Gold’s “Very Unusual Circumstance” Means Somebody is Wrong says Fund Manager Adrian Day
Update: 2024-08-03
Description
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian explains why gold and gold stocks are presenting a “very unusual circumstance.” He shares his take on a variety of recent mining transactions and jurisdictional happenings. Adrian also reveals the qualities he looks for in a senior miner.
0:00 Intro
0:53 Lundin/BHP's deal for Filo Mining: Bullish Argentia?
4:20 Agnico's investment into Foran Mining
7:37 Copper sector M&A
11:12 Canadian government blocks Zijin's Solaris investment
16:35 What does it mean to understand a jurisdiction or culture?
21:28 Rising gold price risk
25:15 “We are headed towards a reckoning”
34:09 Gold’s “Very Unusual Circumstance” Means Somebody is Wrong
40:39 Social Media’s effect on markets
43:37 Best senior miner?
48:22 Adrian Day Asset Management
http://www.adriandayassetmanagement.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
0:00 Intro
0:53 Lundin/BHP's deal for Filo Mining: Bullish Argentia?
4:20 Agnico's investment into Foran Mining
7:37 Copper sector M&A
11:12 Canadian government blocks Zijin's Solaris investment
16:35 What does it mean to understand a jurisdiction or culture?
21:28 Rising gold price risk
25:15 “We are headed towards a reckoning”
34:09 Gold’s “Very Unusual Circumstance” Means Somebody is Wrong
40:39 Social Media’s effect on markets
43:37 Best senior miner?
48:22 Adrian Day Asset Management
http://www.adriandayassetmanagement.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
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