A Comment -- General Comments From an Expert

A Commentary

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Analysis and Opinions about A Commentary

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 9, 2005
Doing a very complicated deal that will see it merge with a number of juniors and a couple of exploration companies will be spun out. The market didn't like the deal very much as it was complex, hard to understand, hard to figure what the value is. All the pieces put together are worth something like $10 a share. Good buy at this price. Hold for only a few months.
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Doing a very complicated deal that will see it merge with a number of juniors and a couple of exploration companies will be spun out. The market didn't like the deal very much as it was complex, hard to understand, hard to figure what the value is. All the pieces put together are worth something like $10 a share. Good buy at this price. Hold for only a few months.
BUY
BUY
May 30, 2005
Looking at copper 2/3 years out, he is bullish and just initiated a position in Aur Resources (AUR-T) and are looking at both Constellation Copper (CCU-T) and Noranda (NRD.LV-T).
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Looking at copper 2/3 years out, he is bullish and just initiated a position in Aur Resources (AUR-T) and are looking at both Constellation Copper (CCU-T) and Noranda (NRD.LV-T).
BUY
BUY
May 30, 2005
Conversion into an income trust, coalbed methane company and an exploration comapny is very interesting. In a worse case scenerio, if the trust has to yield 15%, that puts a $6 value on it and if the coalbed methane and exploreco sell at 1 X net asset value, you get to $7.54 which means it's fully priced. A more realistic scenario is the trust has a $6.67 value and 2 X for the other 2 would get you to $9. Interesting speculation. Looking at it very carefully.
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Conversion into an income trust, coalbed methane company and an exploration comapny is very interesting. In a worse case scenerio, if the trust has to yield 15%, that puts a $6 value on it and if the coalbed methane and exploreco sell at 1 X net asset value, you get to $7.54 which means it's fully priced. A more realistic scenario is the trust has a $6.67 value and 2 X for the other 2 would get you to $9. Interesting speculation. Looking at it very carefully.
BUY
BUY
May 27, 2005
Sold interest to Epcor (EPE.PR.A-T) which should be very beneficial to them. Well managed. Has a lot of accretive growth. High level of net income to distributions. Very conservative.
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Sold interest to Epcor (EPE.PR.A-T) which should be very beneficial to them. Well managed. Has a lot of accretive growth. High level of net income to distributions. Very conservative.
BUY
BUY
May 25, 2005
You won't have a better time to buy. Likes that Falconbridge is a part of this.
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You won't have a better time to buy. Likes that Falconbridge is a part of this.
DON'T BUY
DON'T BUY
May 24, 2005
Will be unexciting for the next little while because of confusion of the merger with Falcoinbridge (FL-T). There are other base metals that offer better upside such as Inco (N-T), Teck Cominco (TEK.SV.B-T) or Inmet Mining (IMN-T).
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Will be unexciting for the next little while because of confusion of the merger with Falcoinbridge (FL-T). There are other base metals that offer better upside such as Inco (N-T), Teck Cominco (TEK.SV.B-T) or Inmet Mining (IMN-T).
DON'T BUY
DON'T BUY
May 19, 2005
All the mid/upper tier majors have gone through some correction. There are other companies he would choose first. If you are buying put in your price and wait for it to be reached. Could be a 20% correction.
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All the mid/upper tier majors have gone through some correction. There are other companies he would choose first. If you are buying put in your price and wait for it to be reached. Could be a 20% correction.
DON'T BUY
DON'T BUY
May 17, 2005
Has been pretty much his least favourite major mining stock in Canada. It really hasn't made a lot of money for investors over the years. Have good assets, but haven't developed them well. Not managed all that well.
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Has been pretty much his least favourite major mining stock in Canada. It really hasn't made a lot of money for investors over the years. Have good assets, but haven't developed them well. Not managed all that well.
BUY
BUY
May 12, 2005
Thinks the Falconbridge take over has made a whole new better company and doesn't think the market is recognizing it yet.
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Thinks the Falconbridge take over has made a whole new better company and doesn't think the market is recognizing it yet.
TOP PICK
TOP PICK
May 11, 2005
A little piece has come into play in the last 6 months. There has been overcapacity on the smelting side for the last couple of years, so you bought actual mines i.e. the concentrate out of the ground. Now the concentrate has gone from $0.02 a pound to over $0.18. Extremely inexpensive on the mining side.
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A little piece has come into play in the last 6 months. There has been overcapacity on the smelting side for the last couple of years, so you bought actual mines i.e. the concentrate out of the ground. Now the concentrate has gone from $0.02 a pound to over $0.18. Extremely inexpensive on the mining side.
WEAK BUY
WEAK BUY
May 10, 2005
Thunder Energy (THY-T), Mustang Resources (MUS.A-T & MUS.B-T) and Forte Resources (FRZ-T) are merging to form a trust. These 3 together will make a pretty decent trust. Down at these levels you'll probably make a little bit of money from here.
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Thunder Energy (THY-T), Mustang Resources (MUS.A-T & MUS.B-T) and Forte Resources (FRZ-T) are merging to form a trust. These 3 together will make a pretty decent trust. Down at these levels you'll probably make a little bit of money from here.
BUY
BUY
May 10, 2005
The big question here is whether it will be sold or not. Thinks that it is pretty much off the table now. Likes the base metal sector.
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The big question here is whether it will be sold or not. Thinks that it is pretty much off the table now. Likes the base metal sector.
WEAK BUY
WEAK BUY
May 6, 2005
The Pembina area is a very expensive play right now. Not the same kind of value, matrix story is was 2 1/2 years ago. They're a very good operator and should do well with their Pembina play but he is looking for significantly undervalued stocks.
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The Pembina area is a very expensive play right now. Not the same kind of value, matrix story is was 2 1/2 years ago. They're a very good operator and should do well with their Pembina play but he is looking for significantly undervalued stocks.
DON'T BUY
DON'T BUY
May 5, 2005
A little worried about the metals market in general. Heading into a seasonally weak period. If global growth slows down, demand for all metals is going to come down.
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A little worried about the metals market in general. Heading into a seasonally weak period. If global growth slows down, demand for all metals is going to come down.
DON'T BUY
DON'T BUY
May 3, 2005
Finally working out its problems with Falconbridge (FL-T) and starting to realize some value. There was a fly in the ointment with the US hedge fund interfering, but feels there is no concern. Would prefer other areas.
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Finally working out its problems with Falconbridge (FL-T) and starting to realize some value. There was a fly in the ointment with the US hedge fund interfering, but feels there is no concern. Would prefer other areas.
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