The investment bank pointed to presentations from Barrick Gold (ABX,TO), B2Gold (BTO.TO), Torex Gold Resources (TXG.TO), Franco Nevada (FNV.TO) and Wheaton Precious Metals (WPM.TO) and Kinross Gold (K.TO) as among the most informative at the conference.
"Conference presentation highlights include:Kinross, which outlined a more stable long-term production outlook than current expectations, B2Gold, which outlined meaningful near-term exploration upside opportunities at Fekola, and Torex, which outlined open pit upside which could de-risk Media Luna development," the investment bank said in a note. "In addition, we highlight Barrick commentary encouraging investors to support additional industry consolidation and an open interest in M&A, and commentary from Franco Nevada and Wheaton Precious Metals which outlined increasing royalty sector competition which has limited transaction opportunities this year."
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