| Comment | 40.000 | David Baskin | Shareholders approved the takeover by Teck Cominco (TCK.B-T), so it is now a done deal. | 2007-08-23 | |
| Comment | 42.210 | Michael Sprung | Has been acquired by Teck Cominco (TCK.B-T). | 2007-07-13 | |
| PAST TOP PICK | 41.560 | Bill Belovay | (A Top Pick Nov 1/06. Up 57.7%.) Being acquired by Teck Cominco (TCK.B-T). | 2007-07-03 | |
| PAST TOP PICK | 32.540 | David Burrows | (A Top Pick July 12/06. Up 68%.) | 2007-06-22 | |
| BUY | 30.750 | Brian Acker, CA | 50% positive differential
Wait until $27.40 to buy.
They don't own it, it's too small. | 2007-06-07 | |
| BUY | 29.090 | Pat McHugh | Relative to its peer group, this is attractively valued and has better earnings predictability. | 2007-05-28 | |
| PAST TOP PICK | 28.310 | David Burrows | Was at $19.40, at over $28 now.
Would still buy. | 2007-05-16 | |
| DON'T BUY | 25.800 | Norman Levine | Pure play in copper. . If you believe in copper and its long-term outlook, this is a great play, but he thinks it's late in the cycle. | 2007-04-16 | |
| PAST TOP PICK | 24.550 | Robert Floyd | (A Top Pick Dec 6/06. Up 38%.) Still holds, but has trimmed his position. Now in a stage where they are expanding. | 2007-03-29 | |
| BUY | 19.550 | David Baskin | He likes copper. There is a scarcity of mining companies in the world. Could be a takeout candidate. | 2007-03-14 | |
| BUY | 20.710 | Robert Floyd | Numbers were a little bit below expectations. Adding acquisitions. Extremely strong balance sheet. Feels it can trade back up in the mid-$20's. Could be a takeout. | 2007-02-13 | |
| Comment | 20.920 | Veronika Hirsch | Predominantly viewed as a copper leveraged company. When copper prices are declining, the stock tends to not do well. She has no copper exposure. | 2007-02-07 | |
| BUY | 20.920 | Chris Smith | It is facing the rapid decline in copper prices. You will probably see some element of earnings being reduced. Seems to be holding here reasonably well. If you’re reasonably optimistic, like he is, some of the metals are looking a little more interesting. | 2007-02-07 | |
| HOLD | 22.700 | Robert Floyd | Paying a special dividend towards the end of the month. Outlook for copper is a little more guarded at this stage. If there is a re-acceleration of the economy, the stock can spring back to life and trade in the mid-$20's. Would take a little money off the table at that time. | 2007-01-19 | |
| BUY | 21.870 | Brian Acker, CA | The model price is $54, which is 148% positive differential. | 2007-01-17 | |
| HOLD | 21.140 | Peter Brieger | A great long-term base metal play. | 2007-01-15 | |
| BUY | 20.670 | Kyle McKay | Has been negatively impacted by the pullback in copper prices. It's a company he likes and is looking at it at this time. Has $5 - $6 in cash on the balance sheet. You will see a doubling of their copper production in 07 & 08. Very cheap multiple. | 2007-01-08 | |
| HOLD | 25.890 | Norman Levine | A pure copper play and probably a takeover candidate. A lot of the froth has been due to investor belief in a takeover. Copper is still quite profitable. Just declared a special dividend. | 2006-12-05 | |
| BUY | 21.600 | Ian Nakamoto | Any of the mid-tier companies will continue to do well, partly because there are no longer and large cap base metal companies. | 2006-11-07 | |
| Comment | 21.740 | Norman Levine | Copper has been going sideways for a while but a lot of people think it's about ready to move back up again, which would make this a good place to be as it is a pure play. | 2006-10-31 | |
| TOP PICK | 21.300 | Bill Belovay | Copper company, with assets in Chile and Labrador. Good growth profile. Low-cost producer. Takeover target. | 2006-10-24 | |
| BUY | 19.980 | David Burrows | The mid-cap space in the metals looks attractive. One of the great signs is that when strength comes back into a sector, and stocks trade right back to their highs. This is one such case. | 2006-10-19 | |
| PAST TOP PICK | 19.450 | Robert Floyd | (A Top Pick Sept 29/05. Up 123.7%.) Copper is trading very well, so the still has some upside. Earnings look extremely strong. | 2006-10-13 | |
| PAST TOP PICK | 16.100 | Robert Floyd | (A Top Pick Sept 29/05. Up 93.9%.) They expect their copper production to double over the next 3 years. Still sees some big earning potential. | 2006-09-20 | |
| HOLD | 17.570 | Bill Harris, CFA | Looks like they have found a big, high-value asset. If they have a consistent ore body that is mineable, it's a $50 stock. | 2006-09-18 | |
| PAST TOP PICK | 17.590 | David Burrows | (A Top Pick July 12/06. Down 8%.) Would not be buying the stock right now. | 2006-09-13 | |
| BUY | 18.360 | David Burrows | This falls in the category of midsize metals companies that potentially could see merger and acquisition activity. | 2006-08-23 | |
| PAST TOP PICK | 20.000 | Robert Floyd | (A Top Pick Jun 2/06. Up 15%.) Still looking for $3 of earnings this year. Copper prices are are still high. | 2006-08-02 | |
| DON'T BUY | 18.330 | Bill Carrigan | The chart shows a probable double top. Will probably be trading down at its June low again. | 2006-07-17 | |
| TOP PICK | 19.400 | David Burrows | (A Top Pick Apr 10/06. Up 22%.) The mid cap metal companies are very attractive. Fundamentals are good. A very attractive takeover candidate. | 2006-07-12 | |
| WAIT | 17.980 | Ron Meisels | Stick with the resource stocks. Had a pullback, it came right back to the 200 Day moving average. Wait for a move above $20 for confirmation. | 2006-07-05 | |
| PAST TOP PICK | 15.440 | David Burrows | (A Top Pick Apr 10/06. No change.) Was taken out of this position. | 2006-06-15 | |
| WEAK BUY | 14.190 | David Taylor, MBA, CFA | Cheap. The only concern he would have with this is its exposure to copper. Copper is not as tight as nickel which isn't as tight as zinc. In a base metal rally, this company will do very well. | 2006-06-14 | |
| DON'T BUY | 16.550 | John Zechner | Has already done far better than he would have expected, but copper prices went far higher than he expected too. The production profile is not growing. | 2006-06-07 | |
| TOP PICK | 17.650 | Robert Floyd | A very interesting company here. They can still generate very strong earnings in ‘06 and into ’07 with the strong copper price. One analyst has targeted it at $25. | 2006-06-02 | |
| HOLD | 17.040 | Bill Carrigan | This one had consolidation in 2004/2005 which is when you should have entered this stock. Wouldn't buy at this level. If you own, draw a trend line and don't let it drop below that. | 2006-05-02 | |
| BUY | 15.680 | Brian Acker, CA | He has a model price of $30.38. That is a 93% positive differential from today's price. If copper keeps on going, he could see a high of $20/21. | 2006-04-27 | |
| BUY | 15.860 | Ron Meisels | All the metals have done tremendously well but, the public is not in the market yet. This one had a very good run, had a nice little correction at around $16, back up to $17 and a bit of a correction is coming up. | 2006-04-24 | |
| BUY | 15.820 | John Zechner | The purist play on copper. Copper exceeded his expectations and is staying strong. Still looks like a pretty good story. The stock will have a hard time when the cycle ends in a year or two. | 2006-04-13 | |
| TOP PICK | 16.300 | David Burrows | A great copper stock. Feels there will be continued consolidation in the mid-tier of the metal stocks. He sees copper stocks continuing strong. | 2006-04-10 | |
| BUY on WEAKNESS | 12.690 | Kyle McKay | Has done well. Long term is decent. Copper has a higher exposure, so now is an ok time to buy, but he would wait a bit. | 2006-03-07 | |
| DON'T BUY | 14.540 | John Zechner | Fully valued and has had a full run. Some growth in S. America. Concerned about production profile and pull back on commodoties prices. Stock could have serious down fall. | 2006-02-22 | |
| WATCH | 14.200 | Peter Brieger | Has been watching it, but would prefer Constellation Copper, which has doubled in price. | 2006-02-20 | |
| DON'T BUY | 13.790 | Veronika Hirsch | Used to be a pure play in copper. Doesn't have the growth profile of other companies which is why it has a low multiple. Was not successful in making acquisitions. | 2006-02-16 | |
| DON'T BUY | 13.430 | Norman Levine | Has had a huge run primarily because the price of copper has gone through the roof. Copper prices have come down sharply so the stock is now correcting. To invest in this, you have to be a big believer in copper. A little risky. | 2006-02-13 | |
| TOP PICK | 15.880 | Ross Healy | A nice stock with a fair spread of metals including both copper and gold. | 2006-02-06 | |
| HOLD | 15.280 | Gavin Graham | A big copper play and copper is at record highs. | 2006-01-31 | |
| BUY | 15.280 | Ian Nakamoto | Feels that the run in copper could go on for a while as long as the global economy keeps moving up. Not a lot of new supply coming on. | 2006-01-31 | |
| WEAK BUY | 15.250 | Peter Brieger | There are fewer and fewer names in the copper sector for institutions to invest in, so thinks this will go higher. His favourite is Constellation Copper (CCU-T). | 2006-01-30 | |
| BUY on WEAKNESS | 14.480 | Norman Levine | About as pure a copper play as you can get. You have to believe that copper, which has gone up a great deal, will continue to do this. Maybe some further upside, but he would wait for a correction before putting new money in. | 2006-01-25 | |
| BUY | 14.120 | David Baskin | Copper and zinc are at all-time highs. The company is doing very well as a result of this. | 2006-01-19 | |
| DON'T BUY | 10.230 | Brian Acker, CA | Has had a nice run because of the copper pricing. His model price is higher, but feels there are now better opportunities out there. | 2005-11-23 | |
| HOLD | 9.640 | Michael Smedley | A fine old company with lots of small mining operations. A little over shadowed now by other small names that have come on in the last year or so. Not a favourite, but has done well. | 2005-11-10 | |
| DON'T BUY | 9.200 | Bruce Campbell | Copper is at an all time high, so this stock has done really well. It looks kind of toppy. Even if you think metals still have a way to run, he can't imagine copper going to $240 or $250. Would prefer being in zink or aluminum. | 2005-10-12 | |
| BUY | 8.990 | Peter Brieger | A great longer term copper play. Expect they will be looking for acquisitions. | 2005-10-04 | |
| TOP PICK | 8.650 | Robert Floyd | Has done well. A very interesting mid cap pure copper play. Have interests in South American, Mexico and Canada. Strong earnings power at $1.14US this year. | 2005-09-29 | |
| BUY | 8.650 | Norman Levine | A pure play in the copper market and copper keeps hitting new highs. If you like copper and want a pure play, this is a good speculative play. | 2005-09-28 | |
| DON'T BUY | 7.990 | Bill Harris, CFA | He's a big fan of copper and is trying to own it as cheaply as possible and owns Falconbridge (FAL.LV-T) instead. The trouble with a lot of the metals is there is no pure way to do it. Doesn't particularily like this company and it's had a good move. 2nd class assets. | 2005-09-13 | |
| DON'T BUY | 7.940 | Bruce Campbell | The best pure way to play copper in Canada. Copper prices have already been at record prices lately and the chart shows the stock has reflected that. Sees a fairly flat outlook. | 2005-09-12 | |
| DON'T BUY | 7.930 | Ben Stadelmann | If a recession should hit in 2006 as he expects, copper is a classical cyclical commodity and will get hit hard. Great company with very good management. Good deposits in Chile. | 2005-09-06 | |
| TOP PICK | 7.930 | Ron Meisels | Likes resource stocks in general. We are in the 2nd half of the bull market. At that stage, resource stocks will do well. Downside risk is about $7.50. | 2005-08-31 | |
| HOLD | 8.150 | David Taylor, MBA, CFA | Generating a ton of cash flow, has a clean balance sheet and sitting on a mountain of cash. Interesting, but trades at net asset value right now. | 2005-08-29 | |
| BUY | 7.810 | Gordon Higgins, CA, MBA, CFA | A copper play. When the economy's strong, more copper pipe goes in. | 2005-08-11 | |
| BUY | 7.360 | Ron Meisels | Very much favours resources at this stage of the market. Had an excellent move to early 2004, pulled back and made a secondary base and is now on the verge of a breakout. The downside risk would be about $6.50/6.75 while the upside risk is $10 and more. | 2005-07-29 | |
| WEAK BUY | 7.200 | Peter Hodson | Basically a copper play. Street doesn't like the management team. Had a failed merger attempt a year or so ago. With high copper prices, earnings will continue, but they have a short reserve life. With a different management team the stock would probably be $3/4 higher, but management is entrenched and need to buy another asset to get the growth profile going. | 2005-07-26 | |
| BUY | 6.980 | Gavin Graham | A big copper play. Copper is at a 16 year high and yet the stock hasn't done a great deal. Believes in the longer term growth story of commodities and this might very well be a takeover target. | 2005-07-13 | |
| PAST TOP PICK | 6.980 | Ron Meisels | (A Top Pick Apr 11/05. Down 8.5%.) Has just gone into a trading range and feels he was probably just a little bit early. Still feels that it is an excellent stock. Hold. | 2005-07-07 | |
| DON'T BUY | 6.850 | John Zechner | The issue here is the lack of growth going forward. Production will decline over the next 2 years. If copper prices go down, this stock will be hit. | 2005-07-04 | |
| DON'T BUY | 7.090 | Jean-Francois Tardif | An extreme value copper stock. Has a lot of cash and trading about 4 X earnings. In the process of shutting down a mine at this time. Earnings and sales will come down next year. Not very bullish on copper. | 2005-06-21 | |
| DON'T BUY | 7.230 | Bill Carrigan | A trend line across the lows would show that it has bounced off the lows and we now head up to the top of the trading channel. Not too excited about the resources stocks. Expect they will rally but some will fail to make new highs. | 2005-06-06 | |
| WAIT | 6.930 | Rick Rule | A very well run company. Generating an awful lot of cash at these prices. Outlook for the base metals market next year is a bit softer because the economy is going to be soft. Wouldn't be in a huge rush to own, but over time shareholders will be rewarded. | 2005-06-02 | |
| DON'T BUY | 6.890 | Jean-Francois Tardif | Good 1st quarter, lots of cash and low P/E, but lots of debt. This nets out at about $1 a share cash. Making money on the high copper prices. Market is disappointed that management is not more aggressive. They have one mine that is in the process of closing. | 2005-06-01 | |
| BUY | 7.040 | Peter Brieger | Looking at copper 2/3 years out, he is bullish and just initiated a position in Aur Resources (AUR-T) and are looking at both Constellation Copper (CCU-T) and Noranda (NRD.LV-T). | 2005-05-30 | |
| DON'T BUY | 6.860 | Bill Harris, CFA | The one problem he has with this one is what's its potential. Just can't get excited about it. Too expensive. | 2005-05-11 | |
| WEAK BUY | 6.810 | Peter Hodson | A frustrating stock to own. Good things happen, but the stock does nothing. They need another asset. Their life in the mine is declining and they need to set themselves up for the next decade. Management is pretty bad. Cheap, but you're not going to get rich next wek. | 2005-05-10 | |
| TOP PICK | 6.930 | Robert Lyon | Mostly copper based. Pristine balance sheet. Dirt, dirt cheap. 6 X earnings. Under 3 X EBITDA. Good management. | 2005-05-04 | |
| DON'T BUY | 6.650 | David Burrows | In the absence of a stronger market for metals, it is difficult to get excited. Also, the mid-caps are not going to be the stronger performers. You'll have to wait for the big caps to start performing first. | 2005-05-03 | |
| WEAK BUY | 6.450 | Brian Acker, CA | Model price is north of $10. A lot of these companies have huge valuations in terms of peak earnings, but have balance sheet restraints in terms of valuation. Looking out a year with earnings analysts are projecting, a high would be about $9.30. The trouble with cyclical stocks is that no one is going to pay top dollar. | 2005-04-28 | |
| WEAK BUY | 7.010 | Mark Jackson, CFA | Challenged on the growth side in terms of new production. It's more of a play on the copper price. There is some consolidation in the metals market which might give some upside. Could be a takeout candidate. | 2005-04-13 | |
| TOP PICK | 7.530 | Ron Meisels | All 3 Top Picks are in a major uptrend and all have significantly higher targets and nobody follows them. This is a copper stock and has a beautiful chart. Had a wonderful move in in 2001, a correction and then another move in 2003 followed by another correction and believes there is a 3rd leg coming. Action on copper prices today supports his feelings. Above its 200 day moving average. | 2005-04-11 | |
| BUY | 7.200 | Gavin Graham | Copper is hitting a 16 year high, but is a volatile commodity. A lot of underdeveloped nations are buying it up like fury. Not a bad play on copper with a bit of gold exposure. | 2005-03-22 | |
| TOP PICK | 7.200 | Ron Meisels | Has a huge technical base going back to 1996. Had a breakout in 2003 and then settled back to the $5.50/6.50 range, spent a year there and has just now broken out. Thinks it's ready for the 2nd upleg. | 2005-03-17 | |
| BUY | 7.440 | Peter Hodson | Volatile history. Good for copper. Consolidation candidate. | 2005-03-01 | |
| PAST TOP PICK | 6.210 | Robert Lyon | (A Top Pick Aug 5/04. Up 14%.) A value call. Stock is still cheap. | 2005-01-11 | |
| PAST TOP PICK | 5.790 | Robert Floyd | (Top pick Oct 19/04. Down 3.5%.) Company has reported recent guidance. Earnings for this year are targeted in the mid $0.90 US level. Fairly cheap. 2005 could be a fairly strong year. | 2004-12-17 | |
| HOLD | 5.800 | Robert Lyon | Have a number of operations. Didn't have a replacement fot the Lubricor mine which shut down, so hasn't done much. Trading awfully cheap. Have a few really good assets. At some point they need to merge. | 2004-12-15 | |
| BUY | 5.840 | Gordon Higgins, CA, MBA, CFA | Heavily levered to the price of copper and as copper has been dropping, this is affecting this stock. Believes China will continue to grow, so base metals should continue strong. | 2004-12-02 | |
| WEAK BUY | 6.490 | Norman Levine | Short term prospects are probably better than the long term ones. Benefitting from the strong price of copper. Their major mine has a very short reserve life of a few years. | 2004-11-29 | |
| HOLD | 6.230 | Fred Pynn | An established management team. Not a lot of new mines in the pipeline. Copper prices are very good. | 2004-11-24 | |
| BUY | 6.470 | Ron Meisels | Generally mining Stocks do very well in the late stages of the bull market which is where we are. A good time to own this stock. | 2004-11-16 | |
| SELL | 6.120 | Martin Hubbes, CFA | From here on in, you have too be very bullish on copper. Some of their projects are coming to the end of their mine life. | 2004-11-05 | |
| TOP PICK | 6.020 | Robert Floyd | With the higher commodity prices, expects the earnings will be especially good. Good price. | 2004-10-19 | |
| BUY | 6.680 | Robert Floyd | Expect it will trade beyond it most recent high. Copper continues to go up. | 2004-10-06 | |
| BUY | 5.800 | Larry Berman CFA, CMT, CTA | Looks to be making a little bit of a bottom and will probably have a run-up with the market in general. | 2004-09-20 | |
| TOP PICK | 5.530 | John Zechner | Operating cash for this company is fantastic. The company is in a good position. | 2004-08-30 | |
| WATCH | 5.650 | Norman Levine | The price has been acting better. Be cautious on the stock. | 2004-08-27 | |
| BUY | 5.690 | Ross Healy | F. M. V. is around $20. It looks pretty good. | 2004-08-16 | |
| BUY | 5.480 | Bruce Campbell | Stock dropped because of the sector going out of favor. Very cheap. Copper price is still hanging in a very high, healthy level. | 2004-08-06 | |
| TOP PICK | 5.450 | Robert Lyon | Not popular because it doesn't have much of a growth profile. At about 2 1/2 X cash flow. Very cheap. | 2004-08-05 | |
| BUY | 5.500 | David Baskin | When the Inmet deal fell apart, the stock dropped. Good company, good assets. Probably a buying opportunity. Everybody should have some base metals in their portfolio. | 2004-07-29 | |
Experts that have talked about Aur Resources
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