Barrick is a big company that digs up gold and copper from the ground. They had some problems in the first three months of this year, so they found less gold and copper than people thought they would. This made it more expensive for them to get the gold and copper out of the ground. But Barrick says everything will be better later in the year when they fix some issues and start digging at new places. The company still thinks they can find as much gold and copper as they said they would at the beginning of the year. Some people who watch the company are not sure if Barrick can do what they say, because they have been wrong before. Read from source...

- The author seems to have a positive bias towards Barrick and downplays the significance of its production miss. He minimizes the impact of lower copper output on the company's overall performance and profitability.

- The author also uses weak arguments such as "verreaction" and "not illegitimate sense of déjà vu" to justify his position, without providing any concrete evidence or logical reasoning.

- He fails to address the potential risks associated with Barrick's operations in Mali, where there is a possibility of expropriation by the government, which could have a significant impact on the company's future cash flow and value.

- Barrick Gold Corp.: BUY (long-term growth potential, solid balance sheet, attractive valuation) - risk: production misses, geopolitical risks (Mali), copper dependency
- Royal Gold Inc.: HOLD (flat guidance, high dividend yield, low cost producer) - risk: weak gold prices, royalty asset impairment