Northern Dynasty Minerals Ltd

NDM-T

Analysis and Opinions about NDM-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 2, 2020
It is supper big but not super rich. Other companies were in and pulled out. He has his doubts about it over the next 10 years or so. The problem is that most of the metal is at depth. There may be some debt issues.
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It is supper big but not super rich. Other companies were in and pulled out. He has his doubts about it over the next 10 years or so. The problem is that most of the metal is at depth. There may be some debt issues.
DON'T BUY
DON'T BUY
January 9, 2019
Their plans for an Alaskan mine development saw some life in November when the new Governor there showed he was more pro-development. Unfortunately the cost to develop in this region is so great and one of the partners dropped out last year. How do you finance it, especially when environmentalists are against it?
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Their plans for an Alaskan mine development saw some life in November when the new Governor there showed he was more pro-development. Unfortunately the cost to develop in this region is so great and one of the partners dropped out last year. How do you finance it, especially when environmentalists are against it?
WATCH
WATCH
March 5, 2018

He's attracted to the deposit NDM has. He's been deeply critical about the company's relations with the local indigenous people, but is now heartened to see a turnaround. Deserves a look.

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He's attracted to the deposit NDM has. He's been deeply critical about the company's relations with the local indigenous people, but is now heartened to see a turnaround. Deserves a look.

PAST TOP PICK
PAST TOP PICK
November 17, 2017

(A Top Pick Dec 14/16. Up 25%.) The world’s greatest mining prospector and Alaska is starved for jobs. The greenies have kind of receded, and there is a better mood with the EPA in the US. Thinks this gets going eventually. It is going to be gradual and you have to be patient.

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(A Top Pick Dec 14/16. Up 25%.) The world’s greatest mining prospector and Alaska is starved for jobs. The greenies have kind of receded, and there is a better mood with the EPA in the US. Thinks this gets going eventually. It is going to be gradual and you have to be patient.

COMMENT
COMMENT
November 9, 2017

A great deposit. He is nervous about the ongoing political and social dispute in Alaska. The permitting process will be long and potentially toxic. He really wants to see what unfolds.

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A great deposit. He is nervous about the ongoing political and social dispute in Alaska. The permitting process will be long and potentially toxic. He really wants to see what unfolds.

PAST TOP PICK
PAST TOP PICK
October 17, 2017

(A Top Pick Dec 14/16. Up 13%.) One of those eternals that is desperately trying to become one of the world’s greatest copper/gold mines in Alaska. It has recently been affronted by criticisms from so-called EPA scientists who have not been given a chance to protest about certain permits being granted.

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(A Top Pick Dec 14/16. Up 13%.) One of those eternals that is desperately trying to become one of the world’s greatest copper/gold mines in Alaska. It has recently been affronted by criticisms from so-called EPA scientists who have not been given a chance to protest about certain permits being granted.

COMMENT
COMMENT
October 2, 2017

Has never owned this. The deposit was looked at by Rio Tinto and Anglo which spent a lot of money on it, but then both walked away. His investment thesis on any exploration or developing companies is for an eventual take out. When he sees 2 majors walking away from it, it makes him think twice. Also has problems with the economics as some of the high grades is much deeper.

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Has never owned this. The deposit was looked at by Rio Tinto and Anglo which spent a lot of money on it, but then both walked away. His investment thesis on any exploration or developing companies is for an eventual take out. When he sees 2 majors walking away from it, it makes him think twice. Also has problems with the economics as some of the high grades is much deeper.

COMMENT
COMMENT
September 15, 2017

Has a massive project in Alaska which has been mired in controversy. It has had partners leave, big CapX spend, environmental sensitivities, etc. There was some rejuvenation when Trump was elected, because environment was a little bit less of an issue. He is at the point where he perceives mega projects are not desired anymore. Seniors have found a bit of religion in trying to focus on efficiencies, getting their house in order, and have been doing small acquisitions and trying to build future development projects on a more modular basis.

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Has a massive project in Alaska which has been mired in controversy. It has had partners leave, big CapX spend, environmental sensitivities, etc. There was some rejuvenation when Trump was elected, because environment was a little bit less of an issue. He is at the point where he perceives mega projects are not desired anymore. Seniors have found a bit of religion in trying to focus on efficiencies, getting their house in order, and have been doing small acquisitions and trying to build future development projects on a more modular basis.

COMMENT
COMMENT
September 5, 2017

Pretty well the world’s greatest copper/gold assets. It is in Alaska. The company has been taking analysts up there this year. Eventually it has to surely get going. It should work eventually.

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Pretty well the world’s greatest copper/gold assets. It is in Alaska. The company has been taking analysts up there this year. Eventually it has to surely get going. It should work eventually.

COMMENT
COMMENT
July 14, 2017

This is perking up. It is in better shape because the EPA is almost user-friendly now. The company is flying important analysts up to see the mine after all these years of desperately trying to get it going.

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This is perking up. It is in better shape because the EPA is almost user-friendly now. The company is flying important analysts up to see the mine after all these years of desperately trying to get it going.

PAST TOP PICK
PAST TOP PICK
May 12, 2017

(A Top Pick Aug 11/16. Up 171%.) This has an unbelievable copper/gold resource. Management has had a real, real political fight. They’ve spent millions and millions in court. It has a set of legal and social risks that he doesn’t know how to quantify. He sold the stock when it exceeded every possible expectation he had for it.

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(A Top Pick Aug 11/16. Up 171%.) This has an unbelievable copper/gold resource. Management has had a real, real political fight. They’ve spent millions and millions in court. It has a set of legal and social risks that he doesn’t know how to quantify. He sold the stock when it exceeded every possible expectation he had for it.

SELL
SELL
March 6, 2017

They have been fighting being stopped in the permitting cycle. The short sellers say this thing is not economic, but others point to Trump’s changes to the EPA and how it will speed up permitting. He thinks it will still take years. He thinks the rally is over.

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They have been fighting being stopped in the permitting cycle. The short sellers say this thing is not economic, but others point to Trump’s changes to the EPA and how it will speed up permitting. He thinks it will still take years. He thinks the rally is over.

DON'T BUY
DON'T BUY
March 6, 2017

This has the Pebble deposit which has about 90 million ounces of resources, and copper to match that. It has been promoted pretty heavily as the Trump gold play, with the idea that with deregulation being easier, it will be permitted. You need to be aware that these mega projects are in the middle of nowhere in Alaska, the headwaters of the largest Salmon fisheries in North America. A difficult place to build a tailings facility. The CapX needed is $8-$12 billion. It has to include a deep-water port, a pipeline, energy, a road, plus all the infrastructure on-site. There is not enough detailed work done on this to make an assessment to decide if this is really economic or not.

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This has the Pebble deposit which has about 90 million ounces of resources, and copper to match that. It has been promoted pretty heavily as the Trump gold play, with the idea that with deregulation being easier, it will be permitted. You need to be aware that these mega projects are in the middle of nowhere in Alaska, the headwaters of the largest Salmon fisheries in North America. A difficult place to build a tailings facility. The CapX needed is $8-$12 billion. It has to include a deep-water port, a pipeline, energy, a road, plus all the infrastructure on-site. There is not enough detailed work done on this to make an assessment to decide if this is really economic or not.

PARTIAL BUY
PARTIAL BUY
February 17, 2017

We had a shot up post-Trump and then we see that rocket up (a triple). When you have these kinds of news, it can go parabolic. Only take a partial position.

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We had a shot up post-Trump and then we see that rocket up (a triple). When you have these kinds of news, it can go parabolic. Only take a partial position.

TOP PICK
TOP PICK
December 14, 2016

A textbook Trump mining stock. The biggest undeveloped copper asset globally. It is just trying to reorganize the EPA. (Analysts’ price target is $2.00.)

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A textbook Trump mining stock. The biggest undeveloped copper asset globally. It is just trying to reorganize the EPA. (Analysts’ price target is $2.00.)

PAST TOP PICK
PAST TOP PICK
September 28, 2016

(A Top Pick Aug 11/15. Up 142.5%.) A wonderful deposit in northern Alaska, but challenged going forward. They are looking for a legal solution to what is a sociological problem. They have run into substantial opposition from the US government as well as from 1st Nations groups. He sold his holdings.

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(A Top Pick Aug 11/15. Up 142.5%.) A wonderful deposit in northern Alaska, but challenged going forward. They are looking for a legal solution to what is a sociological problem. They have run into substantial opposition from the US government as well as from 1st Nations groups. He sold his holdings.

TOP PICK
TOP PICK
August 11, 2016

This is a stock that the market hates. It is involved in a political and legal dispute in Alaska. A wonderful big copper/gold deposit. Extraordinary leverage to the political settlement. What needs to happen is that management needs to engage better with their regional First Nations. If they do that, the political problem goes away.

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This is a stock that the market hates. It is involved in a political and legal dispute in Alaska. A wonderful big copper/gold deposit. Extraordinary leverage to the political settlement. What needs to happen is that management needs to engage better with their regional First Nations. If they do that, the political problem goes away.

DON'T BUY
DON'T BUY
August 2, 2016

The project is very large and expensive, and he has difficulty with the feasibility of it. There are others you can invest in, without having to painfully wait it out.

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The project is very large and expensive, and he has difficulty with the feasibility of it. There are others you can invest in, without having to painfully wait it out.

COMMENT
COMMENT
May 12, 2016

Has 2 large deposits, one in Alaska and one in British Columbia. Doesn’t think either of the deposits will be developed this cycle, but does think that the optionality offered by the deposits, the way they become economic at higher gold prices, is attractive. Your risk is that they are spending $2 million a month, which is difficult to do with no revenues.

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Has 2 large deposits, one in Alaska and one in British Columbia. Doesn’t think either of the deposits will be developed this cycle, but does think that the optionality offered by the deposits, the way they become economic at higher gold prices, is attractive. Your risk is that they are spending $2 million a month, which is difficult to do with no revenues.

BUY
BUY
April 28, 2016

Nothing is happening short term. Longer term they will probably be fabulous. He thinks it will get into operation eventually.

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Nothing is happening short term. Longer term they will probably be fabulous. He thinks it will get into operation eventually.

COMMENT
COMMENT
March 8, 2016

Really an option play on the resources in the ground for copper and gold. Are they going to get permit and are they going to get built? His suspicion is that the answer would be No. There is also a legal battle with the EPA.

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Really an option play on the resources in the ground for copper and gold. Are they going to get permit and are they going to get built? His suspicion is that the answer would be No. There is also a legal battle with the EPA.

DON'T BUY
DON'T BUY
March 4, 2015

This is going to take a long, long time. There are issues with salmon fisheries and so on.

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This is going to take a long, long time. There are issues with salmon fisheries and so on.

COMMENT
COMMENT
December 11, 2014

Has averaged down on his shares. They are fighting in order to get started in Alaska, which is probably the world’s greatest undeveloped copper/gold asset.

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Has averaged down on his shares. They are fighting in order to get started in Alaska, which is probably the world’s greatest undeveloped copper/gold asset.

BUY
BUY
August 6, 2014

This is one of the greatest copper prospects globally, that has been beset by environmental type problems. Some good bits of action have been coming lately to this company. There is a slow process of trying to break out of this dreadful situation, where Alaska wants it, the population wants it and most of the native population wants it. However, rich men sitting elsewhere, don’t want it. This is one he is being patient with, and you have to have a few of those.

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This is one of the greatest copper prospects globally, that has been beset by environmental type problems. Some good bits of action have been coming lately to this company. There is a slow process of trying to break out of this dreadful situation, where Alaska wants it, the population wants it and most of the native population wants it. However, rich men sitting elsewhere, don’t want it. This is one he is being patient with, and you have to have a few of those.

DON'T BUY
DON'T BUY
September 13, 2013

Pretty hard to turn this one around. Very low grade gold/copper project and requires a very large CapX. Just discontinued their dividend.

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Pretty hard to turn this one around. Very low grade gold/copper project and requires a very large CapX. Just discontinued their dividend.

DON'T BUY
DON'T BUY
April 5, 2013

Very low grade deposit but a very large resource. We need higher copper prices. If copper were to stay at around $3.10-$3.30, she doesn’t see this project going forward. You probably need $3.75-$4 to make the stock work.

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Very low grade deposit but a very large resource. We need higher copper prices. If copper were to stay at around $3.10-$3.30, she doesn’t see this project going forward. You probably need $3.75-$4 to make the stock work.

HOLD
HOLD
March 20, 2013

Gold, copper and molybdenum in Alaska. Doesn’t expect this to be a takeover because it has, at the operating level, Anglo-American which has spent $500 million going on $1.5 billion to stay in. You also have Rio Tinto owning 19%. He is hoping that the US Army Core of engineers advances its studies around Sept/Oct this year. Most of the analysts have given up on this one.

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Gold, copper and molybdenum in Alaska. Doesn’t expect this to be a takeover because it has, at the operating level, Anglo-American which has spent $500 million going on $1.5 billion to stay in. You also have Rio Tinto owning 19%. He is hoping that the US Army Core of engineers advances its studies around Sept/Oct this year. Most of the analysts have given up on this one.

DON'T BUY
DON'T BUY
March 5, 2013

This is a company that will have a very tough time this cycle. Has a large deposit and the deposit has very good grade but it will take an awful lot of money to build it and there is a lot of political and environmental opposition. It may get built in the next cycle, 10 years from now.

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This is a company that will have a very tough time this cycle. Has a large deposit and the deposit has very good grade but it will take an awful lot of money to build it and there is a lot of political and environmental opposition. It may get built in the next cycle, 10 years from now.

COMMENT
COMMENT
January 3, 2013

Gold, copper and molybdenum in Alaska. Firmly believes they will overcome their environmental obstacles and in September/October this year there will be a big step forward of a mine planned and the US Army engineer taking it further down the road in the permitting process. Very cheap.

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Gold, copper and molybdenum in Alaska. Firmly believes they will overcome their environmental obstacles and in September/October this year there will be a big step forward of a mine planned and the US Army engineer taking it further down the road in the permitting process. Very cheap.

COMMENT
COMMENT
September 21, 2012

Chart shows it was in an extremely oversold position and is now rallying back. There is probably some resistance in the mid-$6’s so he thinks you have a little ways to go yet. The sector is favourable. If it breaks through $7, there is nothing until it gets to $12.

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Chart shows it was in an extremely oversold position and is now rallying back. There is probably some resistance in the mid-$6’s so he thinks you have a little ways to go yet. The sector is favourable. If it breaks through $7, there is nothing until it gets to $12.

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Northern Dynasty Minerals Ltd(NDM-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 1

Stockchase rating for Northern Dynasty Minerals Ltd is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Northern Dynasty Minerals Ltd(NDM-T) Frequently Asked Questions

What is Northern Dynasty Minerals Ltd stock symbol?

Northern Dynasty Minerals Ltd is a Canadian stock, trading under the symbol NDM-T on the Toronto Stock Exchange (NDM-CT). It is usually referred to as TSX:NDM or NDM-T

Is Northern Dynasty Minerals Ltd a buy or a sell?

In the last year, 1 stock analyst published opinions about NDM-T. 0 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Northern Dynasty Minerals Ltd.

Is Northern Dynasty Minerals Ltd a good investment or a top pick?

Northern Dynasty Minerals Ltd was recommended as a Top Pick by Joe Mazumdar on 2020-03-02. Read the latest stock experts ratings for Northern Dynasty Minerals Ltd.

Why is Northern Dynasty Minerals Ltd stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Northern Dynasty Minerals Ltd worth watching?

1 stock analyst on Stockchase covered Northern Dynasty Minerals Ltd In the last year. It is a trending stock that is worth watching.

What is Northern Dynasty Minerals Ltd stock price?

On 2020-08-10, Northern Dynasty Minerals Ltd (NDM-T) stock closed at a price of $2.02.