Breakwater Resources

BWR-T

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This company is not ACTIVE.

Analysis and Opinions about BWR-T

Signal
Opinion
Expert
COMMENT
COMMENT
June 16, 2011
Being acquired and thinks the deal will go through. If you own, tender into the takeover bid.
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Being acquired and thinks the deal will go through. If you own, tender into the takeover bid.
WAIT
WAIT
April 20, 2011
Primarily a zinc producer. Zinc is used in galvanizing steel to prevent it rusting. Also duct work. Very liked to auto and construction industry. Dependent on China. There is a lot of zinc mines in the world but many people think it will be in a deficit position in 2013
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Primarily a zinc producer. Zinc is used in galvanizing steel to prevent it rusting. Also duct work. Very liked to auto and construction industry. Dependent on China. There is a lot of zinc mines in the world but many people think it will be in a deficit position in 2013
WAIT
WAIT
March 15, 2011
Solid performer, but earnings are expected to go down from 1.28 to 1.01. Appears to be cheap. 5.5 times PE and 18% ROE. Good opportunities for zinc. Overall, steel will be quite good for the next 12 months. Hopefully BWR will bottom out in the next 2 months.
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Solid performer, but earnings are expected to go down from 1.28 to 1.01. Appears to be cheap. 5.5 times PE and 18% ROE. Good opportunities for zinc. Overall, steel will be quite good for the next 12 months. Hopefully BWR will bottom out in the next 2 months.
BUY
BUY
January 12, 2011
Has one of the highest percentages of zinc production. Fundamentals for zinc, as with most commodities, are positive.
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Has one of the highest percentages of zinc production. Fundamentals for zinc, as with most commodities, are positive.
BUY
BUY
November 19, 2010
Trading a little over 6X current earnings. Chart shows a breakout in the last little while. Close to the 50 day moving average of around $5, which is were it has support. Use a stop-loss near $5.
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Trading a little over 6X current earnings. Chart shows a breakout in the last little while. Close to the 50 day moving average of around $5, which is were it has support. Use a stop-loss near $5.
SHORT
SHORT
November 15, 2010
Largely lead and zinc and both commodities have been screaming higher on Chinese demand. He would be taking profits. He is Short.
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Largely lead and zinc and both commodities have been screaming higher on Chinese demand. He would be taking profits. He is Short.
BUY
BUY
November 1, 2010
Play on zinc. Has put in a base since ’09 and there was break out recently. A good stock and performed extremely well and expects it to continue. Nov 19 into January, metals and mines do well. Looking for it to pull up from here.
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Play on zinc. Has put in a base since ’09 and there was break out recently. A good stock and performed extremely well and expects it to continue. Nov 19 into January, metals and mines do well. Looking for it to pull up from here.
COMMENT
COMMENT
September 30, 2010
Good leverage to zinc prices, which have been doing quite well. Wouldn't be surprised to see a pullback in global commodity prices. That might hurt them in the short term but if commodity prices are sustainable there is a lot of upside.
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Breakwater Resources (BWR-T)
September 30, 2010
Good leverage to zinc prices, which have been doing quite well. Wouldn't be surprised to see a pullback in global commodity prices. That might hurt them in the short term but if commodity prices are sustainable there is a lot of upside.
COMMENT
COMMENT
September 20, 2010
3 Year chart doesn’t show anything untoward. RSI is a little bit high but STOCH (Stochastics) is pretty slack. See any reason why it would break down from here.
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Breakwater Resources (BWR-T)
September 20, 2010
3 Year chart doesn’t show anything untoward. RSI is a little bit high but STOCH (Stochastics) is pretty slack. See any reason why it would break down from here.
BUY
BUY
September 13, 2010
(Market Call Minute.) Good stock to own.
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Breakwater Resources (BWR-T)
September 13, 2010
(Market Call Minute.) Good stock to own.
HOLD
HOLD
August 19, 2010
There is a low at the beginning of 09 and another one at the beginning of this July. As long as the last low is not violated you should be okay. Also likes the commodity story.
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There is a low at the beginning of 09 and another one at the beginning of this July. As long as the last low is not violated you should be okay. Also likes the commodity story.
BUY
BUY
August 6, 2010
Just released a fantastic quarter. Has always been a pretty high beta play within the sector but if you believe in growth and looking for something with a lot of torque, this one could go a long way.
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Just released a fantastic quarter. Has always been a pretty high beta play within the sector but if you believe in growth and looking for something with a lot of torque, this one could go a long way.
VAGUE
VAGUE
February 23, 2010
If the price of zinc goes up based on the lack of mines coming on line in the near future, can explode, but not his preferred company.
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If the price of zinc goes up based on the lack of mines coming on line in the near future, can explode, but not his preferred company.
DON'T BUY
DON'T BUY
February 2, 2010
The global supply/demand for zinc actually falls off a cliff in a couple of years time. It’s hard to find good quality stocks in zinc. You rally need the leverage of a much higher zinc price.
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The global supply/demand for zinc actually falls off a cliff in a couple of years time. It’s hard to find good quality stocks in zinc. You rally need the leverage of a much higher zinc price.
SPECULATIVE BUY
SPECULATIVE BUY
January 21, 2010
Serious loser if zinc price does not go up. If zinc price goes up you will get a win.
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Serious loser if zinc price does not go up. If zinc price goes up you will get a win.
BUY
BUY
January 20, 2010
Zinc producer and tends to be the “go to” name. Favourably disposed to zinc over the next few years.
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Zinc producer and tends to be the “go to” name. Favourably disposed to zinc over the next few years.
COMMENT
COMMENT
December 4, 2009
Chart shows trending along the 50-day moving average with support there. Also shows big jumps in May and October with strong volume. Moving averages are below the stock price. Just had a nice pullback back to its last support indicating profit taking. Should move up again in 3-4 months. If not moving up by February there is a problem.
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Chart shows trending along the 50-day moving average with support there. Also shows big jumps in May and October with strong volume. Moving averages are below the stock price. Just had a nice pullback back to its last support indicating profit taking. Should move up again in 3-4 months. If not moving up by February there is a problem.
BUY
BUY
December 1, 2009
Fundamentally, zinc looks like one of the brighter areas in base metals. Looks like China is going to be a net importer of zinc. Both Farallon Resources (FAN-T) and Breakwater Resources (BWR-T) have great leverage to zinc.
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Fundamentally, zinc looks like one of the brighter areas in base metals. Looks like China is going to be a net importer of zinc. Both Farallon Resources (FAN-T) and Breakwater Resources (BWR-T) have great leverage to zinc.
BUY
BUY
November 30, 2009
Best way to play a recovery in zinc prices. Pretty reasonable production profile. Debt is under control.
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Best way to play a recovery in zinc prices. Pretty reasonable production profile. Debt is under control.
BUY
BUY
November 10, 2009
(Market Call Minute) In the process of being restructured. You need patience.
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(Market Call Minute) In the process of being restructured. You need patience.
HOLD
HOLD
November 5, 2009
Big drop from its 2007 high and went into a base building period followed by an up-leg in the spring, bit of a correction and just had another up-leg. Probably going into some kind of a corrective period again. In general it is a good stock with rising 200 and 50 day moving averages.
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Big drop from its 2007 high and went into a base building period followed by an up-leg in the spring, bit of a correction and just had another up-leg. Probably going into some kind of a corrective period again. In general it is a good stock with rising 200 and 50 day moving averages.
SPECULATIVE BUY
SPECULATIVE BUY
November 2, 2009
His hierarchy in base metals is copper first, followed by zinc. This is probably the purest, highest leverage (operating and financial) risk is way for a pure play on zinc. 2.3 X more volatile than the TSX composites index.
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His hierarchy in base metals is copper first, followed by zinc. This is probably the purest, highest leverage (operating and financial) risk is way for a pure play on zinc. 2.3 X more volatile than the TSX composites index.
DON'T BUY
DON'T BUY
October 30, 2009
Zinc area has improved. This stock got carried away in the past and he doesn't think it will get to its old highs. Would rather own Teck Resources (TCK.B-T).
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Zinc area has improved. This stock got carried away in the past and he doesn't think it will get to its old highs. Would rather own Teck Resources (TCK.B-T).
TOP PICK
TOP PICK
October 28, 2009
Zinc has been strong and expects it to continue. This one provides the best leverage. Had a good run and has now pulled back nicely. Have the capacity to expand production. Have a mill in Quebec that can be brought on very quickly with very little capital.
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Zinc has been strong and expects it to continue. This one provides the best leverage. Had a good run and has now pulled back nicely. Have the capacity to expand production. Have a mill in Quebec that can be brought on very quickly with very little capital.
DON'T BUY
DON'T BUY
October 22, 2009
Used to know quite well, then price came way down and it didn’t do well. Bas so many shares outstanding that he doesn’t find them interesting.
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Used to know quite well, then price came way down and it didn’t do well. Bas so many shares outstanding that he doesn’t find them interesting.
WEAK BUY
WEAK BUY
October 5, 2009
High-cost production of zinc. Stock went from $3 down to pennies over the last 2 years because of the collapse in zinc. Zinc has come back to life and if it can get to the $.90-$1 per pound, it should trade back in the $.30-$.35 range. Comes with a lot of risk.
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High-cost production of zinc. Stock went from $3 down to pennies over the last 2 years because of the collapse in zinc. Zinc has come back to life and if it can get to the $.90-$1 per pound, it should trade back in the $.30-$.35 range. Comes with a lot of risk.
DON'T BUY
DON'T BUY
October 2, 2009
Zinc producer. Have a collection of mines in Canada and Central America. High cost producer so subject to the vagaries of commodity markets. Would be reasonably cautious on zinc prices at this point. Need higher prices to have a higher upside.
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Zinc producer. Have a collection of mines in Canada and Central America. High cost producer so subject to the vagaries of commodity markets. Would be reasonably cautious on zinc prices at this point. Need higher prices to have a higher upside.
DON'T BUY
DON'T BUY
September 24, 2009
Finding support around the 50 day moving average. Doesn't look like it's going anywhere fast.
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Breakwater Resources (BWR-T)
September 24, 2009
Finding support around the 50 day moving average. Doesn't look like it's going anywhere fast.
BUY
BUY
September 18, 2009
Major selloff from 2007 but then started to base building and now has a rising 200-day moving average. Any kind of a weakness will bring it back to roughly $.28 but stock is ready to start rising again with a possible $.75 target. Very little resistance between now and $.75.
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Breakwater Resources (BWR-T)
September 18, 2009
Major selloff from 2007 but then started to base building and now has a rising 200-day moving average. Any kind of a weakness will bring it back to roughly $.28 but stock is ready to start rising again with a possible $.75 target. Very little resistance between now and $.75.
HOLD
HOLD
September 15, 2009
(Market Call Minute) You have to like zinc, not his favorite.
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Breakwater Resources (BWR-T)
September 15, 2009
(Market Call Minute) You have to like zinc, not his favorite.
BUY
BUY
August 20, 2009
Zinc producer. Not too many ways to play zinc and this is probably the best way to play it. Reasonably valued. As prices recover, there is the potential for them to bring back on their closed mines, which could add to their production profile going forward.
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Zinc producer. Not too many ways to play zinc and this is probably the best way to play it. Reasonably valued. As prices recover, there is the potential for them to bring back on their closed mines, which could add to their production profile going forward.
COMMENT
COMMENT
August 4, 2009
Chart shows a series of higher lows. There seems to be resistance at about the $.40 level. If you own and it goes through $.40 consider taking some off the table and holding the balance.
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Chart shows a series of higher lows. There seems to be resistance at about the $.40 level. If you own and it goes through $.40 consider taking some off the table and holding the balance.
DON'T BUY
DON'T BUY
May 26, 2009
Higher cost group of zinc mines. This is the last one to come on stream as zinc prices become strong and the first one to shut down when zinc prices collapse. A lot of risk with this company.
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Higher cost group of zinc mines. This is the last one to come on stream as zinc prices become strong and the first one to shut down when zinc prices collapse. A lot of risk with this company.
DON'T BUY
DON'T BUY
May 19, 2009
His style is to buy income/cash flow stability and this one is the antithesis of this. It has high operating costs and debt. You are really speculating on zinc a year from now.
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His style is to buy income/cash flow stability and this one is the antithesis of this. It has high operating costs and debt. You are really speculating on zinc a year from now.
HOLD
HOLD
May 11, 2009
Chart shows it has broken out of a base. There is probably a little bit of resistance coming in at around $.33 or $.40. Be ready to pull the trigger.
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Chart shows it has broken out of a base. There is probably a little bit of resistance coming in at around $.33 or $.40. Be ready to pull the trigger.
SELL
SELL
May 1, 2009
(Market Call Minute) Way too many shares outstanding.
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(Market Call Minute) Way too many shares outstanding.
BUY
BUY
April 24, 2009
Like it. Just Bought Did financing recently. Given them the room to wait for the commodity price to rebound. The bottom has been out in the zinc price. Not many ways to pay zinc directly.
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Like it. Just Bought Did financing recently. Given them the room to wait for the commodity price to rebound. The bottom has been out in the zinc price. Not many ways to pay zinc directly.
COMMENT
COMMENT
October 21, 2008
Junior zinc producer that has fallen on hard times. Currently trading under its cash position of about $70 million. Had operational problems earlier in the year. They will weather this storm but you need an improvement in the zinc outlook.
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Junior zinc producer that has fallen on hard times. Currently trading under its cash position of about $70 million. Had operational problems earlier in the year. They will weather this storm but you need an improvement in the zinc outlook.
DON'T BUY
DON'T BUY
September 25, 2008
(Market Call Minute.) Basically involved in zinc. We preferred the bigger players at this stage of the game.
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Breakwater Resources (BWR-T)
September 25, 2008
(Market Call Minute.) Basically involved in zinc. We preferred the bigger players at this stage of the game.
SELL
SELL
September 9, 2008
Zinc was probably the first base metal to really take it on the chin. Doesn't see it as an acquisition target. Could languish for a while. Consider a tax loss sell.
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Zinc was probably the first base metal to really take it on the chin. Doesn't see it as an acquisition target. Could languish for a while. Consider a tax loss sell.
DON'T BUY
DON'T BUY
September 3, 2008
Dropped below the 200-day moving average at around $2.50.
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Dropped below the 200-day moving average at around $2.50.
DON'T BUY
DON'T BUY
August 27, 2008
This has been a very tricky stock. The price of zinc has totally collapsed. Thinks they will survive as zinc mines globally have been closing. When that happens, there is a return to supply and demand and the price should recover. Pretty risky at this point.
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