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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 […]

Do central banks see a problem with Barrick?

There is something rather ironic about Central Banks using deflation as an excuse to print cash which is then used to buy gold shares, which are of course a leveraged play on rising gold prices which in turn are a reflection of the lack of confidence in central bank monetary policies. For the Swiss CB […]

Valuing gold stocks – we start with Barrick Gold

Thank heavens for Brexit. For a moment there, it was looking as though Yellen had painted herself into a corner and might actually have had to raise rates. Now with Brexit, we clearly need MOAR monetary stimulus from central banks, notwithstanding the real problems being kept at bay relate more to the rotten state of […]