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

Oceanagold Corp Stock Symbol: OGC-T

Last Price Recorded: $4.0300 on 2017-03-23

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Date Signal Expert Opinion Price
2017-03-07 DON'T BUY Robert Cohen B.A.Sc., MBA, CFA

A mid-cap gold company. They are having trouble with their Didipio mine. The Philippine government has put a kind of moratorium on production as they review the environmental impact. This makes it a tough place to invest. If they lose their license, it represents 30%-40%. The political risk would scare him away.


Price:
$3.800
Subject:
MINING
Bias:
UNKNOWN
Owned:
Unknown
2017-03-06 COMMENT Joe Mazumdar

Based in Australasia and were picking up a lot of assets. For some investors, this might be overexposed to the Philippines right now. They have the Hale deposit in South Carolina they are building on, and are now taking more of a focus in the Americas. They’ve been quite active in regards to placements. He sees this being quite active in the junior mining sector.


Price:
$3.810
Subject:
JUNIOR MINING & EXPLORATION
Bias:
UNKNOWN
Owned:
No
2017-01-19 WAIT Ross Healy

Golds have gone into a corrective phase.  They have been working very hard to reduce costs and with success.  It’s okay, but he thinks it will not work out over the next few months with a rising US dollar and rising rates.


Price:
$4.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2016-12-23 COMMENT John Zechner

He is a lot more positive on gold then what he has been in a while. Gold stocks have come way back. The US$ may run into some headwinds, inflation is coming back, and real (?) higher interest rates are coming down, which all argues positively for gold. He is spending more time on domestic producers. (See Top Picks.)


Price:
$3.510
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-11-03 DON'T BUY Jason Mann

It is one of the better gold stocks in terms of valuation and they are not over levered.  It has a 1.4 times book and they have historically cash flowed.  They even pay a low yield.  The whole sector he is quite concerned about.  Gold is not a sector you want to be in.


Price:
$4.040
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-09-28 COMMENT Rick Rule

He would not invest in this until their dispute with the Philippine government is over. Their mine has been subject to some sort of environmental audit.


Price:
$4.010
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
No
2016-08-02 COMMENT Dennis da Silva

Kind of on the periphery for him. He kept looking and wondering when he wants to buy it. Producing in the Philippines. They are looking to grow through the next mine. Thinks it represents reasonable value for what it has. Pays a dividend which is always nice. Going into this development project probably keeps it off of his fund holdings. He would prefer Kirkland Lake (KGI-T).


Price:
$4.820
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
No
2015-06-17 COMMENT Jon Case

A producer of copper and gold, predominantly coming out of the Pacific rim. Have a portfolio of gold assets in New Zealand, but they don’t generate a whole lot of free cash flow. The majority of their free cash flow comes out of Didipio. The yield, from a free cash flow standpoint, looks quite strong at 6%-7%. However, there is a caveat that there is a tax holiday in the Philippines that rolls off in 3-4 years, and then the government takes half of that cash flow. The company probably needed to do something from an M&A standpoint to mitigate that drop, and they bought the Waihi asset from Newmont, a small asset in New Zealand. It has 3 years of mine life left. This is going to be a key catalyst to watch for. These factors keep him out of this story. This looks fully valued to him.


Price:
$2.830
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
No
2015-03-02 WATCH Rick Rule

He did well last cycle and is looking at it again now.  They are able to operate as a small company in several countries and do well.


Price:
$2.330
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
No
2013-05-14 Unspecified Jon Case

Likes their free cash flow. Doesn't like the copper coming from it. He is bearish on copper. Oceanagold  has two mines in New Zealand that are nearing their end so that is a concern. The company is strong. He doesn't own.


Price:
$2.000
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
No
2013-05-09 WAIT Jon Vialoux

Play into later half of summer.  Gold is not performing well at all now. He is targeting $1200 for Gold. Support at $1.8 for OGC.


Price:
$2.070
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2013-04-29 DON'T BUY Brian Huen

Cautious on gold but this is one of the better companies.  There is negative momentum for the coal space.  Buy this and short a basket of junior gold names.


Price:
$2.140
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
No
2011-12-29 COMMENT Peter Imhof Likes the production profile. Their costs should be coming down so they have a good growth profile. An underfollowed story. It's just a matter of volatility with the gold price. Some of these companies are an little bit higher cash cost producers so they are going to have the fluctuations along with the gold price. Good management.
Price:
$2.180
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2010-11-26 BUY Jamie Horvat Gold. Likes the name. Producing about 200,000 ounces. Trades at a discount to the group. Has optionality on its Philippine holdings. Trades at a discount.
Price:
$3.160
Subject:
CANADIAN
Bias:
BULL on PRECIOUS & BASE METALS
Owned:
Yes
2010-11-04 BUY Derek Webb, CFA He is not a small cap expert. IF you look at it as a trader, if you own it, you will be safe until the top end of the channel. Safe to buy it here.
Price:
$3.640
Subject:
CANADIAN - LONG & SHORT
Bias:
BULL
Owned:
Unknown
Showing 1 to 15 of 21 entries
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