Stockchase Opinions

James Hodgins Sandstorm Metals & Energy SND-X PAST TOP PICK Nov 24, 2011

(A Top Pick June 27/11. Down 13.82%. )
$0.410

Stock price when the opinion was issued

0
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

TOP PICK
Recently did a deal on a copper stream from Donner Metals (DON-X) and an energy stream from Thunderbird (TBD-X). His current NAV is $0.85 but he could see this jumping up.
TOP PICK
Loves the business model. Stock is down quite a bit because they have done a number of financings. Some of the companies they are invested in are in coal, natural gas etc. but they don't own the equity, they own the revenue stream.
TOP PICK
Part of a triple tax loss trade. Fundamentals are in tact, balance sheet is good. 3 week trade.
WEAK BUY
Focused on Coal. Early phase. Competent people running the company. Prefers SSL
PAST TOP PICK
(A Top Pick June 27/11. Down 41.48%.) Still holds a very small piece but switched over to its sister company Sandstorm Gold (SSL-X). ASee Top Picks.)
PAST TOP PICK
(A Top Pick July 25/11. Down 56.66%.) They provide last stage financing to some of the resource companies. Invested in a project run by Royal Coal that missed all of its targets. Sitting on $40-$45 million in cash which they will start investing near year end when gas and coal are bottoming. Insiders have been buying on the decline. He’ll wait for the fundamentals to start to improve.
WAIT

A royalty streaming company focused on coal, natural gas and base metals. Recently piggybacked off a deal that Sandstorm Gold (SSL-X) did with Colossus Minerals (CSI-T) in Brazil and this company took the palladium piece which is very positive and why he feels the stock has had a bit of a bounce here. He is always iffy about buying stocks at this time of year that have been under a lot of pressure because he thinks you are going to start to see tax loss selling. Wait until after the tax loss selling season and this would definitely be a name he would look at.

PAST TOP PICK

(A Top Pick with Estrella (EEN-X) and Swisher Hygeine (SWI-T))Dec 29/11. These 3 did okay.) Part of a “triple tax loss” 3 week trade where owners did tax loss selling and then are buying back their stocks.

COMMENT

Has about 4 deals under its wings including a deal with Colossus Minerals (CSI-T). Stock has not done well because when they came out with the metal stream on the energy and base metal, it was at a time when metal and energy prices were strong so there was a lot of hype built into it. It is now a “show me” story.