AltiusMinerals Corp

ALS-T

Analysis and Opinions about ALS-T

Signal
Opinion
Expert
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.

PAST TOP PICK
PAST TOP PICK
March 5, 2013

(A Top Pick March 6/12. Down 4.52%.) A fantastic company. Management has done a spectacular job. About $180 million in the kitty. Extremely conservative financially.

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(A Top Pick March 6/12. Down 4.52%.) A fantastic company. Management has done a spectacular job. About $180 million in the kitty. Extremely conservative financially.

TOP PICK
TOP PICK
May 2, 2012
Is about as safe as it gets in the mineral business. $200 Million in cash. $96 million in shares in a company. They have multiple revenue streams.
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Is about as safe as it gets in the mineral business. $200 Million in cash. $96 million in shares in a company. They have multiple revenue streams.
TOP PICK
TOP PICK
March 6, 2012
Very astute management and have literally made hundreds of millions of dollars for the shareholders.
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Very astute management and have literally made hundreds of millions of dollars for the shareholders.
TOP PICK
TOP PICK
March 11, 2010
Have been able to generate a compound annual return over 10 years better than 30%. Have done this using a joint venture model. NAV of about $9. There is hurry in buying. Take your time.
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Have been able to generate a compound annual return over 10 years better than 30%. Have done this using a joint venture model. NAV of about $9. There is hurry in buying. Take your time.
TOP PICK
TOP PICK
March 10, 2010
(A Top Pick March 3/09. Up 37%.) Have about $200 million in cash and securities. Extraordinarily well run. Have a small piece of the Voisey Bay royalty and merchant banking operations that have given them spectacular gains.
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(A Top Pick March 3/09. Up 37%.) Have about $200 million in cash and securities. Extraordinarily well run. Have a small piece of the Voisey Bay royalty and merchant banking operations that have given them spectacular gains.
PAST TOP PICK
PAST TOP PICK
September 1, 2009
(A Top Pick March 3/09. Down 7.66%.) $185 million in cash. Still a Buy.
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AltiusMinerals Corp (ALS-T)
September 1, 2009
(A Top Pick March 3/09. Down 7.66%.) $185 million in cash. Still a Buy.
PAST TOP PICK
PAST TOP PICK
March 18, 2009
(A Top Pick Apr 2/08. Down 53.4%.) Said to start selling at $13 and completely get out at $12. He got out below $12. Now has good consolidation and is forming a “cup and handle” base. If it breaks above $6.80 it could go to $9-$10. If it goes below $5.50, Exit.
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(A Top Pick Apr 2/08. Down 53.4%.) Said to start selling at $13 and completely get out at $12. He got out below $12. Now has good consolidation and is forming a “cup and handle” base. If it breaks above $6.80 it could go to $9-$10. If it goes below $5.50, Exit.
TOP PICK
TOP PICK
March 3, 2009
(Not allowed to have Top Picks so these are his “Top Canadian Holdings ” and he is disclosing conflicts of interest.) Good management. Have $185 million in cash, which came from income, not the financial market.
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(Not allowed to have Top Picks so these are his “Top Canadian Holdings ” and he is disclosing conflicts of interest.) Good management. Have $185 million in cash, which came from income, not the financial market.
DON'T BUY
DON'T BUY
September 23, 2008
Trying to pull off a very large refinery project in Come by Chance. Relatively small cap and were trying to put together approvals. Ran into some serious difficulties on the studies and financing. Some legal action resulted. In this kind of the market, it got slaughtered.
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AltiusMinerals Corp (ALS-T)
September 23, 2008
Trying to pull off a very large refinery project in Come by Chance. Relatively small cap and were trying to put together approvals. Ran into some serious difficulties on the studies and financing. Some legal action resulted. In this kind of the market, it got slaughtered.
COMMENT
COMMENT
July 8, 2008
They have a problem with the tightening of credit and have been told by the courts to get their financing in order. Won’t be an easy ride.
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They have a problem with the tightening of credit and have been told by the courts to get their financing in order. Won’t be an easy ride.
WATCH
WATCH
June 24, 2008
SNC-Lavalin (SNC-T) sued a subsidiary for $20 million, which would have bankrupted it. Subsidiary got a stay and the stock went up. Trying to restructure to get the operation back on the road.
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SNC-Lavalin (SNC-T) sued a subsidiary for $20 million, which would have bankrupted it. Subsidiary got a stay and the stock went up. Trying to restructure to get the operation back on the road.
COMMENT
COMMENT
May 27, 2008
Intend to build a refinery and the construction costs are extremely high. Very well managed company. Long-term, the company will do really well. Short-term, investors are going away from small caps that do not have earnings.
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Intend to build a refinery and the construction costs are extremely high. Very well managed company. Long-term, the company will do really well. Short-term, investors are going away from small caps that do not have earnings.
DON'T BUY
DON'T BUY
April 23, 2008
A holding company for investments on the Come by Chance refinery. Also have a significant investment in Aurora Energy (AXU-T), which has had a moratorium by the Inuit's on it.
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A holding company for investments on the Come by Chance refinery. Also have a significant investment in Aurora Energy (AXU-T), which has had a moratorium by the Inuit's on it.
TOP PICK
TOP PICK
April 16, 2008
Planning on building a refinery in Placentia's Bay in Newfoundland. There hasn't been a new refinery built in North America in more than 30 years. Existing refineries cannot cope with the amount of heavy, sour crude, which means their output of gasoline and diesel is falling. This refinery will be the most advanced in the world and approximately the 8th largest. Specifically designed to refine heavy, sour crude.
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Planning on building a refinery in Placentia's Bay in Newfoundland. There hasn't been a new refinery built in North America in more than 30 years. Existing refineries cannot cope with the amount of heavy, sour crude, which means their output of gasoline and diesel is falling. This refinery will be the most advanced in the world and approximately the 8th largest. Specifically designed to refine heavy, sour crude.
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