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Gold Stocks Are Undervalued | Imaru Casanova (VanEck Fireside Chat #4)

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Manage episode 438542114 series 3300108
Innhold levert av Blockworks. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Blockworks eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck, joins to share her views on how to value gold stocks such as gold miners and gold royalty companies. Casanova argues that with the recent run up in gold, gold stocks could be undervalued and are poised to deliver strong results and returns. This interview is a Fireside Chat and paid sponsorship on behalf of the VanEck Associates Corporation.

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Follow VanEck on Twitter https://x.com/vaneck_us

Imaru Casanova on VanEck website: https://www.vaneck.com.au/news-and-insights/thought-leaders/imaru-casanova/

Casanova’s latest piece on Gold Miners: https://www.vaneck.com/us/en/blogs/gold-investing/ima-casanova-miners-margins-grow-as-gold-soars-to-fresh-highs/

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

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Timestamps:

(00:00) Introduction

(00:24) The New Bull Market In Gold

(06:32) Investing In Gold Companies

(09:14) How To Value A Gold Company

(16:38) Cash Flow vs. Earnings?

(19:25) Gold Miners Are ~20% Discounted Relative To Gold Prices

(22:51) Specific Gold Mining Stocks

(25:36) Managing Jurisdictional Risk

(36:54) Thinking About Depreciation

(40:04) Common Mistakes When Analyzing Gold Companies

(44:38) Gold Royalty Companies

(52:06) Greenfield vs. Brownfield Projects

(58:32) Closing Thoughts on Gold Miners

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

420 episoder

Artwork
iconDel
 
Manage episode 438542114 series 3300108
Innhold levert av Blockworks. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Blockworks eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck, joins to share her views on how to value gold stocks such as gold miners and gold royalty companies. Casanova argues that with the recent run up in gold, gold stocks could be undervalued and are poised to deliver strong results and returns. This interview is a Fireside Chat and paid sponsorship on behalf of the VanEck Associates Corporation.

__

Follow VanEck on Twitter https://x.com/vaneck_us

Imaru Casanova on VanEck website: https://www.vaneck.com.au/news-and-insights/thought-leaders/imaru-casanova/

Casanova’s latest piece on Gold Miners: https://www.vaneck.com/us/en/blogs/gold-investing/ima-casanova-miners-margins-grow-as-gold-soars-to-fresh-highs/

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:24) The New Bull Market In Gold

(06:32) Investing In Gold Companies

(09:14) How To Value A Gold Company

(16:38) Cash Flow vs. Earnings?

(19:25) Gold Miners Are ~20% Discounted Relative To Gold Prices

(22:51) Specific Gold Mining Stocks

(25:36) Managing Jurisdictional Risk

(36:54) Thinking About Depreciation

(40:04) Common Mistakes When Analyzing Gold Companies

(44:38) Gold Royalty Companies

(52:06) Greenfield vs. Brownfield Projects

(58:32) Closing Thoughts on Gold Miners

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

420 episoder

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