Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 0 registered members and 42 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
|
| PAST TOP PICK | 8.130 | Jeff Parent B. Eng. FCSI | (A Top Pick June 9/10. Up 122.13%.) Sold his holdings in the $5 range at a profit. | 2011-07-04 | |
| SELL | 8.110 | Jason Donville | He sold a quarter of his position at $7.50, then another quarter yesterday and will sell the rest over the next couple of days. He’s not reinvesting the proceeds back into copper either. | 2011-04-26 | |
| Comment | 7.550 | Gavin Graham | Chinese will probably have to pay more if they want to acquire them and the stock price is confirming this. They want long life reserve assets. | 2011-04-04 | |
| WAIT | 5.880 | David Burrows | Wants to be careful in the basic materials over the next couple of months. Wait for the stock to break out. See what happens at Chinese New Year. | 2011-01-25 | |
| DON'T BUY | 5.660 | James Hodgins | Big resource in Africa where there is a lot of political risks. First Quantum (FM-T) has a stake in this company but doubt if they would be interested in taking it over right now as they have their own problems. | 2010-10-07 | |
| BUY | 5.090 | Robert McWhirter | Ranks 53 in his model. ROE for 2011 is 52%. Free cash flow of 8%. PE for 2011 is 8 times. | 2010-09-10 | |
| WAIT | 4.880 | Jim Huang | Copper company with operating mine in Colombia and are in the process of bringing it up to full production. Also have some uranium in this mine. Has had a good run and we now need to see copper prices sustained. | 2010-08-09 | |
| BUY | 4.700 | Michael Smedley | Zambia based copper producer. Stock has been improving in the last few days. It gets waterlogged in the mid-$4 range. Owned it for the long term. Doesn’t know how much higher it goes until either it expands its copper asset or the price of copper goes up. | 2010-07-29 | |
| BUY | 4.500 | Andrew Cook | Copper and Uranium. They don’t talk much about their uranium property. They are a growing copper miner and ability to generate reasonable cash flow. Would like to see a bit of a pull back before buying. | 2010-07-27 | |
| TOP PICK | 3.660 | Jeff Parent B. Eng. FCSI | It’s at support. It could be a potential take-over target and this will provide some support also. Leveraged to copper play. | 2010-06-09 | |
| DON'T BUY | 4.220 | Bill Harris, CFA | Copper is good. But he has stayed away from this because of political risk. | 2010-04-13 | |
| HOLD | 3.710 | Jason Donville | Copper looks good from here. It’s at least going to hold firm from here. Try to find someone whose production is ramping up. | 2010-03-23 | |
| BUY | 3.700 | Michael Smedley | This is a big copper producer coming on in Zambia. Also has a uranium deposit. Could be a takeover candidate. | 2010-03-18 | |
| SELL | 3.390 | Andrew McCreath | (Market Call Minute.) Continue to have operational problems. | 2010-02-05 | |
| DON'T BUY | 3.520 | John Zechner | Copper as well as uranium in Africa. A little concerned about Copper. Inventories dropped dramatically last year but have built almost back to where they where. Has great growth potential and might even be a takeout candidate. There is still a lot of political risk in Africa and he would be more inclined to look at North American risks instead. | 2010-02-01 | |
| PAST TOP PICK | 3.690 | Craig MacAdam | (A Top Pick May 14/09. Up 53.8%.) Of all the base metals copper still looks the most attractive. Have come a long way on the ramp up of the new Zambia mine. Still likes. | 2009-11-02 | |
| BUY | 2.600 | Andrew Cook | A mid tier copper producer. Good production profile. He expects this will go higher. | 2009-08-20 | |
| BUY | 2.840 | Alexander Lane, B Comm, C | Copper in Zambia. One of the best global plays in copper. Expect it will be acquired. | 2009-06-29 | |
| SELL | 2.590 | Andrew Cook | (Market Call Minute.) Sell in the short term and Buy over the summer. | 2009-06-17 | |
|
| |||||
| Comment | 2.760 | Michael Smedley | Copper producer in Zambia as well as a uranium producer. Eventually somebody will take them out. | 2009-06-10 | |
| TOP PICK | 2.340 | Craig MacAdam | Starting up a copper project in Zambia. Central Africa is a very challenging environment to work in. Management team has come through an extremely challenging environment and has been successful. | 2009-05-14 | |
| HOLD | 1.360 | Michael Smedley | (Market Call Minute.) Hope for a Zambian recovery in copper. | 2008-12-31 | |
| PAST TOP PICK | 1.200 | Dennis Da Silva | (A Top Pick Oct 30/07. Down 75%.) Copper producer from Zambia. Copper prices are down 60% so far. Fire created some operational problems for about 6 months. Just going into production now. Being squeezed. Once Copper prices go above $2, it's a great stock to own. Considers it a takeover target. | 2008-12-18 | |
| PAST TOP PICK | 1.440 | Dennis Da Silva | (A Top Pick Oct 30/07. Down 71%.) Uranium resource was smaller than expected. Also had a fire that delayed their Zambian copper project for 6 months. Market does not like Zambian exposure. Sold his holdings in the $3.50 range but is looking to get back in now. | 2008-10-21 | |
| Comment | 3.740 | Peter Hodson | Great copper project that First Quantum (FM-T) owns a big chunk of. Market expects them to take the company over. It comes down to whether you think the economy is going to bottom and copper is going to go back up. Well managed. | 2008-08-27 | |
| Comment | 3.930 | Michael Smedley | There will continue to be government type negotiations in all of these countries. Had a delay in start up because of problems in equipment. Could be a takeout by its major shareholder First Quantum (FM-T). Prefers Augusta Resource (AZC-T) with their US copper. | 2008-08-01 | |
| STRONG BUY | 3.810 | Alexander Lane, B Comm, C | Only so many world-class copper assets coming to production in the next 6 to 12 months. Had a setback with a fire but there is no recourse or issue for them as it is on the balance sheet of their contracting partner. Probably into production in November or December. | 2008-07-23 | |
| BUY | 4.670 | Jean-Francois Tardif | Better than a lot of other base metal stocks. Have copper in India, as well as uranium, great asset. Lot of people expect them to be taken over. Mine is almost done. Copper risk is a lot less than others like them. | 2008-06-23 | |
| HOLD | 4.620 | Jonathan Baird | Substantial company with a market cap of $2.8 billion. Active in Zambia and will actually be producing copper in the next couple of months. One of the most prolific and larger copper resources globally. Also a prospective uranium mine, which won't go into production for some years. Hit recently with government’s more restrictive tax regime. Bit of a takeover premium in the stock. | 2008-05-14 | |
| HOLD | 4.610 | Michael Smedley | It's a rarity that you have a significant mid-tier mine going into production. Also has a uranium thing on the side. There is also the safety of country factor. | 2008-05-12 | |
| Comment | 4.660 | Jean-Francois Tardif | In his fund, he has sold everything that has to do with base metals because he strongly believes the US is going into a very, very bad recession. The rest of the world will slow down dramatically. If you think the price of copper will hold here, this is a very good asset. | 2008-04-29 | |
| BUY | 4.670 | John Zechner | Not a huge fan of the commodity complex but this is cheap on the basis of the current copper price. There is the risk of Zambia and some of the changes in the legislature right now but thinks this is already accounted for in the stock. Thinks it will get taken out in a couple of years. | 2008-04-28 | |
| Comment | 5.610 | Dennis Da Silva | Has had a good run. Developing a copper mine in Zambia, which has been in the news for its intention to increase royalties/taxes. Expecting about 400 million pounds and will go into production in Q2. Has been on budget and on time. Expecting a revaluation as they go into production. Expecting a feasibility study by the end of March for a uranium deposit. | 2008-02-25 | |
| BUY | 5.410 | Michael Smedley | Production is probably within the next year. The stock is extremely strong and is moving up again. There is some supposition that it will be taken out. Has an interesting uranium deposit also. Copper is at its old highs again. | 2008-02-21 | |
| HOLD | 5.180 | Michael Smedley | The closest thing we have in the world to production in almost any metal. Also has uranium. Could be a takeover. | 2007-12-12 | |
| HOLD | 4.920 | Lesley Marks | On the copper side this is her choice and it also has a uranium spin also. Expects production in 2008 and thinks the stock will continue to do well through that period. There are rumours that the company may do some sort of off-tick agreement which would crystallize the uranium. | 2007-11-15 | |
| BUY | 4.730 | Bill Belovay | A Zambian copper play and is obviously in the right spot. Expect the price of copper will continue up and the stock will follow. | 2007-11-13 | |
| TOP PICK | 4.960 | Dennis Da Silva | 400 million pounds of copper, will make it one of the premier producers out there. Have some fixed priced contracts. Will be a cash flow generator which will bring down their debt which is a bit higher then he would wish. | 2007-10-30 | |
| BUY | 4.960 | Dennis Da Silva | Has all his previous negative comments been rectified. The debt is a little high. But they have Uranium up side. Thinks it's going to go higher even after the current spike. | 2007-10-30 | |
|
| |||||
| BUY | 3.900 | Michael Smedley | One of the intermediate copper producers. Metals are into a recovery after their deep correction. Also has some uranium deposits. Could be a takeout. Should go higher. | 2007-09-24 | |
| HOLD | 3.940 | Paul Macdonald | Development play in Zambia. Very good production management. Have uranium component in short term, could be catalyst. Below net asset value. | 2007-09-18 | |
| Comment | 3.880 | John Zechner | Recently had a move up again. Recently was down to $3 and was attractive on a trading basis. He is not that bullish on copper as he is starting to see inventories build up. If you are going to be in the metals, this is the kind of stock you want to be in | 2007-09-12 | |
| BUY | 3.670 | Michael Smedley | On the Zambian side of the copper belt border, so is less vulnerable to the political problems on the Congo side. Strong asset. Seems to have a fairly spicy uranium deposit as well. Thinks it will continue higher. | 2007-09-10 | |
| BUY | 3.830 | Jean-Francois Tardif | Building a mine in Zambia and the stock is trading at 1.5 X earnings based on the current copper prices. Also have some uranium. | 2007-08-07 | |
| HOLD | 3.950 | Michael Smedley | Should be one of a portfolio’s best junior, not quite producing company. Copper with possibly some uranium assets. If you are a trader, you could sell some to buy back later. Will probably be taken out. | 2007-08-03 | |
| WEAK BUY | 3.330 | Kenneth P. Norquay, CMT | Has an uptrend, which is good, but if it can go from 1 to 3, that fast, it can also go from 3 to 1. So if you buy it watch it very carefully. Don't get caught sleeping. | 2007-06-01 | |
| Comment | 2.460 | Michael Smedley | Copper producer in Zambia. Possible uranium as well. Expect they will get bought out because of the uranium. You need to have the commodity price stay firm and there is a little disturbance on the Congo side. Thinks it's all right. | 2007-05-01 | |
| DON'T BUY | 2.440 | Dennis Da Silva | Higher cost copper with the main asset in Zambia. Have about 55% of their anticipated production on an off-take agreement on a smelter that hasn't been built yet. Would like to see another 25% committed. Not happy with their debt position. | 2007-04-05 | |
| Comment | 2.160 | Michael Smedley | There has been a massive amount of shares issued recently. Somewhat spicy going on with the idea that uranium deposits will also be developed. Not his favourite stock. | 2007-02-22 | |
| BUY | 2.160 | Bill Belovay | Just signed a 5-year agreement with a Chinese company for its copper concentrates. Expects more upside. | 2007-02-15 | |
| BUY | 1.740 | Alexander Lane, B Comm, C | Feels that copper has been oversold and we are in a secular uptrend for commodities. Equinox Minerals (EQN-T) and Tenke Mining (TNK-T) are 2 of the most interesting copper development plays globally. This one has massive resources in Zambia. | 2007-02-06 | |
| Comment | 1.890 | Peter Hodson | The uranium content could be pretty interesting. Probably one of the leading take out candidates. | 2006-11-20 | |
| BUY | 1.930 | Jean-Francois Tardif | A very large copper project in Zambia. Has a lot of upside using current copper prices. | 2006-10-26 | |
| HOLD | 1.320 | Michael Smedley | Copper mine in Africa. | 2006-09-21 | |
| BUY | 1.700 | Jean-Francois Tardif | Has a big copper deposit in Zambia. They are talking billions of pounds in the ground, and financing is completed. Using $1.57 as a value for copper, it could more than doubled in 2 years. | 2006-09-06 | |
| HOLD | 1.530 | Peter Hodson | Commonly viewed as one of the next takeover plays in the metals space. In terms of valuation, you could still get $.50/.60 on it. | 2006-08-28 | |
| DON'T BUY | 1.550 | John O'Connell, CFA | Have copper, cobalt and nickel exposure. Located in Africa. There are a lot of small, small mining companies and, if there is a pullback in commodity prices, these companies have to spend a lot of money to bring these mines on. Not making any money yet. | 2006-08-25 | |
| BUY | 1.570 | Michael Smedley | Copper mine. There was a big deal announced today whereby they are issuing new shares and they have a major strategic partner going into it. | 2006-08-24 | |
| BUY | 1.230 | Michael Smedley | Copper production in Zambia. It will be a good sized producer. | 2006-07-20 | |
|
| |||||
| BUY | 1.350 | Robert Cohen B.A.Sc., MBA, CFA | Very bullish on this stock. One of the more undervalued copper development stories. We'll be putting a copper project in Zambia into production. There is also a zone that is rich in uranium. | 2006-06-29 | |
| BUY | 1.400 | Michael Smedley | There has been a big correction in all of these. A fine asset. There are murmurs that the Zambian government will want a better take. This is your best bet on a mid-tier company in the copper sector. It should go up. | 2006-06-16 | |
| DON'T BUY | 1.470 | Peter Hodson | There are some tax changes in Zambia which has taken a bit of the glow off the stock. Pretty good asset. Would put this one on hold for a while. | 2006-06-06 | |
| BUY | 2.280 | Michael Smedley | Expects their copper mine will be in production next year. They have size and quality and the stock should continue going up. | 2006-05-10 | |
| BUY | 1.870 | Michael Smedley | They are going to have a decent size mid tier cop mine. Also have some uranium deposits which can be utilised. You can still buy this on the basis that copper still has legs. | 2006-04-20 | |
| BUY | 1.600 | Peter Hodson | Has done well. The financing in the $0.80 range. Has a great copper asset and could be an acquisition. | 2006-03-27 | |
| DON'T BUY | 1.250 | Bill Belovay | Equinox Minerals is owned personally by this expert. He boutht at 55 cents. The location of this mine is right on the border of Conga and Zambia. There is nothing wrong with the company, but this is a higher risk stock because of the location. | 2006-03-14 | |
| BUY | 1.020 | Michael Smedley | Copper. Is pretty certain that it will be a mine in late 2006, early 2007. Speculative. | 2006-01-19 | |
| BUY | 0.950 | Peter Hodson | They did a very, very big issue which gets the huge overhang out of the way. Nice asset. The leverage to the commodity is very, very strong. | 2006-01-05 | |
| PAST TOP PICK | 0.890 | Michael Smedley | (A Top Pick Sept 27/05. Down 20%.) And very, very serious, soon-to-be intermediate size mine on the Zambian copperbelt. It should go into production at the end of the next year. A solid story. | 2006-01-03 | |
| BUY | 0.850 | Michael Smedley | Expects it will be 3 to 5 years before production sets in at most. A ready to go mining project on a copper belt. 3 million ounce potential. Resource penny stocks have all corrected down at the moment. | 2005-11-10 | |
| BUY | 0.900 | Peter Hodson | A copper play in Africa. A relatively new company and they just basically scoop the deposit pretty easily. Well run. A great acquistion piece. Could move if the commodity moves. | 2005-11-03 | |
| TOP PICK | 1.080 | Michael Smedley | Has excellent copper properties next door to a very large holding by First Quantum Minerals (FM-T) which trades in the $28 range. | 2005-09-27 |
