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Bullboard - Stock Discussion Forum Yamana Gold Inc. T.YRI

Yamana Gold Inc is a Canadian-based precious metals producer with gold and silver production, development stage properties, exploration properties, and land positions throughout the Americas, including Canada, Brazil, Chile, and Argentina. The company's segment includes Canadian Malartic; Jacobina; Cerro Moro; El Penon; Minera Florida and Corporate and other. It generates maximum revenue from... see more

TSX:YRI - Post Discussion

Yamana Gold Inc. > Offtopic: Reply to Ronbromleygross
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Post by mrmomo on Jun 03, 2022 8:48am

Offtopic: Reply to Ronbromleygross

Ronbromleygross wrote:
"What do you think of Sprott Inc (SII.TO).  It has has a great run over the last few years and will probably move alongside the price of gold.  I made some pretty good money on this one.  What are your thoughts if you don't mind sharing."


Aside from anything being related to gold or it's appreciation, this is what i think of the basic business of the compamy. Not my cup of tea or stuff i usually invest in on the Canadian side. But Sprott is a well known, respected name on both sides of the border. Especially in the resources sectors, of which they are considered an astute & shrewd asset manager of many various funds. Their borkerage business isn't too shabby as well. As this isn't what normally i invest in with Canaidan stocks, my input & counsel to you will be severely limited.

As this is considered a financial for all intents & purposes, it should be treated as such. If you are considering an investment in here, whether this is a good idea or not will probably depend on the approach you will take. A short term day or swing trade could be both beneficial or neutral depending if you time it right and therefore should have no unintended consquences or do any severe financial harm.....should things not go as expected. A long term investment though, is another story & a double edged sword. And by long term i mean one year or greater. If this is what you're considering, then some deep due diligence is required on the company's financial exposure, both internal & external on their third party counter risks & dervivative obligations. As i don't know what those are, i therefore cannot give you an accurate assessment.

But just based off simple standard & superficial metrics, i can say the following. for the last few years or so, both revenue & net income has been slowing increasing. So there's some steady growth there. In that same time period, they've managed to average about $1us in eps. So the question you should ask yourself is, what is reasonable growth for the company and what level of reasonable metrics can we apply? For example, the stock currently trades at $40us or $50cdn. So with about $1 in eps, is a 40x p/e multiple justified or not going forward? And is there any room for addtional growth? Answer these questions, and you'll get your answer.

I hope this helps.

GLTA
Comment by Ronbromleygross on Jun 03, 2022 12:18pm
Thank you and great analysis as usual mrmomo. One final question and I promise no more.   I am invested in the Cannabis space and own just two stocks in this space.  One is a LP and the other a retailer.   The LP is Tilray.  I got stuck with Tilray from my Aphria shares converted to Tilray at merger.   What a mistake.  Should have sold at the last bull run ...more  
Comment by mrmomo on Jun 03, 2022 1:17pm
Ronbromleygross wrote: Thank you and great analysis as usual mrmomo. Np friend. If my commentary helps you in some way or is a valuable source of information in addition to your own, then mission accomplished for the purpose of these boards. "The LP is Tilray.  I got stuck with Tilray from my Aphria shares converted to Tilray at merger.   What a mistake.  Should have sold at ...more  
Comment by Ronbromleygross on Jun 03, 2022 3:28pm
Thank you so much mrmomo Great and fabulous insight.   Hiti has a NDF scheduled to be signed this month sometime.  That is money coming in to grow and expand their business.  They will weather the storm for sure.  Listen to the Raj interviews and his actions speak volumes.   Hiti will be the name to look out for imo.  The rest I am not so sure.   I will be ...more  
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