| BUY | 3.480 | Robert Floyd | (Market Call Minute.) Have had some problems with the DRC in terms of royalty rates. Valuations is at a point where it should move up. | 2008-09-25 | |
| BUY | 5.320 | Robert Floyd | A lot of the larger plays in the base metals sector have been taken out so there are very few opportunities left for investing. Have had some good expiration success. Good diversification with zinc, nickel and copper. | 2008-08-21 | |
| DON'T BUY | 4.720 | Ron Meisels | Had a major top formation in 2007 but started to break down below its 200-day moving average. He is looking for a place where it is going to find support. Probably moving lower. | 2008-08-15 | |
| BUY | 4.880 | Robert Cohen B.A.Sc., MBA, CFA | Market perceived this as a zinc stock but going forward it is more of a copper company. Beat up beyond belief. Production costs were rising. | 2008-08-11 | |
| HOLD | 5.380 | Michael Smedley | (Market Called Minute.) May get taken out. | 2008-08-01 | |
| DON'T BUY | 5.320 | Veronika Hirsch | Just announced some good drilling results. There is an oversupply of lead/zinc and so she would not have an exposure to this. | 2008-07-17 | |
| BUY | 7.210 | David Baskin | A number of the midsize mining companies have had a tough ride in the last little while. You need exposure to the commodity sector and having a company that has 2 or 3 is not a bad idea. (Zinc is a problem commodity right now. Forecasting an oversupply for the next couple of years.) | 2008-06-10 | |
| HOLD | 7.290 | Paul Thornton | (Market Call Minute.) Not a Buy. | 2008-05-07 | |
| HOLD | 6.620 | Robert Floyd | They took a non-cash charge which was quite large in recent acquisitions. Likes the operations, they have been aggressive in acquisitions. Now is time for them to show some numbers, in a positive fashion. | 2008-03-20 | |
| SPECULATIVE BUY | 8.790 | Brian Acker, CA | He has a model price of $23.99 and the current price is only $8.73. The model price has been coming down along with earnings estimates but it looks good to him. Doesn't qualify for his portfolios, as it is not big enough. On the re-emergence of the metals in the last month or so, it should be doing better. It may not be, because the Lundin family owns a controlling shares so not a takeover target. | 2008-02-27 | |
| Comment | 8.150 | Dennis Dasilva | He stays away from Russia, Mongolia, Congo etc. Dropped because the price of zinc has dropped as well as having some operational difficulties, partly due to all the acquisitions they went through in 06 and 07. Thinks it is oversold and is too cheap. Strong balance sheet and cash position. He has difficulty with the Congo, so wouldn't buy. | 2008-02-25 | |
| BUY | 7.840 | Michael Smedley | Have tremendous assets in Portugal but also have a lot of positions in emerging countries. Probably a bit stretched because they have a lot of interests. | 2008-02-21 | |
| DON'T BUY | 7.880 | David Burrows | A lot of base metal companies are having a tougher time here. This company had said they were going to build themselves by acquisition but it’s a very tough time to raise money. Stock is currently not in favour. This one is roughly twice as volatile as the market. | 2008-02-15 | |
| Comment | 7.220 | Jean-Francois Tardif | One of the most aggressive buyers of assets in the base metal industry. They have nickel, copper and zinc diversified through many countries. When you buy companies, you have to dilute yourself, which is part of the reason the stock is not done very well. Also, numbers did not reach expectations of the street. A lot of people are bearish on the sector, as most of them have done very poorly lately. | 2008-01-21 | |
| SELL | 8.530 | Bill Carrigan | (Market Call Minute.) He would be a seller in this whole sector. | 2008-01-09 | |
| HOLD | 8.590 | Brendan Kyne | Going through a period of contraction due to the subprime issues in the US and lower consumption growth. Commodity cycle is not over and expects commodity prices will improve in the 2nd half of 2008. | 2007-12-17 | |
| BUY | 9.620 | Robert Floyd | (Market Call Minute.) Still thinks there's a decent trade in some of the base metals from here into the springtime. There should be some decent upside from here. | 2007-12-11 | |
| WEAK BUY | 9.390 | Gavin Graham | Expanding their mines in Spain and other areas. Good play on materials prices. | 2007-11-19 | |
| Comment | 10.310 | Lesley Marks | Diversified mining. Has been quite volatile over the last year. They have been an acquirer and consolidator. You are better to own the target rather than the buyer. You might be better off in and more pure play, smaller company. | 2007-11-15 | |
| BUY | 10.580 | Robert Floyd | Numbers where reasonably good. Relatively strong over last year. Decent entry point. Will participate in more of a seasonal play, November into the springtime. Have a wide exposure of metals. | 2007-11-14 | |
| BUY | 10.090 | Bill Belovay | Zinc and copper play as well as nickel. Well diversified. Also have some Congo assets, which is probably affecting the share price. Thinks it will grow to be a major company. Diversified internationally. | 2007-11-13 | |
| WATCH | 12.400 | Dennis Dasilva | Can't discount the Lunden family. They have a great track record. He likes the zinc and copper holding. | 2007-10-30 | |
| BUY | 13.750 | Ross Healy | Interesting company as it is cheap and has a fairly high Fair Market Value. | 2007-10-05 | |
| TOP PICK | 11.870 | Paul Macdonald | Made a number of significant acquisitions. THE emerging mid-cap base metals company. Cheap, blow net asset value | 2007-09-18 | |
| BUY | 11.310 | Jean-Francois Tardif | Well-diversified base metal company. Under preformed other companies. Recent take over put pressure on the stock. Will be go-to stock going forward. Buy long term. | 2007-09-17 | |
| DON'T BUY | 12.030 | Alex Ruus | Probably a fairly good place to be. The biggest call you want to make here is on metal prices. He is a little bit cautious on metals. There could be more pull back on commodity prices. | 2007-09-04 | |
| Comment | 11.350 | Jeff Parent | A little bit through its support level today. A lot of the mining stocks are coming off. Needs more activity and it could move back up to $13.50. | 2007-08-15 | |
| Comment | 12.610 | David Burrows | A very volatile stock. Not for the faint of heart. Right now, metal inventories are loosening up. Would not like to see it trade below $12.20/$12.10. | 2007-08-09 | |
| DON'T BUY | 12.920 | Bill Harris, CFA | Have done a brilliant job of getting short life zinc producers and now with their multiple, they can acquire and fill in the gaps in their enterprise value. He hopes it will consolidate here and then start growing again, but it might take some time. | 2007-08-07 | |
| DON'T BUY | 13.610 | Brian Acker, CA | Making acquisitions, so their balance sheets will be changing a lot. Blowing up a balance sheet with a lot of goodwill is a negative for his model price calculations. Current model price is $30.93, 129% positive differential. | 2007-07-27 | |
| DON'T BUY | 12.760 | Lesley Marks | The market is going into a corrective phase right now. Hasn't been as great a performer as some of the other names. Long-term, this is a great company and has a history of creating value. Dead money in the short term. | 2007-06-26 | |
| DON'T BUY | 12.940 | David Burrows | He has noticed that many of the smaller and mid-cap mining stocks are getting much more volatile. | 2007-06-22 | |
| Comment | 13.040 | Paul VanEeden | Bearish on copper and nickel, and feels this stock will go down because of it. Believes that the demand is overstated, and the copper and nickel is in surplus.Superb management team. This is the type of company that can get bought up. They are building it to sell it. | 2007-05-31 | |
| Comment | 13.000 | Robert Floyd | Some of the base metals are going to have a little bit of a seasonal falloff. He has been reducing this sector. Should pick up again in the fall. This company has been acquiring assets at a fairly brisk pace. Quarterly report was a little disappointing in costs. | 2007-05-30 | |
| SELL | 13.050 | Pat McHugh | One of the very few mining companies that have negative estimate revisions. Would prefer others. | 2007-05-28 | |
| DON'T BUY | 14.140 | Brian Acker, CA | Model price of $36.59. 167% positive differential. Need more positive earnings to get things moving.
Used to own it, but finding value elsewhere. | 2007-05-02 | |
| Comment | 14.260 | John Zechner | Has an interesting strategy and are doing a lot of acquisitions. Replacing the Falconbridges and Incos. Cycle is coming to a peak. There’s a bit of a risk they may have paid up for their acquisitions, but it’s a smart strategy to become a takeover target. | 2007-04-25 | |
| Comment | 14.200 | David Burrows | Made a number of acquisitions and will continue to do so. If you like the metals space this is a company that is aggressively trying to grow. There are integration risks and they are working off limited operating experiences. | 2007-04-24 | |
| BUY | 14.440 | Brian Acker, CA | His target price is around $33, a double from where it is now. | 2007-04-12 | |
| BUY | 15.170 | Dennis Dasilva | Has properties in Sweden and Portugal. Acquiring Rio Narcea (RNG-T) for the nickel content. Likes the company. | 2007-04-05 | |
| BUY on WEAKNESS | 11.340 | Peter Grandich | Merged with Denison recently. Presume they are going to continue to make acquisitions and will continue to be a leader. | 2007-03-05 | |
| DON'T BUY | 12.830 | David Burrows | This is a company that wants to make acquisitions. You want to own the companies that are being acquired. | 2007-02-20 | |
| Comment | 13.060 | Bill Belovay | Global zinc operations. Their strategy has always been to buy deposits in the worst part of the world, which eventually get restored. A consolidator. | 2007-02-15 | |
| WAIT | 12.960 | Ron Meisels | Was put in to the TSX 60 when Inco was acquired. Obviously, when it was put into the index, portfolio managers must buy it. Has done very well on its own and is staying above the 200-day moving average. If you wanted to buy it, wait for it to break through $15.10. | 2007-02-14 | |
| WAIT | 12.980 | Veronika Hirsch | Stated last year that they are looking to do more acquisitions. Not knowing what they are acquiring and at what price, it has sort of stalled the stock. Stay on the sidelines until they do make an acquisition. | 2007-02-07 | |
| DON'T BUY | 39.230 | John Zechner | Has gone up on the strength of commodity prices. The Eurozinc (EZM-T) acquisition made sense. Going forward, he thinks you will see them doing more Buys. If you are growing by acquisition, there is little more risk involved. Not a fan of base metal commodities right now. | 2007-01-22 | |
| BUY | 38.110 | Michael Decter | Likes the sector. Feels that China, India and the rest of Asia are going to need a lot of metal. | 2007-01-18 | |
| DON'T BUY | 39.850 | Jean-Francois Tardif | Acquired Eurozinc Mining (EZM-T) last year so it is now a zinc and copper company. Expect they will continue to make acquisitions and get a multiple expansion. Your views on zinc and copper should be a factor in your decision. Currently they are both very weak. | 2007-01-10 | |
| BUY on WEAKNESS | 39.330 | Kyle McKay | Have done a phenomenal job over the last several years. Has been an aggressive acquirer of properties and mines. Doesn't expect this to slow down anytime soon. Would buy on pullbacks. | 2007-01-08 | |
| Comment | 43.810 | Robert Cohen B.A.Sc., MBA, CFA | An emerging base metal producer. Management is “out-of-the-box” thinkers. Likes the merger they just did. Have their eyes set on a number of other targets. Will participate with the base metal prices over the next year. | 2007-01-02 | |
| BUY | 42.460 | Peter Hodson | Management team thinks 10 years down the road. They acquire companies for the next cycle or more, not the current one. Very well run company. A great mining RRSP stock. | 2006-12-28 | |
| BUY | 39.650 | Michael Smedley | Acquired Eurozinc (EZM-T) which was a tremendous move. A great acquisition of 2 producing mines in the Iberian peninsula. They now have a tremendous spread of assets. | 2006-11-22 | |
Experts that have talked about Lundin Mining Corp.
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