06.25.07: Gold Report
A roundtable forum, 2 analysts and top management from 27 firms examine the Gold sector in this 114 page report from The Wall Street Transcript.
  1. Roundtable Forum: Victor Flores, HSBC Securities (USA); John Hill, Citigroup Global Markets

  2. Outlook for Gold Mining Companies: Paul O'Brien, Raymond James Ltd.

  3. Outlook for Gold Producers: Paolo Lostritto, MGI Securities

  4. Off the Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.

  5. CEO Interviews (average 2,500 words): Top management from 27 sector firms examine the outlook for their firm and sector. Firms interviewed include: Avino Silver & Gold Mines Ltd., Banro Corp., Beartooth Platinum Corp., BRC Diamond Corp., Century Mining Corp., Columbia Metals Corp. Limited, Eaglecrest Explorations, Fortune Minerals, Gabriel Resources, Globex Mining Enterprises, Golden Band Resources, Intrepid Mines Limited, J-Pacific Gold, La Mancha Resources, Moss Lake Gold Mines, Mundoro Mining, Nevsun Resources, New Jersey Mining Company, Pacific Rim Mining, Revett Minerals, Sabina Silver Corp., Silver Quest Resources, Solitario Resources, Sultan Minerals, Tiger International Resources, Vista Gold Corp. and West Timmins Mining.

    Topics covered: Physical and fabrication demand - Italian market - Electronic gold - Impact of pro-cyclical commodities - Global hedge book - Labor competition - Real rate equation - Declining mine supply - Base metals boom - ETF activity

    Companies covered: Barrick Gold (ABX), Freeport-McMoRan Copper & Gold (FCX), Newmont (NEM), Kirkland Lake Gold (KGI:TSX), Goldcorp (GG), Teck Cominco (TCK), Yamana Gold (AUY) and Agnico-Eagle (AEM).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 



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