Anglo Gold Ashanti Archives

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A Reserves based Valuation for Gold Miners

Resources companies can often present a quandary for traditional valuation techniques. Is a hole in the ground a potential asset, or the guys digging it worth an opportunity premium in case they find more gold? They are of course a bit of both, but the long lead times from sinking the capital to delivering the […]

Golden opportunity or just Cultural appropriation?

For Gold bugs, wouldn’t you rather invest in a miner, where its production currency had contracted by almost -20% relative to gold’s principal selling currency, the US dollar? Unfortunately, when the currency in question is falling due to political instability and government threats of confiscation without compensation of property based on race, then the answer […]