Margin trumps ounces as gold miners shine despite COVID-19
Comment of the Day

September 04 2020

Commentary by Eoin Treacy

Margin trumps ounces as gold miners shine despite COVID-19

Thanks to a couple of different subscribers for this note from BakerSteel which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

Value propositions have not been popular among investors who have had the pleasure of instant gratification in growth stocks for much of the last decade. A catalyst is required to spur interest and that is being delivered in the form of anxiety about the ramifications of the response to the coronavirus.

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