp. - The Metals Report Interview with Brent Cook More >
Sector Experts
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Companies Commented On
- Agnico-Eagle Mines Ltd.
- Allied Nevada Gold Corp.
- Almaden Minerals Ltd.
- Alterra Power Corp.
- Altius Minerals Corp.
- Balmoral Resources Ltd.
- Barrick Gold Corp.
- Cartier Resources Inc.
- Copper One Inc.
- Eurasian Minerals Inc.
- Franco-Nevada Corp.
- Gladstone Capital
- Gold Royalties Corp.
- Goldcorp Inc.
- Kiska Metals Corp.
- Lara Exploration Ltd.
- MAG Silver Corp.
- Magma Energy Corp.
- Midland Exploration Inc.
- Miranda Gold Corp.
- Nevada Geothermal Power Inc.
- Newmont Mining Corp.
- Ram Power Corp.
- Renaissance Gold Inc.
- Royal Gold Inc.
- Silver Wheaton Corp.
- Sprott Resource Corp.
- Sunridge Gold Corp.
- Virginia Mines Inc.
- Vista Gold Corp.
Adrian Day
Adrian Day Asset Management
http://adrianday.com
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. His latest book is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks.
Recent Interviews
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.
Gold in 2013: Fund Managers Reveal Reasons for Optimism (1/21/13) The Gold Report's first-ever survey of fund managers who invest heavily in junior gold mining stocks reveals cautious optimism on the sector's performance in 2013. The historical performance of gold in the year following a U.S. presidential election, the devaluing of the U.S. dollar and current low valuations for gold miners all bode well for an upturn this year, but some doubts remain. Learn how professional investors decide which companies are worth investing millions of dollars in this year.
Fund Managers Face Off in the Quest for Mining Profits (11/26/12) Buy and hold or go for the tenbagger? Two successful money managers, Adrian Day and Brian Ostroff, sat down with The Gold Report at the Hard Assets Conference to share their forecasts for 2013. Although the two have very different investing approaches, they came to some of the same conclusions about the future of gold and the companies that could make it through the next cycle.
(2/9/13)
Banks Support Gold
Recent Quotes
"AMM is in a strong position to continue to advance both its projects." (4/27/13) Almaden Minerals Ltd. - Adrian Day, Global Analyst More >
"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 >
Notable Quotes
"URZ is fully permitted, has offtake agreements in place and should be receiving a $20M loan." (6/13/13) Uranerz Energy Corp. - The Energy Report Interview with Chris Berry More >
"EFR signed a letter of intent to acquire Strathmore Minerals." (6/13/13) Energy Fuels Inc. - The Energy Report Interview with Chris Berry More >
"EUU has a high-grade resource and an ideal location." (6/13/13) European Uranium Resources Ltd. - The Energy Report Interview with Chris Berry More >
"The location of STM's deposits and its relationships with Sumitomo and KEPCO make it an ideal take-out candidate." (6/13/13) Strathmore Minerals Corp. - The Energy Report Interview with Chris Berry More >
"I am looking at global integrated players such as RDS; it is big and pays nice dividends." (6/11/13) Royal Dutch Shell Plc - The Energy Report Interview with Byron King More >