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Jan 15, 2019

Gold: Active Investments in Gold Mining

Gold: Active Investments in Gold Mining

Active engagement being used to turn around a mis-managed industry of Gold Mining.


Sophisticated investors are increasingly targeting niche sectors such as gold mining for co-investment opportunities. The strategy focuses on revitalizing poorly managed industries where they see the potential for significant returns through active engagement and strategic turnarounds. The gold mining sector, plagued by mismanagement and underperformance, is highlighted as particularly ripe for such interventions, offering a chance to exploit depressed valuations and operational inefficiencies.


The gold mining industry presents a timely investment opportunity, characterized by profitable operations and historically low valuations. Major producers are experiencing dwindling reserves, signaling an urgent need for consolidation to optimize costs and enhance margins. The increasing global demand for gold and strategic central bank purchases underscore the sector’s resilience and growth potential.


Access the entire article to explore the opportunity set in the gold mining industry, from its current landscape of low valuations and profitable operations to the catalysts driving consolidation and the optimal implementation approach for investors navigating risks and opportunities.



If you do not have a work email address, please email us at info@primealpha.com and we can email you the report directly.



Table of Contents

  • Opportunity Set in Gold Mining

  • A Cash Generative, Yet Mismanaged Industry

  • Catalyst: A Wave of Consolidation

  • Catalyst: Synergies & Value Creation

  • Investing Opportunity in Gold Mining

  • Risks of Investing in Gold Mining

  • Implementation Approach to Investing in Gold Companies




Thanks to our Contributor


Coast Capital

Coast Capital is a highly respected activist and event-driven fund that takes a private equity approach to investing in mid-cap public companies.


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This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC.

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