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·保爾森似乎看好金礦商，因爲他的基金保爾森公司持有幾隻礦業股。
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.
須知：保爾森因在2006年押注房地產市場並在次級抵押貸款債券崩潰時獲利約200億美元而聞名。他多年來一直在收集金礦開採股，隨着金價在2024年上漲29％以上，投資者可能會對保爾森公司持有哪些公司感興趣。
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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.
保爾森控股：保爾森公司基金大量投資於礦業股，這些股票共佔總投資組合的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份。
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.
根據該基金最新的13F文件，保爾森公司。”最大的黃金礦商持有的是Perpetua Resources CORP.（納斯達克股票代碼：PPTA）的2.316億美元股份。Perpetua Resources CORP.（納斯達克股票代碼：PPTA）是一家處於開發階段的礦業公司，主要從事愛達荷州Stibnite黃金項目的勘探和修復
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.（AMEX: NG）的1.11億美元股份，該公司擁有位於阿拉斯加西南部的唐林黃金項目50％的股份。
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.
國際塔山礦業有限公司（美國證券交易所股票代碼：THM）是一家在加拿大、墨西哥、芬蘭和澳大利亞擁有礦山的黃金礦商，是保爾森基金中持有的兩便士股票之一。另一個是Trilogy Metals Inc.（美國證券交易所股票代碼：TMQ），其礦產資源資產包括阿拉斯加的上科伯克礦產項目。
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.（紐約證券交易所代碼：SA）、Equinox Gold CORP.（美國證券交易所代碼：EQX）和Iamgold CORP.（紐約證券交易所代碼：IAG）完善了保爾森剩餘的金礦開採資產。
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，該基金關閉了在AngloGold Ashanti Plc（紐約證券交易所代碼：AU）的頭寸，在2024年第三季度出售了近200萬股股票。
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