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股神畢菲特入股的金礦股有甚麼賣點?

黃金價格持續創新高,近日又傳來利好消息,股神畢菲特旗下巴郡(BRK-A)(BRK-B)買入金礦股Barrick Gold(Gold),令到投資黃金再增加一個光環。巴郡此舉發放一個看好黃金的訊息,與此同時,人們又不禁會問好,獲得股神垂青的金礦股,究竟是間怎樣的公司呢?

今次可謂唔聲唔聲嚇你一驚😱,巴郡向美國證交會提交文件,人們才知佢老人家的旗鑑巴郡在第二季全數沽清大行高盛的股票,並減持富國銀行(Wells Fargo, WFC)和摩根大通(JPMorgan Chase, JPM)的股份,轉下手就用大約44億港元買入咗Barrick Gold約2090萬股股份,相當於1.2%的股權。Barrick 股價隨即大升12%,連同其他金礦股、金礦股ETF都受追捧。

Barrick 是怎樣的公司?

這家位於加拿大多倫多的金礦商,是全球最大黃金開採公司。在世界五大洲都擁有勘探和開發項目,員工人數多達17,500。

市場人士計過數,Barrick的黃金總開採成本約每盎士950美,除非金價跌至950美元左右,否則該公司仍有錢賺,而金價越升,公司生產利潤越豐厚,這是Barrick吸引地方。

圖:Barrick收入紀錄

圖:Barrick派息紀錄

股價升不完 但未回到高位

受惠金價上升,Barrick 的股價近年也像坐火箭一般越升越有,年初以來股價上升了62%,比起反映科技股走勢的納斯達克指數約23%的升幅,表現更加強勁。近五年來,Barrick 升幅更加達到2.8倍。不過,股價還未重返上一個黃金的 “黃金周期”的家鄉,10年的回報負32%。

圖:Barrick近十年股價走勢

像Barrick這類的金礦股,吸引地方就是黃金越升,邊際利潤越高,所以股價的升幅,可以比黃金更加厲害,同時它比投資黃金優勝的地方,就是有股息收,即是有現金流。不過黃金本身已經是較為波動的投資,金礦股的波動比黃金更加大,投資的時候要留意風險的管理。

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