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Lake Shore Gold Stock Symbol: LSG-T

Last Price Recorded: $1.1300 on 2015-04-19

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Date Signal Expert Opinion Price
2015-03-03 TOP PICK Dennis Da Silva

He would rather own a shorter mine life company that actually makes plenty of free cash flow in today’s gold environment, rather than looking at gold companies with a 10-12 year mine life, but struggling to make money. This has a 5-year mine life. Have kick started their exploration program in the Timmins area, to try and replenish what they are producing, and ideally add 2-4 years to their mine life. Right now their cash “all in” costs are just under $1000 an ounce, and they should be able to generate $50-$60 million of cash flow.


Price:
$1.120
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-03-02 BUY Rick Rule

A very well operated company in a very good gold terrain. 


Price:
$1.120
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
No
2015-02-03 COMMENT Benj Gallander

On his stock watch list. Have been publishing good results. Something has always made him hesitate about buying into this company. They have some pretty good backers behind them. He can see that if gold goes up, this will go up.


Price:
$1.060
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2015-01-06 HOLD Bill Carrigan

Actually not a bad looking chart. It is currently well above the 2013 lows, but we still need to take out the pivotal point of around $1.20. He likes the sector and thinks it is going to turn, but lately this one has been a bit of a laggard and is not keeping up with the rest. Be patient with this and see if it takes out the $1.20 peak.


Price:
$0.860
Subject:
TECHNICAL ANALYSIS
Bias:
BEAR on ENERGY
Owned:
Unknown
2014-12-02 DON'T BUY Lyle Stein

Has had some knocks lately because of it’s debt. Having a lot of debt associated with a mining company is an imbalance. How do they expand? To expand they need capital. This is not a name that he would look at. (See Top Picks.)


Price:
$0.930
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2014-11-25 DON'T BUY John Stephenson

A disaster waiting to happen. He sees this as a producer that is very challenged going forward. His overall view on gold is very bearish. Most gold companies start to run into trouble, certainly below $1200 an ounce, but around $1100, $1000 and $1050, you have real issues with virtually everyone. It has debt and really no growth, and gold is going the wrong way.


Price:
$1.000
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULL on US EQUITIES
Owned:
Unknown
2014-11-05 COMMENT Dennis Da Silva

Doesn't have a lot of exposure to gold in general, but this is one of the juniors that he has decided to play. Costs of $580 an ounce and has $70 billion in the bank. Doesn't see anything wrong with owning a company that makes money right now and continues to make money even if gold is $1000-$1100, because it's “all in” costs are just under $1000. The big knock, besides failing to meet expectations and projections, is that it has a 6 year mine life. He thinks it can make $80 million next year in cash flow and about $50 million free if gold is around $1200. He is very confident they can extend the mine life beyond 6 years.


Price:
$0.810
Subject:
CANADIAN RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2014-08-07 COMMENT Rick Rule

Likes this company. This has had a real, real run. If you are constructive on the price of gold, you should own this. They are getting everything right for the last couple of quarters.


Price:
$1.360
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2014-08-05 COMMENT Charles Oliver, HBSc CFA

Went through a bit of a teething period, as many of these mines do. Cash costs were quite high. Have been able to bring them down in the last several quarters, and just came out with some good numbers. One of the concerns is that they are mining above grade at just over 5 grams per ton.  If you see that grade come down, you’ll see a slight bump in the overall costs.  Has had a nice run. Not the cheapest stock out there, but seem to be making a turn around right now in terms of getting things under control.


Price:
$1.230
Subject:
PRECIOUS METALS
Bias:
OPTIMISTIC on GOLD
Owned:
Unknown
2014-07-09 COMMENT Benj Gallander

On his Watch list. Gold is a pretty interesting sector in a lot of ways. This company was starting to have record output, and was moving up the charts. Moved too far for him at this point in time. However, could see how there could be further gains ahead.


Price:
$1.170
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2014-06-27 HOLD Jaime Carrasco

With a lot of these companies the key issue is cost of production. As we went through this tunnel, cost of production was much higher than the stock price for a lot of the companies. This is why they have been hurt. He is pretty comfortable that gold is going to go back up and all these companies are going to look great.


Price:
$0.940
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-04-21 DON'T BUY Fabrice Taylor

Doesn’t know if it will ever break $1.  The problem is access to capital.  They are trying to get into the higher grade ore and that is not always easy.  Costs are always going up.  Gold is not his favourite industry.


Price:
$0.790
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
No
2014-03-31 BUY Michael Smedley

The price of gold is pretty steady.  No cause to be alarmed in either direction.  LSG is being treated with greater affection than a couple of years ago.  Is building to be a decent producer. 


Price:
$0.730
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2014-03-25 COMMENT Charles Oliver, HBSc CFA

Bought and sold this a number of times in the last 4-5 years and is currently out of it, but kicking himself somewhat. Feels he should’ve started seeing some of the signs of a turnaround. Really pulled up their socks in the last 6-9 months. Had some issues and ramped up their mines. Had a great last couple of quarters. Guidance seems to be going up. Very interested in revisiting this, but he’ll wait for a pullback.


Price:
$0.740
Subject:
PRECIOUS & BASE METAL
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-03-03 COMMENT Rick Rule

He is nervous about operational risks. 


Price:
$0.950
Subject:
PRECIOUS METALS
Bias:
CAUTIOUS on METALS
Owned:
Yes
Showing 1 to 15 of 93 entries
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