Hudbay Minerals Inc.

HBM-T

Analysis and Opinions about HBM-T

Signal
Opinion
Expert
WAIT
WAIT
December 6, 2019
Dispute it coming down, it could go down further. Institutions usually don’t hold stocks cheaper than $5. In this case, wait for it to tick back up in consolidation.
Dispute it coming down, it could go down further. Institutions usually don’t hold stocks cheaper than $5. In this case, wait for it to tick back up in consolidation.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$4.570
Owned
No
HOLD
HOLD
December 3, 2019
He isn't looking for buoyancy in the underlying commodity price. Losing Rosemont permit: that appeal will take a long time. Meanwhile, HBM must focus--and is--elsewhere to expand. The stock has been punished by the pullback of the Rosemont permit. Hold this for a few years and it could double. Meanwhile, wait and see.
He isn't looking for buoyancy in the underlying commodity price. Losing Rosemont permit: that appeal will take a long time. Meanwhile, HBM must focus--and is--elsewhere to expand. The stock has been punished by the pullback of the Rosemont permit. Hold this for a few years and it could double. Meanwhile, wait and see.
Michael Sprung
President, Sprung Investment Management
Price
$4.300
Owned
Unknown
BUY
BUY
November 19, 2019
The sector had a slight run and is now rangebound. It is now at the low end of $10. Buy it now as a trade.
The sector had a slight run and is now rangebound. It is now at the low end of $10. Buy it now as a trade.
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$4.530
Owned
Unknown
DON'T BUY
DON'T BUY
October 28, 2019
A quality company but really over a decade it made nobody any money. It's tradable. It is an under-performer. He does not like it long term.
A quality company but really over a decade it made nobody any money. It's tradable. It is an under-performer. He does not like it long term.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$4.880
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 22, 2019
(A Top Pick Oct 24/18, Down 7%) If not for the delay in the Rosemount mine, this would do a lot better. Disappointing, but he's waiting--that's key. Its assets are attractive. At least it isn't operating in politically sensitive areas.
(A Top Pick Oct 24/18, Down 7%) If not for the delay in the Rosemount mine, this would do a lot better. Disappointing, but he's waiting--that's key. Its assets are attractive. At least it isn't operating in politically sensitive areas.
Michael Sprung
President, Sprung Investment Management
Price
$4.710
Owned
Yes
SELL
SELL
October 10, 2019
Arizona mine hung up in admin for at least another year. Copper prices rolled over. Don't want to own a marginal commodity producer admidst slowing global growth.
Arizona mine hung up in admin for at least another year. Copper prices rolled over. Don't want to own a marginal commodity producer admidst slowing global growth.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$4.550
Owned
No
DON'T BUY
DON'T BUY
October 4, 2019
You have to have a strong stomach to be into mining stocks. A recession causes this sector to sold off aggressively. He does not like that fact that miners are price takers -- they have little control over revenues. He likes companies like Apple that are price makers. He predicts HBM-T share prices will be volatile, especially since we are late in the economic cycle. He would stay away.
You have to have a strong stomach to be into mining stocks. A recession causes this sector to sold off aggressively. He does not like that fact that miners are price takers -- they have little control over revenues. He likes companies like Apple that are price makers. He predicts HBM-T share prices will be volatile, especially since we are late in the economic cycle. He would stay away.
David Baskin
President, Baskin Wealth Management
Price
$4.450
Owned
No
TOP PICK
TOP PICK
September 9, 2019
They recently had a major setback in the permitting of the Rosemont mine. At these levels this stock is down and out for the count, but they would be good long term. They are going to survive but have suffered as of late.
They recently had a major setback in the permitting of the Rosemont mine. At these levels this stock is down and out for the count, but they would be good long term. They are going to survive but have suffered as of late.
Michael Sprung
President, Sprung Investment Management
Price
$4.620
Owned
Yes
COMMENT
COMMENT
July 17, 2019

LUN vs HBM? He owns LUN-T, but not HBM-T as it has a lower beta to the market. They are good at timing their acquisitions and they know how to balance brownfield expansions, while creating cross-commodity diversification. HBM-T has gone through a proxy fight and their CEO has departed -- it is a wait and see company.

LUN vs HBM? He owns LUN-T, but not HBM-T as it has a lower beta to the market. They are good at timing their acquisitions and they know how to balance brownfield expansions, while creating cross-commodity diversification. HBM-T has gone through a proxy fight and their CEO has departed -- it is a wait and see company.

Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$6.750
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
July 12, 2019
(A Top Pick Jun 26/18, Down 13%) He sold this at over $10, because it had run up so much for him and he didn't expect the China tariffs to get resolved anytime soon. Now, HBM is worth considering again as they transition to a new CEO.
(A Top Pick Jun 26/18, Down 13%) He sold this at over $10, because it had run up so much for him and he didn't expect the China tariffs to get resolved anytime soon. Now, HBM is worth considering again as they transition to a new CEO.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$6.390
Owned
No
PAST TOP PICK
PAST TOP PICK
June 17, 2019
(A Top Pick May 30/18, Down 19%) It has been up and down over the last year. It is still one of his favourite stocks within the metals and minerals. They did a great deal to clean up operations in Manitoba. There is potential for increases in cash flows down the road. He'd stick with it.
(A Top Pick May 30/18, Down 19%) It has been up and down over the last year. It is still one of his favourite stocks within the metals and minerals. They did a great deal to clean up operations in Manitoba. There is potential for increases in cash flows down the road. He'd stick with it.
Michael Sprung
President, Sprung Investment Management
Price
$6.920
Owned
Yes
BUY
BUY
June 13, 2019
Forecasting commodities prices is very difficult. Copper in particular which is one if the main metals that this company produces has been low. If we get a soft landing then copper demand should pick up. China has been a bigger consumer and that demand is going to be there even at a lower growing pace. They are involved in many projects that will increase production in the future. The stock has been choppy as they had a sort of a Board coup with an activist investor being involved. Longer term the stock price will follow the fundamentals.
Forecasting commodities prices is very difficult. Copper in particular which is one if the main metals that this company produces has been low. If we get a soft landing then copper demand should pick up. China has been a bigger consumer and that demand is going to be there even at a lower growing pace. They are involved in many projects that will increase production in the future. The stock has been choppy as they had a sort of a Board coup with an activist investor being involved. Longer term the stock price will follow the fundamentals.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$6.980
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 15, 2019
(A Top Pick Apr 26/18, Down 25%) It was not long ago it traded $10. In the past four weeks concerns over the economy have dampened the share value. They are doing good work to run the operations. It has great torque to the commodity cycle. He would be a buyer here. Indigenous investigation is causing some worry with mine expansion plans.
(A Top Pick Apr 26/18, Down 25%) It was not long ago it traded $10. In the past four weeks concerns over the economy have dampened the share value. They are doing good work to run the operations. It has great torque to the commodity cycle. He would be a buyer here. Indigenous investigation is causing some worry with mine expansion plans.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$6.770
Owned
Yes
COMMENT
COMMENT
May 10, 2019
He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.
He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$7.200
Owned
_N/A
BUY WEAKNESS
BUY WEAKNESS
May 6, 2019
The commodity stocks as a sector are pretty reasonable. One of the catalysts you need is for the US$ to roll over and give them some breathing room. There is room for HBM-T to lift up and is one that will lift up if you get this trading thing out of the way.
The commodity stocks as a sector are pretty reasonable. One of the catalysts you need is for the US$ to roll over and give them some breathing room. There is room for HBM-T to lift up and is one that will lift up if you get this trading thing out of the way.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$8.760
Owned
Unknown
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