| PARTIAL BUY | 12.430 | Lyle Stein | Another intermediate base metal company that has suffered dramatically as the fear of decoupling has taken hold of the market. He believes that over the next 5 to 10 years we will still be short base metals for global growth. Well positioned. You can still afford to wait but this is not a bad entry point. | 2008-09-09 | |
| BUY | 16.100 | Robert Floyd | It is coming to a point in time where you want to take a look at these companies. Thinks there will be a nice seasonal trade at a minimum. | 2008-08-21 | |
| Comment | 15.400 | Bill Harris, CFA | Very difficult to find cheap things in mining right now. If the world slows down a bit he doesn't want to own a commodity if it is coming off. Molybdenum seems to be holding in at the moment but he bought only a specific amount. He has a star/loss close to its present price. | 2008-08-20 | |
| BUY | 14.250 | Michael Sprung | Just reported disappointing earnings. This is partly due to maintenance shutdowns. Also inventories of molybdenum are a little bit high. Currently, it looks quite reasonable. Most analysts are looking for earnings up to $3.25 over the next 2 years. | 2008-08-14 | |
| PAST TOP PICK | 16.800 | Peter Hodson | (A Top Pick July 4/07. Down 16%.) Molybdenum prices are still going out but the stock is down. Cash flow hasn't changed and valuation is way better. Still a good Buy. | 2008-07-08 | |
| BUY | 17.590 | Bill Carrigan | (Market Call Minute.) Has some support at its current level. Has been out of favour for a while, which gets him interested. Put in a stop. | 2008-07-03 | |
| BUY | 20.940 | Stephen Carlin | (Market Call Minute.) Likes molybdenum. | 2008-06-03 | |
| BUY | 21.080 | Andrew Cook | Molybdenum producer. Good production profile. Just had a feasibility study on their Davidson deposit and will likely make a production decision this quarter or early next quarter. | 2008-05-29 | |
| Comment | 22.850 | Norman Levine | Recent bad quarter was due to a mine they bought, which had to be reconfigured. Recovering now. Molybdenum prices have not been going through the roof like iron ore prices, which indicates there is a pretty good supply out there. He would favour iron ore right now. | 2008-05-12 | |
| BUY | 23.350 | Paul Thornton | A significant player in the molybdenum space. Starting to recover now. Can see at recovering to $27 giving you a short-term trading opportunity. | 2008-05-07 | |
| TOP PICK | 21.390 | David Baskin | Molybdenum. Used in stainless steel, which is increasingly in demand by Asia and there is not that much moly in the world. Has a new mine in British Columbia which will allow them to increase production rather radically. P. E. looks high when compared to the other companies in the base metal space but is growing much faster. | 2008-04-22 | |
| BUY | 19.670 | Dennis Dasilva | Largest pure play molybdenum in North America. Have assets in Colorado, New York and B.C. Fully integrated with their own roaster in Pennsylvania. Likes the fundamentals of molybdenum, as there is no substitute for it. Sees supply/demand strength over the next few years. Likes this company, as there will be improvements operationally. Sees growth as they bring in the B.C. Davidson deposit. | 2008-02-25 | |
| BUY | 15.390 | David Baskin | One of the better companies that allow you to play the molybdenum market. Has taken a terrible hit in the last 2 months. All base metals are down on concerns of the US economy, but other economies will pick up the slack. Thinks the metals are a long story. | 2007-12-18 | |
| PAST TOP PICK | 16.690 | Peter Hodson | (A Top Pick Dec 28/06. Up 73%.) Been a little disappointing in the short term because of some problems at their mine but unlike other metals, molybdenum continues to ratchet up. Supply/demand is looking very good. | 2007-12-14 | |
| HOLD | 17.200 | Gavin Graham | A longer term play. Has been an enormous success. At around these levels it should hold in there. Could expect further volatility as a result of U.S slowdown. | 2007-11-19 | |
| BUY | 19.330 | Lesley Marks | Molybdenum play. Likes this one. Q3 earnings were not so great. Long term, she is quite bullish on Moly prices, which tends to trade with stainless steel. | 2007-11-15 | |
| VAGUE | 24.000 | Bill Carrigan | Has higher lows, and higher highs. (the low dips are getting higher, and the highs are reaching higher as well). This indicates it's good, but it's near the top of it's current high which is showing signs of getting weaker. | 2007-10-17 | |
| BUY | 23.750 | Peter Hodson | Molybdenum. You're starting to see more usage of the metal. The supply/demand picture is not getting any better. Could be an acquisition target. | 2007-10-15 | |
| BUY | 20.330 | Brendan Kyne | Molybdenum is a little bit of a volatile commodity, but he likes it. It is participating on the far eas consumption. | 2007-09-24 | |
| DON'T BUY | 17.790 | Michael Sprung | Not one that has shown up on his radar screen. With current production and production going forward he can't see any compelling reason to own it. | 2007-08-31 | |
| BUY | 16.650 | Peter Hodson | Bought some today. Generating massive cash flow | 2007-08-17 | |
| BUY | 16.650 | Peter Hodson | Is a company that will be debt free in 18 months if moly prices stay in place.
| 2007-08-17 | |
| TOP PICK | 18.000 | Peter Hodson | Molybdenum. Likes it because of the cash flow and earnings power combined with a comparable to the Chinese equivalent. Will probably be debt-free early next year. | 2007-07-05 | |
| HOLD | 16.570 | Lesley Marks | Her outlook on molybdenum is very positive and feels prices going to go higher. A very high-quality name. If there is a market correction, it would be a buy. | 2007-06-26 | |
| SELL | 17.180 | Bill Carrigan | Chart is still treading higher.
Price already has the exciting stuff built in, however
if rising interest rate, and rising US dollar it will sell off.
It's very high above the 200 day average, which will mean it will move sideways or collapse. | 2007-06-13 | |
| BUY | 16.760 | Jean-Francois Tardif | They think that the price of molly is going up. Thompson Creek Minerals (nee: Blue Pearl Mining) are the only producers. | 2007-05-22 | |
Experts that have talked about Thompson Creek Metals
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