Why Buying Gold Stocks Is Not The Same As Buying Gold

Most people who go into gold do so by buying goldmine locations. But if they find a mine today it will,
stock.because of global ecological regulations, at least five
This is not really buying gold, rather, it is buyingto six years before that new gold is ready to be
shares in a company that may be dealing in gold. Itdelivered to the market.
could be a gold mining company for example, and theThe large gold mining companies look for small start
people who buy stock in a gold mining company areup companies that have found gold... since the gold
doing so based on the idea that as the value of goldthe small company has found is ready for delivery
increases, the value of the stock will increase. Itnow (or at least, soon) and that gold would add to
may... or it may not.the total available gold the large company would have
You see, when a person buys shares in a company,for delivery. The large company will then attempt to
the price they pay is in direct proportion to thetake over the small company... usually for stock and
earnings of that company, traditionally, the higher thesometimes cash as well.
earnings, the higher the share price. Whether theThe stock price of the company being acquired
asset they deal in is gold... or widgets... really doesn'twould most likely go up and in some cases, go up
make a difference, it's the old "price/earnings ratio"substantially.
that comes into play when pricing a stock.So there's an example of an exception on how
So a gold company, or for that matter, anybuying gold mining stock could be worthwhile... but
company, can be dealing in a product or service thatagain, that kind of luck has nothing to do with the
is in high demand and moving huge volume of thatbasic premise as to why most people are looking at
product or service... but does that mean after allgold today as an investment, the anticipation of the
expenses are covered that they have earned aprice of gold increasing.
profit?Buying gold stock options fall into the same category
And, after paying all expenses, including taxes, doessince the value of the option is tied back to the value
the fact that the product or service is in high demandof the stock and if you buy an at the money call
really mean anything?option under the premise that the stock will go up,
Of course not, when buying any stock the key tofor example, remember that part of the premium
price value is the amount of earnings achieved, and ifyou pay for that option factors in a cost for time,
the earnings are down, the stock price will reflectwhich diminishes as every day passes.
that point... so, investing in gold mining stocks or evenUsing a gold stock option for a small company in
in options on gold mining stocks has very little to doanticipation of a takeover has some potential. Don't
with the price of gold.forget the intrinsic value of the option ties back to
There are exceptions... like in anything else...the price of the underlying asset, the stock in that
Let me give you an example of an exception. Asmall company. It is then the price of the stock that
major gold mining company with thousands ofwill cause the option to move and again, you have a
customers needs to acquire more gold than theydiminishing asset, the time value, to overcome as
have in reserves or in their mines. Demand is high,well.
customers want more and want it faster than theOh, one more thing...
large mining company can produce. If the miningThere are companies selling stock on the regulated
company can't deliver, the customers will start lookingexchanges that have the name "Gold" "Gold Mining"
elsewhere.or "Mining" in their names that don't have gold mines.
There have been no major gold finds in the last 25They may be exploring, they may have had a mine
years, which means that the only gold a major (orthat is no longer producing, there could be a million
for that matter, any) gold mining company canand one situations that you don't expect.
deliver is what they have available. But like anyBe certain that if you buy a stock, any stock, or an
business, the seller wants to keep the buyer happyoption on such a stock that you know what it is the
and does not want that buyer to stray.company actually does and look at their annual report
So what's a gold mining company to do? The largeto see how well they are doing.
gold mining companies are always exploring for more