STOCKCHASE

If iron ore stays in this valuation range, they could get into the teens. The problem he has with iron ore right now is if China goes into a slowdown, they have too much steel capacity so the inputs to steel will have some kind of hiccup.

2011-09-19

DON'T BUY

10.130

James Hodgins

Nice project and good management team but he is pretty negative on the global growth story. Iron ore prices are largely driven by Chinese demand and this has likely peaked. Would be cautious.

2011-06-27

Comment

11.230

Barry Schwartz

Not a full producer yet. China imports 46% of the world’s Iron Ore. Sees China spending 4 Trillion dollars on infrastructure in the next 2 years – they will need a lot of steel.

2011-05-24

BUY

13.100

Bruce Campbell

Iron ore’s outlook looks very good. LIM looks interesting. It is not the most junior so not the most likely to be taken out.

2011-03-10

WAIT

75.500

Lesley Marks

Will be producing near term. Iron ore is a crowded space in Canada. Short-term outlook in markets is volatile. But long-term demand for Iron Ore in China is strong. You have to be willing to ride out the volatility. New Millennium and Champion are alternates.

2011-03-09

HOLD

13.890

Veronika Hirsch

Analysts have high teens for the stock price. In a funny position. Build a project but can’t operate it in the winter so they wait for spring before starting. Providing everything starts up OK, you are going to see a bump in the stock. They are taking of expanding (Doubling) the project again. If so, the stock will go higher.

2011-03-02

Comment

12.250

Karl Berger

(Just found another 20 million tonnes of iron ore deposits.) Iron ore prices drives this entire area. You have to be willing toe take this exposure. Have done a reasonably good job of executing their business plan.

2011-02-11

BUY

9.250

Iron ore prices continue to go up – super strong balance sheet.

2010-11-30

BUY

9.250

Iron ore. Running with the sector. Very sound company.

2010-11-22

BUY

6.800

James Hodgins

Iron ore. Production is slated to begin next year. Iron ore is dependent on Chinese demand. Bullish on China for the next 6 to 12 months but following that be very wary of any slowing of demand by China.

2010-11-15

DON'T BUY

5.810

Barry Schwartz

Iron ore is an asset that is hard to find. China is the biggest importer of Iron Ore. LIM is a near term producer. He doesn’t buy companies that are not in full production.

2010-10-05

BUY

5.320

He is bullish on Iron Ore. Really picked up after Jan and is now trading flat. Iron Ore prices are accelerating. Chinese are the ones responsible for buying. Expects stock to keep on going up.

2010-06-03

BUY

5.710

Long-term is very bullish on this. Good management.

2010-05-27

HOLD

5.620

It’s a commodity company and was going up because of prices of the commodity and is correcting just because we are having a correction.

2010-05-04

BUY

6.930

(Market Call Minute)

2010-04-13

Comment

7.050

Robert Lyon

(Thinks caller may be asking about Labrador Iron Ore (LIF.UN-T) instead.)

2010-04-09

BUY

7.090

Jeff Parent B. Eng. FCSI

Stock has come through quite a transformation with a strong run from the $2 level. There has also been a tremendous amount of volume. Target price would be about $10. Could settle down to about $6.50 before the next move up. Strong volume.

2010-04-06

BUY

5.750

A classic great earnings momentum stock. Iron ore prices, like coal prices have been accelerating dramatically because of steel demand from China. Likes that this has a yield. There are rumours of a takeout.

2010-02-11

BUY

5.500

Don Vialoux

Iron ore holding company. Basic material prices such as iron ore, nickel and potash are rising quite significantly. Expecting that trend to continue.

2010-02-03

Comment

5.880

Jim Huang

Early stage in its evolution. Likes iron ore, which is a necessary input for steel production. This one looks reasonable but in the early stage so not for the faint of heart. He prefers companies that are in production with a cash flow.

2010-01-29

BUY

5.880

Norman Levine

This is the royalty trusts. Outlook for iron ore is actually quite good. Stock got ahead of itself temporarily but for longer-term investors it is pretty good.

2010-01-28

BUY

27.430

Michael Decter

The big picture is that China needs a lot of iron ore and paying very good prices for it and demand looks huge in foreseeable future. Prefers Consolidated Thompson (CLM-T).

2010-01-25

BUY

27.430

Iron ore is hot. Positioning of assets in Labrador are fabulous.

2010-01-21

Comment

27.430

Jeff Parent B. Eng. FCSI

Chart shows a long sideways trading motion at about $1.60-$1.90. Had a huge breakout with a lot of volume and price increase. Possible it can pull back to probably $4.20-$4.10 before taking off again.

2010-01-15

Comment

28.400

Robert Floyd

There are 2 major bidders for this company. Company announced their production for the year will take a little bit of shortfall. Wait to see if there is another bid by Xstrata, otherwise consider selling.

2007-05-30

SELL

28.080

Michael Sprung

Being acquired by Xstrata. Doesn't expect there will be much more upside.

2007-05-28

HOLD

28.300

Brian Acker, CA

Had forecasted that even with Xstrata’s $18.50 bid, it would probably go to the mid-$20. His model price is $40.

2007-05-24

PAST TOP PICK

26.860

Bill Carrigan

(A Top Pick July 17/06. Up 328%.) This was forming a base when he recommended it. Its peers had already taken off.

2007-05-15

Comment

18.920

Being acquired by Xstrata. The questions if there would be any higher bid coming in.

2007-04-24

HOLD

19.000

Benj Gallander

There is a bid by Xstrata at $18.50 a share. Wouldn't surprise him if another bid came in. He would hold to see what happens.

2007-04-19

DON'T BUY

19.240

Being acquired, so would-not be a buy now.

2007-04-13

SELL

19.230

Ian Nakamoto

Being acquired by Xstrata. There could be some upside, but as the general manager and board have agreed to the transaction, he would tend to sell into this market.

2007-03-29

WAIT

17.050

There is a possibility that China will have a reduced need for steel and nickel prices will pull back. This is a great nickel company going forward, but is currently to high-priced. Look to buy at 15%-20% lower.

2007-03-21

WEAK BUY

15.800

Alexander Lane, B Comm, C

A midsize company that will be caught up in the merger wave. Concerned about how safe they are geographically.

2007-03-02

BUY

14.400

Bill Belovay

It is in the right spot, nickel. They own nickel sulphites, which are good. Concentrating their operations in Botswana and South Africa.

2007-02-15

Comment

13.080

Chris Smith

Primarily nickel and the outlook for nickel is incredibly bullish right now.

2007-02-07

WAIT

13.100

Had some issues last year with their Tati mine with production shortfalls. Recently sold his holdings. Feels that nickel has gone little too far, too fast and is expecting a pullback. Would buy in the $10-$11 range.

2007-02-06

DON'T BUY

14.180

John O'Connell, CFA

Nickel mining in Australia and Botswana. Nickel has been trading at incredibly elevated prices. They have technology called Activox, which if it works, is a major breakthrough on nickel processing. If it doesn't work, it could create serious issues for the company.

2007-01-25

DON'T BUY

12.920

Kenneth P. Norquay, CMT

Had a short and powerful uptrend this year. People should own up trends and own them for a long time. The time to Buy would have been when the stock broke out of its declining tops. You can Buy now, but watch that it doesn’t break down.

2006-12-15

BUY

13.130

Hugh Cleland, CFA

A nickel play. Has a technology, which if it works, gives them a step function in what they can do and growth they can achieve. If you like metals, this would be one you could own.

2006-12-14

BUY

11.060

Bill Belovay

Has had a very chequered history. Have new technology and are now concentrated on nickel sulphide where they can make money. Have been acquiring deposits globally. Will be coming online, industrial phase, next year.

2006-11-29

BUY

11.060

Without any economic impact that would slow down metal prices, this stock should go higher.

2006-11-29

Comment

9.520

Now that the nickel plays of Inco and Falconbridge are gone, you go down the food chain and this one comes up pretty quickly. Has had a pretty good move. Reacting to takeover speculation. There is more risk on the down side than on the upside.

2006-11-20

BUY

9.670

Ian Nakamoto

There are 2 base metals to be in, zinc and nickel and this one is nickel.

2006-11-07

PAST TOP PICK

9.470

(A Top Pick Jun 28/06. Up 53.8%.) Sold it on the way up. A good, long-term investment. One of the few independent nickel companies left standing.

2006-10-31

BUY

9.150

Chris Smith

Has had a massive move. Inco’s gone, and people are looking for alternatives. Could be a takeover. Good operation and costs are well in line. Doesn't see nickel prices going down anytime soon.

2006-10-25

DON'T BUY

6.810

A mid-cap with a potential takeout. There will be more mergers and acquisitions and this is a target. Wouldn't own a metal stocks right now.

2006-09-13

BUY

7.340

Gavin Graham

Nickel producer. Has growth coming, regardless of what the nickel price does. The pullback in base metals may continue for a while, but that is a good buying opportunity.

2006-09-06

DON'T BUY

7.000

Veronika Hirsch

Is not much left of companies in the nickel category. They also have other metals. Disagrees with speculation that this is a takeover. Not world-class mines.

2006-08-29

TOP PICK

6.260

Bill Carrigan

Doesn't own, but he's very tempted. If he wanted some exposure to metal stocks, he would possibly position himself in here. Chart shows a rally bottom.

2006-07-17

TOP PICK

5.980

With all the mergers and takeovers, it will probably be the largest independent nickel producer left standing. A believer in the long-term commodity cycle. Nickel is one of the things that are in strong demand in Asia. Would be a good buy at five dollars.

2006-06-28

DON'T BUY

5.000

David Taylor, MBA, CFA

Has other nickel plays, such as Skye Resources (SKR-T), he would rather own then this one.

2006-06-14

BUY

5.200

Peter Hodson

Management has not executed too well, but the assets are there. Expect they will split into gold and nickel companies.

2006-06-06

DON'T BUY

5.390

Ross Healy

Tremendously cheap and doesn't know why it hasn't moved. Had bought it a year ago and when it didn't perform, cut his losses.

2006-05-29

Comment

5.880

Brian Acker, CA

Doesn't know the fundamentals. Has a model price of $14.50 which is a differential of 142%. Would guess that $9.60 would be a reasonable price. He doesn't know if there is something wrong with this asset, but you might be better off asking a gold expert.

2006-05-10

SELL

4.760

Kyle McKay

Announced earnings earlier then anticipated. They are having accounting problems and missed on the earnings standpoint. Suggest move to Falconbridge or Inco.

2006-03-07

DON'T BUY

5.950

Robert Cohen B.A.Sc., MBA, CFA

When you find a leading sector in the market, staying only with the companies that the market really cares about. This company has significantly under performed the group over the last number of months. The little rally recently is only because it is getting swept up with the others.

2006-02-06

BUY

5.450

A turnaround situation. This is a nickel stock. Optimistic on one of their technologies which could revolutionise nickel processing.

2006-01-11

DON'T BUY

4.920

In a bull market, you want shares that are going up. This one is really underperforming.

2006-01-04

VAGUE

4.950

Gavin Graham

Primarily nickel with some copper. Has been dropping quite sharply over the last few months. Probably because of delays in getting its South American properties in line. Has some other exciting spaces.

2005-12-29

TOP PICK

4.790

Likes the nickel prospects long-term. He's in this for the long haul. Gaining international exposure. It will be one of the few nickel plays left standing after all the mergers and acquisitions. Had a disappointing third-quarter because of currency and production problems.

2005-12-20

BUY

5.110

Brian Acker, CA

This one always looks good in his system with its earnings, etc. His model price is in excess of $10.

2005-11-23

DON'T BUY

5.150

Concerned about stocks in sectors that have been doing relatively well, but where the individual stock has not done well. This one is having a tough time and the market is saying there is some kind of problem.

2005-11-11

SELL

5.190

David Chapman

There was a top in '03 and a lower top in early '05, a low in '04. This is going down. Watch the low of '04.

2005-11-09

BUY

5.640

Pierre Bernard

Even though he's defensive on the economy and the stock market, he believes the metal group is still something you should keep as there is some activity in the industry. This could end up as part of the activity going on with Falconbridge (FAL.LV-T) and Inco (N-T).

2005-10-17

BUY

5.750

Ross Healy

Has lots of potential. Fair market value is in the mid $20's. Would like to see the whole sector have a good move because all of the stocks look like that.

2005-10-13

DON'T BUY

5.710

Ross Healy

Lots and lots of upside potential, but the stock isn't moving. That is the case with quite a number of mining stocks.

2005-09-14

TOP PICK

6.120

Believes in the long term resources. This one is a pure nickel play. Feels we are in the 2nd wave of a 5 wave move. Long term hold.

2005-08-19

BUY

6.350

Gavin Graham

Not just gold, but also nickel. Keeping an eye on it because with the big shortage of nickel, there are only two new finds coming on. Could be taken out by someone.

2005-07-13

DON'T BUY

6.580

David Baskin

There are all kinds of geopolitical risks in West Africa which are very hard to quantify. Commodity price is currently very high. Speculative. Not the type of investment they would be into.

2005-06-23

TOP PICK

6.850

A pure nickel play. A believer in the long term commodity play and this is as pure a nickel play as you can get. Likes the management and the sponsorship. Hold for the next 3/5 years.

2005-06-16

DON'T BUY

7.550

A nickel play with a bit of a gold angle to it. Has been a terrific performer over the last 3 years. On his hit list. Would love to own it a slightly lower valuations. Slightly expensive on a cash flow basis.

2005-03-21

BUY

6.350

Andrew McCreath

Prefers to be long with a junior growth oriented play, such as this one rather than owning Inco.

2005-01-17

BUY

7.190

If the Chinese and Brascan ever get together on Falconbridge and Noranda, there's going to be money chasing other mining stocks in Canada. Looks interesting.

2004-11-16

BUY

7.060

Bruce Campbell

Made a recent acquisition in Australia. Good balance sheet. Cyclical.

2004-11-15

WEAK BUY

6.380

Gordon Higgins, CA, MBA

An interesting stock and very levered to the price of nickel. Trades at less than 10 X earnings. Coming out with a new process that isn't priced into the stock. Cyclical.

2004-09-30

BUY

5.350

Good management, good assets, and good price. The price is very inexpensive, so buy them because it will cost more in the future.

2004-08-27

DON'T BUY

5.230

Martin Hubbes, CFA

Valuation is fine and there is an upside. Their developing a new methodology for extracting nickel. If that works, the Company will get a big boost. Too early to tell. Fairly valued.

2004-08-23

BUY

6.200

Mark Jackson, CFA

Getting pretty cheap. They have good property and good growth prospects. A good way to play the nickel market rather than Inco.

2004-03-15

DON'T BUY

7.530

David Chapman

Has benefited from higher metal prices. Have to keep a close eye on as it has a possible head and shoulders pattern.

2004-02-13

BUY

7.480

Robert Lyon

Likes the fundamentals. Company has done a very good job. May be a little high now, but it's worth the risk for the long-term growth.

2003-11-10

DON'T BUY

7.480

Lou Schizas

The chart indicates caution. The technical pattern is bearish. Running into lower grade ore in one of their mines in Australia.

2003-11-10

HOLD

4.940