Billionaire John Paulson Bullish On Gold Miners, Including This Penny Stock
Billionaire John Paulson Bullish On Gold Miners, Including This Penny Stock
Billionaire hedge fund manager John Paulson appears to be bullish on gold miners as his fund, Paulson & Co., holds several mining stocks.
億萬富翁對沖基金經理約翰·保爾森似乎看好黃金礦業，因爲他的基金保爾森&公司持有幾隻礦業股票。
What To Know: Paulson is well-known for betting against the housing market in 2006 and profiting about $20 billion when subprime mortgage bonds collapsed. He has been gathering gold mining stocks for years and with the price of gold climbing more than 29% in 2024, investors may be interested in which companies Paulson & Co. holds.
需要了解的事項：保爾森因2006年對房地產市場的做空而聞名，並在次貸債券崩潰時獲利約200億。他多年來一直在收集黃金礦業股票，隨着2024年黃金價格上漲超過29%，投資者或許會對保爾森&公司持有的公司感興趣。
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Paulson's Holdings: The Paulson & Co. fund is heavily invested in mining stocks which together make up more than 33% of the total portfolio. Paulson's other holdings include mostly shares of healthcare and financial services companies.
保爾森的持股：保爾森&公司的基金重倉礦業股票，這些股票加起來佔總投資組合的33%以上。保爾森的其他持股主要包括醫療保健和金融服務公司的股票。
According to the fund's most recent 13F filing, Paulson & Co.'s largest gold miner holding is a $231.6 million stake in Perpetua Resources Corp. (NASDAQ:PPTA), a development-stage mining company primarily focused on the exploration and restoration of the Stibnite Gold Project in Idaho.
根據該基金最近的13F文件，保爾森&公司最大的黃金礦業持股是對Perpetua Resources CORP.（納斯達克：PPTA）的23160萬美元的投資，這是一家發展階段的礦業公司，主要專注於愛達荷州斯提布奈特黃金項目的勘探和恢復。
Perpetua Resources stock is up nearly 300% in 2024.
Perpetua Resources的股票在2024年上漲了近300%。
The fund also holds a $111 million stake in Novagold Resources Inc. (AMEX:NG) which owns 50% of the Donlin Gold project located in southwestern Alaska.
該基金還持有NovaGold Resources Inc.（美交所：NG）11100萬美元的股份，該公司擁有位於阿拉斯加西南部的Donlin Gold項目的50%權益。
International Tower Hill Mines, Ltd. (AMEX:THM), a gold miner with mines in Canada, Mexico, Finland, and Australia, is one of two penny stock holdings found in Paulson's fund. The other is Trilogy Metals Inc. (AMEX:TMQ) with mineral resource properties including the Upper Kobuk Mineral Projects in Alaska.
International Tower Hill Mines, Ltd.（美交所：THM），一家在加拿大、墨西哥、芬蘭和澳洲擁有礦場的黃金礦業公司，是保爾森基金中發現的兩隻便士股票之一。另一隻是Trilogy Metals Inc.（美交所：TMQ），其礦產資源包括位於阿拉斯加的Upper Kobuk礦產項目。
Seabridge Gold, Inc. (NYSE:SA), Equinox Gold Corp. (AMEX:EQX) and Iamgold Corp. (NYSE:IAG) round out the remainder of Paulson's gold mining holdings.
Seabridge Gold, Inc. (紐交所:SA)、Equinox Gold CORP. (美交所:EQX) 和Iamgold CORP. (紐交所:IAG) 組成了保爾森黃金股持有的其餘部分。
Notably, the fund closed its position in AngloGold Ashanti Plc (NYSE:AU), selling nearly 2 million shares in the third quarter of 2024.
值得注意的是，該基金在2024年第三季度關閉了其在AngloGold Ashanti Plc (紐交所:AU) 的頭寸，出售了近200萬股。
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Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。
