Viewing Company Methanex Corp | StockChase
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Methanex Corp Stock Symbol: MX-T

Notes:Methanol producer

Last Price Recorded: $63.9900 on 2017-03-29

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Date Signal Expert Opinion Price
2017-03-27 TOP PICK Peter Hodson

A 19.5% shareholder is calling for dividend increases and share buybacks.  They spent about $3.5 billion on facilities over the last 3 years.  They control the world market in terms of pricing.  It is very solid.  10 times earnings.  (Analysts’ target: $57.00).


Price:
$59.920
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-03-13 COMMENT Matt Kacur

This usually runs counter cyclical to oil and gas, but they are actually at a cyclical low. ROC is just barely positive, and the valuation looks a little rich.


Price:
$63.090
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-07 COMMENT John Stephenson

An excellent company, but unfortunately like any commodity company, it is going to move around a lot with the commodity. Doesn’t see much upside, so wouldn’t add any money to this, and perhaps even take some off.


Price:
$65.670
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2017-02-16 DON'T BUY David Baskin

(Market Call Minute) A one commodity company and they are a price taker, not a price maker.


Price:
$64.300
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-01-25 COMMENT Bruce Campbell (2)

In his ranking system, this ranks fairly well, both from a fundamental and technical aspect. If the economy is starting to pick up and expand, chemical production and chemical usage is going to increase, and that is where this company is. The cost of their input is still fairly reasonably priced. Over the next 12 to 24 months, with what is happening in the US, we could see chemical consumption go up and this company will take advantage of that.


Price:
$61.360
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2017-01-04 PARTIAL SELL David Baskin

This has always kind of traded in sympathy with oil, but the supply and demand dynamics of methane are quite separate from oil. The stock got killed because there is too much capacity. No new capacity has come online, and prices have been very strong in the last little while. He got out of this because he felt he couldn’t predict methanol prices. However, methanol is the base chemical for a lot of industrial chemicals and is needed for those processes. If he owned it, he would be taking some profits on it.


Price:
$61.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-10-21 BUY on WEAKNESS Greg Newman

This follows crude prices to a large extent. Shares are still trading at only 65% of replacement value. For his model to work, methane prices only have to go up marginally this year and next. Their dividend is very well covered by cash flow. As long as you don’t mind the volatility, this is a good long term name.


Price:
$51.590
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2016-10-13 HOLD Michael Simpson, CFA

Methanol is highly correlated to the price of oil.  There are always concerns about Chinese producers producing more from coal.  If you are an owner then just enjoy the ride while it is going up.


Price:
$48.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2016-09-21 TOP PICK Nick Majendie

Thinks that this and methanol prices have bottomed out. The largest methanol producer globally. Good volume growth. Methanol prices have just increased a bit in North America. He is expecting good dividend growth and continued buybacks. The upside is decently significant.


Price:
$39.690
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-15 COMMENT Michael Sprung

Feels the methanol market has been in a bit of a disarray over the last year or 2, and that has been reflected in the stock’s price. A very, very cyclical business. If you feel the world is going into a slower growth, slower economy stage, he would hold off buying this.


Price:
$38.070
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-05 COMMENT Lyle Stein

The stock price doesn’t look much different than that of most oil companies. This is the leader in methanol. It needs a better sense of clarity with respect to global growth, as well as continued firmness in energy prices.


Price:
$36.610
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-05-17 DON'T BUY Don Vialoux

Technically this has been in a trading range, and you want the stock to move above the trading range from here. Right now it is not performing very well as it is still in a downward trend, and underperforming both the Canadian and US markets. Momentum indicators are still moving to the downside.


Price:
$40.800
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-05-16 DON'T BUY John Zechner

Single commodity producer.  It had a great run for a couple of years.  They missed in the last two quarters.  It will be volatile for the next couple of quarters.  It is the best way to play methanol. 


Price:
$38.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-04-12 BUY David Baskin

(Market Call Minute.) Tremendously correlated to the price of natural gas. A good company and it will do better if we see any increase in price in North America.


Price:
$42.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-03-31 WATCH Lyle Stein

It is an indirect oil play.  They extract methanol.  Their biggest input is natural gas.  It is a well run company with a logistics chain second to none.  This is one to keep an eye on.


Price:
$41.740
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
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