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Upturn AI SWOT - About
ASA 
ASA Gold and Precious Metals Ltd (ASA)
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Upturn Advisory Summary
06/16/2025: ASA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 23.77% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 635.79M USD | Price to earnings Ratio 5.59 | 1Y Target Price - |
Price to earnings Ratio 5.59 | 1Y Target Price - | ||
Volume (30-day avg) 57964 | Beta 0.75 | 52 Weeks Range 17.05 - 35.00 | Updated Date 06/18/2025 |
52 Weeks Range 17.05 - 35.00 | Updated Date 06/18/2025 | ||
Dividends yield (FY) 0.18% | 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 5.59 | Forward PE - | Enterprise Value 634120448 | Price to Sales(TTM) 178.72 |
Enterprise Value 634120448 | Price to Sales(TTM) 178.72 | ||
Enterprise Value to Revenue 5.33 | Enterprise Value to EBITDA - | Shares Outstanding 18911100 | Shares Floating 13903269 |
Shares Outstanding 18911100 | Shares Floating 13903269 | ||
Percent Insiders 3.74 | Percent Institutions 64.24 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
ASA Gold and Precious Metals Ltd
Company Overview
History and Background
ASA Gold and Precious Metals Ltd, formerly ASA Limited, is a closed-end investment company. It was founded in 1958. The company invests primarily in the securities of companies engaged in the exploration, mining, or processing of gold, silver, platinum, diamonds, and other precious minerals.
Core Business Areas
- Investment Management: ASA manages a portfolio of investments in precious metals and minerals companies globally.
Leadership and Structure
The company is managed by a board of directors and utilizes an external investment advisor, currently Galileo Global Equity Advisors Inc. The specific leadership team details fluctuate but focus on experienced investment professionals.
Top Products and Market Share
Key Offerings
- Investment Portfolio: ASA's primary offering is its actively managed investment portfolio, providing investors exposure to the precious metals sector. Market share is difficult to quantify directly; the fund competes with other precious metals funds and ETFs. Key competitors include other closed-end funds like Sprott Focus Trust and exchange-traded funds (ETFs) like the VanEck Gold Miners ETF (GDX).
Market Dynamics
Industry Overview
The precious metals industry is influenced by macroeconomic factors such as interest rates, inflation, and geopolitical uncertainty. Gold is often seen as a safe-haven asset.
Positioning
ASA is a closed-end fund providing exposure to a portfolio of mining and precious metals companies. Its competitive advantage lies in its active management strategy and potentially specialized knowledge of the sector.
Total Addressable Market (TAM)
The global precious metals market is vast and estimated to be worth trillions of dollars. ASA is positioned to capture a segment of this market through its actively managed fund, dependent on investor preference for active management vs. passive ETFs.
Upturn SWOT Analysis
Strengths
- Experienced investment team
- Diversified portfolio within precious metals sector
- Closed-end fund structure allows for longer-term investment horizon
Weaknesses
- High expense ratio compared to ETFs
- NAV fluctuations can be significant
- Subject to market volatility in the precious metals sector
Opportunities
- Increasing investor demand for precious metals as a hedge against inflation
- Potential for outperformance through active management
- Expansion into new precious metals or mining regions
Threats
- Decline in precious metal prices
- Competition from lower-cost ETFs
- Economic downturn impacting mining operations
Competitors and Market Share
Key Competitors
- GDX
- CEF
- FSAGX
Competitive Landscape
ASA competes with other precious metals investment vehicles, including ETFs and other actively managed funds. ETFs generally offer lower expense ratios, while actively managed funds like ASA aim to generate higher returns through stock selection.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been dependent on the performance of the underlying assets in the portfolio.
Future Projections: Future growth is dependent on macroeconomic factors influencing precious metals prices and ASA's ability to generate returns through active management. Analyst estimates should be consulted for detailed projections.
Recent Initiatives: Recent initiatives would include portfolio adjustments based on market conditions and investment opportunities. Check ASA's official website for press releases.
Summary
ASA Gold and Precious Metals Ltd is a closed-end fund specializing in precious metals investments. Its performance is highly dependent on the precious metals market. Its active management aims for outperformance but comes at a higher cost than passive ETFs. Investors should consider the risks associated with the sector and the fund's expense ratio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Market data providers
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. The data provided is based on publicly available information and may not be complete or accurate. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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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