Tag: Newcrest

A Precious Metals Wish for 2011. Stop the Darn Transactions!

The case for equity leverage to gold is diminishing and will continue to do so until mining company executives and their bankers stop the addiction to deal-making.

Never Too Late: Blackrock Adds Pressure for Miners to Pay Dividends

Blackrock’s Evy Hambro, heir to Graham Birch’s perch at the top of the world’s resources funds, has called for miners to put dividends on the agenda.

Osisko: Prey vs Predator

With gold sector merger activity at full throttle many investors think Osisko is an irresistible takeover target for the senior gold producers. One deal after another has been announced and still no sign that Osisko, and its principal value driver - the Canadian Malartic project - is on the menu. What gives?

Gold Stocks Trading Near Historic Lows Compared with Bullion Prices

If gold stocks are able to reacquire their traditional leverage the effect would be like releasing a tightly coiled spring. At this point the spring is coiled back to bullion prices below $800 per ounce. That suggests gold equities are sitting on potential gains - relative to the gold price - of nearly 80%.

Looking for Value in the Gold Sector After Newcrest-Lihir

Where does your favourite gold stock rank against its competitors?

How Badly is Kinross’ Bid for Red Back Going? This Badly.

Kinross shareholders may yet decide that a C$250 million break fee is the cheapest metric in this merger. Talk about a poison pill in a poisoned well.

Kinross Bid for Red Back Remains Under Pressure

In just a few days, investors in Red Back [TSX:RBI] and Kinross [TSX:K | NYSE:KGC] will get the chance to pore over the raft of “fairness” opinions that came to the same conclusion that all such fairness opinions do - “it’s a great deal!”.

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