Stockchase Opinions

David BurrowsEurozinc Mining CorpEZM.TOBUYOct 19, 2006

Merging with Lundin Mining (LUN-T). The deal on Inco (N-T) closes next week and there will be about $16 billion coming back to investors, many of whom will look to replace their investments in the mining space. Speculative and volatile.
$3.34

Stock price when the opinion was issued

precious metals
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BUY ON WEAKNESS
Just merged with Lundin Mining. Probably trading around 5 X earnings right now. Will probably grow by acquisitions. Because of its huge rally, would wait for correction.
BUY
World shortage in zinc and cannot be easily made up. Hud Bay (HBM-T), Eurozinc (EZM-T) and Inmet (IMN-T) have tremendous leverage to base metals. The demand for raw materials coming out of emerging-markets is astonishing.
SELL
This is a volatile stock. Recommends selling. It is time to lighten your metal exposure.
BUY
Merging with Lundin Mining (LUN-T). Two extremely high production mines in the Iberian peninsula and, between them, they have a rack of prospects.
DON'T BUY
Merging with Lundin Mining (LUN-T) which makes a lot of sense. Doesn't believe this is the time to be buying metal stocks. We are in a corrective period and there is downside risk.
COMMENT
Recently sold his holdings in order to reduce exposure to the deep cyclicals and resources. Management has done an exceptional job. Likes the merger with Lundin Mining (LUN-T). Not sure that base metals can go much higher.
COMMENT
Good management. Prefers Iberian Zinc (IZN-X).
BUY
Merging with Lundin Mining (LUN-T) which makes sense. If you're short term, and worried about the US economy slowdown, then you should trade in and out of these types of stocks. Longer term, this company is fine.
BUY
Proposed merger with Lundin (LUN-T). Not a bad merger in terms of geographic location with both having mines in Europe giving them limited political risks.
HOLD
Has done very well. You are really riding on the top end of a commodity cycle. You may be a little bit late.
BUY ON WEAKNESS
In Portugal, a more stable country outside of North America. Has had a great run. Mostly in copper which he is not bullish on at this time. Would like to buy it under $2 as he thinks that would be were copper will be selling at. One of the better emerging producers in metals, that is trading today. Well-run company.
BUY
This is really a copper producer with a by-product of zinc. There has been a lot of speculative money in the stock. Was affected by the fall off in the prices of copper and zinc. Buy for the long term only.
WEAK BUY
Gives you exposure to copper and zinc. This company will be a proxy for base metal prices. Doesn't think it has the earning power of others, so is not sure it would be his number one pick.
DON'T BUY
Copper in Portugal. Has some zinc coming. Has a fair bit of its copper hedged. In the short-term, the momentum may take it down further.