stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Thompson Creek Metals Stock Symbol: TCM-T

Notes:Used to be Blue Perl Mining Ltd. (BLE-T)

Last Price Recorded: 3.3200 on 2014-04-23 23:41:15

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-03-03 DON'T BUY John Stephenson

Moly is their primary product.  There is worry that China could be the next black swan.


Price:
$2.870
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BEARISH
Owned:
Unknown
2014-01-30 DON'T BUY Dennis Da Silva

(Market Call Minute) Ramp up risk.


Price:
$2.920
Subject:
CANADIAN RESOURCE
Bias:
BULLISH on NATURAL GAS
Owned:
No
2014-01-22 DON'T BUY David Cockfield

Would only go into this if you are willing to take a fairly significant risk. Recently sold his holdings. The balance sheet was giving him concerns. Have gold production coming on, but the gold area isn’t that great. Good company when times are really good, but right now he considers it very high risk.


Price:
$3.080
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2013-11-19 SELL Bill Harris, CFA

(Market Call Minute) There are so many things ahead of them that even if you get a base metal cycle it will go ahead of that.


Price:
$2.940
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Unknown
2013-09-30 WATCH James Hodgins

He has a short position.  Covered a while back because of some positive news and then layered back on the shorts.  Last quarter they delivered a lot out of inventory so he thinks the moly is shrinking but meanwhile they are building out a copper/gold project.  These names tend to underperform heading into production so he waits for results.


Price:
$3.690
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH on US ECONOMY
Owned:
Yes
2013-08-20 WATCH Bill Carrigan

Likes the base building that is going on now.  Bottom fish here.  Or wait until it gets above $4.50 in case it never breaks out.  It could be dead money.


Price:
$3.800
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2013-08-19 HOLD John Stephenson

Okay name.  Moly is used as a harder in steel.  Still too oversupplied and price is too weak.  Hold rather than buy.


Price:
$3.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2013-07-18 DON'T BUY John Zechner

They were the only Moly producer in Canada on a large cap basis and a pure play.  Then they did a copper acquisition and the price of copper got stretched.  He would not own it and would look elsewhere in the metals sector.


Price:
$3.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-03-04 DON'T BUY John Stephenson

80% of its value is in the Thompson Creek mine and they’ve stopped stripping so essentially are not preparing the soil for future exploration down the road. Expansion into gold is a little late for them. Going to run out of the ability to generate cash in about a year’s time if they continue with this program. Primarily a molybdenum producer and steel has been pretty weak.


Price:
$3.320
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2013-02-26 BUY James Hodgins

Buying up properties in the US. Just did a convertible debenture to increase their exposure. He is negative on Canadian real estate, which he feels is going to end quite badly. 20% upside from here would be reasonable. 3.6% yield.


Price:
$3.370
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2013-01-16 BUY Don Vialoux

Seasonality for Molybdenum is similar to that for industrial metals such as copper, silver, platinum and palladium. Moly normally bottoms around mid-November and then moves higher until the beginning of May each year. Chart shows this company bottomed around mid-November and is starting to move up. If it moves beyond its resistance level, it will go to at least the bottom of its trading range in the last part of 2011.


Price:
$4.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2013-01-15 SELL John Stephenson

(Market Call Minute.) Great story and cheap valuation but they stopped pre-scripting on the Thompson Creek Mine, which is 75%-80% of their cash flow and will run out of product to mine within the next year.


Price:
$4.030
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Unknown
2012-11-28 DON'T BUY Ron Meisels

Stock is in a downtrend. Also, its moving average has turned down in early 2011 and is currently just skirting the price running below. You would need a breakout above $4.50. If you are into bargain-hunting, make sure you have a stop loss of around $2.


Price:
$2.730
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2012-11-19 PAST TOP PICK Mohsin Bashir

(Top Pick Nov 21/11, Down 53.82%) Walked away with positive double digit gains by getting out last February.  Moly and copper prices came down significantly.  Impairments in taking on Thompson Creek mine and a mine is coming on late.  You might find a floor soon.  The company is making some positive moves.


Price:
$2.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2012-10-15 DON'T BUY Bruce Campbell (1)

Is this a takeout target? They have the Canadian gold mine ready to open in about one year and they could break up the company. Could you see a gold miner making a bid for this and then selling off the moly? Not a bad thought. It’s complicated for some so you’ll see a bunch of people passing because Molybdenum is out of favour so much that it might be difficult to sell the moly. Speculative. Feels that Teck Resources (TCK.B-T) will move first.


Price:
$2.610
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 134 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.