Digging Deep
Join a discussion with the brightest minds in the resource investing sector and learn how to navigate the complex world of mining investment. Kitco Mining's Digging Deep, hosted by Paul Harris, is your weekly appointment to understand the key trends in the resource investment space. Paul sits with experts to dissect investment trends and understand the dynamic landscape shaping the future of natural resource extraction. Digging Deep is your guide to understanding resource investment and how to profit from it.
Digging Deep
Gold Mining Profits Surge: Is This the Investor Payday?
Are mining companies finally delivering the returns investors have been waiting for? Discover how margin expansion in the gold sector is changing the game. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Nicole Adshead-Bell, Director at Cupel Advisory, about the 2024 financial results for mining companies. They discuss Agnico Eagle Mines' record margins and Newmont's all-in sustaining costs decreasing. Adshead-Bell shares insights on shareholder returns, M&A activity in the gold and copper spaces, and challenges in the copper developer space. She also touches on Barrick Gold potentially re-domiciling and financings in the mining sector.
Key Points:
- Gold sector margin expansion is reigniting investor interest.
- Companies are increasing returns to shareholders through dividends and buybacks.
- M&A activity is expected to continue in the gold and copper sectors.
- Copper developers are currently undervalued.
- Canadian government criticized for its stance on Chinese investment in the resource sector.
00:00 Introduction: Financial Results Overview
00:59 Gold Sector Performance and Investor Interest
02:30 Company Highlights and Shareholder Returns
05:09 Copper Market Insights and M&A Activity
09:38 Challenges in the Mining Sector
19:09 Upcoming Conferences
Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold)
Follow Kitco Mining on X: @KitcoMining(https://x.com/kitcomining)
#mining #investing #gold #copper #stocks
Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.
