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By: Frank Holmes, US Funds - 31 March, 2020

Time to Buy the Gold Miners?

As Iíve discussed plenty of times before, such massive levels of money printing has historically been supportive of gold. In September 2011, when the Fed was rapidly expanding its balance sheet, the precious metalís price hit its all-time high of $1,900 an ounce.

With real rates already below 0 percent, the Fed has little choice right now than to jump directly to extreme measures. That means loading up on Treasuries and mortgage-backed securities (MBS) ďin the amount needed,Ē as the central bank put it in a press release dated March 23.

I believe this policy will once again be constructive for gold, and so it may be prudent to consider buying not just physical gold, but also the gold miners. Full Story

By: Chris Marchese, Chief Mining Analyst at GoldSeek.com - 29 March, 2020

Due to government mandated shutdowns of select businesses and in this case, mining, in response to the COVID-19 outbreak, there has been rather limited news flow except that related to temporarily suspending mining operations. It is important to note those companies which have temporarily placed operations on care and maintenance (C&M) will see cash outflows from those assets as C&M cost money. Strong balance sheets and available liquidity are imperative given the current market uncertainty.

$AEM $AGI $BTC $CXB.TO $CG.TO $EGO $EDV.TO $EQX $FSM $HL $IAG $HL $LUG.TO $MUX $OGC.TO $PAAS $SSRM

Full Story

By: Peter Spina, GoldSeek.com - 29 March, 2020

Rob Goodman of StockPulse interviews Peter Spina on the quickly evolving situation in the gold markets:

"Itís a very unique time and period in history but itís good to take some action right now and donít wait. I donít think this is a time to be waiting for everyone else to take action because when they do you see how supplies get raided very quickly and disappear.Ē Ė Peter Spina Full Story

By: Chris Marchese, Chief Mining Analyst at GoldSeek - 26 March, 2020

While there are a dearth of primary silver producers and even fewer quality companies, the same canít be said of the next generation of primary silver producers. With the exception of Pan-American, Hochschild, Hecla, Fortuna, Fresnillo and arguably First Majestic Silver, there are essentially only a couple to no other high-quality primary silver producers (meaning no other companies derive at least 65% of total revenue from silver-equivalent production (silver and gold) and at least 40%-45% +/- from silver, now or in the future (inclusive a companyís advanced development projects), and have an all-in sustaining cost (AISC) profile per ounces of silver in the lowest quartile or bottom 40-50% on the industry cost curve (which may exclude First Majestic Silver for the time being). Full Story

By: Chris Marchese, Chief Mining Analyst at GoldSeek.com - 22 March, 2020

Kirkland Lake Gold: Relative to its size and free cash flow generating ability, Kirkland is one of the best capitalized gold companies in the world. As such, Kirkland is taking advantage of current market conditions to buy back its stock. It initially engaged in a normal course issuer bid (NCIB) to buy back as much as 20m shares! To date, the company has repurchased 10.1m shares at an average price of US$34.65. While this is higher than the current market price, the company should be able to quickly lower the cost basis on its repurchased shares (as its trading well below $34.65). The Company also doubled its quarterly dividend to $0.125/share.

$AUY $PAAS $SILV $SVM $NEE.V $NGD $MUX $KL $GUY.TO $GCM.TO $EXK $ELY.V $GOLD $ALO $AGI
Full Story

By: Adam Hamilton, CPA, Zeal Research - 20 March, 2020

The bottom line is the mid-tier gold miners reported awesome results in Q4, directly driven by its much-higher prevailing gold prices. The mid-tiers also had far-better output growth than the majors, helping fuel soaring revenues, operating cash flows, and earnings. And implied earnings growth continues to look massive with gold powering even higher still in Q1. The mid-tiersí fundamentals should continue improving.

Even at their relatively-high late-February levels, the mid-tier gold minersí stock prices were seriously lagging their huge profits growth. But after this insane COVID-19 stock panic crashed this sector, these stocks are trading at some of their steepest discounts to current fundamentals ever! That gives them epic potential to mean revert radically higher as fear fades and gold recovers, yielding huge gains to early contrarians.
Full Story

By: Gary Tanashian, NFTRH - 19 March, 2020

Peak Oil? That was an obvious and widespread promotion while it was in play and did not fool anyone who bothered to step aside from the herd that ran with it.

Peak Terror in broad stock markets? Well, that I donít discount so readily because this is a system that was a debt-bloated accident waiting for the trigger that turned out to be COVID-19. Terrified casino patrons will pray that the Fedís bullets are not duds because that is the only way out. That and the still-intact mass confidence in the Keynesian debt scheme that the Fed operates within. Full Story

By: Chris Marchese, Chief Mining Analyst at GoldSeek.com - 16 March, 2020

Fortuna: Reported solid FY 2019 results, although investors should really pay Lindero attention, which should give earnings a nice boost as early as Q3, increasing in Q4 and 2021. When commercial production is achieved and production fully ramped up, Lindero will more than double operating and free cash flow. In 2019, Fortuna produced 8.81m oz. Ag and 50.53k oz. Au with all-in sustaining costs (AISC) of $11.90/oz. AgEq. Operating cash flow is higher than one would think because Fortunaís definition of silver-equivalent is silver + gold + zinc + lead, as opposed to the majority of companies which use gold and base metals or base metals as byproduct credits to reduce the AISC per silver ounce. Operating and free cash flow were approx. $65m and $35m for FY 2019, a 13% and 9% decrease relative to 2018 on the back of slightly lower production and reduced base metal prices (when adjusting for changes in non-cash working capital). The company remains in strong financial condition with $84m in cash and $110m drawn under its $150m credit facility. Construction of the Lindero open-pit heap leach operation was 89% complete at the end of January 2020, so the ramp-up to full scale commercial production should commence sometime in April.

$USA $EDV.to $EQX.to $FSM $FNV $WPM $KGC $MAX.to $OSK.to $PVG $NVO.V Full Story

By: Gary Tanashian, NFTRH - 16 March, 2020

So who turned and burned first out of the í08 (deflationary) bottom? Gold and then the miners, thatís who. They led the whole raft of commodities and stocks, which finally bottomed in March of 2009. Then another massive inflation trade ensued, before blowing out in Q1 of 2011. Then? What I called ďMr. Fat HeadĒ formed as the first drop found support at 375, the sector rammed upward on a QE tout, then failed, taking out 460 on the downside and we proclaimed that was that. Welcome to the bear market. Full Story

By: Adam Hamilton, CPA, Zeal Research - 13 March, 2020

The bottom line is the major gold miners just reported outstanding Q4 results. Much-higher prevailing gold prices dwarfed slightly-declining production and proportionally-rising costs. That fueled big revenues growth, soaring operating-cash-flow generation, and radically-higher accounting profits. All this left some of the worldís biggest gold miners trading at dirt-cheap price-to-earnings ratios in the low teens and single digits!

And with gold prices even higher in the currently-winding-down Q1, the major gold minersí stock-market-leading explosive profits growth is likely to persist. That will force valuations even lower, enticing in big institutional value investors. Once gold mostly finishes correcting and battering minersí stocks, the buy-low opportunities resulting should be awesome. Low prices with fast-improving fundamentals are crazy-bullish. Full Story


- Above are the latest 10 stock reports. Older reports can be found in our archives. -

 
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