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Argonaut Gold Stock Symbol: AR-T

Last Price Recorded: 3.9700 on 2014-09-20 01:14:49

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Date Signal Expert Opinion Price
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
2013-09-11 HOLD Bruce Campbell (1)

This is his only gold holding. Likes their production growth. Thinks gold is weak into the taper and maybe after. Longer-term he feels it has an NAV of over $10 and it will get there in time. Thinks it will grow through a flattish outlook and would be a buyer if gold drops to $1200 again and stocks go way back from where they are. $5.25 would be a place to add.


Price:
$6.120
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-08-22 BUY Jon Vialoux

Gold company that benefits at this time of year. Broke a long-term declining trend and is now on a new trend with higher highs and higher lows. He is expecting another breakout that will be above the 200 day moving average.


Price:
$7.610
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Unknown
2013-08-14 COMMENT Michael Giordano

Have 2 producing mines, both in Mexico and producing about 100,000 ounces of gold per year. In order to expand and diversify, they bought Prodigy Gold with a major asset in northern Ontario so there are growth assets in Mexico and North America.


Price:
$8.220
Subject:
RESOURCE
Bias:
BULLISH
Owned:
Yes
2013-07-23 BUY on WEAKNESS Bruce Campbell (1)

This is his only gold holding. Had gotten beaten down with all of the others but has come back. Relatively low cost but has quite high production growth. It can grow its way through flat prices and will still show higher cash flows. It also doesn’t have any significant debt. Good management. Buy it under $7 but a year from now it should be $9.


Price:
$7.470
Subject:
CANADIAN LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
Showing 1 to 15 of 54 entries
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