List by Company Name |
List by Symbol |
Notes:environmentally friendly drilling equipment
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2012-11-13 | DON'T BUY | James Hodgins |
Been a nice success story. His opinion is that the commodity cycle has really played out here. Tweet finance |
Price: $3.430 Subject: SMALL & MID-CAP Bias: SELECTIVE Owned: Unknown |
| 2012-01-13 | TOP PICK | Gavin Graham |
Manufacture mining drill rigs. Just acquired a small oil/gas drilling business, mostly in the US. Of the 126 drills they have, almost all of them are gold drilling. Meters they have drilled has gone from 240,000 to 450,000 in the 9 months to September. Earnings have exploded. Put all their cash flow into building new rigs. $25 million cash in the balance sheet. Tweet finance |
Price: $4.770 Subject: GLOBAL Bias: DEFENSIVE Owned: Yes |
| 2011-09-09 | PAST TOP PICK | Irwin Michael, B.Com, MBA |
(A Top Pick Oct 1/10. Up 22%.) Tweet finance |
Price: $4.200 Subject: VALUE Bias: SELECTIVE Owned: Unknown |
| 2011-04-27 | PAST TOP PICK | Irwin Michael, B.Com, MBA |
(A Top Pick Oct 1/10. Up 23.43%.) Global mine driller with about 103 rigs and going to 130. Drills for a lot of juniors who have been cashed up. Further afield, the better margins because of higher risks. Has $28-$30 million in cash. Hidden asset with control of almost 7 million shares in Impact Silver (IPT-X). Would like to see this sold as they are drillers, not a silver company. A lot of potential torque as the higher gold goes, they’ll get greater market share. Tweet finance |
Price: $4.480 Subject: VALUE Bias: BULLISH on OIL & GAS Owned: Yes |
| 2011-02-18 | BUY | Irwin Michael, B.Com, MBA |
Good crew of experienced in mine drilling. Do a lot outside the country, particularly frontier drilling. With a lot of the gold companies having raised money, they are doing a lot of drilling. Further they go a field, margins tend to increase. Virtually operating flat out. Recently did a successful issue and are all set up for mergers and takeovers. Tweet finance |
Price: $4.420 Subject: VALUE Bias: SELECTIVE Owned: Yes |
| 2010-11-08 | BUY | Charles Oliver, HBSc CFA |
Their drill rigs are very portable. People are going off into far off remote places these days. It’s not terribly expensive. Tweet finance |
Price: $3.870 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: BULL on SILVER Owned: Unknown |
| 2010-10-01 | TOP PICK | Irwin Michael, B.Com, MBA |
Contract mine driller with 70% being gold. Because of so many gold financing over the last while, they will have a lot of work to do. Debt-free. Has a lot of potential torque as gold mining picks up. Not widely followed and fundamentally very cheap. Tweet finance |
Price: $3.500 Subject: VALUE - SMALL & MIDCAP Bias: SELECTIVE Owned: Yes |
| 2010-01-20 | BUY on WEAKNESS | Andrew Cook |
Designed and developed a little portable mining drill that can get into tight areas. Likes it quite a bit but is a little overbought on the daily charts. Wait for a pullback. Tweet finance |
Price: $2.610 Subject: RESOURCE Bias: BULLISH on RESOURCES Owned: No |
| 2009-07-31 | BUY | Lyle Stein |
They can do what no one else can, i.e. going into the hinterland and use labour for drilling. Likes management. Tweet finance |
Price: $2.140 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2009-05-26 | DON'T BUY | Robert Lauzon |
There is a small basket of small drillers that he looks at but prefers larger and more liquid players. As the mining sector rallies, you could see substantial gains in these. Prefers Major Drilling (MDI-T). Tweet finance |
Price: $1.540 Subject: MINING Bias: BULLISH on ENERGY Owned: No |
| 2009-04-24 | BUY | Andrew Cook |
Like it and see significant upside. In March the activity levels were equal to Jan and Feb combined. 95% of business is with Majors so no risk of clients running out of money. Could make some acquisitions. Tweet finance |
Price: $1.480 Subject: RESOURCE Bias: OPTIMISTIC Owned: Yes |
| 2009-03-03 | COMMENT | Rick Rule |
(Caller says they designed a portable drill that can be put together under 2 hours and can go into areas where the old drills could not go.) Likes the product but not big enough for him to care about. Mining/oil field services are extremely cyclical and he prefers lowest cost provider with an extraordinary balance sheet and a depth of service capability that this company is not large enough to fulfill. Also believes there will be an aggressive turndown of exploration spending. Tweet finance |
Price: $0.890 Subject: MINING - SMALL & MID CAP Bias: BULLISH Owned: No |
| 2008-08-06 | TOP PICK | David Morgan |
Drilling company. Quarter after quarter they are increasing their profits. Also own a fair amount of Impact Silver (IPT-X). Well run and well managed. Expect it to be far higher 5 to 10 years from now. Tweet finance |
Price: $3.640 Subject: GOLD & SILVER Bias: UNKNOWN Owned: Yes |
| 2008-07-15 | COMMENT | Jean-Francois Tardif |
Have unique systems that can be carried on the back so very remote areas can be accessed. Have been expanding their fleet and equipment so revenues and earnings are growing at a very fast pace. He wants to buy this one again sometime in the future. Tweet finance |
Price: $4.210 Subject: ALTERNATIVE STRATEGIES Bias: BEAR Owned: No |
| 2007-12-13 | BUY | Alex Ruus |
Doesn't know the stock that well but based on what he does know, it's in a favourable place. Undervalued. If the mining cycle continues, you should see good performance out of this one. Tweet finance |
Price: $4.260 Subject: NORTH AMERICAN Bias: SELECTIVE Owned: No |