| DON'T BUY | 0.300 | Ron Meisels | Dropped below the 200-day moving average at around $2.50. | 2008-09-03 | |
| DON'T BUY | 0.285 | Peter Hodson | This has been a very tricky stock. The price of zinc has totally collapsed. Thinks they will survive as zinc mines globally have been closing. When that happens, there is a return to supply and demand and the price should recover. Pretty risky at this point. | 2008-08-27 | |
| DON'T BUY | 0.365 | Benj Gallander | Trading at 3.7X earnings. This stock is definitely a gamble. Company has a history of issuing more and more shares. Zinc does well for a while, comes off, and they do a consolidation. | 2008-07-04 | |
| DON'T BUY | 0.430 | Jean-Francois Tardif | Zink mostly. Zinc has crashed the most. Mines are deep and need to pump out water and fuel cost is double what it was last year. Zinc price is not coming back. | 2008-06-23 | |
| DON'T BUY | 0.395 | Ron Meisels | Made a double top last year, which was very negative. Below its 200-day moving average. Stock is very oversold, so it may rally to about $1.25. | 2008-06-19 | |
| Comment | 0.510 | David Baskin | Zinc is a problem commodity right now as they are forecasting an oversupply for the next couple of years. | 2008-06-10 | |
| DON'T BUY | 0.670 | Robert Floyd | There is seasonality to base metals. This one has come under question. Commodity has not been performing well. | 2008-05-30 | |
| SELL | 0.670 | Bill MacLachlan | Pretty poor performance and not much is going to change that. | 2008-05-30 | |
| DON'T BUY | 0.700 | Jean-Francois Tardif | (Market Call Minute.) Zinc. Would stay away from any base metal stocks right now. | 2008-05-27 | |
| DON'T BUY | 0.900 | Alexander Lane, B Comm, CFA | Likes the long-term prospects. Have some great assets with high leverage to zinc prices. In the next 6 months he is not expecting a lot from zinc prices as there has been some supply side response and he would prefer copper. | 2008-04-23 | |
| DON'T BUY | 1.070 | Ron Meisels | It does not have the kind of a base he would like to see. Had a double top last year, which usually indicates some kind of negative news that hit the company. The moving average is around $2.25 so a little bit of a rally could happen. | 2008-04-08 | |
| PARTIAL SELL | 1.100 | Jean-Francois Tardif | A zinc company. Zinc has dropped in price. The Canadian dollar is up significantly which hurts the company. Would be tempted to sell. | 2008-03-24 | |
| DON'T BUY | 1.160 | Peter Hodson | A zinc producer. Everybody hates zinc right now. Have had production issues. Their last quarter was quite disappointing. Might be bought. The stock depends on whether zinc recovers. | 2008-03-17 | |
| HOLD | 1.400 | Robert Floyd | More speculative beating exposed to zinc. His outlook for commodities is improving a little bit. Prices have been lifting over the last few months. It is more offshore demand than North American. There is always an opportunity for a takeout of this company. | 2008-02-29 | |
| Comment | 1.550 | Bruce Campbell | With economic worry, metal stocks got hit over the last 2 or 3 months. Not to say that somebody couldn’t come now for a takeover. | 2008-02-28 | |
| HOLD | 1.430 | Dennis Dasilva | Zinc is probably the weakest in the base metals of nickel, copper and zinc. Expect the price to be weak for a couple of years. Honduras facilities ran into problems in 2007 and created some negative sentiment. Great cash position, which raises the question, what do they do with all the cash. Looking for the market to give an indication that they care about zinc again. Prefers Hudbay Minerals (HBM-T), which has better liquidity and better diversification of assets. | 2008-02-25 | |
| BUY | 1.430 | Michael Smedley | A spread of zinc mines which have been largely renovated. Thinks they are probably still quite debt heavy. Well run. At this price, it just has to be a Buy. | 2008-02-21 | |
| Comment | 1.450 | Peter Hodson | Still likes as a takeover target. Zinc prices had a big drop but now the worldwide inventories are starting to shrink again and there may be a recovery in the price of zinc. Believes China will continue to grow no matter what happens in the US. | 2008-01-31 | |
| DON'T BUY | 1.440 | Robert Floyd | One of the more junior companies in the base metal space and focused primarily on zinc. Would stand aside and wait for the environment to pick up. Watch the commodity prices. | 2008-01-15 | |
| DON'T BUY | 1.750 | Hugh Cleland, CFA | Meltdown in base metals and tax loss selling has hit the stock hard. Zinc has probably been the hardest hit of the base metals. There is probably some room for a bounce here. He is not a huge fan of the metals right now because of a possible slowdown. | 2007-12-27 | |
| BUY | 1.860 | Michael Smedley | Was totally trashed, partly because 1) there were rumours it might be taken over by Hudbay (HBM-T) and 2) stories that zinc was an awful metal because the Chinese were exporting it like fury. The latter was true as exporters were going to lose a tax relief in January. Very dark days are over and it should go up. | 2007-12-12 | |
| Comment | 1.650 | Bruce Campbell | A junior 100% leveraged play to zinc. If the market comes down, you will probably get some recovery but not to its previous peak. | 2007-11-22 | |
| DON'T BUY | 1.990 | Lesley Marks | This one has had a good correction because of 1) a correction in zinc prices and 2) poor results and bad news coming out of the company. Not sure this is the best zinc play in the market right now. Missing of their numbers is not a huge deal. Risk/reward is not that attractive. Prefers Farallon Resources (FAN-T). | 2007-11-15 | |
| DON'T BUY | 2.060 | Bill Carrigan | Broke out at about $2 in April and was followed by a big run-up. It then had a corrective period, with a little bit of a trading low. Went up again but then broke the low. Formed a double top. It's a mess. If you own it, don't let it go much under $2. | 2007-11-13 | |
| WEAK BUY | 2.060 | Bill Belovay | Pure zinc company. Very active management. Mines are spread out internationally including in Canada. Spikes in the stock were based on a rumour that they were going to be bought out but the price dropped when that didn't pan out. May be a reasonable time to buy. | 2007-11-13 | |
| Comment | 2.330 | Alex Ruus | Good if you like base metal prices going forward. Otherwise wouldn’t Buy. | 2007-11-05 | |
| Comment | 2.330 | Bill Harris, CFA | This stock will trade with the sector now. Making so much money that in 3 years time, they could reinvent themselves. They'll be able to go out and acquire things, buy things and upgrade their assets. | 2007-11-05 | |
| STRONG BUY | 2.780 | Dennis Dasilva | A turn around story without a doubt. It is a higher cost operation, but he believes the costs will come down. Thinks it is a takeover target.
Fundamentally nothing has changed, but they have had a monetarily setback which means it's a buying opportunity. | 2007-10-30 | |
| Comment | 3.230 | Kenneth P. Norquay, CMT | Its resistance of about $3.50 occurred in July. Took a nice sharp correction with the rest of the market, and then came back. Accelerating. The little cool off in the last month or two is actually helping it. If it gets to $3.50, Sell and then buy it back if it gets to $3.60. | 2007-10-12 | |
| BUY | 3.070 | Michael Sprung | Largely exposed to zinc, which is very much in vogue right now. | 2007-10-01 | |
| BUY | 3.020 | Hugh Cleland, CFA | Fundamentals for zinc look fantastic. Looks like a good takeout candidate. | 2007-09-28 | |
| BUY | 3.200 | Ron Meisels | Like this stock because it went through a long major base building. When it broke out, it had a long upward move and is currently above the 200-day moving average. Got a little ahead of itself in June and pulled back, but the correction came back to its 200-day moving average. Looks like it is starting a new major up leg. | 2007-09-27 | |
| BUY | 2.380 | Robert Floyd | Base metals have been beat up badly over the last little while. | 2007-09-14 | |
| Comment | 2.560 | Derek Webb, CFA | Zinc producer. Base metals are problematic right now. He is not Long or Short any base metals. Inventories have been rising marginally and prices have been falling. Not sure how much hedge fund money is in base metals. | 2007-08-28 | |
| Comment | 2.710 | David Baskin | Had one of the sharpest falls in the last 3 weeks. A good producer. If you can stand the volatility, you'll probably get more bang for your buck with this one. | 2007-08-23 | |
| BUY | 2.430 | Peter Hodson | A great little acquisition for somebody like Hud Bay. | 2007-08-17 | |
| BUY on WEAKNESS | 2.960 | Bill Harris, CFA | Extremely exciting company. In the right metal, zinc. Very profitable. It can use its cash flow to make acquisitions. | 2007-08-07 | |
| WAIT | 3.170 | Brian Acker, CA | Model price is $3.80. That's at 30% positive differential. Could pull back to $2.75 where it would be an interesting speculation. | 2007-07-27 | |
| HOLD | 3.460 | Robert Floyd | Zinc. Base metals are doing very well. What is driving a lot of these companies is the takeover activity. Not cheap. | 2007-07-12 | |
| BUY | 3.340 | Jeff Parent | A very good stock to one right now. $3.50-$4 is a very good level and if it breaks through $4 it could go to $4.50. Start reducing at $2.75 and an exit at $2.50. | 2007-07-06 | |
| Comment | 3.190 | Peter Hodson | A very cheap stock. Expect it will be taken out. | 2007-07-05 | |
| BUY | 2.840 | Bill Belovay | A pure zinc company and the prospects for zinc are extremely good. Just announced an increase in the reserves. | 2007-07-03 | |
| SELL | 2.760 | Michael Sprung | Doesn't own, but wishes he had.
Thinks it's now a little over priced. Take some profits. | 2007-06-15 | |
| DON'T BUY | 2.420 | Pat McHugh | Zinc manufacturer. Prospects for zinc are very good. A good stock for the long run. Illiquid stock. If they should miss on any earnings, there will be a big risk. | 2007-05-28 | |
| DON'T BUY | 2.420 | Michael Sprung | Not one of the major players, but they do produce a fair amount of zinc as well as some other metals. International exposure. Valuation is too high for him. | 2007-05-28 | |
| BUY on WEAKNESS | 2.420 | Hap (Robert) Sneddon FCSI | Chart looks good. He likes the base metals market. | 2007-05-08 | |
| BUY | 2.170 | Jean-Francois Tardif | Zinc producer. Very cheap at 2 or 3 X earnings. Last year they made $.37, but throughout the year results have improved. | 2007-04-27 | |
| DON'T BUY | 2.070 | Benj Gallander | It has moved too strong to be a contrarian play. | 2007-04-19 | |
| BUY | 2.220 | Kenneth P. Norquay, CMT | The mining sector and the stock are both going right now and it is a good combination. The volume is also good. Use a stop/loss. | 2007-04-17 | |
| Comment | 2.170 | Bill Harris, CFA | Making so much money today, it has a shot at reinventing itself. Trading at 4 X earnings. Wouldn't buy for their present assets, but with acquisitions they could become a brand-new company. | 2007-04-13 | |
| HOLD | 1.860 | Ian Nakamoto | Like other metal stocks, it is taking a pause here. If you are a trader, the best time to own metal stocks would be the 1st quarter and, even more so, the 4th quarter. | 2007-03-29 | |
| BUY | 1.820 | Ron Meisels | Currently, the stock is still riding above its 200 day moving average. Probably $1.75-$1.80 would be a great place to get in. It is very likely to be going higher. | 2007-03-21 | |
| TOP PICK | 1.860 | Kyle McKay | A pure play on zinc. Have grown production year-over-year by about 30%. Good management. Almost no debt. Valuation is about 2.5 X cash flow, about half that of its peer group. | 2007-03-19 | |
| BUY | 2.090 | Michael Decter | Likes zinc. Newly reported results where ahead of expectations. Targets of $2.50-$2.75 are in the high end of the range. $2.35-$2.40 will be more realistic. | 2007-02-26 | |
| BUY | 1.850 | Bill Belovay | Has been ignored, possibly as an overhang when zinc prices were very low. Have 3 operating mines and a host of exploration targets. Believes that more things are going to start happening. Very cheap. | 2007-02-15 | |
| BUY | 1.750 | Ron Meisels | Resource stocks in general are in favour and are what is moving this market. 200 day moving average is below the stock and is doing well. Had one leg, a bit of correction, and now on another leg. Watch that it doesn't drop below the $1.35 level. | 2007-02-14 | |
| BUY | 1.660 | Chris Smith | Zinc producer. Thinks the zinc market will be in deficit again in 2007, so the outlook is not bad. | 2007-02-07 | |
| DON'T BUY | 1.690 | John Zechner | Great leverage to the zinc price, but he is not as bullish on zinc. Have higher costs than some of the senior companies. Zinc inventories are starting to bump up on the London Metals Exchange. | 2007-01-22 | |
| Comment | 1.680 | Larry Berman CFA, CMT, CTA | There is a positive technical structure developing in the short run. It had formed a base last year and broke out in October. Now coming back to test support and it is important that the support holds. Next couple of weeks will be pretty critical. | 2007-01-17 | |
| DON'T BUY | 1.680 | Alex Ruus | A good leveraged play on zinc pricing and if you like zinc, it's probably a good place to go. He is cautious on metal pricing so he wouldn't own. | 2007-01-04 | |
| WEAK BUY | 1.830 | Bill Harris, CFA | Nickel and zinc are tightest metals and as long as the world keeps chugging along like it is, it’s a good play. Making a lot of money, so they have the ability to remake this company. Prefers Iberian Minerals (IZN-X). | 2006-12-22 | |
| HOLD | 1.990 | Bill Carrigan | Showing a clear uptrend. At the top of the trend channel now. Had an uptrend to April/May and then a sideways corrective period followed by a new advance. Expect it will continue. | 2006-12-06 | |
| BUY | 1.850 | Bill Belovay | Have excellent exploration abilities. Next year's production level is going to be increasing by about 50%. Could be a takeover target. | 2006-11-29 | |
| Comment | 1.730 | Bill Harris, CFA | Historically, the higher costs and higher operating margins zinc play left in Canada. Making a huge amount of money. Expect they will be an acquirer rather than being acquired. | 2006-11-20 | |
| WEAK BUY | 1.510 | Gavin Graham | Prefers HudBay Minerals (HBM-T) for a zinc play. The smaller producers, if they got a decent mine and are producing the stuff for a profit, fine. | 2006-10-30 | |
| HOLD | 1.300 | Bill Belovay | The most leveraged to the zinc price of all companies in Canada. | 2006-10-24 | |
| WAIT | 1.300 | Martin Hubbes, CFA | His view on materials is that it is time to wait because a slowing US economy will give you a better entry opportunity. Doesn't think it's the end of the cycle, but you will get a better chance later on. | 2006-09-01 | |
| HOLD | 1.300 | Peter Brieger | Zinc is one of his favourite commodities and this is the leading zinc player. Speculative. | 2006-08-14 | |
| BUY | 1.400 | Bill Carrigan | If you are a trader, this is a good entry point. If you are in investor, you have seen the best of this. | 2006-08-11 | |
| DON'T BUY | 1.240 | Jean-Francois Tardif | Zinc producer with a little bit of gold. A very high cost company. Making a lot of money now, about $.06/.07 a share making it a cheap stock. He prefers Hudbay Minerals (HBM-T) which is lower cost production and lower risk. | 2006-08-08 | |
| WATCH | 1.240 | David Chapman | Could be forming a bottoming base, as there are a little series of lows. If they can break through $1.50 it could go back into the highs or higher. | 2006-08-04 | |
| BUY | 1.270 | Ron Meisels | Had a huge base from around 2000. Has plenty more to go on the upside. | 2006-07-05 | |
| DON'T BUY | 1.190 | Veronika Hirsch | A pure zinc play. She loves zinc, however she would prefer to be in a better quality name such as HudBay Minerals (HBM-T). | 2006-06-01 | |
| BUY on WEAKNESS | 1.220 | Bruce Campbell | A junior company that has the best leverage to zinc. Prefers aluminum, then zinc and finally copper. If zinc just went sideways for a while, they would still make a ton of money but would be looking for a lower entry point based on what the stock has already done. | 2006-05-23 | |
| BUY | 1.490 | Bill Belovay | One of the purest plays with zinc. If you believe the stories that there is not going to be any zinc, this is a stock to have. | 2006-05-11 | |
| BUY | 1.430 | Ron Meisels | Had a huge base from which it rose in late 2005. The stock is quite extended so corrections are likely to happen, but on the long-term, he is very bullish on the stock. | 2006-04-24 | |
| WEAK BUY | 1.560 | Jean-Francois Tardif | A zinc producer. Prefers Hudbay Minerals (HBM-T). Their mines are tougher and consume a lot more energy. Their risk is higher. | 2006-04-19 | |
| WEAK BUY | 1.380 | Peter Hodson | Feels zinc will continue to move higher. It will be fine, but not the preferred name in the mid-cap space. | 2006-03-27 | |
| Comment | 1.310 | Bill Harris, CFA | High risk, but when it goes, you dig your fingernails in and hang on. | 2006-03-24 | |
| BUY | 1.020 | Bill Belovay | Recommends Breakwater Resources as the Canadian Junior Zinc Pick. They have quite a bit of exploration on Victoria Is., plus they have deposits in Mexico and Chile. They have had good results and are increasing their production over the next few years. Keep an eye on the zinc price because they will walk in step with it. | 2006-03-14 | |
| HOLD | 0.990 | Peter Brieger | Has owned since 70 cents. Has had a great zinc play. You could buy it now with a 2 to 3 year view. Hold it if you own it. | 2006-03-13 | |
| DON'T BUY | 1.020 | Paul VanEeden | The price of zinc has had a good run, and there is a lot of talk that zinc is one of the best places to be right now. This expert is nervous when a commodity gets singled out to be the place to be. So he is completely out of zinc. He believes the price of commodities, the commodity bull market has rolled over and we have seen the best years in commodity for many years to come. | 2006-03-09 | |
| PAST TOP PICK | 1.100 | Ron Meisels | A double bottom chart. Stock has major upside potential. A little ahead of itself, might have a correction. Good opportunity to buy. | 2006-03-02 | |
| BUY | 0.930 | Ron Meisels | Just had a correction, it's a good time to buy. He wants to be in it. It is a penny speculative stock. Trading around 90 cents. Doesn't own but looking to buy. | 2006-02-21 | |
| BUY | 0.890 | Veronika Hirsch | Probably has the most leverage to zinc of all the Canadian companies. China just became a net importer of zinc last year. | 2006-02-16 | |
| DON'T BUY | 0.840 | Jean-Francois Tardif | They produce a lot of zinc. The price of zinc increased substantially recently and this is why the stock did so well. Their energy costs are very high. There are better ways to play zinc. | 2006-02-15 | |
| BUY | 0.840 | Robert Cohen B.A.Sc., MBA, CFA | One of the most levered companies to the price of zinc. He is still very bullish on the price of zinc. Global demand is still increasing. One of the more constructive base metals for the coming year. | 2006-02-15 | |
| BUY | 0.900 | Ian Nakamoto | Zinc inventories are very tight. New supply coming on is controlled. Demand is going to soak it up. Would prefer Teck Cominco (TEK.SV.B-T) but either one will continue to do well. | 2006-01-31 | |
| DON'T BUY | 0.890 | Ben Stadelmann | Zinc prices have gone up tremendously and yet this company has lost money. They are constantly increasing the share count. Instead of using profits to expand, they go out into the market, raise money through private placement which constantly dilutes the shareholder. | 2006-01-30 | |
| BUY | 0.700 | Bill Belovay | Very much leveraged to the price of zinc. They have three mines in operation. | 2006-01-05 | |
| BUY | 0.680 | Peter Brieger | This is a play on zinc which is a commodity he likes. | 2005-12-28 | |
| DON'T BUY | 0.640 | Jean-Francois Tardif | Companies involved in zinc are going to do really, really well. In one of their mines, 25/35% of their cost is just pumping water. Don't think they will benefit from their zinc resources because of their high costs. They're not generating cash. | 2005-12-23 | |
| BUY | 0.500 | Ron Meisels | A huge base was made between May and Oct this year between the $0.30 and $0.40 level. Had a breakout and ran to $0.55, pulled back and is now on the verge of another breakout. Speculative. Given that the whole material oriented stocks are very much in favour, he believes this stock is headed higher. | 2005-12-15 | |
| BUY | 0.500 | Ron Meisels | Continues to be in a positive territory. Long term chart shows that it fell off in '02 and then flirted with the 200 day moving average for awhile. Since mid 2003, the stock has been base building. If you want to be sure, a $0.55/0.60 will signal a breakout. | 2005-12-01 | |
| BUY | 0.420 | Ron Meisels | It is typical that a stock may not follow a commodity price as there are other issues involved. Making a base in the $0.35/0.40 area. It should get going soon and the signal should be a rise above $0.45. Speculative. | 2005-10-17 | |
| BUY | 0.325 | Ron Meisels | Started to do well and then has backed off a little. Not sure why. Could be a story that's still in the wings and hasn't yet been announced. Had a good 2003 and 2004. He's bullish on this and thinks the stock is going higher. A good buying opportunity as long as it continues to hold in the $0.25/0.30 area. Speculative stock. | 2005-08-31 | |
| DON'T BUY | 0.385 | Bill Harris, CFA | Not in love with their assets. Likes the idea of zinc but it's not as scarce as other metals in the next few years. Prefers Teck Cominco (TEK.SV.B-T), which is slightly overvalued at the moment. | 2005-08-10 | |
| HOLD | 0.360 | Ron Meisels | Made a big base between 2001 and 2003 and got into a secondary base building from then until now. At the bottom of its range and major support should come in. Hold and wait for the next upleg in the stock. | 2005-07-29 | |
| HOLD | 0.365 | Ron Meisels | Broke below the 200 day moving average in March. If you own, you should stick with it for the long term because it should find support right about where it is now. Resource stocks should do well for the rest of the year and early into next year. When the price goes up through the 50 day moving average you can increase holdings. | 2005-06-14 | |
| BUY | 0.380 | Peter Hodson | Short term there are some concerns about zinc inventories which will keep the stock topped out for a period of time. If the commodity cycle last longer than people expect, you should do very well. | 2005-06-13 | |
Experts that have talked about Breakwater Resources
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