AltiusMinerals Corp

ALS-T

Analysis and Opinions about ALS-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 2, 2008
Have a really good story. Diversified. The drop on March 17 was about 9% but at its base, there was a lot of buying. There are value players waiting for the stock to drop and then they pile in. If you own, start selling at $13 and completely out at $12.
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Have a really good story. Diversified. The drop on March 17 was about 9% but at its base, there was a lot of buying. There are value players waiting for the stock to drop and then they pile in. If you own, start selling at $13 and completely out at $12.
BUY
BUY
February 21, 2008
Setting up a refinery, which will be the first in North America in 30 years. The value is much higher than the current market price. Doing more exploratory work into metals in Labrador.
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AltiusMinerals Corp (ALS-T)
February 21, 2008
Setting up a refinery, which will be the first in North America in 30 years. The value is much higher than the current market price. Doing more exploratory work into metals in Labrador.
HOLD
HOLD
February 5, 2008
If there is a decline in crude prices, expect refining margins to come down too. This is the reason for the drop but it is a much-needed commodity. Not sure if they can finance the refinery but holding for the long-term. Superb management team. If it falls another 50%, he will add to his position.
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If there is a decline in crude prices, expect refining margins to come down too. This is the reason for the drop but it is a much-needed commodity. Not sure if they can finance the refinery but holding for the long-term. Superb management team. If it falls another 50%, he will add to his position.
BUY
BUY
November 27, 2007
Refinery has been approved and will get built. Will be a 300,000-barrel a day producer. No refinery has been built in North America in 30 years. They also have some exploration plays.
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AltiusMinerals Corp (ALS-T)
November 27, 2007
Refinery has been approved and will get built. Will be a 300,000-barrel a day producer. No refinery has been built in North America in 30 years. They also have some exploration plays.
COMMENT
COMMENT
September 7, 2007
Transitioned from mining exploration to refining. Not sure if this is a good entry point or not. If they get all their approvals, it will be worth a lot more.
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AltiusMinerals Corp (ALS-T)
September 7, 2007
Transitioned from mining exploration to refining. Not sure if this is a good entry point or not. If they get all their approvals, it will be worth a lot more.
TOP PICK
TOP PICK
August 31, 2007
Developing a refinery in Newfoundland of which they owned 37.5%. Feasibility study has been completed. Waiting for environmental permits, expected in October. It will be the 8th largest and most advanced refinery globally. High risk/high reward.
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Developing a refinery in Newfoundland of which they owned 37.5%. Feasibility study has been completed. Waiting for environmental permits, expected in October. It will be the 8th largest and most advanced refinery globally. High risk/high reward.
BUY
BUY
August 20, 2007
Has come back down to support level. A thin trader so you have to be careful. There is a lot of support at $14 but anything below that he would get rid of it.
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Has come back down to support level. A thin trader so you have to be careful. There is a lot of support at $14 but anything below that he would get rid of it.
DON'T BUY
DON'T BUY
August 7, 2007
37% interest in Newfoundland/Labrador Refining, which currently has an application in to build a refinery. Approval is far from complete and will cost billions of $s and take many years to build. Good management.
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37% interest in Newfoundland/Labrador Refining, which currently has an application in to build a refinery. Approval is far from complete and will cost billions of $s and take many years to build. Good management.
BUY
BUY
August 3, 2007
There are 2 things here. A major holder of Aurora Energy (AXU-T) with their Labrador play. They are also moving cash into building a refinery in Newfoundland. The latter is a very valuable asset moving through the permitting stage.
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There are 2 things here. A major holder of Aurora Energy (AXU-T) with their Labrador play. They are also moving cash into building a refinery in Newfoundland. The latter is a very valuable asset moving through the permitting stage.
HOLD
HOLD
July 10, 2007
If you own, just enjoy it. There is no sign of a Top yet. Watch for volume expansion and if the price doesn't go up, it is a warning.
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If you own, just enjoy it. There is no sign of a Top yet. Watch for volume expansion and if the price doesn't go up, it is a warning.
TOP PICK
TOP PICK
July 6, 2007
Permitting a refinery in Newfoundland. It will be the 8th largest refinery in the world. Specifically designed to deal with heavy sour crude. It will have the highest refining margins in the world.
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Permitting a refinery in Newfoundland. It will be the 8th largest refinery in the world. Specifically designed to deal with heavy sour crude. It will have the highest refining margins in the world.
BUY
BUY
June 21, 2007
Labrador/Newfoundland. Currently putting together a refinery. The main reason to own this stock is because of the CEO.
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Labrador/Newfoundland. Currently putting together a refinery. The main reason to own this stock is because of the CEO.
TOP PICK
TOP PICK
June 20, 2007
Labrador/Newfoundland resource assets. Trying to put together a refinery project. Long-term hold.
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Labrador/Newfoundland resource assets. Trying to put together a refinery project. Long-term hold.
TOP PICK
TOP PICK
May 31, 2007
Amazing management team. Are working on the 8th largest refinery in the world, which is specifically made to handle the crude that is being extracted now. Previous refineries were created to handle "light sweet crude", which is no longer being extracted. He's very excited about this one.
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Amazing management team. Are working on the 8th largest refinery in the world, which is specifically made to handle the crude that is being extracted now. Previous refineries were created to handle "light sweet crude", which is no longer being extracted. He's very excited about this one.
WEAK BUY
WEAK BUY
January 18, 2007
This is really a bet on the management and what they can do with this company. We'll have to be very good at putting the financing behind their projects. In a more speculative category.
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This is really a bet on the management and what they can do with this company. We'll have to be very good at putting the financing behind their projects. In a more speculative category.
TOP PICK
TOP PICK
December 13, 2006
A joint venture company. Currently proposing to build a new refinery in Newfoundland. Capital cost of $4.6 billion and they own 37% pre-financing. Post-financing, if they end up with 10%, the stock could triple.
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AltiusMinerals Corp (ALS-T)
December 13, 2006
A joint venture company. Currently proposing to build a new refinery in Newfoundland. Capital cost of $4.6 billion and they own 37% pre-financing. Post-financing, if they end up with 10%, the stock could triple.
BUY
BUY
November 24, 2006
You are betting that the management team can realize value on a number of fronts. They're looking at minerals, refineries. Really a play on this amend and Labrador. Speculative but could be a winner if they deliver on the deals.
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AltiusMinerals Corp (ALS-T)
November 24, 2006
You are betting that the management team can realize value on a number of fronts. They're looking at minerals, refineries. Really a play on this amend and Labrador. Speculative but could be a winner if they deliver on the deals.
TOP PICK
TOP PICK
October 11, 2006
(A Top Pick Aug 26/05. Up 82.2%.) Doing a feasibility study for building a refinery in Newfoundland. Excellent track record of creating shareholder value.
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(A Top Pick Aug 26/05. Up 82.2%.) Doing a feasibility study for building a refinery in Newfoundland. Excellent track record of creating shareholder value.
PAST TOP PICK
PAST TOP PICK
August 16, 2006
(A Top Pick Aug 26/05. Up 113%.) Gold, copper, sink in Newfoundland. Created a spin-off, which acquired land to build a new refinery that will handle heavy/sour oil refining. Still buying.
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(A Top Pick Aug 26/05. Up 113%.) Gold, copper, sink in Newfoundland. Created a spin-off, which acquired land to build a new refinery that will handle heavy/sour oil refining. Still buying.
TOP PICK
TOP PICK
July 19, 2006
(A Top Pick May 1/06. Up 10%.) Morphing into a financial business. Have 0.3% of a smelter on Inco’s Voisey Bay, a joint venture in uranium exploration, a copper/gold deposit and currently doing a feasibility study on a new refinery in Labrador.
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(A Top Pick May 1/06. Up 10%.) Morphing into a financial business. Have 0.3% of a smelter on Inco’s Voisey Bay, a joint venture in uranium exploration, a copper/gold deposit and currently doing a feasibility study on a new refinery in Labrador.
BUY
BUY
May 30, 2006
A fantastic company. Thinly traded, so it's tough to get it. Working on a refinery project in Newfoundland. It's a long shot, but if they pull it off, it will do incredibly well.
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A fantastic company. Thinly traded, so it's tough to get it. Working on a refinery project in Newfoundland. It's a long shot, but if they pull it off, it will do incredibly well.
TOP PICK
TOP PICK
May 1, 2006
(A Top Pick June 27/05. Up 70%.) Should continue to do well. Moving away from being pure exploration into a merchant banking business. Looking into the potential of building a new refinery in Newfoundland.
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(A Top Pick June 27/05. Up 70%.) Should continue to do well. Moving away from being pure exploration into a merchant banking business. Looking into the potential of building a new refinery in Newfoundland.
PAST TOP PICK
PAST TOP PICK
March 9, 2006
Management team is superb. Give them time they will make you money.
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Management team is superb. Give them time they will make you money.
TOP PICK
TOP PICK
March 9, 2006
Alitus is a one of his favourite stocks of all time. It is a very well managed company. Their internal objective is to acquire an exploration project and not spend more than $200,000 and then enter into a joint venture to fund the exploration. He has held this stock for a while, but also bought recently at $4.75.
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Alitus is a one of his favourite stocks of all time. It is a very well managed company. Their internal objective is to acquire an exploration project and not spend more than $200,000 and then enter into a joint venture to fund the exploration. He has held this stock for a while, but also bought recently at $4.75.
TOP PICK
TOP PICK
January 13, 2006
Less risky than a lot of things he does. What makes it less risky is that the management of the company has evolved to a incorporate a lot of merchant banking type of deal. As an example they have purchased 10% of the outstanding NSR smelting deal of Voisey's Bay deposit. Their purchase price of that was probably in the order of $10 million. One could argue that that is worth three to five times what they paid for it right now. They acquired by staking a project in Labrador that they turned into a joint venture with Frontier Minerals. He believes that Altius’ cost in that was a few hundred thousand dollars, maybe $500,000. One could argue that on a market comparable basis that project today could be somewhere in the neighbourhood of $100-$200000000. He considers this has stock he will hold for a long term. His believes is that if you find a management team like this, you have an investment in a company like that, something it is probably the biggest mistake you are going to make.
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Less risky than a lot of things he does. What makes it less risky is that the management of the company has evolved to a incorporate a lot of merchant banking type of deal. As an example they have purchased 10% of the outstanding NSR smelting deal of Voisey's Bay deposit. Their purchase price of that was probably in the order of $10 million. One could argue that that is worth three to five times what they paid for it right now. They acquired by staking a project in Labrador that they turned into a joint venture with Frontier Minerals. He believes that Altius’ cost in that was a few hundred thousand dollars, maybe $500,000. One could argue that on a market comparable basis that project today could be somewhere in the neighbourhood of $100-$200000000. He considers this has stock he will hold for a long term. His believes is that if you find a management team like this, you have an investment in a company like that, something it is probably the biggest mistake you are going to make.
TOP PICK
TOP PICK
August 26, 2005
One of my largest positions. Company I intend to hold for a long time. Very young but very dynamic management team. Biggest risk in this stock is boredom. This stock WILL eventually make you money.
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One of my largest positions. Company I intend to hold for a long time. Very young but very dynamic management team. Biggest risk in this stock is boredom. This stock WILL eventually make you money.
TOP PICK
TOP PICK
June 27, 2005
Likes the management. Have not yet made a significant discovery, but have put almost $100 million on the balance sheet in assets that the now control.
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Likes the management. Have not yet made a significant discovery, but have put almost $100 million on the balance sheet in assets that the now control.
TOP PICK
TOP PICK
April 29, 2005
Likes management and their strict adherence to a very intelligent business model. They use their own intellectual capital to generate exploration/geological ideas and then they get other companies to fund the development of those ideas, so the biggest risk, exploration, is carried by others and they retain an equity interest in the projects.
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Likes management and their strict adherence to a very intelligent business model. They use their own intellectual capital to generate exploration/geological ideas and then they get other companies to fund the development of those ideas, so the biggest risk, exploration, is carried by others and they retain an equity interest in the projects.
PAST TOP PICK
PAST TOP PICK
November 19, 2004
(A Top Pick Oct 1/04. Up 5%.) One of his largest positions. Still likes. Very astute management team.
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AltiusMinerals Corp (ALS-T)
November 19, 2004
(A Top Pick Oct 1/04. Up 5%.) One of his largest positions. Still likes. Very astute management team.
TOP PICK
TOP PICK
October 1, 2004
Management team focuses on joint ventures reducing their risks. Have a vast holding in Central Labrador of uranium projects.
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Management team focuses on joint ventures reducing their risks. Have a vast holding in Central Labrador of uranium projects.
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