AltiusMinerals Corp

ALS-T

Analysis and Opinions about ALS-T

Signal
Opinion
Expert
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.
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.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$20.560
Owned
Yes
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$19.710
Owned
Yes
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.
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.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$23.420
Owned
Yes
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.
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.
Hugh Cleland, CFA
Founding Portfolio Manager, Northern Rivers Capital Management Inc.
Price
$18.500
Owned
Yes
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$19.250
Owned
Yes
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.
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.
Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$16.620
Owned
Unknown
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.
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.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$19.030
Owned
No
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.
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.
Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$19.800
Owned
Yes
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.
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.
Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$20.350
Owned
Unknown
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$20.710
Owned
Yes
BUY
BUY
June 21, 2007
Labrador/Newfoundland. Currently putting together a refinery. The main reason to own this stock is because of the CEO.
Labrador/Newfoundland. Currently putting together a refinery. The main reason to own this stock is because of the CEO.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$16.220
Owned
Yes
TOP PICK
TOP PICK
June 20, 2007
Labrador/Newfoundland resource assets. Trying to put together a refinery project. Long-term hold.
Labrador/Newfoundland resource assets. Trying to put together a refinery project. Long-term hold.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$15.350
Owned
Yes
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$12.900
Owned
Yes
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.
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.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$10.380
Owned
Yes
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$9.900
Owned
Yes
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