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Gold miners at the cost crossroads

DILUTION, subpar return on equity, a capex drought last decade, margin erosion, poor allocation of capital — all these have had a serious impact on gold company valuations.

Gold miners at the cost crossroads

Anyway, that's the view from Toronto-based Sprott Asset Management. In "Gold vs Gold Stocks, an Unresolved Incongruity", senior partner John Hathaway and managing partner Shree Kargutkar, try to explain...

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A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining News Intelligence team.

A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining News Intelligence team.

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