Hudbay Minerals Inc.

HBM-T

Analysis and Opinions about HBM-T

Signal
Opinion
Expert
BUY
BUY
February 4, 2019
TV-T vs. HBM-T. TV-T has ties to the zinc market, which has been under severe pressure from tax loss selling. HBM-T would be a better replacement if you want to be here.
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TV-T vs. HBM-T. TV-T has ties to the zinc market, which has been under severe pressure from tax loss selling. HBM-T would be a better replacement if you want to be here.
PARTIAL SELL
PARTIAL SELL
January 28, 2019
It's had troubles returning to peaks, and it's stuck in a channel for long. $6 is the top, so it's got to get above $6. Traders should sell at $6, but if you're patient, then hold. See what it does. There's no reason to sell it otherwise.
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It's had troubles returning to peaks, and it's stuck in a channel for long. $6 is the top, so it's got to get above $6. Traders should sell at $6, but if you're patient, then hold. See what it does. There's no reason to sell it otherwise.
COMMENT
COMMENT
January 9, 2019
Hudbay vs Teck. These are two different companies. Teck being more focused on coal, copper and zinc. Hudbay is more copper and zinc. He would prefer Teck. As these do not provide any yield, he does not stay on top of these ones. He would stay on the sidelines for these given the trade issues globally. The next Presidential election will likely help define the future -- it will be uncertain until then. China will continue to be a big consumer and supply is being curtailed at these low commodity prices. The inventory situation will be improving over time, but it is still too early.
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Hudbay vs Teck. These are two different companies. Teck being more focused on coal, copper and zinc. Hudbay is more copper and zinc. He would prefer Teck. As these do not provide any yield, he does not stay on top of these ones. He would stay on the sidelines for these given the trade issues globally. The next Presidential election will likely help define the future -- it will be uncertain until then. China will continue to be a big consumer and supply is being curtailed at these low commodity prices. The inventory situation will be improving over time, but it is still too early.
BUY
BUY
November 26, 2018
The downside is over, and he's a little optimistic about commodities. Also, the US dollar is peaking, which has been dragging down this sector. We could see a bounce in commodities (copper, zinc, metals), with not much more downside.
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The downside is over, and he's a little optimistic about commodities. Also, the US dollar is peaking, which has been dragging down this sector. We could see a bounce in commodities (copper, zinc, metals), with not much more downside.
WAIT
WAIT
October 29, 2018

Trade tensions with China are going to see demand keep falling for base metals. Sometime in 2021 a lot of these stocks are going to be cheap and have growth for 10 years plus, and that is when to get into them. This is one of the purest plays in the base metals space.

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Trade tensions with China are going to see demand keep falling for base metals. Sometime in 2021 a lot of these stocks are going to be cheap and have growth for 10 years plus, and that is when to get into them. This is one of the purest plays in the base metals space.

HOLD
HOLD
October 26, 2018

All the base metals are getting creamed, down a ton. Frustrating--they aren't hitting on any of their metrics. It's getting more difficult to produce copper at present prices, problems with the mines. It's oversold. There could be heavy tax-loss selling soon. He wishes operations were going better. In a recent controversy, a seller doesn't want Hudbay to buy anything now as takeover and merger specualtion ensues.

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All the base metals are getting creamed, down a ton. Frustrating--they aren't hitting on any of their metrics. It's getting more difficult to produce copper at present prices, problems with the mines. It's oversold. There could be heavy tax-loss selling soon. He wishes operations were going better. In a recent controversy, a seller doesn't want Hudbay to buy anything now as takeover and merger specualtion ensues.

TOP PICK
TOP PICK
October 24, 2018

An unhappy hedge fund and shareholder which insists that HBM halt a big acquisition. HBM is languishing more than its peers. Their upcoming projects like Rosemount have been delayed, but their primary investment is performing quite well. Some quarters have seen some setbacks. Now, the stock is very cheap at 60-70% book value, a buying opportunity. (Analysts price target: $9.93)

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An unhappy hedge fund and shareholder which insists that HBM halt a big acquisition. HBM is languishing more than its peers. Their upcoming projects like Rosemount have been delayed, but their primary investment is performing quite well. Some quarters have seen some setbacks. Now, the stock is very cheap at 60-70% book value, a buying opportunity. (Analysts price target: $9.93)

DON'T BUY
DON'T BUY
October 15, 2018

Most of their revenue is from Copper. It is a base metal play. You have to watch China. China is slowing. He does not think Copper will have a big upswing any time soon. He prefers more diversification through ETFs into these spaces.

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Most of their revenue is from Copper. It is a base metal play. You have to watch China. China is slowing. He does not think Copper will have a big upswing any time soon. He prefers more diversification through ETFs into these spaces.

HOLD
HOLD
October 1, 2018

The vast majority of revenue is copper and base metals. It is a base metals play. You have to watch China who has the biggest net swing for demand. They are growing at a slower rate every year. This stock will probably underperform lots of other things you could hold. It is a fine company otherwise.

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The vast majority of revenue is copper and base metals. It is a base metals play. You have to watch China who has the biggest net swing for demand. They are growing at a slower rate every year. This stock will probably underperform lots of other things you could hold. It is a fine company otherwise.

COMMENT
COMMENT
September 28, 2018

There is a more technical based CEO there now. The company has gone through good expansion and now they are focusing on permitting in the Arizona mine. It has been a lengthy process to get approvals and expects 2019 to see approval. He is generally very light on holding base metals, especially in the face of current trade disputes.

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Hudbay Minerals Inc. (HBM-T)
September 28, 2018

There is a more technical based CEO there now. The company has gone through good expansion and now they are focusing on permitting in the Arizona mine. It has been a lengthy process to get approvals and expects 2019 to see approval. He is generally very light on holding base metals, especially in the face of current trade disputes.

BUY
BUY
August 20, 2018

It's had a huge pullback from $13 to $6. It has nice upside and discount to book value. His target is $5.40 as a bounce.

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It's had a huge pullback from $13 to $6. It has nice upside and discount to book value. His target is $5.40 as a bounce.

PAST TOP PICK
PAST TOP PICK
July 16, 2018

(Past Top Pick, June 7, 2017, Up 2%) There's been pressure on commodities lately. He hopes there will be better grades of minerals coming from their mines; recent ones have disappointed. This should be trading more in line with its
peers. Valuation remains solid.

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(Past Top Pick, June 7, 2017, Up 2%) There's been pressure on commodities lately. He hopes there will be better grades of minerals coming from their mines; recent ones have disappointed. This should be trading more in line with its
peers. Valuation remains solid.

SELL
SELL
July 9, 2018

Metals have done okay recently. We are seeing a breakdown on this one. It tested about $8 over and over and then recently broke down. If you hold it, consider selling it.

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Metals have done okay recently. We are seeing a breakdown on this one. It tested about $8 over and over and then recently broke down. If you hold it, consider selling it.

PAST TOP PICK
PAST TOP PICK
July 5, 2018

(A Top Pick May 9/17, Down 9%) It had a heck of a run and then dropped. The mining sector is probably the best contrarian, undervalued sector out there. You have to ask what is the cost to replace the reserves in the ground. These guys have done a great job. These guys make a lot of cash flow. It is a great investment and it has been overdone. People don't by these stocks.

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(A Top Pick May 9/17, Down 9%) It had a heck of a run and then dropped. The mining sector is probably the best contrarian, undervalued sector out there. You have to ask what is the cost to replace the reserves in the ground. These guys have done a great job. These guys make a lot of cash flow. It is a great investment and it has been overdone. People don't by these stocks.

TOP PICK
TOP PICK
June 26, 2018

A late-cycle play. A copper and zinc producer. Low cost and good balance sheet. They have new projects in Arizona, Peru and Manitoba. It's recovered over the past few years, then has gone sideways. It's a good trading vehicle if you buy below $8 and sell it at $11 within that channel. (Analysts' price target: $12.83)

Show full opinionHide full opinion

A late-cycle play. A copper and zinc producer. Low cost and good balance sheet. They have new projects in Arizona, Peru and Manitoba. It's recovered over the past few years, then has gone sideways. It's a good trading vehicle if you buy below $8 and sell it at $11 within that channel. (Analysts' price target: $12.83)

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