AltiusMinerals Corp

ALS-T

Analysis and Opinions about ALS-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 16, 2019
An excellently managed royalty with diversified metals -- mostly base metals, coal and potash along with gold. It is down about 16% since August as it was impacted by lower copper prices and some reductions in production. They carry about $95 million in debt, costing about $2 million per quarter. There may be some short term financing risk.
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An excellently managed royalty with diversified metals -- mostly base metals, coal and potash along with gold. It is down about 16% since August as it was impacted by lower copper prices and some reductions in production. They carry about $95 million in debt, costing about $2 million per quarter. There may be some short term financing risk.
PAST TOP PICK
PAST TOP PICK
March 5, 2019
(A Top Pick Mar 05/18, Down 1%) Superb company. A cornerstone of his junior portfolio. Great free cash flow. Well financed.
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(A Top Pick Mar 05/18, Down 1%) Superb company. A cornerstone of his junior portfolio. Great free cash flow. Well financed.
BUY
BUY
December 20, 2018
A big holding for him. Management has histoorically found big mining projects and done great job adding value by selling them or harvesting the cash flow. With the China-US trade war, base metals are out of favour, though. But he still sees value in base metals and commodities, so ALS is a reasonable buy here.
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AltiusMinerals Corp (ALS-T)
December 20, 2018
A big holding for him. Management has histoorically found big mining projects and done great job adding value by selling them or harvesting the cash flow. With the China-US trade war, base metals are out of favour, though. But he still sees value in base metals and commodities, so ALS is a reasonable buy here.
PAST TOP PICK
PAST TOP PICK
March 5, 2018

(A Top Pick March 2/17, Up 8.5%) A high-quality Canadian company. A brilliant team that's generated substantial free cash.

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(A Top Pick March 2/17, Up 8.5%) A high-quality Canadian company. A brilliant team that's generated substantial free cash.

TOP PICK
TOP PICK
March 5, 2018

Superb team. He's a founding shareholder. Generates $45 million a year in EBIT. Has great royalty income. Their allocation of capital sets them apart from other mining companies. Active in Canada and worldwide in many commodities. (Analysts’ price target is $16.42)

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Superb team. He's a founding shareholder. Generates $45 million a year in EBIT. Has great royalty income. Their allocation of capital sets them apart from other mining companies. Active in Canada and worldwide in many commodities. (Analysts’ price target is $16.42)

TOP PICK
TOP PICK
January 18, 2018

Brian Dalton runs this and has had a remarkable long-term success and patience with the company, which is in diversified base metals. His royalties in the 1st year, which was only $3 million, is now $60 million. Dividend yield of 1.1%. (Analysts' price target is $16.)

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Brian Dalton runs this and has had a remarkable long-term success and patience with the company, which is in diversified base metals. His royalties in the 1st year, which was only $3 million, is now $60 million. Dividend yield of 1.1%. (Analysts' price target is $16.)

COMMENT
COMMENT
November 9, 2017

Continues to be very Long and a very strong holder. World-class Canadian allocators of capital and world-class land spread. Perfect practitioners of the joint venture business model, and great merchant bankers in the mining business. An absolute “must own” in a junior portfolio. The knocks against the company will be that they have a lot of coal revenues, as well as their leverage to potash.

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Continues to be very Long and a very strong holder. World-class Canadian allocators of capital and world-class land spread. Perfect practitioners of the joint venture business model, and great merchant bankers in the mining business. An absolute “must own” in a junior portfolio. The knocks against the company will be that they have a lot of coal revenues, as well as their leverage to potash.

PAST TOP PICK
PAST TOP PICK
July 31, 2017

(Top Pick Sep 28/16, Up 10.06%) It is a core holding in any junior resource portfolio. It is an extremely well run company. It is a first quality company with first quality deposit.

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(Top Pick Sep 28/16, Up 10.06%) It is a core holding in any junior resource portfolio. It is an extremely well run company. It is a first quality company with first quality deposit.

TOP PICK
TOP PICK
March 2, 2017

The market is a little ahead of itself and this one has been ignored. They are high quality allocators of capital. It is a very high quality name. Management is seasoned. FFH-T is making a large investment in them. (Analysts’ target: $15.00).

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The market is a little ahead of itself and this one has been ignored. They are high quality allocators of capital. It is a very high quality name. Management is seasoned. FFH-T is making a large investment in them. (Analysts’ target: $15.00).

PAST TOP PICK
PAST TOP PICK
November 11, 2016

(A Top Pick Nov12/15. Up 1.3%.) Very diversified. They bought the old CPR mineral royalty estate, so are active across Canada. Management is an extremely good allocator of cash, and technically very astute.

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AltiusMinerals Corp (ALS-T)
November 11, 2016

(A Top Pick Nov12/15. Up 1.3%.) Very diversified. They bought the old CPR mineral royalty estate, so are active across Canada. Management is an extremely good allocator of cash, and technically very astute.

TOP PICK
TOP PICK
September 28, 2016

Very high quality people. Brian Dalton is one of the best young allocators of capital in Canada. Has built very large money from turning mineral properties to account. He has a very large royalty portfolio in the company. Lots of free cash flow and lots of working capital. Dividend yield of 1.16%.

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AltiusMinerals Corp (ALS-T)
September 28, 2016

Very high quality people. Brian Dalton is one of the best young allocators of capital in Canada. Has built very large money from turning mineral properties to account. He has a very large royalty portfolio in the company. Lots of free cash flow and lots of working capital. Dividend yield of 1.16%.

TOP PICK
TOP PICK
November 12, 2015

(A Top Pick Aug 7/14. Down 18.48%.) This has been a tremendous Canadian success story. Has a big royalty package in the US including the Voisey Bay Royalty. The type of stock that people who can afford the risk of being in the junior market have to own. Wonderful balance sheet, and wonderful free cash flow, and a manager who has spent his whole career in one company, this one that he founded. He is a fantastic steward of capital. Good price. Dividend yield of 1.04%.

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AltiusMinerals Corp (ALS-T)
November 12, 2015

(A Top Pick Aug 7/14. Down 18.48%.) This has been a tremendous Canadian success story. Has a big royalty package in the US including the Voisey Bay Royalty. The type of stock that people who can afford the risk of being in the junior market have to own. Wonderful balance sheet, and wonderful free cash flow, and a manager who has spent his whole career in one company, this one that he founded. He is a fantastic steward of capital. Good price. Dividend yield of 1.04%.

PAST TOP PICK
PAST TOP PICK
August 12, 2015

(Top Pick Aug. 7/14, Down 3.37%) Extremely well run company. He supports the balance sheet. They have coal, potash and more in terms of a royalty inventory in Canada.

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(Top Pick Aug. 7/14, Down 3.37%) Extremely well run company. He supports the balance sheet. They have coal, potash and more in terms of a royalty inventory in Canada.

WATCH
WATCH
October 23, 2014

They have the nickel royalty for Voisey Bay. The nickel market is so messed up with Indonesia banning exports. You might be able to get the stock relatively inexpensively soon.

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They have the nickel royalty for Voisey Bay. The nickel market is so messed up with Indonesia banning exports. You might be able to get the stock relatively inexpensively soon.

TOP PICK
TOP PICK
August 7, 2014

This is the unknown royalty company. They bought the royalty package from Sherrit, that was the old CP royalty package. He knows those assets extremely well. Feels this is the best collection of brainpower, cash and royalty cash flow relative to market cap available on the planet.

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This is the unknown royalty company. They bought the royalty package from Sherrit, that was the old CP royalty package. He knows those assets extremely well. Feels this is the best collection of brainpower, cash and royalty cash flow relative to market cap available on the planet.

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