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| Comment | 10.310 | Lyle Stein | Commodities are falling. Very good balance sheet and generates cash flow. Risk/reward could be quite good. Nickel prices have been in a downdraft but there is some firming. Pig iron that has come onto the market will not be there next year the way it was. | 2008-09-09 | |
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| DON'T BUY | 15.000 | Paul Thornton | Not a fan of stepping in on this one at this point. Would like to see it recover to at least the $22/$23 level. | 2008-08-08 | |
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| BUY | 17.020 | Robert Floyd | A great little company. Focused on nickel. Base metal market has been somewhat weak over the last little while. Nickel price has been coming down. Getting more attractive around this price level. | 2008-07-23 | |
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| HOLD | 22.250 | Brian Acker, CA | He sees big negative revisions. Probably due to the price of nickel. His model price is $36.16, a 58% positive differential. Feels $19.50 is a low on this security. | 2008-06-11 | |
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| DON'T BUY | 22.500 | Andrew Cook | Could be a candidate for consolidation. Would like to see the price of nickel stabilize before buying. | 2008-05-29 | |
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| BUY | 25.410 | Gavin Graham | Has a nickel mine that has come on stream. Good management. World is short of long-life assets, particularly in stable countries. Good entry point. | 2008-05-20 | |
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| WEAK BUY | 29.900 | Norman Levine | Nickel is one of the better metals out the. Supply is tight and demand remains good. From a nickel perspective it looks good. | 2008-03-27 | |
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| BUY on WEAKNESS | 31.780 | John O'Connell, CFA | Positive on nickel and this is one of the better plays out there. Had a nice little run recently. Try to buy on a pullback. A lot of good things can happen here. | 2008-03-03 | |
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| BUY | 31.360 | Dennis Dasilva | (Market Call Minute.) A great pure play on nickel. They have strategic advantages in terms of focus around Sudbury. Fully integrated. Very good execution. He sees good exploration upside. | 2008-02-25 | |
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| WATCH | 25.650 | Robert Floyd | Thinks it will be a chaotic year for base metals. Most of them have peeled back quite aggressively. If there is a decent demand from the Pacific rim, there probably will be a rally back in these stocks. Good management team. Probably a trading opportunity. | 2008-01-15 | |
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| Comment | 26.980 | Michael Decter | Likes it as a company. They are very good at what they do. Likes nickel, but depending on the magnitude of the slowdown, metals may be soft for a bit. If you've got a timeframe of 2 or 3 years he would pick away at this one in the mid-$20. If you're timeframe is shorter, he would wait. | 2008-01-07 | |
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| DON'T BUY | 28.500 | Kenneth P. Norquay, CMT | Has been in an uptrend and is now in a pullback. It is now back around its 07 low, which is not a good sign. If it breaks below its low, that is a red flag. If it goes above its high, that might be a time to buy. | 2008-01-04 | |
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| PAST TOP PICK | 34.440 | Michael Smedley | (A Top Pick Nov 22/06. Up 128.8%.) There are only about 5 useful mining companies in Canada. If you own, continue to hold. | 2007-12-12 | |
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| TOP PICK | 32.100 | Michael Smedley | (A Past Top Pick Nov 22/06. Up 110%.) One of the best, most stable mine situations in Canada. The Sudbury rim, the greatest mining camp in the world. Expanding beautifully. | 2007-11-27 | |
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| STRONG BUY | 36.510 | Dennis Dasilva | One of the two great success stories in Canada. Top notch management and technical team. A core position for them. | 2007-10-30 | |
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| BUY | 32.450 | Michael Smedley | Doing splendid things on the rim of Sudbury. They will be getting themselves to a cash flow stage to probably buy other companies. | 2007-09-24 | |
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| TOP PICK | 29.460 | Michael Smedley | In its glory days. Expanding its high-class nickel assets. Being in Canada, there are no political risks. | 2007-09-10 | |
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| DON'T BUY | 29.730 | Robert Floyd | More of an exploratory company than a producer. Has been pushed up too aggressively. A little bit overpriced. | 2007-09-06 | |
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| DON'T BUY | 27.290 | Robert Floyd | Has been selling his base metals for some time. Well run. Watch the direction of the commodity prices very closely. Very much focused on nickel which has dropped from the $20's to $12 plus. | 2007-08-10 | |
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| SELL | 28.800 | David Burrows | Metal stocks became very popular because of demand. In a tougher market, these are the companies that get sold because of lack of liquidity and higher volatility. He is virtually out of metal stocks. | 2007-08-09 | |
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| BUY | 31.940 | Bill Carrigan | Thinks the stock is not too bad. Make sure it doesn't drop below the last low. Also watch its peers and make sure it is doing as well as they are. | 2007-07-30 | |
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| Comment | 30.400 | Lesley Marks | Has had a bit of a correction. Expects it will be consolidated. There is a ton of growth in this company. Over the long-term, expects there will be a lot of players interested in it. | 2007-06-26 | |
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| SELL | 37.190 | Peter Brieger | They quadrupled their reserves in the Sudbury basins, by lowering the quality of the material they included in their reserves. | 2007-06-04 | |
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| BUY | 34.850 | Bill Harris, CFA | Company is executing flawlessly, the exploration side of it has the strength, and the nickel price has gone ballistic.
Easily get the stock to $30.
Is one of the only players in nickel. | 2007-05-31 | |
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| BUY | 27.700 | Brian Acker, CA | Modle price of $33.43
positive differential of positive 26%, They cannot own it because it isn't on the TSX100. But thinks if it was bigger they would own it.
| 2007-05-02 | |
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| BUY | 26.720 | David Burrows | Looks attractive. A momentum play. | 2007-04-24 | |
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| Comment | 27.050 | Gavin Graham | 25% is owned by Sherrit (S-T) and will be spun out to Dynatec (DY-T) shareholders when their deal is completed. You might consider buying Dynatec as a means of getting it cheaper. | 2007-04-23 | |
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| HOLD | 24.740 | Brian Acker, CA | The target price is right around his model price of $32.48. A 27.5% positive differential. Look for it to plateau here at the $25-$28 level. | 2007-04-12 | |
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| BUY | 24.830 | Gavin Graham | Likes this a great deal. Has copper as well as nickel. Good production growth. There is a rumour that it could be taken out. | 2007-03-26 | |
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| BUY | 24.300 | Michael Smedley | One of the best run companies doing magnificent things. Good solid company. | 2007-03-23 | |
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| WATCH | 23.130 | Ron Meisels | Chart shows that it has done very well recently. The 200-day moving average is currently around $15. Stock is currently about $22, which could be a problem once we get into a bear market. | 2007-03-21 | |
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| BUY on WEAKNESS | 23.500 | Kyle McKay | Pure play on nickel. Have done extremely well find new resources. Reasonably priced. | 2007-03-19 | |
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| Comment | 22.120 | David Baskin | About the only way you can buy Canadian nickel companies is through the juniors, which can be volatile. Thinks that nickel prices will be robust for the next 2 to 3 years. | 2007-03-14 | |
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| DON'T BUY | 22.110 | Jean-Francois Tardif | Nickel producer. Rumours of a merger with Hudbay (HBM-T), but he would never buy a stock on rumours. Can't see any synergies on a merger like this. This is not a cheap stock. | 2007-03-13 | |
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| BUY | 20.400 | Michael Smedley | Has been spectacular. Just announced a very exciting discovery in the nickel basin. Good management. Reporting tomorrow and is expecting good results. | 2007-02-22 | |
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| HOLD | 17.830 | Peter Hodson | Company has performed exceptionally well and it could be a takeover target. This is the only reason he owns it. There could be $1-$1.50 more on a takeover. | 2007-02-19 | |
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| BUY | 17.750 | Bill Belovay | A wonderful nickel stock to be in. They have a little added venture, Platinum Group Metals and he is expecting some very high grades. | 2007-02-15 | |
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| BUY | 17.030 | Alexander Lane, B Comm, CFA | Sudbury basin has one of the most prolific nickel assets in the world. This company has the ability to continue to discover veins along the footwall zone. Have had good success, but are just getting started. | 2007-02-06 | |
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| BUY | 17.450 | Bill Harris, CFA | A Sudbury based nickel producer. Not many of these companies out there. Great production. Stock is not cheap anymore. | 2006-12-22 | |
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| BUY | 18.380 | Hugh Cleland, CFA | Started out as a nickel play, but he believes it has more copper exposure now. If you like metals, this would be one you could own. | 2006-12-14 | |
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| Comment | 17.550 | Ross Healy | The more junior mining stocks have loads and loads of upside potential, but it’s a question if they will all follow through. At the peak of markets, these kinds of stocks seem to appear the cheapest with the highest earnings and therefore the lowest P/Es, which is the time you don’t want to buy them. | 2006-12-04 | |
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| BUY | 16.410 | Bill Belovay | Has filled the gap left by Inco and Falconbridge. They have the right geological model. Some of their deposits have platinum group metals. Expect it will be a takeover. | 2006-11-29 | |
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| TOP PICK | 15.510 | Michael Smedley | Very clever, high-quality, smaller company on the Sudbury rim. Tending towards copper right now, but more nickel discoveries are possible. Probably a takeout eventually. | 2006-11-22 | |
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| BUY | 14.850 | Bill Belovay | Turning into one of the better nickel companies now that Inco and Falconbridge are no longer around. Think they will go far. | 2006-10-24 | |
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| BUY | 14.490 | Michael Smedley | One of the last medium tier mining companies in Canada. Good results. | 2006-10-19 | |
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| BUY | 14.120 | Don Vialoux | Base metal sector has done very well from the end of October until the end of March. | 2006-10-17 | |
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| DON'T BUY | 10.220 | David Burrows | If you're going to buy this kind of company, when you get into a tougher market or correction, the ones who will get hurt the most are the smaller companies and that are less liquid. This company is both of these. | 2006-06-27 | |
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| BUY | 10.430 | Bill Belovay | Dropped along with all the other mining stocks as well as the price of nickel. Have proven up some more reserves in the Poldolsky zone. A credible company. This would be the go-to name in the nickel space. | 2006-06-26 | |
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| BUY | 14.730 | Bill Belovay | This is your guide to nickel stocks for the smaller caps. | 2006-05-11 | |
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| BUY | 14.650 | Bill Belovay | Small nickel producer which is growing at a rapid rate. Good management. They also have some palladium and platinum. It is currently going through a consolidation phase but should have some good growth. | 2006-02-16 | |
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| BUY | 13.660 | Michael Smedley | Once the deal with Falconbridge (FAL.LV-T) and Inco (N-T) goes through, this will be the 2nd largest producer and a good way to play nickel. Too late to play the others. | 2005-11-18 | |
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| BUY | 14.400 | John Embry | (He owns over 10% of the company.) A really exciting play. Outstanding drill results. | 2005-08-23 | |
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| VAGUE | 11.750 | Jean-Francois Tardif | Made a new major discovery and the stock took off in February when they made new major drill holes. In the next 3 to 6 months, what will drive the stock will be further drill holes on that major play. Difficult to predict. A riskier situation. | 2005-07-18 | |
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| BUY | 11.160 | Jean-Francois Tardif | The spikes in March and May are related to the same discovery of a grade that was worth $1,000 a ton. Will be coming out with more drilling results and this will be the driver of the stock. Feels they have found a very significant deposit. | 2005-06-01 | |
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| HOLD | 11.010 | David Cockfield | The assay reports were absolutely phenominal. If that particular deposit has any substantial size, this is going to be a very interesting situation. Still needs a lot more drilling up. | 2005-05-19 | |
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| WEAK BUY | 5.550 | Werner Muehelemann | Positive on nickel. Have a good growth outlook. Would like to see more earnings. | 2004-09-07 | |
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| DON'T BUY | 5.760 | Glenn MacNeill, P.Eng. | A volatile stock. A play on nickel which has been softer recently because of China's slowdown. | 2004-07-21 | |
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| BUY | 5.840 | Robert Cohen B.A.Sc., MBA, CFA | Developing assets with Inco which is positive. A very good long-term hold. | 2004-06-08 | |
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| HOLD | 5.810 | Michael Smedley | Had a major pullback. A solid company. Will be difficult for it to do a great deal on the upside without massive price rise in its metal. | 2004-05-12 | |
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| BUY | 6.150 | Ian Nakamoto | Very smart people. Have 5 properties they purchased from Inco at the bottom of the nickel market. Nickel inventories are very low. Strong economy. | 2004-05-07 | |
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| DON'T BUY | 6.800 | Michael Sprung | Some value in company. Current value is accurate. Stock came from out of nowhere. | 2004-03-30 | |
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| PAST TOP PICK | 7.210 | Craig Porter | (A top pick Jun 2/03. Up 10%.) | 2004-03-11 | |
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| BUY | 8.550 | Mark Jackson, CFA | Their exploration profile looks fairly good. Trading on the upward momentum of nickel which has the potential for growth. Interesting and well-run. | 2003-12-09 | |
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| WEAK BUY | 6.850 | Bruce Campbell | Prefers Dynatek, which looks a lot cheaper. Nickel prices are on their way up. | 2003-10-06 | |
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| BUY | 6.550 | John Embry | High regards for management. Got terrific assets from Inco. Seems to be consolidating between $6 and $7. Be patient. | 2003-09-16 | |
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| BUY | 6.350 | Robert Cohen B.A.Sc., MBA, CFA | A little quiet right now.Have to be patient.Nickel prices are moving quite well. | 2003-08-21 | |
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| BUY | 6.200 | John Embry | Interesting looking ore bodies. New issue reduced stock price. Good buy. Needs patience. | 2003-07-16 | |
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| BUY | 6.570 | John Embry | A lot of interesting things going on. | 2003-06-11 | |
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| TOP PICK | 6.410 | Craig Porter | Should have fantastic growth in nickel. Should have good earnings over the next few years. | 2003-06-02 | |
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| BUY | 6.370 | Bob Boaz | Doing a lot of new drilling in the udbury area. | 2003-05-15 | |
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| PAST TOP PICK | 6.430 | John Embry | (Was a top pick on Jan 29. Down 8.7%.) Still likes. | 2003-05-08 | |
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| BUY | 5.900 | Glenn MacNeill, P.Eng. | Good potential. Still has a little bit of upside. | 2003-04-14 | |
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| PAST TOP PICK | 5.950 | Michael Smedley | (Was a top pick on Feb 3. Down 16.7%.) Still likes. At a good price to buy. | 2003-04-11 | |
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| BUY | 5.500 | John Embry | Marking time with the gold sector and has materially more play on the upside. | 2003-04-08 | |
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| BUY | 6.900 | Peter Hodson | Great drill results. Good infrastructure. | 2003-02-04 | |
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| TOP PICK | 7.080 | Michael Smedley | The main player in new and reviving mining operations. Good discoveries. | 2003-02-03 | |
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| TOP PICK | 7.150 | John Embry | Good management and tremendous potential assets. | 2003-01-29 | |
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| BUY | 6.640 | Mike Weir | Outlook for nickel looks good. | 2003-01-16 | |
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| BUY on WEAKNESS | 6.650 | John Embry | Well run. Has recently had a sharp uplift. | 2002-12-03 | |
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| STRONG BUY | 5.600 | John Embry | A big fan of the play in the Sudbury area. | 2002-11-04 | |
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| DON'T BUY | 4.330 | Ben Stadelmann | Has done well, but a little high now. | 2002-08-27 | |
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| BUY | 4.200 | John Embry | Bullish on this company. | 2002-08-07 | |
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| BUY | 5.400 | Michael Smedley | Own 75% of a good new discovery. | 2002-05-29 | |
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| TOP PICK | 2.970 | Bob Boaz | Good quality gold grades. | 2002-05-08 | |
Experts that have talked about FNX Mining Company
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