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Two Things That Blew Me Away, Why I Know Gold Has to Go Higher: Franco-Nevada CEO
Manage episode 357148298 series 3378373
"Part of what's driving higher industry cost right now is higher energy prices," says Paul Brink president and CEO of Franco-Nevada. "Franco-Nevada is actually a beneficiary of that situation," he tells Daniela Cambone at GSA Investor Day 2023. "Finding gold mines is tougher and tougher over time, and it means there is a real premium for good operating assets and that's driving [mergers and acquisitions] in the sector," Brink states. "The M&A cycle is typically a recycling cycle of companies in our sector," he continues. "It's a positive the central bank buying, and the odds are in the price of gold's favor," Brink concludes.
174 jaksoa
Manage episode 357148298 series 3378373
"Part of what's driving higher industry cost right now is higher energy prices," says Paul Brink president and CEO of Franco-Nevada. "Franco-Nevada is actually a beneficiary of that situation," he tells Daniela Cambone at GSA Investor Day 2023. "Finding gold mines is tougher and tougher over time, and it means there is a real premium for good operating assets and that's driving [mergers and acquisitions] in the sector," Brink states. "The M&A cycle is typically a recycling cycle of companies in our sector," he continues. "It's a positive the central bank buying, and the odds are in the price of gold's favor," Brink concludes.
174 jaksoa
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