Viewing Company Turquoise Hill Resources | StockChase
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Turquoise Hill Resources Stock Symbol: TRQ-T

Notes:

Formerly Ivanhoe Mines

Last Price Recorded: $4.4900 on 2016-12-05

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Date Signal Expert Opinion Price
2016-09-28 COMMENT Rick Rule

He likes this a lot. A very large gold producer, sort of in drag. A copper mine that produces an awful lot of gold. It will produce gold for a very long time. It is going to make an awful lot of money and should be a cornerstone in many people’s portfolios.


Price:
$3.950
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Unknown
2016-06-03 COMMENT Jason Mann

A copper mine in Mongolia. Controlled by Rio Tinto (RIO-N). One of his favourite positions. Scores at the top of the pack on valuation. Great balance sheet with a ton of excess cash. Going into production a couple of years out. One of the lowest cost copper producers globally with one of the best assets. The extra juice is if Rio decides to consolidate the rest of it, which they may well do if the copper market is turning in their favour.


Price:
$3.810
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-06 TOP PICK Jason Mann

18 months ago, very few of his picks would have been in the resource sector, but he is seeing a shift to the cyclical value. This owns one of the best undeveloped copper assets globally. They are cash flowing from their open pit mine today. This has a 40-year life, so you are buying an asset that has got a very long time for cash flow. Has no debt problems, and has $1.3 billion cash on the balance sheet, which will be used to develop their underground mine. Trading at 6.2X EBITDA and about 14X PE. Price momentum has been improving as copper stocks have been moving up. Rio Tinto (RIO-N) has managed to do a creeping takeover over the last number of years, and own over half of it. If the cycle starts to turn, it would make a lot of sense for Rio Tinto to take in the minority.


Price:
$3.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-12 BUY Rick Rule

Likes it.  Top deposit in the world.  He sees them being able to weather the low commodity environment.  He thinks it will eventually be part of Rio Tinto.


Price:
$4.350
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Yes
2015-03-04 DON'T BUY Brent Cook

Mongolian mines:  They have made so many tries.  They are still fighting with the government there.  The government has shown themselves to be indecisive.


Price:
$3.870
Subject:
JUNIOR MINING & COMMODITIES
Bias:
SELECTIVE
Owned:
Unknown
2014-11-05 COMMENT Dennis da Silva

A tortured story, but shouldn’t be a surprise as they are dealing in a difficult environment in Mongolia. A massive operating mine of over 1 billion pounds of copper and 60 thousand ounces of gold. They are waiting for government approval for going underground. There are concerns about how long that might take. He doesn't like the geopolitical risks.


Price:
$3.600
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
No
2013-04-05 DON'T BUY Alice Tsang

Great assets in a risky jurisdiction. Even at this level she wouldn’t step in. She would want to see more clarity with the Mongolian government and what action they may take. On top of this, copper prices are falling.


Price:
$6.280
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS
Owned:
No
2012-12-28 HOLD Michael Giordano

One of the largest undeveloped copper/gold mines globally (in Mongolia). The concern is that the Mongolian government has been postulating and trying to get higher taxes and royalties. This has made investors nervous. Once the company starts production, they should be generating excellent cash flows.


Price:
$7.260
Subject:
RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2012-10-17 BUY Michael Smedley

Recognizes this as the only, very large, new independent listed copper producer in the world for many years. Rio Tinto (RIO-N) now controls it totally and are the best people to do the block caving and the best people to be totally organized and to maintain a good relationship with the Mongolian government.


Price:
$8.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2012-06-29 DON'T BUY Keith Richards Has been in a downtrend since the beginning of 2011 but maybe basing out right now. Until it breaks the downtrend line, he would not be a buyer.
Price:
$10.040
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2012-06-27 COMMENT John Stephenson Looking fairly attractive at this level. The discovery in Mongolia has the prospect of being one of the largest copper/gold mines globally. Brought in a partner, Rio Tinto (RIO-N), which took control of the partnership, which has de-risked the project for Ivanhoe. They are in the market with a rights offering in a $7 range, which he thinks will be taken up.
Price:
$9.510
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
No
2012-04-13 PARTIAL BUY Bill Carrigan This one has been following the course of most commodity sensitive stocks. Chart shows a strong downtrend. Currently it is right in the resistance and this is not a place to give away the stock. Don't Sell. If you like, you can pick away at it.
Price:
$12.750
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2012-04-09 COMMENT Bill Harris, CFA Copper has not come off that much but there is the expectation that it is about to roll over and the stocks have rolled over. This company has already been bought and no one can take over Rio Tinto’s position. It has one of the great resource deposits on the planet and is going into production. When it is up and running and they can prove it works, it should trade at $20-$25. Probably not a bad pick.
Price:
$13.510
Subject:
RESOURCE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2012-03-30 DON'T BUY Alice Tsang Rio Tinto (RIO-N) has recently acquired 51% so as a. takeout play, the premium will probably not be as high as previously expected and she expects the stock to stay sideways. There are better places to put your money.
Price:
$15.690
Subject:
CANADIAN RESOURCES
Bias:
OPTIMISTIC
Owned:
Unknown
2012-03-21 DON'T BUY Benj Gallander Doesn’t make his original filter at all. Too many wild cards with this company. When he sees what they did in the past he wonders what they will do in the future. Nat Gas is the most interesting to him at present.
Price:
$16.680
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
Showing 1 to 15 of 139 entries
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