Viewing Company Argonaut Gold | StockChase
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Compiling comments that experts make about stocks while on public TV.

Argonaut Gold Stock Symbol: AR-T

Last Price Recorded: $3.6200 on 2016-06-24

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Date Signal Expert Opinion Price
2016-05-12 COMMENT Rick Rule

Hold or Sell? This has had a nice move. If you are underweight the whole gold complex you might want to keep it. If you are a trader, you have had a spectacular move in the last 4 months, you might want to take your initial capital out.


Price:
$2.960
Subject:
PRECIOUS METALS
Bias:
BULL on GOLD & SILVER
Owned:
Unknown
2016-04-28 COMMENT Bruce Campbell (1)

Like a lot of golds, this has recovered somewhat. Likes the company and management, but exited all of his golds about 3 years ago. They have 3 different Mexican mines as well as a project in Northern Ontario. If you like gold exposure, it is a decent play. They won’t hurt you or surprise you very much. Relatively cheap with an asset value of $4. It will pull back if the price of gold pulls back.


Price:
$2.640
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-03-15 COMMENT Bruce Campbell (1)

Sold his holdings a couple of years ago. It’s mostly in Mexico with a small part in Northern Ontario, which has been pushed out to 2018-2019. Good operators, but just didn’t like the macro view. Had some cost overruns a couple of times. Looks like there is value and it should be trading at $2.50-$3 to make it equal to the others, but there has been 2 years of lagging valuations. Not terrible, but it goes sideways and will only move up after seniors move and if gold went to $1400-$1500.


Price:
$1.650
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-03-07 BUY Rick Rule

Latin America.  Their guidance was artificially high and they were punished.  He thinks they will play catch up aggressively.  Seasoned management team and a good pipeline. 


Price:
$1.760
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
No
2015-11-12 COMMENT Rick Rule

He sees this as fairly good implementers, but doesn’t see any catalyst other than the gold price to take the stock higher. They have certainly had successes in their past life. He wouldn’t be in the mood to buy this one today.


Price:
$1.180
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
No
2015-09-16 COMMENT Brooke Thackray

Like all gold stocks, this has been absolutely pummeled. Gold stocks are very undervalued relative to gold bullion. This stock is in a base pattern. From a seasonal perspective, we are coming up to the end of the gold period for stocks, September 25. Gold and gold stocks have a historic pattern of underperforming in October.


Price:
$1.290
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-09-14 COMMENT Bruce Campbell (1)

Had a miss in a quarter which was weather related about a year ago. The stock is cheap, but it has never really recovered. Their cash costs are around $750 an ounce and they’re all in costs are around $1000-$1050. The balance sheet is fine, but they have to spend money on the growth. It is trading something like $0.40 on the dollar on asset value, so it is stupidly cheap. You should probably do something senior 1st, and once that has moved, then you could go and look at this one.


Price:
$1.170
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-27 PAST TOP PICK Bruce Campbell (1)

(A Top Pick July 21/14. Down 71.05%.) Missed one quarter about a year ago because of heavy rains in the rainy season in Mexico. Made it up the next quarter and has reported good results ever since with a bunch of new drilling, but nobody cares. It was a mistake to pick a gold a year ago.


Price:
$1.210
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-07-06 DON'T BUY Bill Carrigan

Chart shows lows in mid-2013, mid-2014 and late 2014-early 2015. This was a good day for gold and this company did not participate. A relative under performer.


Price:
$1.730
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
Unknown
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 RESOURCES
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
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