AltiusMinerals Corp

ALS-T

Analysis and Opinions about ALS-T

Signal
Opinion
Expert
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.
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.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$8.500
Owned
Yes
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.
(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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$6.600
Owned
Yes
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.
(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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$7.990
Owned
Yes
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.
(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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$7.000
Owned
Yes
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$6.810
Owned
Unknown
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.
(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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$6.390
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 9, 2006
Management team is superb. Give them time they will make you money.
Management team is superb. Give them time they will make you money.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$4.990
Owned
Yes
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$4.990
Owned
Yes
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$5.020
Owned
Yes
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$3.650
Owned
Unknown
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$3.630
Owned
Yes
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$3.560
Owned
Yes
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.
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.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$4.110
Owned
Yes
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.
Management team focuses on joint ventures reducing their risks. Have a vast holding in Central Labrador of uranium projects.
Paul VanEeden
Managing Partner, Cranberry Capital
Price
$3.950
Owned
Yes
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