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ASA 
ASA Gold and Precious Metals Ltd (ASA)
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Upturn Advisory Summary
11/28/2025: ASA (3-star) is a STRONG-BUY. BUY since 2 days. Simulated Profits (3.53%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 54.61% | Avg. Invested days 37 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 577.17M USD | Price to earnings Ratio 5.09 | 1Y Target Price - |
Price to earnings Ratio 5.09 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.75 | 52 Weeks Range 17.38 - 35.00 | Updated Date 06/29/2025 |
52 Weeks Range 17.38 - 35.00 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 0.20% | Basic EPS (TTM) 6 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6206.1% | Operating Margin (TTM) 46.48% |
Management Effectiveness
Return on Assets (TTM) 0.02% | Return on Equity (TTM) 52.89% |
Valuation
Trailing PE 5.09 | Forward PE - | Enterprise Value 577008832 | Price to Sales(TTM) 162.24 |
Enterprise Value 577008832 | Price to Sales(TTM) 162.24 | ||
Enterprise Value to Revenue 4.85 | Enterprise Value to EBITDA - | Shares Outstanding 18911100 | Shares Floating 13903269 |
Shares Outstanding 18911100 | Shares Floating 13903269 | ||
Percent Insiders 3.74 | Percent Institutions 64.24 |
Upturn AI SWOT
ASA Gold and Precious Metals Ltd
Company Overview
History and Background
ASA Gold and Precious Metals Ltd (ASA) is a closed-end fund founded in 1958, focused on investing in the gold and precious metals sector. Initially called American-South African Investment Company, it aimed to capitalize on South Africa's gold mining industry. Over time, ASA broadened its investment scope globally, becoming a leading specialist in precious metals equities.
Core Business Areas
- Investment Management: ASA operates as a closed-end investment fund. They invest in the securities of companies involved in the exploration, mining, or processing of gold, silver, platinum, diamonds, and other precious minerals.
Leadership and Structure
ASA is managed by Merk Investments LLC. Axel Merk serves as President and Chief Investment Officer. The company has a board of directors that oversees its investment strategy and performance.
Top Products and Market Share
Key Offerings
- Investment Portfolio: ASA's primary offering is its investment portfolio, which consists of equity securities of companies involved in the gold and precious metals sector. Performance fluctuates with market dynamics of precious metals. Competitors include other gold equity funds such as GDX, IAU.
Market Dynamics
Industry Overview
The gold and precious metals industry is influenced by macroeconomic factors such as inflation, interest rates, currency fluctuations, and geopolitical events. The industry is cyclical, experiencing periods of high demand and prices followed by corrections.
Positioning
ASA is a specialist investor focused exclusively on gold and precious metals equities. Its competitive advantage lies in its long history, deep industry knowledge, and experienced management team.
Total Addressable Market (TAM)
The global precious metals market size varies annually but is typically in the trillions of dollars. ASA is positioned within the subset of publicly traded equities of gold and precious metals mining companies, so its relative TAM is a smaller portion of the overall market.
Upturn SWOT Analysis
Strengths
- Specialized expertise in gold and precious metals
- Experienced management team
- Long operating history
- Closed-end fund structure provides stability
Weaknesses
- High expense ratio compared to ETFs
- Concentrated investment focus (sector-specific risk)
- Potential for volatile returns tied to commodity prices
Opportunities
- Rising demand for precious metals as a hedge against inflation
- Increasing geopolitical uncertainty driving safe-haven investment
- Growth in emerging market demand for gold
- Exploration discoveries and technological advancements in mining
Threats
- Fluctuations in gold and precious metals prices
- Increased regulation and taxation of the mining industry
- Environmental concerns impacting mining operations
- Competition from low-cost ETFs and other investment vehicles
Competitors and Market Share
Key Competitors
- GDX
- IAU
- GLD
Competitive Landscape
ASA distinguishes itself through its active management and focus on individual mining companies, while ETFs offer broader exposure and lower costs.
Growth Trajectory and Initiatives
Historical Growth: Growth depends almost entirely on the performance of the underlying precious metals markets.
Future Projections: Future growth is uncertain and tied to macroeconomic factors and the outlook for precious metals.
Recent Initiatives: ASA focuses on active portfolio management and strategic allocation within the precious metals sector.
Summary
ASA is a closed-end fund with a long history investing in gold and precious metals equities. Its performance is heavily dependent on the price of these metals, making it a volatile investment. Key strengths include experienced management and a specialized focus, while high expense ratios and sector concentration are weaknesses. Investors should monitor macroeconomic factors and precious metals market trends.
Similar Stocks
Sources and Disclaimers
Data Sources:
- ASA Gold and Precious Metals Ltd. Annual and Quarterly Reports
- SEC Filings
- Financial News Outlets (e.g., Bloomberg, Reuters, Yahoo Finance)
- Industry Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share estimates are approximate and may vary based on data sources and methodologies.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ASA Gold and Precious Metals Ltd
Exchange NYSE | Headquaters Portland, ME, United States | ||
IPO Launch date 1978-01-03 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.asaltd.com |
Full time employees - | Website https://www.asaltd.com | ||
ASA Gold and Precious Metals Limited is a publicly owned investment manager. The firm invests in the public equity markets across the globe. It primarily invests in stocks of companies engaged in the exploration, mining or processing of gold, silver, platinum, diamonds, or other precious minerals. It also invests in exchange traded funds. The firm employs fundamental analysis with a bottom-up approach to create its portfolios. The firm obtains external research to complement its in-house research. The firm is focused on covering the metals and mining sector. This record reflects the investment preferences or overall investment strategy of ASA Gold and Precious Metals Limited. ASA Gold and Precious Metals Limited was founded in 1958 and is based in Portland, Maine.
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