Great Lakes Carbon Income Fund (GLC.UN-T) Stock Predictions - Stockchase
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Great Lakes Carbon Income Fund (GLC.UN-T)

ON STOCKCHASE SINCE Sep 2003

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Great Lakes Carbon Income...

GLC.UN-T

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Great Lakes Carbon Income Fund (GLC.UN-T) SAVE Dec, 31, 1969, 7:00 pm

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What the experts are saying about GLC.UN-T



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COMMENT
A good portion of its recovery is because of the possibility of a takeover. A net free cash flow company before it became a trust.
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A good portion of its recovery is because of the possibility of a takeover. A net free cash flow company before it became a trust.
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Sandy McIntyre

Vice-Chair, Sentry Select Capita...

Price Price
$11.300
Owned Owned
Unknown

BUY
World's largest producer of calcined petroleum coke. Managed to earn a comfortable margin in 2005. In 2006, the volumes are off a little bit but they also have very strong commodity prices. Have a currency hedge in place for a couple of more years.
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World's largest producer of calcined petroleum coke. Managed to earn a comfortable margin in 2005. In 2006, the volumes are off a little bit but they also have very strong commodity prices. Have a currency hedge in place for a couple of more years.
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James Leung

Assistant , MacKenzie Financial...

Price Price
$9.600
Owned Owned
Yes

BUY
A US based trust. They provide a key ingredient in the aluminum smelting process. There had been concern that some of Alcoa workers would go on strike. At these levels, it offers reasonable valuation.
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A US based trust. They provide a key ingredient in the aluminum smelting process. There had been concern that some of Alcoa workers would go on strike. At these levels, it offers reasonable valuation.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$10.200
Owned Owned
Yes

WEAK BUY
Almost all of their revenue is in US$. Operations are running fine. They are the predominant producer of calcine carbon which is used in aluminum refineries. Doesn't have a problem with this except for their currency.
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Almost all of their revenue is in US$. Operations are running fine. They are the predominant producer of calcine carbon which is used in aluminum refineries. Doesn't have a problem with this except for their currency.
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Sandy McIntyre

Vice-Chair, Sentry Select Capita...

Price Price
$10.050
Owned Owned
Yes

BUY
They sell Calpine Petroleum coke for the manufacture of aluminum. Likes the outlook for the fundamentals. They have US$ exposure through their cash flow and have a hedge in place that takes them to March 2006.
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They sell Calpine Petroleum coke for the manufacture of aluminum. Likes the outlook for the fundamentals. They have US$ exposure through their cash flow and have a hedge in place that takes them to March 2006.
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Kevin Hall BCom

Managing D, Guardian Capital...

Price Price
$10.760
Owned Owned
Yes

HOLD
The world's largest producer of calcine petroleum coke. The pricing for their commodity is quite strong because of the limited supply. Have generated good margins. The good news is built into the stock now.
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The world's largest producer of calcine petroleum coke. The pricing for their commodity is quite strong because of the limited supply. Have generated good margins. The good news is built into the stock now.
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James Leung

Assistant , MacKenzie Financial...

Price Price
$10.770
Owned Owned
Yes

BUY
Has been a little bit beat up because it's a US company in the Canadian market. Lost one of their smaller customers. Outlook for this company is excellent.
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Has been a little bit beat up because it's a US company in the Canadian market. Lost one of their smaller customers. Outlook for this company is excellent.
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Michele Robitai

Portfolio , Guardian Capital...

Price Price
$10.140
Owned Owned
Yes

DON'T BUY
Most of the sell off was related to the confusion in the business income sector as well as being a US based company with US$ exposure. Transport costs are also high.
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Most of the sell off was related to the confusion in the business income sector as well as being a US based company with US$ exposure. Transport costs are also high.
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Ravi Sood

President , Lawrence Asset Manag...

Price Price
$10.060
Owned Owned
No

BUY
Went through a rough patch in 2004 because of the high freight rates giving a margin squeeze. Had to dip into their subordination. Have quite an attractive subordination with AIP. Have been able to negotiate very strong sales price realization through most of their major customers. Demand/supply looks very strong.
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Went through a rough patch in 2004 because of the high freight rates giving a margin squeeze. Had to dip into their subordination. Have quite an attractive subordination with AIP. Have been able to negotiate very strong sales price realization through most of their major customers. Demand/supply looks very strong.
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Michele Robitai

Portfolio , Guardian Capital...

Price Price
$12.150
Owned Owned
Yes

BUY on WEAKNESS
Produce calcined coke for the aluminum business. Had a little spike at the beginning of the year. Last year they struggled a bit with freight costs and they seem to be getting those under control. They're going to be passing on some price increases. Sees 2005/2006 to be better years with about 95% payout ratio.
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Produce calcined coke for the aluminum business. Had a little spike at the beginning of the year. Last year they struggled a bit with freight costs and they seem to be getting those under control. They're going to be passing on some price increases. Sees 2005/2006 to be better years with about 95% payout ratio.
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$12.330
Owned Owned
Yes

HOLD
Supplies calcined coke to the aluminum industry. Aluminum industry is favourable. Expects price increases in '05 and will be able to push those through to Alcoa and Alcan.
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Supplies calcined coke to the aluminum industry. Aluminum industry is favourable. Expects price increases in '05 and will be able to push those through to Alcoa and Alcan.
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$10.600
Owned Owned
Yes

BUY
You buy gold stocks for the leverage. This is for those who want gold bullion ownership.
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You buy gold stocks for the leverage. This is for those who want gold bullion ownership.
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Peter Grandich

Chief Mark, Agoracom.com...

Price Price
$9.920
Owned Owned
Unknown

BUY
Under owned and under appreciated. Good yield.
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Under owned and under appreciated. Good yield.
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Garth Jestley

Senior Por, Middlefield Capital...

Price Price
$11.650
Owned Owned
Unknown

WAIT
Didn’t participate in the issue because of concerns on capital needed to maintain the old and large assets. Likes management.
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Didn’t participate in the issue because of concerns on capital needed to maintain the old and large assets. Likes management.
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Leslie Lundquis

Lead Manag, Jones Heward Investm...

Price Price
$11.000
Owned Owned
No

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