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Argonaut Gold Stock Symbol: AR-T

Last Price Recorded: $1.7400 on 2015-07-06

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Date Signal Expert Opinion Price
2015-06-17 PAST TOP PICK Jon Case

(A Top Pick May 30/14. Down 56.22%.) This has the value driver that he focuses the most on, free cash flow from the El Castile and La Colorada mines in Mexico. A significant portion of their value lies in 3 development assets, which were going to get funded out of the free cash flow from Mexico. At the current gold price, their ability to fund those assets is now called into question. Because of this, investors have exited. He sees value here, and if his gold price forecasting comes to pass this company can regain its lost performance.


Price:
$1.650
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2015-06-10 COMMENT Dennis Da Silva

(Market Call Minute.) Was a Mexican producer primarily, but has a mine in Ontario. He has found better places to be.


Price:
$1.560
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC
Owned:
No
2015-06-01 COMMENT Bruce Campbell (1)

Its gold mines are all in Mexico. Had a rainy season last fall and missed a quarter, the stock got hit and never really recovered. Hasn’t added to his holdings, but given the small amount of holding and the price that it is at, he has left it. If his outlook for gold got better, he would probably add to it. This has everything you would look for in a gold mine with $700 costs, growing production, cash flow and a good balance sheet.


Price:
$1.700
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-21 COMMENT Bruce Campbell (1)

Had been buying before Christmas when it dipped on tax loss selling. Just reported a record 4th quarter production. Still cheap at under $3. Given that the outlook in gold has changed so much, you should see NAV’s in the $5.50-$6 range. He thinks the stock is worth $4 in the current environment. They are quite profitable at the current gold price level.


Price:
$2.880
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-12 COMMENT Bruce Campbell (1)

With gold prices weak, it is hard for the stocks to do very well. Has been picking away at this one recently when it gets around $4. Production costs are under $700. They have a couple of good quarters coming. The short-term strength in the US$ and the lack of inflation, just doesn’t bode well for a 4-6 week outlook on gold. If you are either a gold bug or have patience, this would be a Buy.


Price:
$3.950
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-21 TOP PICK Bruce Campbell (1)

Started to buy this again recently. Just reported production, which was about a 7% miss, so the stock has pulled back. Currently trading $0.65 from its NAV. There is production growth coming. This was just a quarter that got pushed into the back half of the year, so they kept guidance the same. Thinks it is easy for this to go to $5 again. This is a seasonally strong period for gold (and silver), so he thinks there is at least a trade in this. Low cost producer at about $700 an ounce.


Price:
$4.180
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-05-30 TOP PICK Jon Case

Midsize gold producer in Mexico. 2 primary assets. Had a bit of recovery issue in one of their mines in the 4th quarter where it was chemically difficult to separate the gold from the ore. This resulted in lower-than-expected production, and lower than expected cash flow. That will change as we go through 2014 towards the back half of the year. Expects to see the mine moving to a better area, and production come back up. Feels the share price slide was unjustified. Fundamental value is north of $4.


Price:
$3.700
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2014-05-02 BUY Bruce Campbell (1)

This is his only gold holding and is only a 1% holding in clients’ portfolios. Lost a court case recently on one of their Mexican mines. Still thinks they are going to get it, but it is a 6-9 month delay. That impacted the stock a little. Not hugely positive on gold, but wants to have a little bit of insurance. There is a fair amount of production growth coming over the next 3-4 years at costs of around $700 an ounce. That is still attractive.


Price:
$4.020
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-21 DON'T BUY Fabrice Taylor

Gold is an industry he does not like.  You are always battling two huge forces you can’t predict. 


Price:
$3.700
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
No
2014-03-25 COMMENT Charles Oliver, HBSc CFA

Q4 results came in reasonably good although there are a couple of questions that he still has. Cash costs came in lower, but they burned quite a bit of cash in the quarter. Their $125 million cash in the last quarter has been reduced to $80 million. There are some payments to Silver Standard (SSO-T) for assets they bought. Finds it expensive.


Price:
$5.050
Subject:
PRECIOUS & BASE METAL
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-03-12 COMMENT Bruce Campbell (1)

His only gold holding. Has lagged ever so slightly. Still one of the few ones that is going to have free cash flow down to $1000. It may never get that low. You want production growth and free cash flow at lower prices and this company has that. Had a tiny stumble at one of the mines in Mexico, which caused the 4th quarter to be under by $.02-$.03. It is getting fixed and he thinks the next quarter coming out will be good. Still buying.


Price:
$5.750
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-02-03 BUY on WEAKNESS Jon Case

Likes it.  Has an asset in Mexico and acquired a few over time and finally one in Ontario.  They have free cash flow that will fund growth over time.  2014 guidance was lowered, but is reflected in the share price.  Under $5 he would look to add.  They have top tier management.


Price:
$5.110
Subject:
PRECIOUS & BASE METAL
Bias:
BULLISH on GOLD
Owned:
Unknown
2014-01-07 WEAK BUY Bruce Campbell (1)

He has very little gold.  These guys are really good operators.  These guys have costs around $700 per oz.  This is one of 4 companies in North America that has costs under $1000.  Growth coming from production.  Not a bad entry point if you want it for a little bit of insurance.


Price:
$5.250
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2013-10-18 DON'T BUY Jason Donville

Problem is with the commodity, not the stock. 


Price:
$5.370
Subject:
GROWTH & FINANCIALS
Bias:
SELECTIVE
Owned:
No
2013-09-16 SELL ON STRENGTH Brian Huen

Has always been on a list of very good companies.  No cash flow problem.  This is a go to name.  This would be a great time to buy it except that seasonality has run out.  He would look for a bounce to take profits.


Price:
$5.990
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 58 entries
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