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Lake Shore Gold (LSG.TO)

COMMENT
Timmins mine was started in Q1 of 2011 and they recently announced production was going to be significantly less than was expected. Mind start-ups are never smooth and you always have blips. There is now a credibility issue with management. Expects this is the bottom and there will be more upside.
TOP PICK
Deviation from the mean was approaching over 40%.
HOLD
Have attractive exploration potential and attractive ore bodies. Have been too aggressive with the guidance and are not executing. Doesn't think there's anything horribly wrong with the company. They need a new production management team. All the bad news is now in this stock. Not her favourite name.
BUY
Have had very good exploration results. Had trouble moving from exploration into production. Performance has improved and if they can continue and get the costs under control, they should do well.
HOLD
A very good junior working in an old famous area in Canada, discovering high grade. Doing quite well. Takes time for these juniors to get control of their costs and get production. He continues to hold it.
TOP PICK
Gold. Has the ability to double its production or more in the next 2 years so there is lots of production coming on. If the market goes sideways or up, you are going to win. Nice safe jurisdiction in Northern Ontario.
BUY
Their largest shareholder is leaving them. He finds it a more attractive company this way.
COMMENT
High grade gold. Has the ability to expand in its territory. Good assets.
HOLD
A takeout is a possibility. Big gold miners, to support their multiples and production, are going to have to take out a lot of the smaller companies.
COMMENT
Had some challenges in the last couple of quarters while trying to ramp up production levels but seem to be overcoming this. The key attraction is their exploration potential in West Timmins Camp. The catalyst will be more drill results coming out. Could be a takeover candidate. Looking for the right price before buying.
BUY ON WEAKNESS
Very good discovery. Given lack of good-sized gold deposits in politically safe environments, this is one of the premium take-out names. They ran ahead of themselves and had some setbacks. It’s a matter of buying at the right price.
COMMENT
Acquired West Timmins. Their problem now is that they are going into production which requires financing. This takes years. Would rather own other producers.
BUY
Have been drilling and getting some nice high grades. Think it will eventually get acquired at much higher levels.
COMMENT
Trying to build a great gold camp again in an old gold camp and seems to be succeeding.
COMMENT
Trimmed some of his position. Was a fabulous performer in the growth stage. Great management team. Will have to grow into its valuation and he personally thinks he can get others cheaper in the same area.
Showing 61 to 75 of 105 entries