| | |
| WATCH | 7.660 | Andrew Cook | Phoenix nickel project in Guatemala was temporarily been put on hold, as they couldn't arrange financing. Very cheap. | 2008-05-29 | |
| | |
| PAST TOP PICK | 6.630 | David Taylor, MBA, CFA | (A Top Pick Dec 18/06. Down 43.1%.) Oil has gone up so cost of production has increased. Have to finance a project, which means $1 billion. The lower the stock price, the more shares they have to issue to finance it, and then the lower the stock price goes. Death spiral. Hold. | 2008-01-10 | |
| | |
| PAST TOP PICK | 9.910 | Peter Hodson | Aug 29,2006 Then $10.10 No longer owns it.
Still remains a robust nickel market. One of the best takeout names in the space. | 2007-08-17 | |
| | |
| DON'T BUY | 17.720 | Kenneth P. Norquay, CMT | A penny stock that has been flat for a long time suddenly has a huge spike, is due to promoters. Find out if it's in the Teachers Pension Plan if you want long term stocks. | 2007-06-01 | |
| | |
| BUY | 12.380 | Jean-Francois Tardif | A nickel exploration project in Guatemala. Raising finances to get into production. A strong likelihood of it being taken over. Good price. | 2007-02-26 | |
| | |
| Comment | 11.550 | Peter Hodson | Had expected it to get taken over at $24-$25. They did a financing and decided to go it alone. Still a pretty good project. CDRC did not participate. | 2006-12-28 | |
| | |
| BUY | 11.550 | Jean-Francois Tardif | A nickel project that had a big drop. He bought after it fell. Trying to work their way to production. There will be lot of big capital expenditures needed here, so it will take time. Good price. | 2006-12-27 | |
| | |
| TOP PICK | 11.250 | David Taylor, MBA, CFA | Has a nickel property in Guatemala. Nickel is currently $15. If you use $5 nickel, the net asset value is $15 compared to its present price of $11. For every $1 increase in nickel, net asset value goes up by about $1.50. Expect it to be a takeover. | 2006-12-18 | |
| | |
| HOLD | 11.900 | Jean-Francois Tardif | Company tried to sell themselves but have now decided to develop the nickel mine themselves, so the stock took a big drop. They'll have to raise a lot of money. | 2006-11-16 | |
| | |
| TOP PICK | 13.850 | Peter Hodson | A nickel project in Guatemala. Inco (N-T) owns 14% and BHP (BHP-N) bought 16% recently. Well-managed. A feasibility study is coming out in September and, he then thinks that Inco and BHP get into a bidding war. | 2006-08-28 | |
| | |
| BUY | 12.990 | Michael Smedley | Tremendously exciting. A very decent sized nickel mine in Guatemala. | 2006-08-24 | |
| | |
| TOP PICK | 10.350 | Michael Smedley | Has nickel property in Guatemala. Believes it will be taken out. Could the country risk. | 2006-07-20 | |
| | |
| BUY | 9.200 | Peter Hodson | He owns this one for the takeover possibility. Inco (N-T) owns 12% and BHP Billington (BHP-N) owns 16%. A great nickel project, nickel prices are soaring and it is a situation where they can improve the economics of the project. | 2006-07-11 | |
| | |
| BUY | 6.650 | David Taylor, MBA, CFA | Has a property in Guatemala and are coming up with a feasibility in about one month. You can basically buy this company with a market cap of $100 million and inherit $250 million of 1970 $’s of Inco (N-T) assets. Great takeout candidate. | 2006-06-14 | |
| | |
| PAST TOP PICK | 7.450 | Peter Hodson | (A Top Pick Mar 27/06. No change.) A nickel play in Guatemala. Inco owns a piece. One of the best remaining nickel projects in the world with low capital expenditure. | 2006-06-06 | |
| | |
| TOP PICK | 8.500 | Peter Hodson | A nickel project in Guatemala. In times of high nickel prices, larger companies worldwide need new projects. This is one of the best global projects. Has good recovery, good long-term mine life. Inco (N-T) already owns 9% of the company. Well cashed up from a recent financing. | 2006-04-20 | |
| | |
| TOP PICK | 7.600 | Peter Hodson | Nickel play in Guatemala. Nickel companies are looking for assets and this is a company with a perfect asset in the perfect place. Undervalued based on what could happen in a takeover. Also have some technology for nickel recovery which, if it works, could add a couple of dollars to the stock. | 2006-03-27 | |
| | |
| TOP PICK | 2.880 | Lawrence Roulston | Nickel in Guatamala. Expects that the value will move up in the next year as they complete their feasibility studies. A very solid blue chip management group that would appeal to institutional investors. Biggest risk is that the study will not turn out. | 2005-10-03 | |
Experts that have talked about Skye Resources
Rss Top Picks Feed