BGO - News and Analysis from Seeking Alpha 'BGO' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/symbol/bgo Kinross Gold to Boost Production - Will Its Cash Still Flow? http://seekingalpha.com/article/113900-kinross-gold-to-boost-production-will-its-cash-still-flow?source=feed 113900 Kinross Gold Corp. (KGC) plans to spend $460-million in 2009 to boost gold production by 32% to as much as 2.5 million ounces. It also said production for 2008 is expected to be in line with previously stated guidance between 1.8 and 1.9 million gold equivalent ounces, an increase of roughly 16% compared to the previous year.

Based on the company’s capex guidance, RBC Capital Market’s 2009 free cash flow estimate of $295-million falls to $185-million. Analyst Stephen Walker had pegged its free cash flow at $350-million. Credit Suisse analyst Anita Soni had a forecast of $310-million but said the capex increase is well within the company’s ability to fund, even at $800 per ounce gold.

]]> Thu, 08 Jan 2009 13:25:24 -0500 FP Trading Desk FP Trading DeskFP Trading Desk submits:

Kinross Gold Corp. (KGC) plans to spend $460-million in 2009 to boost gold production by 32% to as much as 2.5 million ounces. It also said production for 2008 is expected to be in line with previously stated guidance between 1.8 and 1.9 million gold equivalent ounces, an increase of roughly 16% compared to the previous year.

Based on the company’s capex guidance, RBC Capital Market’s 2009 free cash flow estimate of $295-million falls to $185-million. Analyst Stephen Walker had pegged its free cash flow at $350-million. Credit Suisse analyst Anita Soni had a forecast of $310-million but said the capex increase is well within the company’s ability to fund, even at $800 per ounce gold.


Complete Story »]]> BGO KGC FP Trading Desk Gaza War: Expect a Spike in Oil, Gold http://seekingalpha.com/article/113032-gaza-war-expect-a-spike-in-oil-gold?source=feed 113032 Strangely, economic commentators have missed the most obvious impact of the tragic Gaza War on the global economy: Oil prices are going to rise, and will go sharply higher if the war widens into a regional conflict. So too will precious metal prices. Perhaps this perception will change now that a serious ground offensive has started.

Higher oil prices will be the death knell for the recent modest rally in global stock markets and the impact of higher energy costs on a weakened world economy would be nasty. This is back to 1973 and the oil embargo years, and the horrendous stock market slump of 1974.

]]> Sun, 04 Jan 2009 05:28:12 -0500 Peter Cooper Peter Cooper submits:

Strangely, economic commentators have missed the most obvious impact of the tragic Gaza War on the global economy: Oil prices are going to rise, and will go sharply higher if the war widens into a regional conflict. So too will precious metal prices. Perhaps this perception will change now that a serious ground offensive has started.

Higher oil prices will be the death knell for the recent modest rally in global stock markets and the impact of higher energy costs on a weakened world economy would be nasty. This is back to 1973 and the oil embargo years, and the horrendous stock market slump of 1974.


Complete Story »]]> ABX AGQ AGT ANV ASGMF.OB AUY BGO DBO DBP DBS DCR GDX GLD OIL USO XME Peter Cooper Chart: Gold Stocks - Annual Revenue Growth http://seekingalpha.com/article/8998-chart-gold-stocks-annual-revenue-growth?source=feed 8998

 

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Data in table version -- click on a ticker for opinion and analysis of the company:

]]> Fri, 08 Aug 2008 09:33:08 -0400 SA Editors

 

* View More Gold Sector Charts *


Data in table version -- click on a ticker for opinion and analysis of the company:


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DEZ DROOY EGI EGO FCX FNXMF.PK GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ SA Editors Chart: Gold Stocks - Gross Profit Margins http://seekingalpha.com/article/10126-chart-gold-stocks-gross-profit-margins?source=feed 10126
Gross profit margins in the Gold sector ranged from 96.9% (MDG) down to -26.2% (outlier (GRS) -269%), with the groups's median at 27.1%.

]]> Fri, 08 Aug 2008 09:32:09 -0400 SA Editors
Gross profit margins in the Gold sector ranged from 96.9% (MDG) down to -26.2% (outlier (GRS) -269%), with the groups's median at 27.1%.


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DROOY EGI EGO FCX FNXMF.PK GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ SA Editors Chart: Gold Stocks - Annual Earnings Growth http://seekingalpha.com/article/9490-chart-gold-stocks-annual-earnings-growth?source=feed 9490

 

* View More Gold Sector Charts *


Data in table version -- click on a ticker for opinion and analysis of the company:

]]> Fri, 08 Aug 2008 09:31:02 -0400 SA Editors

 

* View More Gold Sector Charts *


Data in table version -- click on a ticker for opinion and analysis of the company:


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DEZ DROOY EGI EGO FCX FNXMF.PK GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE SA Editors Chart: Gold Stocks - SG&A Margin (MRQ) http://seekingalpha.com/article/10496-chart-gold-stocks-sg-a-margin-mrq?source=feed 10496 Selling, General and Administrative Expenses (most recently reported quarter) as a percentage of total revenue in the Gold sector ranged from 18070.9% (MGN) down to 0.5% (RTP), with a median value of 9.8%.

]]> Fri, 08 Aug 2008 09:29:46 -0400 SA Editors Selling, General and Administrative Expenses (most recently reported quarter) as a percentage of total revenue in the Gold sector ranged from 18070.9% (MGN) down to 0.5% (RTP), with a median value of 9.8%.


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DROOY EGI EGO FCX FNXMF.PK GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMTI QEE RBY RGLD RIC RTP SA TGB TRE VGZ SA Editors Chart: Gold Stocks - Normalized Net Profit Margins http://seekingalpha.com/article/11180-chart-gold-stocks-normalized-net-profit-margins?source=feed 11180 Rob Zenilman submits: Normalized net profit margins in the Gold sector for the most recently reported quarter ranged from 430.3% (CAU) down to -177.9% (GRS), with a median value of 10.0%

]]> Fri, 08 Aug 2008 09:28:50 -0400 SA Editors Rob Zenilman submits: Normalized net profit margins in the Gold sector for the most recently reported quarter ranged from 430.3% (CAU) down to -177.9% (GRS), with a median value of 10.0%


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DROOY EGI EGO FCX FNXMF.PK GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ SA Editors Chart: Gold Stocks - Revenue Per Employee http://seekingalpha.com/article/11506-chart-gold-stocks-revenue-per-employee?source=feed 11506 Rob Zenilman submits: Annual gross revenue per employee in the Gold sector for the most recently reported fiscal year ranged from $5,393,564 (TGB) down to $1,612 (MGN), with a median value of $209,845

]]> Fri, 08 Aug 2008 09:27:30 -0400 SA Editors Rob Zenilman submits: Annual gross revenue per employee in the Gold sector for the most recently reported fiscal year ranged from $5,393,564 (TGB) down to $1,612 (MGN), with a median value of $209,845


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DROOY EGI EGO FCX FNXMF.PK GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ SA Editors Chart: Gold Stocks - Net Income Per Employee http://seekingalpha.com/article/11871-chart-gold-stocks-net-income-per-employee?source=feed 11871 Rob Zenilman submits: Normalized net income (includes the effect of taxes, but excludes any unusual items) per employee in the Gold sector for the most recently reported fiscal year ranged from $701,834 (RGLD) down to -$1,055,851 (MDG), with a median value of -$21,969

 

]]> Fri, 08 Aug 2008 09:26:16 -0400 SA Editors Rob Zenilman submits: Normalized net income (includes the effect of taxes, but excludes any unusual items) per employee in the Gold sector for the most recently reported fiscal year ranged from $701,834 (RGLD) down to -$1,055,851 (MDG), with a median value of -$21,969

 


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DROOY EGI EGO FCX FNXMF.PK GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ SA Editors Jim Cramer's Mad Money Lightning Round Picks, Nov. 7 http://seekingalpha.com/article/20102-jim-cramer-s-mad-money-lightning-round-picks-nov-7?source=feed 20102 Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Tuesday November 7. Click on a stock ticker for more analysis:

Bullish calls:

]]> Wed, 08 Nov 2006 08:29:21 -0500 SA Editor Miriam Metzinger Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Tuesday November 7. Click on a stock ticker for more analysis:

Bullish calls:


Complete Story »]]> AMD AMGN ATHR AUY BA BGO CELG DNA EMMS HAL HANS ICGE KNOL LCC LOW LVLT NE PEG PEIX QSFT RHT RIG TXU UAUA SA Editor Miriam Metzinger Jim Cramer's Mad Money Lightning Round Stock Picks, Aug. 15 http://seekingalpha.com/article/15562-jim-cramer-s-mad-money-lightning-round-stock-picks-aug-15?source=feed 15562 Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Tuesday August 15. Click on a stock ticker for more analysis:

Bullish calls:

]]> Wed, 16 Aug 2006 05:42:39 -0400 SA Editor Miriam Metzinger Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Tuesday August 15. Click on a stock ticker for more analysis:

Bullish calls:


Complete Story »]]> ALJ AUY BDX BGO BP BWNG CFC COF CYTC DE DIS EZM EZPW FDX FST Q RESP TYC UPS VAR XOM SA Editor Miriam Metzinger Earnings Schedule and Estimates for Monday, August 14, 2006 http://seekingalpha.com/article/15437-earnings-schedule-and-estimates-for-monday-august-14-2006?source=feed 15437

Agilent Technologies Inc. (A) - AMC
FQ3 2006 Revenue Estimate: $1.43B
FQ3 2006 EPS Estimate: $0.41
FQ4 2006 Revenue Estimate: $1.54B
FQ4 2006 EPS Estimate: $0.50
Conference Call Transcript

]]> Mon, 14 Aug 2006 04:11:30 -0400 SA Editors

Agilent Technologies Inc. (A) - AMC
FQ3 2006 Revenue Estimate: $1.43B
FQ3 2006 EPS Estimate: $0.41
FQ4 2006 Revenue Estimate: $1.54B
FQ4 2006 EPS Estimate: $0.50
Conference Call Transcript


Complete Story »]]> A ADAM ADST AMSF BGO CA CIPH CNCT CNTF CPII CRME CTE DEIX DWRI EMA EVOL GILT HEW HUMC HWCC IOMI ISV IVN JAS KONG MAT MED MODT NKBS NTES NVAX NWRE ORNG PDA PXG RMX RNAI ROC SLXA SSRI SYY TECUA VAL WRC SA Editors Chart: Gold Stocks - Annual Earnings Growth http://seekingalpha.com/article/14489-chart-gold-stocks-annual-earnings-growth?source=feed 14489 Rob Zenilman submits: Year over year trailing 12 month net income growth for stocks covered in the Gold sector ranged from 164.6% (NXG) down to -80.9% (LIHRY), with a median value of 21.3%.

* View More Gold Sector Charts *

Data in table version -- click on a ticker for opinion and analysis of the company:

]]> Thu, 27 Jul 2006 17:08:50 -0400 Robert Zenilman Rob Zenilman submits: Year over year trailing 12 month net income growth for stocks covered in the Gold sector ranged from 164.6% (NXG) down to -80.9% (LIHRY), with a median value of 21.3%.

* View More Gold Sector Charts *

Data in table version -- click on a ticker for opinion and analysis of the company:


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DROOY EGI EGO FCX GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ Robert Zenilman Chart: Gold Stocks - Quarterly Earnings Growth http://seekingalpha.com/article/13972-chart-gold-stocks-quarterly-earnings-growth?source=feed 13972 Rob Zenilman submits: Year over year quarterly earnings growth of stocks covered in the Gold sector ranged from 401.0% (AEM) down to -81.9% (LIHRY), with a median value of 91.0%.

* View More Gold Sector Charts *

Data in table version -- click on a ticker for opinion and analysis of the company:

]]> Thu, 20 Jul 2006 15:11:08 -0400 Robert Zenilman Rob Zenilman submits: Year over year quarterly earnings growth of stocks covered in the Gold sector ranged from 401.0% (AEM) down to -81.9% (LIHRY), with a median value of 91.0%.

* View More Gold Sector Charts *

Data in table version -- click on a ticker for opinion and analysis of the company:


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DROOY EGI EGO FCX GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ Robert Zenilman Chart: Gold Stocks - Annual Revenue Growth (Last 12 Months Reported) http://seekingalpha.com/article/13532-chart-gold-stocks-annual-revenue-growth-last-12-months-reported?source=feed 13532 Rob Zenilman submits: Year over year annual revenue growth of stocks covered in the Gold sector ranged from 32.8% (ABX) down to -9.9% (CAU), with a median value of 8.2%.

* View More Gold Sector Charts *

Data in table version -- click on a ticker for opinion and analysis of the company:

]]> Thu, 13 Jul 2006 15:21:08 -0400 Robert Zenilman Rob Zenilman submits: Year over year annual revenue growth of stocks covered in the Gold sector ranged from 32.8% (ABX) down to -9.9% (CAU), with a median value of 8.2%.

* View More Gold Sector Charts *

Data in table version -- click on a ticker for opinion and analysis of the company:


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DROOY EGI EGO FCX GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ Robert Zenilman Chart: Gold Stocks - Quarterly Revenue Growth http://seekingalpha.com/article/13141-chart-gold-stocks-quarterly-revenue-growth?source=feed 13141 Rob Zenilman submits: Year over year quarterly revenue growth of stocks covered in the Gold sector ranged from 4,322.2% (GRS) down to -40.8% (CAU), with a median value of 48.0%.

* View More Gold Sector Charts *

Data in table version -- click on a ticker for opinion and analysis of the company:

]]> Thu, 06 Jul 2006 17:25:18 -0400 Robert Zenilman Rob Zenilman submits: Year over year quarterly revenue growth of stocks covered in the Gold sector ranged from 4,322.2% (GRS) down to -40.8% (CAU), with a median value of 48.0%.

* View More Gold Sector Charts *

Data in table version -- click on a ticker for opinion and analysis of the company:


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DROOY EGI EGO FCX GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ Robert Zenilman Chart: Gold Stocks - Change in Cash-On-Hand http://seekingalpha.com/article/12133-chart-gold-stocks-change-in-cash-on-hand?source=feed 12133 Rob Zenilman submits: Over the last two fiscal quarters, the change (increase/decrease) in cash & short term investments for companies in the Gold sector ranged from 4584.3% (AGT) down to -68.9% (GG), with a median value of 0.0%

* View More Gold Sector Charts *

Data in table version -- click on a ticker for opinion and analysis of the company:

]]> Thu, 15 Jun 2006 16:26:04 -0400 Robert Zenilman Rob Zenilman submits: Over the last two fiscal quarters, the change (increase/decrease) in cash & short term investments for companies in the Gold sector ranged from 4584.3% (AGT) down to -68.9% (GG), with a median value of 0.0%

* View More Gold Sector Charts *

Data in table version -- click on a ticker for opinion and analysis of the company:


Complete Story »]]> ABX AEM AGT AU AUY BAA BGO BMD BVN CAU CBJ CCJ CDY CGR DROOY EGI EGO FCX GBN GFI GG GOLD GRS GRZ GSS HMY IAG IMR IVN KGC KRY LIHRY MDG MGN MNG NAK NEM NG NSU NXG OZN PMU QEE RBY RGLD RIC RTP SA TGB TRE VGZ Robert Zenilman Key Facts: The Proposed Mining Stocks Index ETF http://seekingalpha.com/article/10257-key-facts-the-proposed-mining-stocks-index-etf?source=feed 10257 Key facts about the Market Vectors ETF Trust, an ETF in registration that will track the AMEX Gold Miners Index:

Excerpts are from the full prospectus (as of April 28th, 2006).

]]> Tue, 09 May 2006 03:38:47 -0400 SA Editors Key facts about the Market Vectors ETF Trust, an ETF in registration that will track the AMEX Gold Miners Index:

Excerpts are from the full prospectus (as of April 28th, 2006).


Complete Story »]]> ABX AEM AU AUY AZK BGO BVN CBJ CDE CLG EGI EGO FCX GDX GFI GG GOLD GRS GRZ GSS HL HMY IAG KGC KRY MDG MFN MNG MRB NEM NG NSU NTO NXG OZN PAAS RGLD RNO SA SIL SSRI TGB TRE SA Editors Metals Stocks: Oversold?! (GG, GLG, NEM, RTP, AUY, BGO, ATI) http://seekingalpha.com/article/10121-metals-stocks-oversold-gg-glg-nem-rtp-auy-bgo-ati?source=feed 10121
With a 30%+ return year to date, the overall gain in the S&P metals group has been impressive, and the returns of some of the individual names is even more so:

]]> Fri, 05 May 2006 03:07:36 -0400 TickerSense
With a 30%+ return year to date, the overall gain in the S&P metals group has been impressive, and the returns of some of the individual names is even more so:


Complete Story »]]> ATI AUY BGO CENX GG NEM RTP STLD TickerSense Mining Stocks Have a Soft Underbelly (CDE, GG, SLW, NEM, AEM, IAG, BGO, GFI) http://seekingalpha.com/article/9447-mining-stocks-have-a-soft-underbelly-cde-gg-slw-nem-aem-iag-bgo-gfi?source=feed 9447 Todd Stein & Steven McIntyre (The Texas Hedge Report) submit: For most of this month, the physical prices of gold and silver have been rising nearly every day, yet the mining stocks have been stagnating and in some cases falling. What gives? Over the last 3 months, the operational leverage that mining stocks are supposed to provide has not been seen.

]]> Tue, 25 Apr 2006 03:16:10 -0400 Texas Hedge Report Todd Stein & Steven McIntyre (The Texas Hedge Report) submit: For most of this month, the physical prices of gold and silver have been rising nearly every day, yet the mining stocks have been stagnating and in some cases falling. What gives? Over the last 3 months, the operational leverage that mining stocks are supposed to provide has not been seen.


Complete Story »]]> AEM BGO CDE GFI GG IAG NEM NXG SLW Texas Hedge Report