STOCKCHASE

If the price of zinc goes up based on the lack of mines coming on line in the near future, can explode, but not his preferred company.

2010-02-23

DON'T BUY

0.435

The global supply/demand for zinc actually falls off a cliff in a couple of years time. It’s hard to find good quality stocks in zinc. You rally need the leverage of a much higher zinc price.

2010-02-02

SPECULATIVE BUY

0.435

Serious loser if zinc price does not go up. If zinc price goes up you will get a win.

2010-01-21

BUY

0.495

Zinc producer and tends to be the “go to” name. Favourably disposed to zinc over the next few years.

2010-01-20

Comment

0.380

Jeff Parent

Chart shows trending along the 50-day moving average with support there. Also shows big jumps in May and October with strong volume. Moving averages are below the stock price. Just had a nice pullback back to its last support indicating profit taking. Should move up again in 3-4 months. If not moving up by February there is a problem.

2009-12-04

BUY

0.350

Charles Oliver, HBSc CFA

Fundamentally, zinc looks like one of the brighter areas in base metals. Looks like China is going to be a net importer of zinc. Both Farallon Resources (FAN-T) and Breakwater Resources (BWR-T) have great leverage to zinc.

2009-12-01

BUY

0.340

Best way to play a recovery in zinc prices. Pretty reasonable production profile. Debt is under control.

2009-11-30

BUY

0.360

(Market Call Minute) In the process of being restructured. You need patience.

2009-11-10

HOLD

0.385

Big drop from its 2007 high and went into a base building period followed by an up-leg in the spring, bit of a correction and just had another up-leg. Probably going into some kind of a corrective period again. In general it is a good stock with rising 200 and 50 day moving averages.

2009-11-05

SPECULATIVE BUY

0.380

Craig MacAdam

His hierarchy in base metals is copper first, followed by zinc. This is probably the purest, highest leverage (operating and financial) risk is way for a pure play on zinc. 2.3 X more volatile than the TSX composites index.

2009-11-02

DON'T BUY

0.385

David Cockfield

Zinc area has improved. This stock got carried away in the past and he doesn't think it will get to its old highs. Would rather own Teck Resources (TCK.B-T).

2009-10-30

TOP PICK

0.350

Zinc has been strong and expects it to continue. This one provides the best leverage. Had a good run and has now pulled back nicely. Have the capacity to expand production. Have a mill in Quebec that can be brought on very quickly with very little capital.

2009-10-28

DON'T BUY

0.415

Used to know quite well, then price came way down and it didn’t do well. Bas so many shares outstanding that he doesn’t find them interesting.

2009-10-22

WEAK BUY

0.290

Robert Lauzon

High-cost production of zinc. Stock went from $3 down to pennies over the last 2 years because of the collapse in zinc. Zinc has come back to life and if it can get to the $.90-$1 per pound, it should trade back in the $.30-$.35 range. Comes with a lot of risk.

2009-10-05

DON'T BUY

0.280

Jim Huang

Zinc producer. Have a collection of mines in Canada and Central America. High cost producer so subject to the vagaries of commodity markets. Would be reasonably cautious on zinc prices at this point. Need higher prices to have a higher upside.

2009-10-02

DON'T BUY

0.275

Keith Richards

Finding support around the 50 day moving average. Doesn't look like it's going anywhere fast.

2009-09-24

BUY

0.275

Major selloff from 2007 but then started to base building and now has a rising 200-day moving average. Any kind of a weakness will bring it back to roughly $.28 but stock is ready to start rising again with a possible $.75 target. Very little resistance between now and $.75.

2009-09-18

HOLD

0.265

Bruce Campbell

(Market Call Minute) You have to like zinc, not his favorite.

2009-09-15

BUY

0.270

Hap (Robert) Sneddon FCSI

Zinc producer. Not too many ways to play zinc and this is probably the best way to play it. Reasonably valued. As prices recover, there is the potential for them to bring back on their closed mines, which could add to their production profile going forward.

2009-08-20

Comment

0.305

Chart shows a series of higher lows. There seems to be resistance at about the $.40 level. If you own and it goes through $.40 consider taking some off the table and holding the balance.

2009-08-04

DON'T BUY

0.280

Robert Lauzon

Higher cost group of zinc mines. This is the last one to come on stream as zinc prices become strong and the first one to shut down when zinc prices collapse. A lot of risk with this company.

2009-05-26

DON'T BUY

0.285

His style is to buy income/cash flow stability and this one is the antithesis of this. It has high operating costs and debt. You are really speculating on zinc a year from now.

2009-05-19

HOLD

0.305

Keith Richards

Chart shows it has broken out of a base. There is probably a little bit of resistance coming in at around $.33 or $.40. Be ready to pull the trigger.

2009-05-11

SELL

0.135

(Market Call Minute) Way too many shares outstanding.

2009-05-01

BUY

0.130

Like it. Just Bought Did financing recently. Given them the room to wait for the commodity price to rebound. The bottom has been out in the zinc price. Not many ways to pay zinc directly.

2009-04-24

Comment

0.110

Dennis Da Silva

Junior zinc producer that has fallen on hard times. Currently trading under its cash position of about $70 million. Had operational problems earlier in the year. They will weather this storm but you need an improvement in the zinc outlook.

2008-10-21

DON'T BUY

0.245

(Market Call Minute.) Basically involved in zinc. We preferred the bigger players at this stage of the game.

2008-09-25

SELL

0.235

Lyle Stein

Zinc was probably the first base metal to really take it on the chin. Doesn't see it as an acquisition target. Could languish for a while. Consider a tax loss sell.

2008-09-09

DON'T BUY

0.300

Dropped below the 200-day moving average at around $2.50.

2008-09-03

DON'T BUY

0.285

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

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

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

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

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

Alexander Lane, B Comm, C

(Market Call Minute.) Zinc. Would stay away from any base metal stocks right now.

2008-05-27

DON'T BUY

0.900

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

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

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

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

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 Da Silva

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

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

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

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

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

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

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 Da Silva

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

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

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

A great little acquisition for somebody like Hud Bay.

2007-08-17

BUY on WEAKNESS

2.960

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

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

A very cheap stock. Expect it will be taken out.

2007-07-05

BUY

2.840

Hap (Robert) Sneddon FCSI

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

Chart looks good. He likes the base metals market.

2007-05-08

BUY

2.170

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

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

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

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

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

Larry Berman CFA, CMT, CTA

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

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

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

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

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

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

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