Hudbay Minerals Inc.

HBM-T

Analysis and Opinions about HBM-T

Signal
Opinion
Expert
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.
Show full opinionHide full opinion
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.
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.

Show full opinionHide full opinion

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.

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.
Show full opinionHide full opinion
(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.
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.
Show full opinionHide full opinion
(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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
(A Top Pick Apr 26/18, Down 25%) It was not long ago it traded $10. In the past four weeks concerns over the economy have dampened the share value. They are doing good work to run the operations. It has great torque to the commodity cycle. He would be a buyer here. Indigenous investigation is causing some worry with mine expansion plans.
COMMENT
COMMENT
May 10, 2019
He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.
Show full opinionHide full opinion
He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.
BUY WEAKNESS
BUY WEAKNESS
May 6, 2019
The commodity stocks as a sector are pretty reasonable. One of the catalysts you need is for the US$ 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.
Show full opinionHide full opinion
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.
TOP PICK
TOP PICK
May 1, 2019
An unhappy investor is making things challenging in a proxy fight. Production increases will be coming over the next few years. It has been selling at a significant discount to its peers. He thinks management will win the fight. Yield 0.23%. (Analysts’ price target is $11.70)
Show full opinionHide full opinion
An unhappy investor is making things challenging in a proxy fight. Production increases will be coming over the next few years. It has been selling at a significant discount to its peers. He thinks management will win the fight. Yield 0.23%. (Analysts’ price target is $11.70)
HOLD
HOLD
April 22, 2019
It trades within a strict range. His target is $9.00. It may see 10% upside from the current price, then it'll go down again. Hold, don't buy.
Show full opinionHide full opinion
It trades within a strict range. His target is $9.00. It may see 10% upside from the current price, then it'll go down again. Hold, don't buy.
BUY
BUY
April 9, 2019
He recommended this 2 weeks ago to clients. If we start a new 4-year economic cycle, then you want to be long cyclical commodities including this stock. A fantastic chart. $12 target. He sees the current rally going to May/June when you would get cautious and maybe take some profits.
Show full opinionHide full opinion
He recommended this 2 weeks ago to clients. If we start a new 4-year economic cycle, then you want to be long cyclical commodities including this stock. A fantastic chart. $12 target. He sees the current rally going to May/June when you would get cautious and maybe take some profits.
SPECULATIVE BUY
SPECULATIVE BUY
April 3, 2019
The stock has been rocking, really great. Metals enjoy seasonality now into May. There's still room to return to past highs. Technically, the chart is good. However, if the chart rolls-over, watch out.
Show full opinionHide full opinion
The stock has been rocking, really great. Metals enjoy seasonality now into May. There's still room to return to past highs. Technically, the chart is good. However, if the chart rolls-over, watch out.
TOP PICK
TOP PICK
February 26, 2019
A cyclical, a mid-sized metal miner in Alberta as well as Peru and Arizona where they should obtain their permits. Boasts 0.8x book value. Rising copper and zinc prices are tailwinds. (Analysts’ price target is $10.09)
Show full opinionHide full opinion
A cyclical, a mid-sized metal miner in Alberta as well as Peru and Arizona where they should obtain their permits. Boasts 0.8x book value. Rising copper and zinc prices are tailwinds. (Analysts’ price target is $10.09)
WAIT
WAIT
February 21, 2019
We had a downtrend and a bottom in November just before the market bottom. It started to recover before the market bottom, showing signs of leadership. He expects a sideways consolidation now and then it looks good.
Show full opinionHide full opinion
We had a downtrend and a bottom in November just before the market bottom. It started to recover before the market bottom, showing signs of leadership. He expects a sideways consolidation now and then it looks good.
TOP PICK
TOP PICK
February 14, 2019
He is bullish on a trade resolution. It ranks in the top 5% of all stocks. 0.7 times book, 7 time PE. They are still able to generate cash flow. It is a bit volatile but has improving price momentum. It has turned the corner. (Analysts’ price target is $9.59)
Show full opinionHide full opinion
He is bullish on a trade resolution. It ranks in the top 5% of all stocks. 0.7 times book, 7 time PE. They are still able to generate cash flow. It is a bit volatile but has improving price momentum. It has turned the corner. (Analysts’ price target is $9.59)
Showing 16 to 30 of 553 entries