Semafo Inc (SMF-T) Stock Predictions - Stockchase
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Semafo Inc (SMF-T)

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Semafo Inc

SMF-T

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Semafo Inc (SMF-T) SAVE Mar, 25, 2019, 11:13 pm

3.92 0.04 (1.03%)

About Semafo Inc (SMF-T)

SEMAFO Inc. is a Canadian-based mining company with gold production and exploration activities in West Africa. More at Wikipedia

What the experts are saying about SMF-T



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TOP PICK
Semafo Inc(SMF-T) 

March 4, 2019

A producer in West Africa. They went from cash burn to cash build. They now have two assets, not one. That will attract new investors and could cause a re-rating. (Analysts’ price target is $5.19)
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A producer in West Africa. They went from cash burn to cash build. They now have two assets, not one. That will attract new investors and could cause a re-rating. (Analysts’ price target is $5.19)
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Jon Case

Portfolio , Sentry Investments...

Price Price
$3.760
Owned Owned
Yes

COMMENT
Semafo Inc(SMF-T) 

May 10, 2018

You have seen the price of gold starting to stabilize and then a number of gold companies have started to outperform, on a technical basis, the price of gold.

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You have seen the price of gold starting to stabilize and then a number of gold companies have started to outperform, on a technical basis, the price of gold.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$3.770
Owned Owned
Unknown

HOLD
Semafo Inc(SMF-T) 

August 25, 2017

It is a gold producer and so has seasonal strength right now.  Last year was phenomenal.  Seasonal strength is mid-July until at least the beginning of October, when you will want to take profits.

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It is a gold producer and so has seasonal strength right now.  Last year was phenomenal.  Seasonal strength is mid-July until at least the beginning of October, when you will want to take profits.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$3.430
Owned Owned
Unknown

COMMENT
Semafo Inc(SMF-T) 

March 6, 2017

Located in Burkina Faso. Because gold is $1250, it is going to be volatile, and he is not really looking at producers, he is looking at guys that find quality assets to feed the next cycle.

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Located in Burkina Faso. Because gold is $1250, it is going to be volatile, and he is not really looking at producers, he is looking at guys that find quality assets to feed the next cycle.

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Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$3.770
Owned Owned
No

HOLD
Semafo Inc(SMF-T) 

December 5, 2016

(Market Call Minute.) This is a Hold, but it is getting to his Buy point.

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(Market Call Minute.) This is a Hold, but it is getting to his Buy point.

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$4.120
Owned Owned
Unknown

SELL
Semafo Inc(SMF-T) 

September 12, 2016

They have good assets.  He sold recently with the threat of increasing interest rates.  He feels gold is going to soften here.  Gold holdings have been increasing dramatically this year.  We are not seeing a lot of inflation right now. 

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They have good assets.  He sold recently with the threat of increasing interest rates.  He feels gold is going to soften here.  Gold holdings have been increasing dramatically this year.  We are not seeing a lot of inflation right now. 

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Craig Porter

Senior Por, LOGiQ Asset Manageme...

Price Price
$6.150
Owned Owned
No

COMMENT
Semafo Inc(SMF-T) 

July 26, 2016

One of the lower cost producers in gold, with all-in costs at about $900 an ounce and cash costs about $600-$700. It screens well when you look at the margins and the cost of production. Trading at about 1.3X NAV, which is roughly in line with where African producers are trading. Average value and above average assets. The real selling point would be free cash flow. Looking at all the metrics it looks like it is one of the standouts in the West African producers space.

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One of the lower cost producers in gold, with all-in costs at about $900 an ounce and cash costs about $600-$700. It screens well when you look at the margins and the cost of production. Trading at about 1.3X NAV, which is roughly in line with where African producers are trading. Average value and above average assets. The real selling point would be free cash flow. Looking at all the metrics it looks like it is one of the standouts in the West African producers space.

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Jon Case

Portfolio , Sentry Investments...

Price Price
$6.240
Owned Owned
Yes

PARTIAL BUY
Semafo Inc(SMF-T) 

August 5, 2014

One of his Top 10 holdings now. Thinks they are doing the right things. Tried to expand too fast and were cutting some corners. Brought in new management which seems to be doing the right things. Now getting into a bit of a sweet spot, their Siou mine which they are operating. On a long term basis, this mine is going to continue to operate well. Have a large land package, which ultimately they can continue to look forward to. If you want to own, Buy a little bit now and, if there is a pullback, add to it.  

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One of his Top 10 holdings now. Thinks they are doing the right things. Tried to expand too fast and were cutting some corners. Brought in new management which seems to be doing the right things. Now getting into a bit of a sweet spot, their Siou mine which they are operating. On a long term basis, this mine is going to continue to operate well. Have a large land package, which ultimately they can continue to look forward to. If you want to own, Buy a little bit now and, if there is a pullback, add to it.  

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Charles Oliver,

Senior Por, Sprott Asset Managem...

Price Price
$4.630
Owned Owned
Yes

COMMENT
Semafo Inc(SMF-T) 

May 30, 2014

Produces about 200,000 ounces a year out of Burkina Faso. One of the best mines in West Africa. Recently discovered a new zone called the CU zone, which has 1 million ounces of much higher grade gold and will add 5 years of mine life. When they get into that zone we will see free cash flow rise, production go up and costs go down. Q1 disappointed a little. As they get into the new asset, and as CU comes on line midyear, you will see the financial results start to improve, and the share price should rise as a result. Trading around fair value of $3.25-$3.50. He trimmed some of his position at $4, but at this price he is not trimming any more.

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Produces about 200,000 ounces a year out of Burkina Faso. One of the best mines in West Africa. Recently discovered a new zone called the CU zone, which has 1 million ounces of much higher grade gold and will add 5 years of mine life. When they get into that zone we will see free cash flow rise, production go up and costs go down. Q1 disappointed a little. As they get into the new asset, and as CU comes on line midyear, you will see the financial results start to improve, and the share price should rise as a result. Trading around fair value of $3.25-$3.50. He trimmed some of his position at $4, but at this price he is not trimming any more.

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Jon Case

Portfolio , Sentry Investments...

Price Price
$3.570
Owned Owned
Yes

DON'T BUY
Semafo Inc(SMF-T) 

May 2, 2014

(Market Call Minute.) To him this has 2 strikes against it. Gold and Africa.

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(Market Call Minute.) To him this has 2 strikes against it. Gold and Africa.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$4.090
Owned Owned
No

WEAK BUY
Semafo Inc(SMF-T) 

March 31, 2014

Looks quite good against West African Companies.  Prefers B2 Gold.

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Looks quite good against West African Companies.  Prefers B2 Gold.

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$3.900
Owned Owned
Unknown

COMMENT
Semafo Inc(SMF-T) 

January 27, 2014

(Market Call Minute) Hopes it buys ROX Gold.

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(Market Call Minute) Hopes it buys ROX Gold.

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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$3.660
Owned Owned
No

WEAK BUY
Semafo Inc(SMF-T) 

January 20, 2014

Problem is that it is in Africa.  You have to consider the political situation.  Stock has started a new up leg and may very well do what the others are doing.  But the base building was so short that it might support a move only toward $4.

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Problem is that it is in Africa.  You have to consider the political situation.  Stock has started a new up leg and may very well do what the others are doing.  But the base building was so short that it might support a move only toward $4.

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Ron Meisels

President, P & C Holdings...

Price Price
$3.640
Owned Owned
Unknown

COMMENT
Semafo Inc(SMF-T) 

December 11, 2013

Sold his holdings a few years ago when he thought it got expensive. Started looking at this again and has built up a very big position. New management looks a lot more prudent and conservative. Have a new development program in Siou, Burkina Faso. Regarding geopolitical risks, he likes to diversify his portfolios because you can get surprised by events. Currently he is comfortable with this country.

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Sold his holdings a few years ago when he thought it got expensive. Started looking at this again and has built up a very big position. New management looks a lot more prudent and conservative. Have a new development program in Siou, Burkina Faso. Regarding geopolitical risks, he likes to diversify his portfolios because you can get surprised by events. Currently he is comfortable with this country.

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Charles Oliver,

Senior Por, Sprott Asset Managem...

Price Price
$2.540
Owned Owned
Yes

HOLD
Semafo Inc(SMF-T) 

September 13, 2013

Had been one of the great stories in the last 2-3 years however, they ran into a development issue because part of the ore they were working with was refractory so costs skyrocketed. In the last year they have discovered a very high-grade pot that they can actually use to blend with the current operations. This would increase the valuation and cash flow somewhat. 2% dividend.

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Had been one of the great stories in the last 2-3 years however, they ran into a development issue because part of the ore they were working with was refractory so costs skyrocketed. In the last year they have discovered a very high-grade pot that they can actually use to blend with the current operations. This would increase the valuation and cash flow somewhat. 2% dividend.

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Alice Tsang

Portfolio , Marquest Asset Manag...

Price Price
$1.930
Owned Owned
Unknown

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