In this conversation with Adrian Day of Adrian Day Asset Management, we discuss why gold and silver still look higher once the current geopolitical noise fades, why governments should stop trying to micromanage investment and simply get out of the way, and why the real money still has not entered precious metals equities. Adrian explains why he believes the strongest move may still lie ahead for producers, royalties, developers, and select juniors, even after the run already underway in gold.
We also get into Agnico Eagle’s latest deal in Finland, what healthy takeover premiums could mean for the rest of the sector, why derisking matters more than cheapness for major acquirers, and where Adrian still sees value across the mining space. He also shares what makes Agnico stand out as an operator, why some juniors can still work with smaller high-grade deposits, and a few names he continues to like at this stage of the cycle.
Information for this story was found via the sources and companies mentioned. The author has no securities or affiliations related to the organizations discussed. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
