| PAST TOP PICK | 27.330 | Bill Carrigan | (A Top Pick July 17/06. Up 335%.) Was acquired. | 2007-07-30 | |
| PAST TOP PICK | 27.470 | Bill Carrigan | (A Top Pick July 17/06. Up 339%.) All the metal stocks were on a move but this one was a laggard. Easy money has been made. Move on. | 2007-07-10 | |
| 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 | David Burrows | 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 | Bill Harris | 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 | |
| HOLD | 19.120 | Norman Levine | There is a friendly takeover bid by a Swiss company with a price of $18.50. There is expectations that a better bid will come in. | 2007-03-28 | |
| BUY | 17.490 | Michael Smedley | Has a spread of smaller producing mines all over the place. Has an “ endless process” which seems to be working well. | 2007-03-23 | |
| WAIT | 17.050 | Peter Brieger | 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 | Peter Brieger | 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 | Alex Lane | 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 | Peter Brieger | Without any economic impact that would slow down metal prices, this stock should go higher. | 2006-11-29 | |
| 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 | |
| Comment | 9.520 | Bill Harris | 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 | Hank Cunningham | (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 | David Burrows | 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 | Hank Cunningham | 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 Healey | 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 | David Burrows | 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 | Robert Cohen B.A.Sc., MBA, CFA | 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 | David Burrows | 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 | Hank Cunningham | 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 | David Burrows | 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 Healey | 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 Healey | 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 | Hank Cunningham | 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 | Hank Cunningham | 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 | Bill Harris | 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 | Peter Brieger | 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, CFA | 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 | Bill Harris | 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 | Michael Smedley | A reasonable hold. | 2003-01-02 | |
| TOP PICK | 4.500 | Jim Huang | Undercovered. Earnings are growing. Very cheap. | 2002-12-10 | |
Experts that have talked about LionOre Mining International
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