| PAST TOP PICK | 15.110 | Peter Hodson | (A Top Pick Sept 20/07. Up 40%.) Still thinks it has great earnings power. Last quarter was very disappointing in terms of production but still a Hold. | 2008-08-27 | |
| DON'T BUY | 15.900 | Kevin O'Leary | Started at a very low price and went up to almost $40. It has no earnings and has no dividends. A pure speculation, not an investment. Technology has a whole lot of people that say they know something and are shorting it and they have been right. Wait until it makes money. | 2008-08-25 | |
| DON'T BUY | 12.250 | Michael Sprung | Recent results were very disappointing and stock got brutally punished. A real “show me” stock. They say they can make silica cheaper with higher volumes than anyone else and yet they recently announced contamination in the process and costs were out of line. If it works, you'll make a lot of money but if it doesn't it won't be worth much. | 2008-08-14 | |
| SELL | 15.100 | Hap (Robert) Sneddon FCSI | (Market Call Minute.) Likes the whole sector but until he sees economics changing he wouldn't hold. | 2008-08-12 | |
| DON'T BUY | 23.020 | Ken McCord | (In-the-money-straddle options.) On straddles you are basically betting on volatility. You are effectively Buying a Call option and Buying a Put option. Academically it’s an interesting trade that makes a lot of sense but practically it’s very difficult to make money on a straddle in Canada. Most options expire worthless, so he prefers Selling them, not Buying. Avoid straddles at all costs. | 2008-07-29 | |
| PAST TOP PICK | 24.050 | Jean-Francois Tardif | (A Top Pick Aug 7/07. Up 238%.) Think they can have 30,000 more tons of production. Still has confidence in this one. | 2008-07-15 | |
| PAST TOP PICK | 23.680 | Peter Hodson | (A Top Pick July 4/07. Up 317%.) Last year they didn't have brand name contracts, purity, quality or the expansion. Now everything is in place. They can now get premium pricing for their silicon. | 2008-07-08 | |
| Comment | 24.970 | Gavin Graham | If the technology works as it is stated to, then this is a very valuable property. They don't as yet have a demonstrated record of production and the material being put in place. | 2008-07-07 | |
| WEAK BUY | 24.770 | Bill Carrigan | A very slippery high-risk name. It is back down to the lower end of the trading channel so if you were going to enter the stock, this would be the place to do it. Bear in mind that every trend line is ultimately broken. Make sure you have a stop. | 2008-07-03 | |
| BUY on WEAKNESS | 29.700 | Robert Floyd | (Market Call Minute.) A little ahead of itself. Wait for a lower price. | 2008-06-24 | |
| Comment | 33.920 | David Baskin | This stock has as many opinions as there are analysts and range from outstandingly glowing to unbelievably dismal. Has no idea who is right. Doesn’t understand their technology so he doesn’t own. | 2008-06-10 | |
| TOP PICK | 33.950 | Brendan Kyne | (A Top Pick June 15/07. Up 843%.) Massive earnings profile @ $.40 in 08, probably $2 in 09, $3-$3.50 in 2010 and possibly $7 in 2011. Expecting multiple contract announcements this summer. Could be a capacity announcement going from 14,500 metric tons to 20 or 25 thousand metric tons. | 2008-06-06 | |
| DON'T BUY | 30.600 | Stephen Carlin | Has concerns on the price of the stock. Looking at the earnings potential and the current price he can't see making any money. | 2008-06-03 | |
| DON'T BUY | 30.500 | Robert Floyd | He is not a player at this price. Mid 20’s would be a good entry point. | 2008-05-30 | |
| HOLD | 27.900 | Jean-Francois Tardif | (Market Call Minute.) Potential is still to come. | 2008-05-27 | |
| BUY | 27.700 | Peter Hodson | Q; What is your exit strategy considering you own such a large percentage of this stock? A: Volumes are large enough that they could sell, but their strategy is via a takeover or transition into a multi-market cap. At some point this company will need to be bought by a solar company. | 2008-05-26 | |
| Comment | 28.500 | Derek Webb, CFA | For all practical purposes, he feels their process is real and their earnings are accelerating. He just sold his stock because it has reached its old high. When it goes down again, it can be repurchased. | 2008-05-16 | |
| DON'T BUY | 23.700 | Paul Thornton | Their technology is being challenged. Stock made a huge gain, but ever since then it has become very choppy and the way it trades. The big run-up was on expectation meaning there is no profit yet from that side of the business. Something does not seem right there. There are other sources for solar such as First Solar (FSLR-Q), a rise technology (APV-T) and Canadian Solar (CSIQ-Q). | 2008-05-07 | |
| Comment | 19.200 | Howard Sutton | Upgrades metallurgical grade silicon. The key advantage they have is cost. The supply/demand for solar is way out of whack. This will be corrected in a couple of years. The question is, can they go from 400 metric tons this year to 14,000 metric tons by 2010. If they can do that and keep costs under control, this would be a Buy. | 2008-05-05 | |
| Comment | 19.880 | Jeff Parent | Looks like a good Buy right now but there is huge volatility. Very good trading stock. They are reporting earnings on May 8 and this will help propel the stock, either up or down depending on results. Very difficult to predict. | 2008-05-02 | |
| DON'T BUY | 19.520 | Michael Sprung | Short sellers have been saying they don't have a product but, on the other side, they have some pretty serious backers who understand that there is a product. European firms have been spending a lot more in Cap-x and have not had a technology that has really done what they say can be done. Still have to prove it self. | 2008-04-30 | |
| Comment | 18.500 | Jean-Francois Tardif | Feels his company knows the solar space very well and is confident with this one. There is some risk. There is no question about the quality of their production. The only question is can they produce in large quantities with high quality and low cost. | 2008-04-29 | |
| DON'T BUY | 21.600 | Alex Lane | A controversial stock. Have yet to deliver a full quarter of production with their new high-grade silicon process. Analysts haven't had a lot of access to see if their process is real. Fully priced. | 2008-04-23 | |
| DON'T BUY | 18.230 | David Baskin | One of the most interesting and controversial stories on the TSX right now. One side says they have found a way to make solar panel grade silicon cheaper than anyone else in the world and will soon go into large-scale production. Others say it is a scam and haven't invented any new process. Wouldn't speculate on this one. | 2008-04-22 | |
| TOP SHORT | 22.150 | Ravi Sood | Has not seen anything to prove to him that they have any sort of proprietary technology and yet there is so much built into the stock. Had declining revenues and operating losses for several years. No clear technology advantage over anyone. Doesn't think they can deliver on any of their contracts. | 2008-04-21 | |
| BUY on WEAKNESS | 22.950 | Steve Martin | Recent deal with the German solar manufacturer is quite significant. A problem with metallurgical silicon is that no one knows what the problems will be in 10 or 20 years. Will cells degrade quicker than conventional cells? Stock has reached a point where it is not going to definitely be a home run. Still looks attractive based on earnings potential, but shorts are starting to come into the market now. Long term he is positive on it. | 2008-04-18 | |
| Comment | 26.330 | Paul Thornton | Solar power play. Doesn't know what the upside is. A choppy trader. Very speculative right here. May represent too much risk. | 2008-04-11 | |
| WATCH | 25.900 | Gavin Graham | Manufactures silicon for solar panels. Has gone up a lot but not necessarily expensive. Chart shows a saw tooth pattern so, if you can, buy on the dips. Higher highs and higher lows. 71X PE is pretty high even with strong earnings growth. | 2008-04-09 | |
| STRONG BUY | 24.700 | Robert McWhirter | Timminco (TIM-T) and Arise Technologies (APV-T) are 2 radically different companies. This one produces silicon, which is the cornerstone for making solar cells and computer chips. Silicon is in extremely short supply. The real trick in silicon is its purity. Introducing a new process for higher purity. Huge increase in production should come on mid-2009. | 2008-04-08 | |
| Comment | 23.370 | Michael Smedley | Have appeared to secure a wonderful new contract, which appears to absorb all their production including their expansion. The new contract means they will have to expand more. If you bought it very low, take some profits. | 2008-04-01 | |
| DON'T BUY | 24.160 | Lyle Stein | There is too much good news built into the stock. It’s trading at 40 times next year’s earnings. | 2008-03-28 | |
| SPECULATIVE BUY | 16.100 | Robert Floyd | Quarterly report looked weak. Expectations going forward are bullish though. Had a heck of a run last year, and has some fairly high growth expectations built into the numbers. If they don't meet those numbers it will hurt the stock.
High reward, and high risk. | 2008-03-20 | |
| BUY | 17.290 | Peter Hodson | It’s a buy. They’ve done nothing wrong. Their quality has been improving. Buy for the next year. | 2008-03-17 | |
| BUY | 16.100 | Peter Hodson | Their quality has been improving. Buy for next year, don't worry about what happens today. | 2008-03-17 | |
| WATCH | 18.500 | Ron Meisels | Possible that this stock will return to its 200 day moving average ($12.50). If it breaks $17, it will move all the way to $12.50. Set stop-loss to roughly $17. | 2008-03-14 | |
| BUY | 19.000 | Michael Smedley | Quite exciting company because it is one of the leading pure companies in high-quality silicon for the solar industry. They are building extra capacity. High risk, but capable of going much higher because solar will continue to be built. | 2008-03-13 | |
| BUY | 21.000 | Gavin Graham | (Market Call Minute.) This one has come down enough to be a Buy. | 2008-03-06 | |
| SELL | 21.370 | Robert Floyd | Has had some tremendous moves and if you own, he would be tempted to take some profits off the table and find something with a cheaper valuation. Fully priced. | 2008-02-29 | |
| BUY | 15.970 | Jean-Francois Tardif | A lot of news still to come. With the contracts they have, they don't have enough production. In the next few weeks they will have to announce another expansion. Also will probably announce some new contracts. Can see $2 of earnings per share. | 2008-02-12 | |
| SPECULATIVE BUY | 15.270 | Alex Ruus | Have a method where they can convert industrial grade silicon for solar use. Upside potential is in the $40 range. Be cautious on any industrial ramp ups, as there could be hiccups. Stock is not cheap, but if they can execute, it looks cheap. Would only Buy a small position. | 2008-02-04 | |
| PAST TOP PICK | 13.950 | Peter Hodson | (A Top Pick Sept 30/07. Up 25.8%.) Half the value of the stock has been destroyed since year and yet they have more contracts and a clean balance sheet. Potential earning power of $2.00. Great solar technology. Still a Buy. Production cost of silicon is $10 a kilogram and can sell it upwards of $60. | 2008-01-31 | |
| Comment | 13.440 | Peter Imhof | Had a big run up to about $23 at the end of the year, but the market has been jittery over the last 4 weeks or so and the stock has come off quite a bit. Fundamentally, the story has gotten even better. Feels the company can earn over $2 per share by 2010. | 2008-01-30 | |
| SELL | 13.300 | Benj Gallander | Companies that have gone up so much in value, to him, he doesn't buy into it. | 2008-01-25 | |
| BUY | 12.820 | Michael Smedley | High quality silicon production for solar panels. Will probably go up again from here. The solar sector is very hot. | 2008-01-22 | |
| SELL | 15.450 | David Taylor, MBA, CFA | As a contrarian, he tries to buy value and stocks that are creating a cash flow. This company is not doing that yet. If you have made a significant amount of money, this would be the time to take some off the table. | 2008-01-10 | |
| SELL | 15.000 | Bill Carrigan | Silicon production that goes into solar panels. Basically a rare space, concept stock. When you have a bull market, everybody gets excited and there is a lot of money to be made, but bear markets have no patience for them.. Thinks it had a spike top in late December. If you own, consider reducing. | 2008-01-09 | |
| DON'T BUY | 15.000 | Werner Muehelemann | Manufactures silicon for solar panels. They are developing a process to purify it to 99.59%. Market is very bullish on the name. Have gotten some contracts but haven’t given a lot of details on them. Still not producing earnings. He would like to see some earnings out of them. | 2008-01-09 | |
| BUY on WEAKNESS | 18.300 | Michael Decter | Sees a lot of good things happening with this company. A number of the solar plays are pricey and he would marginally favour Arise Technologies (APV-T). If you can get it in the mid-teens you would be better off. | 2008-01-07 | |
| DON'T BUY | 20.830 | Gavin Graham | Up 7000% over the last year, so would not buy it at this time. Has a new method of making solar panels and appears to be in commercial production. Have some long-term contracts. Underlying story looks great and it might be a good company but not necessarily a great investment. | 2008-01-02 | |
| Comment | 21.950 | Bruce Campbell | Solar panel manufacturer. Multiple is around 25X. A fast growing sector. Prefers 5N Plus (VNP-T). | 2007-12-31 | |
| Comment | 21.910 | Hugh Cleland, CFA | Manufactures solar grade silicon. Thinks of it as more for trading. | 2007-12-27 | |
| TOP PICK | 16.320 | Brendan Kyne | (A Top Pick Apr 11/07. Up 505.5%.) Metallurgical silicon for solar cells. World’s 2nd largest solar manufacturer just signed a long-term agreement. Expect to be fully running with 3 lines by the end of the 1st quarter giving $.40/45 earnings, $1.50 in 09 and $2.50 in 2010. | 2007-12-17 | |
| STRONG BUY | 17.380 | Peter Hodson | Had almost used this as a Top Pick. They benefit from a worldwide shortage of solar grade silicon. Their plant is working, quality looks good and they are probably going to announce a customer. May end up in the TSX Index tonight. It will be a huge 6 next weeks for them. | 2007-12-14 | |
| TOP PICK | 13.300 | Peter Hodson | Solar silicon manufacturer. Will go into production in the next 2 weeks. When they announce production, a lot of uncertainty will come off. Have sold more than their 2008 capacity so they will have to expand. Did a financing so balance sheet risk is completely out of the way. Big enough to go into the TSX index. Expect they can make $2.50 a share. | 2007-11-26 | |
| Comment | 12.620 | Hugh Cleland, CFA | Solar play. The warning right now is that in 2 or 3 weeks it is either going to be a $15 to $20 stock or a $5 to $10 stock. Traditionally have been producing chemical grade silicon at 3.9 purity and are trying to produce solar grade silicon at 6.9. If they run into hiccups, the stock could go down. | 2007-11-23 | |
| BUY | 10.990 | Steve Martin | They are still on track to get their production going in December for the manufacturing of polysilicon. That will get them 1200 metric tons and their next 2 lines should get them to 4000 in the 1st quarter. The shortage is supposed to be eased in 2009 so the high prices they get may ease off. Buy it in the $10’s. | 2007-11-22 | |
| WEAK BUY | 12.120 | Jean-Francois Tardif | Raised in the past solely because of silicon. They will go to full capacity in early December. In early 08 they should be at full capacity, making a lot of money. The risk is they don’t produce the capacity or grade they intend to. Own almost 20% of company. | 2007-11-19 | |
| DON'T BUY | 13.150 | Lesley Marks | Attractive solar play. Very high risk. Solar valuations globally are ridiculous right now. This is being dragged up by that. If the market continues to correct, this will be one of the companies hurt the most. | 2007-11-15 | |
| SELL | 14.000 | Robert Floyd | (Market Call Minute) Would be a seller. Overpriced. | 2007-11-14 | |
| Comment | 11.840 | Michael Decter | Manufacturers pure silicon, which is needed for solar panels. Not sure he has a good fix on the earnings. Sold his holdings too early. Need to be patient for 2 or 3 quarters. | 2007-11-12 | |
| Comment | 16.000 | Michael Smedley | One of the difficulties in solar panels is producing high quality silicon. This one seems to be very highly valued by the analysts. | 2007-10-31 | |
| HOLD | 16.000 | Allan Jacobs | They like this company a lot at Sprott. They are the second biggest holder and have 17% of the company. They started buying at a dollar. Timminco has high purity silicon and quite a few contracts. Things look good for them and solar power. Good value. | 2007-10-30 | |
| DON'T BUY | 15.250 | Benj Gallander | Wouldn't go near it. He was more interested in it when it was at 50 cents. | 2007-10-18 | |
| SELL | 16.000 | Bill Carrigan | Maybe has seen the best money out of it. Time to take some off -reduce. | 2007-10-17 | |
| SPECULATIVE BUY | 16.350 | Peter Hodson | Stock has increased and there is talk of expansion. He likes the management team. He believes that the company will do well. He owns 16-17% of the company. | 2007-10-15 | |
| SELL | 16.700 | Robert Floyd | If you aren't already in this stock, you have missed it. If you own, there is nothing wrong with taking profits. | 2007-10-12 | |
| HOLD | 18.140 | Hap (Robert) Sneddon FCSI | MACD is still positive. It is still above its 50 and 200 moving averages and there is a lot of air space there. The stock has been accumulated all the way up on its rise. He wouldn't be surprised if it wants to come back to a round the $11 level, but right now there is nothing to suggest to get out of it. | 2007-10-09 | |
| Comment | 18.140 | Jean-Francois Tardif | Produces silicon for solar panels. So far, all the indications are that they can do it at a certain quality of high purity. Has had an unbelievable run. | 2007-10-09 | |
| BUY | 14.200 | Chyanne Fickes | High-grade silica for solar panels. Recently did a $84 million financing and with that are increasing their production facilities in Quebec and will be able to refine almost triple their capacity. Expect silica will go up from about $50,000 a metric ton to about $65,000 on the next contract. There is a worldwide shortage of this product. | 2007-10-01 | |
| TOP PICK | 11.480 | Brendan Kyne | Produces polysilicon that is used for solar cells. Solar cell growth will be going up 50%+ over the next 5 years. Have just raised money to increase their capacity. Expects $0.45 in earnings in 2008 and $2.20 in 2009. Have patents. The lowest cost producer of silicon. | 2007-09-24 | |
| TOP PICK | 10.590 | Peter Hodson | Hard to make it top pick. Single best stock idea in Canada. Could earn more than $2 a share after 2009. Have huge upside. Much higher margins than competition. | 2007-09-20 | |
| BUY | 10.600 | Jean-Francois Tardif | Produce high-grade silicone used in solar panels. Hesitant to buy stocks which have had a very strong run. Industry’s growing at 30-40 times per year. Really likes stock. | 2007-09-17 | |
| HOLD | 9.150 | Robert Floyd | Announced some major contracting news and the stock price shot up. They have performed extremely well. The silicon market is looking very attractive and this one just continues to push higher. | 2007-09-06 | |
| TOP PICK | 7.040 | Jean-Francois Tardif | Solar technology. Silicon production. Price of silicon has gone up like crazy. Solar panels demand is increasing. In the next few years, demand will go up very fast, price will be extremely healthy and production growth should more than double. Expect they could make $2.50 a share in 2009/2010. | 2007-08-07 | |
| TOP PICK | 5.850 | Peter Hodson | Solar energy play. Turns chemical grade silicon into the more expensive solar grade silicon. Have 2 customers and with one more, the stock could take off. From an earnings standpoint, 2009 and 2010, they could earn up to $2 a share. There is a huge demand for solar grade silicon. | 2007-07-05 | |
| HOLD | 5.390 | Lesley Marks | Produces raw material that goes into solar panels. Has had a spike and this is not the best entry point. Long-term, the fundamentals look quite good. Going through a plant expansion right now, which always creates an element of risk. | 2007-06-26 | |
| TOP PICK | 5.510 | Brendan Kyne | Their largest shareholder, Advanced Metal Group, is going public in the US, which gives them a huge market. 50% per annum solar growth is sustainable for the next 3 to 5 years. | 2007-06-25 | |
| Comment | 3.300 | Jeff Parent | Has been dropping. Do not average down. All the studies show that you do much better when you average up. | 2007-05-23 | |
| TOP PICK | 4.080 | Brendan Kyne | Solar energy will grow 50% per annum for at least the next 5 years. Good portion of this company’s growth is from polyfilicon, main ingredient in solar cells. Currently 30,000 tn. of annual consumption is expected to grow to 100,000 by 2010. Expected cash flow next year is $.41 and he expects it will be $.79 by 2009. Very cheap. | 2007-05-10 | |
| DON'T BUY | 3.660 | Benj Gallander | Has gone up too high for him. | 2007-04-19 | |
| TOP PICK | 2.870 | Brendan Kyne | Have 3 divisions. One is the production of silicon, the raw material for solar cells. They’ll earn $.40 next year and potentially $.80 in 09. | 2007-04-11 | |
Experts that have talked about Timminco Ltd.
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