Talisman Mining Ltd (TLM.TO) Buy, Sell or Hold

Talisman Mining Ltd (TLM.TO)

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BUY

In transition in both management and assets. New CEO’s strategy is to tighten the company up. Under promises and appears to over deliver. Selling off some non-core assets and building up a presence in non-conventional natural gas.

TOP PICK

Continues to be undervalued and in the penalty box but value will get crystallized at some point. Management has a new initiative to maximize value by selling off some non-core assets and taking a much more aggressive approach to assets they already have. Especially like their Indonesia, Malaysia and Vietnam assets that make a very attractive takeover target. Kazakhstan is a relatively small exposure.

DON'T BUY

Their entrance into Kurdistan puzzled him. A fairly peaceful area, but the central government in Baghdad will not let the Kurds do a private deal. Would be nervous if the drilling was successful.

BUY

Likes oil stocks in general. Has more non-Canadian resources than others. If you are looking for the extra kick that non-Canadian plays get, this is a good way to go.

COMMENT

Has been a laggard because of their exposure to more interesting parts of the world. Expects the Kurdistan will pay off in spades but he has to find out down the track.

BUY

This is a laggard, which is good. It eventually broke out but has now backed down and is testing. This might be a good entry point.

COMMENT

Along with the rest of the market, people are taking profits on a lot of the commodity stocks. Relative to its peer group, it's cheap. There have been some questions about its growth strategy but he thinks it's a great strategy.

TOP PICK

(A Top Pick July 13/07. Up 4%.) New management team is focusing on core values as well as potential opportunities. Internationally diversified including Indonesia, which is close to China. Going into Iraq, which is a very large potential opportunity with not too much capital risk up front.

BUY

Likes what they are doing in the alternative shale type space. This gives them a bit of an edge over the competition.

COMMENT

Will be drilling in Iraq. A riskier country with great opportunity. Have had production problems in the past. He is waiting to see how the new management will take over and redevelop the company.

BUY ON WEAKNESS

Just starting to turn the corner.

BUY

Under new management. New strategy of unconventional production and are into the eastern shales in Quebec. Cheap.

HOLD

Poised to move a little higher. New management has developed a good strategic plan. Return on capital and other metrics are not as high as others.

TOP PICK

His 3 Top Picks are inflation hedges. Under the new leadership it is re-inventing itself. Starting to concentrate on unconventional shale gas and are building some big positions.

BUY

Have had a major change in direction in the last few months. In the last month or so they announced some sales of some North Sea assets. Announced a joint venture with a US company to develop some shale plays. Having a look at it as it trades on a very cheap multiple.

Showing 346 to 360 of 1,053 entries

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Talisman Mining Ltd (TLM.TO)