Nervous about what they are doing in Madagascar. A very large capital project. Doesn't have the guts to own it at this price. (Owns their joint venture partner FNX Mining (FNX-T).)
A contract miner that provides mining services. Has a nice nickel property in Madagascar with some great partners. Just got certification so they can start construction this year. Very large project and hopefully they'll be on by 2010.
They own 25% of FNX as well as getting paid for operating their mines. Have a large holding of nickel laterite (?) in Madagascar. Nickel laterites have not always been that successful so the street is a little concerned. There may be better ways to play nickel.
A well-run company. Diverse asset base. If you like commodities, you should like this company. Relatively cheap compared to some of the others. He prefers FNX Mining (FNX-T) or First Nickel (FNI-T).
Gave a nasty surprise when it didn't hold the 200 day moving average. Given that it is a metal mining stock and all of them will do well, there could be a little bit of recovery.
Should be having a lot more promise than it has had. Was in a trough in tne early part of the year which looked like it had a head and shoulders pattern, but it is not panning out the way it should.
Partnered with FNX (FNX-T) in Sudbury and they have had a great discovery in the Sudbury area. FNX has traded ahead of its asset value for about a year and a half. Dynatec fully reflects what they have in the Sudbury project, but given time, the value will catch up to it. If you don't own it, you've missed.
You have to couple this one with FNX (FNX-T) as Dynatec is the operator and part shareholder in assets on the Sudbury rim. FNX recently completed what seems to be an extrordinary discovery of a rich nickel find on the rim. Can also benefit from a Madagascar nickel find by Phelps Dodge (PD-N). Very speculative.