STOCKCHASE

(A Top Pick Feb 3/11. Down 51.96%.) Sold his holdings at about $2.20 in June. They botched a financing. Still likes the asset.

2012-02-09

Comment

2.110

(Market Call Minute.) With Grand Cache (GCE-T) being taken over, it's production risk now. If they can bring the mine into production between now and June, you might get a pop in the stock. Under $2 might make some sense.

2012-02-06

Comment

1.320

Alice Tsang

Metallurgical coal. Company guided production in late 2010 but production still hasn't come on a year later. Looks like it's going to on in 2012. Would rather see production start with an update from management before buying but at a good level and looks like a good trade here.

2011-12-16

Comment

1.650

Met coal. Have a big mine coming on stream in 2012, so there’s execution risk and the market doesn’t want to pay for it in advance. If everything goes OK the stock will probably be worth $3. If not, there will still be further downside.

2011-12-07

DON'T BUY

1.620

He is bearish on met coal and Chinese demand at this time and is shorting this stock. Thinks they are going to have to come to the market for more capital. Just not that high quality of a project and mine.

2011-11-24

DON'T BUY

1.710

Has a big project in Colorado that is starting to go into production but feels it will need a lot more capital. He is short the stock but his position is much shorter than it was. Anything around the $2 mark he would be looking to re-enter his short position. (Very negative on met coal as Chinese demand is slowing dramatically.)

2011-10-20

HOLD

1.390

Michael Smedley

Does seem that coal demand is firm for the future. Has a rather nice smallish mine in the US. Investors would hope for a takeout.

2011-09-27

Comment

2.080

Coal. Has come down enough that it is looking interesting. All coal stocks have retreated quite a bit. Ramping up production. All Junior coals in Canada are incredibly cheap. Quite volatile.

2011-08-15

BUY

2.200

An emerging coal producer in Colorado. Just announced that this year's production is going to be less than expected. Good entry point here.

2011-07-21

DON'T BUY

2.140

Developer of metallurgical coal and is very dependent on the marginal Chinese demand. Would stay away. (Prefers thermal coal for cheap energy sources.)

2011-06-27

BUY

2.890

Met coal producer that has just started to produce. One of the best performers off the market bottom. Metallurgical coal, along with copper has been the strongest off the bottom but not sure they will be the leaders in the next rally.

2011-05-19

BUY

2.950

Hap (Robert) Sneddon FCSI

Coal mining mine in Colorado. Great prospects. Street got wind they were going to do an equity issue, which management hadn’t handled very well. Did it for $2.75 today and have good use for the proceeds. It’ll work through this. Expect it to do very well over the next 18 months to 3 years.

2011-05-16

Comment

3.410

Coal. Has a nice trend with a little break just happening, which isn’t the end of the world. Has a quasi-wedge and would like to see it pop up out of it, but not down. Support is around $3.20.

2011-05-04

BUY

3.430

Colorado coal producer. Coal, along with natural gas, is going to have to stand in for electricity that isn’t going to be produced from nuclear energy and uranium. Also has metallurgical coal. Could get up into the $6-$6.50 range.

2011-04-13

BUY

3.490

Hap (Robert) Sneddon FCSI

Emerging coal player meaning they will be ramping up production. A sweet spot as they get a re-rating plus continued strong coal prices. Broken its downtrend. Many coal/copper stocks peaked in 2nd week of January. Earthquake made a lot of investors think the market was starting to correct but a lot of them had already corrected. There has been a rolling correction from mid-January and he looks at as a bull market correction.

2011-03-31

BUY

3.640

Continuation wedge: it broke out to the upside. This one is not waiting for the pullback to end. You want to see some volume during the breakout to confirm it.

2011-03-25

HOLD

3.550

Michael Smedley

Has a nice asset in the US as well as BC. If you wish to wait for an increase in the price of coal it might be a take-out candidate.

2011-03-08

Comment

4.320

Dennis Da Silva

Coal market has been a great place to be and this one has been a tremendous performer. Clearly a takeover target and if you like playing takeovers, it’s a great one to own. You also Have to be comfortable with the metallurgical coal market.

2011-02-14

TOP PICK

4.360

About to be a metallurgical coal producer in Colorado. Will start at 3 million tons a year and will be able to move to 6 million. Steel demand is very strong. Other sources, like Australia, have had big weather problems. Asian demand continues to grow.

2011-02-03

DON'T BUY

4.020

Developer of metallurgical coal resource and is now producing. Coal is a very hot space and tends to go through cycles along with Chinese demand for steel. Not a big fan as he has seen these cycles before. Still a junior company and doesn’t see it as a takeover target. A lot of shares from a recent financing will have a negative affect on the stock. (Has a small Short position on it.)

2011-01-31

BUY

4.700

Coal. Sector has been strong for the last 1.5 years. Recent Australian floods have exasperated the supply issues. Very strong production profile. Could be a potential takeover target.

2011-01-12

BUY

3.270

Michael Smedley

(Market Call Minute.) A takeout candidate. Got some forgotten coal assets in the US.

2010-11-22

HOLD

2.080

Jim Huang

(Market Call Minute.) Developing a US coal project. Does need some environmental approvals.

2010-09-30

DON'T BUY

0.465

Jean-Francois Tardif

Very bearish on metallurgical coal. Demand for steel is down substantially year-over-year so it is reasonable to expect that coal prices will drop further.

2009-05-21

BUY on WEAKNESS

1.650