Tag: NovaGold

The World’s Most Expensive Gold & Silver Stocks

A clutch of gold and silver stocks from around the globe are trading at mighty multiples. Can the ratings be justified?

Intriguing… Paulson & Co Declares Activist Intent on NovaGold

ST. LOUIS (MineFund.com) — Recent gold bug John Paulson of eponymous Paulson & Co. has declared an activist intent on NovaGold Resources with a 13D filing that hit the wires this week.

Valuing the Fastest Growing Mining Stocks

Mining stock investors love production growth; especially high margin production growth. Reserves may be nice to have, but cash flow trumps optionality in nearly every instance. So let’s look at the most promising production growth stories that are backed by some form of feasibility study.

Another Day, Another Mining Company Surprise

One of the reasons gold equities have been losing leverage against bullion is because of the risk associated with the projects. Equity investors have had a series of nasty surprises over the length of this bull market, and two more have been delivered over the last week alone.

New Gold Production Falls Well Short of Original Projections

ST. LOUIS (MineFund.com) — Comparing company forecasts for new gold production to reality is sobering. In late 2003 / early 2004, gold miners were telling investors they would add cumulative new annual production of 16 million ounces from a resource base of some 400 million ounces by 2010. However, only 9 million new annual ounces […]